Business Experience & Planning Specialist - IT Financial Analyst

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success.

The Business Experience and Planning Specialist supports the Enterprise Fraud Organization by enabling strong operational planning, financial transparency, and execution across key initiatives. This role partners closely with leaders across Enterprise Fraud, Technology, Finance, and Human Resources to ensure initiatives, contracts, and workforce plans are funded, tracked, and governed effectively.

The role blends financial acumen, operational rigor, and strong communication skills to help leaders make informed decisions and move work forward efficiently.

Core Responsibilities

• 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 to support 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 clearly 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 tools such as Power BI, Microsoft Excel, SharePoint, and Microsoft Copilot.
• Collaborate effectively across Technology, Finance, and Human Resources in a highly regulated, enterprise environment.

Preferred Skills and Experience

• Financial management experience, including budgeting, forecasting, reconciliation, and variance analysis.
• Accounting or finance background strongly preferred, with understanding of both 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 is required even if not a primary dashboard builder.
• 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; a positive, proactive attitude is essential.
• Experience in banking or financial services is helpful, particularly in environments with formal forecasting, funding governance, and regulatory controls.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.