Sr Mgr, Financial Analysis

Ideal candidate is in Boston or Portsmouth, but we'll consider internal remote candidates.

Leading Tech Finance FP&A is a dynamic, challenging role that helps Liberty Mutual IT achieve its strategic priorities through 2030 & beyond. It involves analyzing complex multi-regional IT financial and operational information, summarizing it and presenting scenarios and multi-year projections to Senior Leaders. If this excites you, then we want you!

The Tech Finance team’s purpose is to drive strategic value for IT, our SBUs, and the Office of the CFO by understanding the current state and predicting the future position of IT financials while supporting our work with data-driven insights and diverse global perspectives. Additionally, we partner with our key stakeholders to achieve their own goals with consistent reporting, robust forecasting, and a strategic mindset.

This role will manage a small team and will work closely across the Tech Finance team as well as with the broader IT leadership team to deliver on our recurring deliverables (monthly/quarterly/annual) as well as drive strategic forward-looking scenario planning.

Specific Role Responsibilities:

Reporting, Planning & Core Financial Management

• Deliver and constantly optimize consolidated Tech finance reporting on monthly & quarterly basis to LM Tech CIO, CFO and Tech ELT and do so efficiently, accurately and in a timely manner (includes partnering closely with LM Talent to deepen our Talent reporting metrics & key takeaways)
• Partner across Tech Finance to standardize market and department-specific reporting views (includes leveraging views from updated consolidated reporting and re-using it for market use)
• Drive the assessment and synchronization of reporting views/processes across and within Tech Finance (including Market and Department-specific) to create more consistency
• Consolidate the multi-year glidepath & annual planning financials to the LM Tech CIO, CFO and Tech ELT during the planning season (includes creating financial narrative & commentary)
• Deliver on our annual LM IT expense plans/forecasts with clear and concise updates on if/why we may deviate from plans/forecasts on an ongoing basis (includes facilitating forecast review/challenge sessions with Tech CFO)
• Drive, in close coordination with IT Strategy, Tech Finance market teams, Tech Finance Operations and Enterprise FP&A, the high-level IT planning process & calendar across all groups
• Support the standardization and further segmentation of our “Run” and “Grow” expenses and incorporate into ongoing reporting (in partnership with Strategy leads and Tech Finance)
• Continue incorporating key program data from Shibumi into our existing reporting packages (in partnership with Strategy leads)
• Work closely with Tech Finance Operations and TBM team on monthly, quarterly and annual activities as well as strategic roadmaps related to systems improvement (i.e. Apptio)
• Assess existing reporting activities along with Tech Finance operations and, as prioritized, eliminate/simplify/streamline monthly and quarterly processes; this work will also be done in conjunction with broader Tech Finance team to identify if there are centralization and/or standardization opportunities

Strategic Partnership & Stakeholder Engagement

• Shift our financial reporting to be more narrative-based and focused on key themes, opportunities & risks to facilitate strategic discussions with Tech ELT (includes partnering closely with LM Talent)
• Consolidate key Tech Cost Optimization financial views in coordination with the TBM Team, including “what-if” scenarios & analysis to facilitate high-level target discussions (i.e. AI Token costs, etc)
• Understand our key stakeholders’ objectives and expectations to strengthen our connection and highlight common purpose across groups
• Support all stakeholders we interact with and create a culture of shared responsibility for the success for the of our shared objectives (cross-team collaboration & problem solving)
• Drive the multi-year glidepath & planning process for Tech Finance and support continuous improvements (i.e. leveraging Apptio and exploring automation opportunities)
• Work closely with Tech Strategy leads to deepen the connectivity between Shibumi and Apptio financial information
• Partner with Tech Finance & IT strategy teams to start incorporating non-IT components (i.e. business benefits, etc) to better support strategic conversations across SBUs and the LM Tech ELT
• Work with Talent and LM Tech Strategy to incorporate enhanced FTE count & cost analysis as well as key opportunities (labor arbitrage, productivity, etc) into scenario planning to facilitate leadership discussion and decisions
• Lead team, develop talent, load balance responsibilities, cultivate inclusion, and manage performance

Hiring Manager = Felipe Genoveze