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Sr. Director Finance Planning & Analysis

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Equifax is where you can power your possible. If you want to achieve your true potential, chart new paths, develop new skills, collaborate with bright minds, and make a meaningful impact, we want to hear from you.

The Sr. Director Finance Planning & Analysis is responsible for managing critical non-Tech COE expense P&Ls across the United States Information Services (USIS) business unit at Equifax. This includes the development and management of financials for USIS Operations, Data & Analytics (D&A), Product, Marketing, Finance & Strategic Initiatives teams. 


This individual will collaborate with SVP / VP stakeholders to manage COE expenses, coordinate with Revenue teams to align budgets with business needs, work with Technology teams to plan product investments, measure expense performance using KPIs, and contribute to productivity and transformation efforts. Additionally, they will partner with leadership to address financial and business issues, provide valuable insights, and support decision-making.


What you’ll do

  • You will lead a team of 2-3 resources conducting fast-paced, complicated and interpretive financial analyses to develop estimates of spend for Equifax USIS COEs including headcount, critical vendor partnerships, real estate spend, data cost etc. In addition, you will drive Finance review and approval for new product introductions and enhancements to existing technologies and offerings.

  • Support the development of budgets and periodic forecasts which reflect objective assessment of market conditions, key business drivers, and key strategic and operating initiatives.

  • You will help provide proactive insightful financial analysis to enable the BU/COE to reach its short- and long-term strategic and financial objectives, directly interfacing with VP / SVP level stakeholders to deliver financial information in a concise and meaningful manner to foster effective decision making while driving appropriate action plans which respond to opportunities and issues.

  • Analyze and support preparation of financial and operating data, to help identify cost problem areas or profit enhancement opportunities. Support the development of recommendations for forward financial planning and for company financial committees; including short range forecast and long range budgeting.

  • Support review of our investments through the annual business case process including interface with the Tech teams and other COE teams to ensure inputs are considered, and return on investment is carefully considered

  • Perform and drive analysis of return on investment across Product and Marketing; provide insights to finance and business leaders to consider alternatives that enhance profitability while balancing risk of non- completion of project work.

  • Ensure development and reporting of Product level financials as well as understanding revenue enabled by D&A team

  • Partner with the D&A and Accounting team to ensure accurate capitalization of work including accurate forecasting of capitalization impact by month, projects are accurately loaded in Oracle Time & Labor (OTL)

  • Support monthly forecasts with driver-based models for key variables such as Headcount, including assessment of risks and opportunities for management review. Support annual budgeting and strategic planning process in support of corporate objectives and support quota-setting process for applicable sales channels and/or business units.


What experience you need 

  • BA required in relevant field 

  • 8-10 years of relevant work experience 

  • Managed teams of 2-5 resources in the past

  • Proficient with Google Suite, with expertise in Google sheets / Excel and Slides / PowerPoint. 

  • Experience with Oracle, Hyperion (HFM and Planning) and Tableau strongly preferred.


What could set you apart

  • Strong interpersonal skills and ability to interact and build working relationships across the organization; including ability to work across multiple Senior VP stakeholders

  • Strong analytical & critical thinking skills

  • Detail oriented, with a high degree of accuracy

  • Ability to manage deadlines and work under pressure

  • Strong written and verbal communication skills

We offer comprehensive compensation and healthcare packages, 401k matching, paid time off, and organizational growth potential through our online learning platform with guided career tracks.

Are you ready to power your possible? Apply today, and get started on a path toward an exciting new career at Equifax, where you can make a difference!

Who is Equifax? 

At Equifax, we believe knowledge drives progress. As a global data, analytics and technology company, we play an essential role in the global economy by helping employers, employees, financial institutions and government agencies make critical decisions with greater confidence. ​​​​​​​ 

We work to help create seamless and positive experiences during life’s pivotal moments: applying for jobs or a mortgage, financing an education or buying a car. Our impact is real and to accomplish our goals we focus on nurturing our people for career advancement and their learning and development, supporting our next generation of leaders, maintaining an inclusive and diverse work environment, and regularly engaging and recognizing our employees. Regardless of location or role, the individual and collective work of our employees makes a difference and we are looking for talented team players to join us as we help people live their financial best. 

Equifax is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Working at Equifax

We believe in a growth mindset. At Equifax, this includes providing our employees opportunities to perform at their best and learn new skills along the way to inspire and build fulfilling careers. Watch our video to learn more about how you can power your possible! 

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