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JOB SUMMARY:

The Sr. Financial Analyst for UDX Transformation serves as a key finance partner to the Transformation Office, responsible for developing and validating business cases, forecasting and tracking value realization, and ensuring financial integrity across strategic initiatives. This role provides end-to-end financial support—including journal entry preparation, initiative-level reporting, and performance analysis—while collaborating with cross-functional teams to align financial outcomes with organizational goals.

MAJOR RESPONSIBILITIES:

Value Realization Forecasting

+ Build and maintain robust financial models to forecast benefit realization, including cost efficiencies, revenue enhancements, and operational improvements.

+ Monitor and report on benefit realization progress, comparing forecasted vs. actual results to identify gaps and improvement opportunities.

+ Track incremental financial impact over time, supporting transparency and accountability across initiatives.

Financial Modeling & Analysis

+ Construct dynamic, driver-based models for scenario planning, sensitivity analysis, and forecasting across transformation programs.

+ Utilize tools such as Excel or enterprise planning platforms to support long-range planning and performance management efforts.

+ Collaborate with Finance and operational teams to ensure financial models reflect both strategic intent and operational realities.

Financial Management and Reporting

+ Prepare and post month-end journal entries related to transformation initiatives (e.g., accruals, capitalizations, cost allocations).

+ Maintain and report accurate project financials including actuals, forecasts, and budget vs. actual variances.

+ Prepare and deliver clear, concise financial reports and presentations for leadership, articulating key assumptions, drivers, risks, and outcomes.

+ Leverage dashboards and reporting tools to visualize financial progress and benefit tracking across the portfolio.

Strategic & Commercial Insight

+ Translate financial data into actionable insights that support strategic decision-making and enterprise value creation.

+ Evaluate business proposals beyond the numbers by understanding commercial implications and alignment with organizational goals.

+ Apply judgment to determine financial viability and risk exposure of proposed projects and initiatives.

Cross-functional Collaboration

+ Partner with stakeholders across Finance, Operations, Technology, and Strategy to collect inputs, validate assumptions, and ensure alignment on initiative outcomes.

+ Serve as a financial advisor to initiative owners, helping them understand the financial impacts and requirements of their programs.

+ Foster a culture of financial accountability and ownership within transformation teams.

Business Case Development & Analysis

+ Develop, evaluate, and refine business cases for strategic initiatives, including calculating financial metrics such as ROI, NPV, IRR, and payback periods.

+ Assess and validate financial assumptions by partnering with cross-functional stakeholders, ensuring business cases are grounded in realistic, data-driven expectations.

+ Provide financial insights and recommendations to support investment decisions and prioritization of transformation initiatives.

+ Understands and actively participates in Environmental, Health & Safety responsibilities by following established UO policy, procedures, training and team member involvement activities.

+ Performs other duties as assigned.

EDUCATION:

+ Bachelor’s degree in business administration, Finance, Accounting, or related field required;

+ MBA preferred.

EXPERIENCE:

5+ years of experience in finance, accounting, FP&A, budgeting, and/or business process improvement.

Your talent, skills and experience will be rewarded with a competitive compensation package.

Universal is not accepting unsolicited assistance from search firms for this employment opportunity. All resumes submitted by search firms to any employee at Universal Orlando via-email, the Internet or in any form and/or method without a valid written Statement of Work in place for this position from Universal Orlando HR/Recruitment will be deemed the sole property of Universal Orlando. No fee will be paid in the event the candidate is hired by Universal Orlando as a result of the referral or through other means.

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