Business Experience & Planning Specialist – IT Financial Analyst

PNC

. Support planning and execution of Enterprise Fraud Organization initiatives, contracts, and workforce strategy .

Posted 9/17/2026full-timeBirmingham • Alabama • United StatesJuniorMid-Level💰 $52,500 - $96,250 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial management, including budgeting, forecasting, and variance analysis, while effectively collaborating across departments in a regulated enterprise environment. Proficient in creating executive-level presentations and utilizing advanced tools like Power BI and Microsoft Excel for data analysis and reporting.

Highest-signal resume keywords

Financial ManagementBudgetingPower BI Dashboard DevelopmentAdvanced Microsoft Excel SkillsCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BudgetingForecastingVariance AnalysisFinancial ReportingData Analysis

Soft Skills

Attention to DetailOrganization SkillsClear CommunicationProfessionalismAdaptability

Tools & Technologies

Power BIMicrosoft ExcelSharePointMicrosoft CopilotJira

Industry Keywords

Enterprise Fraud OrganizationBankingFinancial ServicesOperational FinancialsRegulated Environment

About the role

Key responsibilities & impact

Support planning and execution of Enterprise Fraud Organization initiatives, contracts, and workforce strategy
Partner with Finance to manage the operational budget, including tracking, forecasting, reconciliation, and year-over-year planning
Ensure projects are properly funded, monitored, and aligned with approved financial plans, roadmaps, and governance requirements
Partner with Enterprise Fraud Organization leaders, human resource partners, and technology partners to ensure accurate headcount alignment, labor capitalization, and cost allocation
Create and manage approval packages, including financial presentations, business cases, and supporting documentation
Create and maintain Jira tickets for initiatives, contracts, and approvals in partnership with project management, product owners, sourcing, and contract owners
Track workforce headcount and report variances against approved plans
Capture meeting notes, decisions, and approval evidence; ensure next steps and follow-up actions are documented and executed
Develop executive-level presentations and materials for senior leaders across the Enterprise Fraud Organization
Support continuous improvement of planning, reporting, and governance processes using Power BI, Microsoft Excel, SharePoint, and Microsoft Copilot
Collaborate across Technology, Finance, and Human Resources in a highly regulated, enterprise environment

Requirements

What you’ll need

University / college degree typically required, or a comparable combination of education, job specific certification(s), and experience may be considered in lieu of a degree
2+ years of relevant professional experience
Financial management experience, including budgeting, forecasting, reconciliation, and variance analysis
Accounting or finance background strongly preferred, with understanding of operational and project-based financials
Advanced Microsoft Excel skills, including formulas, accounting functions, and data analysis
Experience building, maintaining, or consuming Power BI dashboards for financial or operational reporting
Strong understanding of Power BI concepts
Experience working cross-functionally in a regulated or large enterprise environment
Proficiency with SharePoint and modern productivity tools, including Microsoft Copilot
Experience creating executive-level presentations and communicating financial information to non-financial audiences
Strong attention to detail, organization skills, and follow-through
Clear, professional communication skills and comfort working with senior stakeholders
Willingness to learn, adapt, and take on new challenges
Experience in banking or financial services is helpful
No required certifications
No required licenses
No required or preferred language assessments
Must not require employment visa sponsorship; PNC will not participate in STEM OPT

Benefits

Comp & perks

Medical/prescription drug coverage with a Health Savings Account feature
Dental and vision options
Employee and spouse/child life insurance
Short- and long-term disability protection
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
Robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level and years of service