Senior Financial Analyst

Job Description:

Toppan Merrill is a global technology leader committed to simplifying the complexity of regulatory disclosure and communications. Our industry leading technology is backed by what we are best known for: unmatched market expertise and unparalleled customer service. Toppan Merrill is a leading partner for the financial, legal, health and capital markets.

We believe in high-trust collaboration and value each person's unique skills, perspectives and experiences. Our success is driven by our world-class global teams and culture.

Learn more at https://www.toppanmerrill.com/careers/. About Toppan Merrill

About the Opportunity:

Provides senior financial analysis, planning, and decision support for technology and software development organizations. Leads annual budgeting, rolling forecasts, and month-end variance reporting for operating expense, capital investment, and product/project spend; develops business cases and ROI analyses; and partners with technology leaders (Engineering, Product, IT, and Product Management) to improve financial performance and investment outcomes.

Essential Duties and Responsibilities

• Lead monthly close, variance analysis, and performance reporting for technology and product cost centers. (budget vs. forecast vs. prior year), highlighting key drivers and actionable insights.
• Partner with Engineering/IT/Product leaders to develop annual budgets and forecasts for run-the-business and change-the-business investment (labor, contractors, vendors, cloud, software, tools, and services).
• Identify the underlying reasons for gaps in areas such as headcount, utilization, delivery speed, vendor usage, cloud consumption, and scope changes, then work with business owners to implement solutions.
• Develop business cases and ad hoc analyses for technology initiatives; communicate recommendations to technical and non-technical stakeholders.
• Drive improved spend efficiency and value realization across the technology portfolio through standard metrics, cost transparency, and ongoing benefits tracking.
• Leverage financial and operational systems to improve forecasting accuracy and automate reporting (e.g., ERP, planning tools, BI dashboards); establish data definitions and controls for technology spend.

Additional Duties, Skills, and Qualifications

• 10-15 years of progressive experience in FP&A, financial analysis, or business partnering; experience supporting technology, engineering, IT, and/or software development teams.
• Advanced Excel skills and proficiency with ERP/planning and reporting tools (Oracle/Hyperion); ability to automate and improve recurring reporting.
• Familiarity with LLMs (e.g., ChatGPT, Claude) for data analysis and AI-driven improvements.
• Ability to organize, interpret, and draw conclusions from large datasets and present insights clearly to both technical and non-financial audiences.
• Strong communication and influencing skills; able to lead financial discussions, challenge assumptions, and drive decisions in cross-functional forums.
• Strong quantitative, analytical, and problem-solving skills; comfortable working with ambiguity and iterating with fast-changing priorities.
• Demonstrated leadership and mentoring skills; may supervise, coach, or provide work direction to lower-level staff.
• Ability to work effectively in a matrix organization and with Agile delivery and/or technology portfolio governance processes.
• Self-motivated with strong ownership; able to manage multiple priorities, meet deadlines, and operate with minimal supervision.
• Professional presence with the ability to interact with internal/external stakeholders (including senior leaders) in a clear, credible, and service-oriented manner.
• Miscellaneous duties as assigned.

Minimum Education

Bachelor's degree in Finance or related discipline

We understand that your skills deserve recognition. That's why we offer a competitive pay scale ranging from $118-138k annually, based on experience and expertise. We believe in compensating our dedicated team members fairly for their hard work and commitment. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location.

Toppan Merrill strives to provide our employees and loved ones with competitive benefits including:

• Enhanced Medical, Dental, Vision and Life insurance for employees and dependents
• Employer Contribution to 401K
• Paid time off including vacation, sick, community involvement, bereavement, jury duty, and holidays.
• Paid parental leave
• Paid community involvement/volunteer days
• Wellness Resources and Employee Assistance Programming

Toppan Merrill is an equal opportunity/affirmative action employer. Qualified individuals, including qualified women, minorities, individuals with disabilities and veterans, are encouraged to apply.