MissionSquare
Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare.
$95,700.00 - $148,340.00
The Senior Budget Manager oversees budgeting and cost management for Technology and Client Experience, driving operational efficiency and fiscal accountability and cost transparency. The role leads forecasting, monthly close/variance analysis, and annual planning, and advances our Technology Business Management (TBM/ITFM) capabilities, including Total Cost of Ownership (TCO), unit cost modeling, and portfolio reporting. As a strategic advisor, this leader partners with Technology and business leadership to develop business cases, perform cost‑benefit analyses, and deliver accurate project and service financials that support informed decisions and alignment to organizational priorities.
Responsibilities
Provide strategic financial oversight for the Technology and Client Experience divisions, ensuring fiscal accountability and operational efficiency
Manage departmental budgets, lead forecasting efforts, and coordinate annual budget planning cycles
Conduct monthly variance analysis and financial reviews using Adaptive Planning and Workday
Advance the Total Cost of Ownership (TCO) program to support cost transparency and informed decision-making
Collaborate with project managers and senior leaders to develop business cases and perform cost‑benefit analyses
Deliver accurate budget-versus-actual reporting across projects and initiatives
Lead benchmarking efforts and conduct ad hoc financial analyses to guide leadership decisionss
Ensure financial strategies and resource planning remain aligned with organizational priorities
Act as a trusted advisor to Technology leadership, promoting fiscal discipline and enabling innovation
Perform other duties as assigned
Qualifications
Bachelor’s degree (BA/BS) in Finance, Accounting, Business, or a related field, or equivalent professional experience
Advanced degree (MBA, MS) preferred but not required
5 to 7 years of progressive experience in financial management within the financial services industry, ideally supporting technology or operations functions
Experience in budgeting, forecasting, and cost analysis in a corporate environment is essential
Hands‑on experience with Adaptive Planning and Workday Financials is strongly preferred
Familiarity with Apptio, ServiceNow, or other Technology Business Management (TBM) tools is a plus
Proficiency in Microsoft Excel (pivot tables, advanced formulas, modeling) and PowerPoint for executive presentations
Experience building dashboards in Power BI or similar tools
Strong understanding of corporate technology systems and financial data structures.
Demonstrated ability to perform financial analysis, cost‑benefit evaluations, and complex financial modeling
Skilled in interpreting data to support strategic decisions, developing business cases, and communicating insights to senior leadership
Benefits
Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions
Flexible and hybrid work schedules to support work‑life balance
Tuition reimbursement to support continued education
Professional and career development opportunities, including courses and certifications
Comprehensive wellness programs promoting physical, mental, and emotional health
Volunteerism initiatives to encourage community engagement
Click Here To Learn More About MissionSquare’s Benefits.
Equal Employment Opportunity As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr
$95,700.00 - $148,340.00
The Senior Budget Manager oversees budgeting and cost management for Technology and Client Experience, driving operational efficiency and fiscal accountability and cost transparency. The role leads forecasting, monthly close/variance analysis, and annual planning, and advances our Technology Business Management (TBM/ITFM) capabilities, including Total Cost of Ownership (TCO), unit cost modeling, and portfolio reporting. As a strategic advisor, this leader partners with Technology and business leadership to develop business cases, perform cost‑benefit analyses, and deliver accurate project and service financials that support informed decisions and alignment to organizational priorities.
Responsibilities
Provide strategic financial oversight for the Technology and Client Experience divisions, ensuring fiscal accountability and operational efficiency
Manage departmental budgets, lead forecasting efforts, and coordinate annual budget planning cycles
Conduct monthly variance analysis and financial reviews using Adaptive Planning and Workday
Advance the Total Cost of Ownership (TCO) program to support cost transparency and informed decision-making
Collaborate with project managers and senior leaders to develop business cases and perform cost‑benefit analyses
Deliver accurate budget-versus-actual reporting across projects and initiatives
Lead benchmarking efforts and conduct ad hoc financial analyses to guide leadership decisionss
Ensure financial strategies and resource planning remain aligned with organizational priorities
Act as a trusted advisor to Technology leadership, promoting fiscal discipline and enabling innovation
Perform other duties as assigned
Qualifications
Bachelor’s degree (BA/BS) in Finance, Accounting, Business, or a related field, or equivalent professional experience
Advanced degree (MBA, MS) preferred but not required
5 to 7 years of progressive experience in financial management within the financial services industry, ideally supporting technology or operations functions
Experience in budgeting, forecasting, and cost analysis in a corporate environment is essential
Hands‑on experience with Adaptive Planning and Workday Financials is strongly preferred
Familiarity with Apptio, ServiceNow, or other Technology Business Management (TBM) tools is a plus
Proficiency in Microsoft Excel (pivot tables, advanced formulas, modeling) and PowerPoint for executive presentations
Experience building dashboards in Power BI or similar tools
Strong understanding of corporate technology systems and financial data structures.
Demonstrated ability to perform financial analysis, cost‑benefit evaluations, and complex financial modeling
Skilled in interpreting data to support strategic decisions, developing business cases, and communicating insights to senior leadership
Benefits
Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions
Flexible and hybrid work schedules to support work‑life balance
Tuition reimbursement to support continued education
Professional and career development opportunities, including courses and certifications
Comprehensive wellness programs promoting physical, mental, and emotional health
Volunteerism initiatives to encourage community engagement
Click Here To Learn More About MissionSquare’s Benefits.
Equal Employment Opportunity As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr