Business Management Associate / Sr. Associate (IT Operations & Finance Support)
Location: Hybrid (Coppell, TX; Tampa, FL; Jersey City, NJ)
Employment Type: Contract-to-Hire
Experience Level: Associate (3+ years) / Sr. Associate (5+ years)
\Overview
We are seeking a Business Management Associate / Sr. Associate to support an IT organization by driving financial transparency, reporting, and operational efficiency. This role partners closely with leadership to manage budget tracking, reporting, project insights, and business operations across a portfolio of initiatives.
The ideal candidate is highly analytical, detail-oriented, and skilled in translating complex data into clear, actionable insights.
Key Responsibilities
- Manage and analyze financial and operational data across the IT organization, including budget, forecast, and spend
- Develop and maintain automated reports and dashboards to improve visibility and decision-making
- Track and report on key metrics such as budget utilization, resource demand, open roles, and project status
- Support portfolio-level reporting, including roadmap updates and executive summaries
- Assist leadership with meeting preparation, presentations, and strategic initiatives
- Coordinate across teams to ensure alignment on priorities, resource planning, and deliverables
- Monitor and track project risks, dependencies, and timelines
- Identify and implement process improvements and create documentation to enhance operational efficiency
- Support cost management and financial analysis within a complex IT environment
Required Skills & Qualifications
- Strong proficiency in Microsoft Excel (pivot tables, advanced formulas, data analysis; macros/automation preferred)
- Experience creating dashboards and reports for business or financial insights
- Proficiency in PowerPoint, with ability to create executive-level presentations
- Strong analytical skills with the ability to combine and synthesize multiple data sources
- Ability to manage multiple priorities and adapt in a fast-paced environment
- Working knowledge of project coordination or PMO practices (risk tracking, dependencies, stakeholder communication)
- Strong communication and organizational skills
Preferred Qualifications
- Experience supporting IT organizations or technology teams
- Exposure to financial planning, budgeting, or forecasting
- Experience with reporting tools (e.g., Power BI, Tableau)
- Bachelor’s degree in Business, Finance, or a related field (or equivalent experience)
Experience Guidelines
- Associate: 3+ years relevant experience supporting reporting, operations, finance, or project coordination
- Sr. Associate: 5+ years with demonstrated ownership of reporting, financial analysis, and stakeholder engagement
