Citrin Cooperman · 3 hours ago
Analyst, Financial Planning & Analysis (50168)
Worcester, MA
Contract
Onsite
Senior Level
5+ years expCitrin Cooperman is a dynamic work environment fostering professional growth and collaboration. They are seeking a talented Analyst in Financial Planning & Analysis to provide dedicated financial support to the firm’s internal IT organization and broader indirect spending areas.
AccountingAdviceFinanceManagement Consulting
Responsibilities
Serve as the primary Financial Planning & Analysis (FP&A) Partner to the internal IT organization, including but not limited to direct interaction with the CIO, CSO, and IT service line leaders
Collaborate with IT leadership on the preparation of annual budgets, forecasts, and multi-year investment plans
Monitor, track, report, and forecast financial performance of IT investments and major initiatives
Identify financial risks, issues, and opportunities within the IT organization and broaden indirect spending
Perform month-end close activities related to IT and indirect spending
Produce variance analysis and executive-level financial reporting for Finance and firm leadership
Partner with FP&A and Accounting to ensure accurate classification, accruals, and reporting
Collaborate with PMO and IT leadership on the financial oversight of large IT programs and projects
Review of IT project requests to ensure appropriate CapEx vs. OpEx treatment and ROI analysis
Monitor IT vendor payments to ensure proper coding to cost centers and accounts
Support financial oversight of large IT projects, internal staffing models, and real estate-related expenditure
Act as a finance liaison across FP&A, Accounting, Procurement, IT, and firm leadership
Engage regularly with the Head of FP&A, Head of Accounting, CFO, CSO, CIO, Director of Procurement, and IT leaders
Qualification
Required
5+ years of experience in FP&A, finance, or financial analysis roles with a strong focus on IT and indirect spending
Demonstrated experience supporting IT contracting for hardware, software, managed services, and consulting
Strong understanding of IT components and financial classification, including but not limited to hardware vs. software vs. services, CapEx vs. OpEx treatment, and ongoing support, licensing, and maintenance costs
Can understand IT sourcing models (one-time purchases, recurring support, implementation consulting, managed services)
Can communicate effectively with both Finance and IT stakeholders, including but not limited to senior leadership
Preferred
Experience in large, complex organizations (PE-backed or public company preferred)
Benefits
Competitive compensation and benefits
Flexibility to manage your personal and professional life
Company
Citrin Cooperman
Citrin Cooperman is a professional services firm that provides advisory, assurance, and tax solutions to clients.
1001-5000 employees
H1B Sponsorship
Citrin Cooperman has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
2021 (1)
2020 (3)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain Capital
2025-01-07Acquired
2022-04-11Private Equity
Leadership Team
Alan Badey
Chief Executive Officer
Lydia Brown
Chief Financial Officer
Recent News
Hartford Business Journal
2025-12-16
2025-11-19
Company data provided by crunchbase