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Apex Systems

Manager, GBME Technology Business & Financial Transformation (SME)

Toronto, ON, Canada

Job type: Full-time
Apply by: Oct 23, 2026
Education: Bachelor’s degree
Experience: 10+ years of experience in Technology Finance, Technology Business Management (TBM), IT Financial Management, Financial Transformation, Data Analytics, or related disciplines
Posting language: English
Posted: Sep 23, 2026

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Original job description

Job#: 3041892

Job Description:

Manager, GBME Technology Business & Financial Transformation (SME)

Position Summary

The Manager, Technology Financial Transformation (TBM Office) supports the execution and operationalization of Technology Business Management (TBM) capabilities across GBME as part of the Scotiabank–IBM Project Tin-Man initiative.

This role is responsible for driving the day-to-day delivery of technology financial transformation activities, including cost transparency, allocation methodology execution, Total Cost of Ownership (TCO) modeling, unit costing, and financial analytics. The position plays a key role in translating TBM strategy into actionable outputs, ensuring that technology cost data is accurate, reconciled, and aligned to business consumption.

Working closely with IBM as the Apptio delivery partner, this role provides functional expertise to support model design, perform rigorous validation testing, and ensure alignment with Finance and business requirements. While not responsible for coding or development within Apptio, the role requires hands-on experience with TBM tools to effectively support implementation, testing, and ongoing optimization.

The Manager partners with Technology Finance, Enterprise Data, Architecture, and Business Management teams to improve management information systems (MIS), enhance reporting and analytics, and strengthen financial processes. The role also contributes to process engineering, workflow optimization, and automation initiatives to improve efficiency, data quality, and reporting consistency.

The successful candidate will bring deep expertise in technology financial management, data analytics, management information systems, and process engineering, with the ability to work across complex data environments and deliver high-quality financial insights in a fast-paced, highly regulated financial services organization.

Key Responsibilities

Support the implementation and ongoing execution of TBM capabilities including Bill of IT, cost transparency, cost allocation, unit costing, and TCO models
Collaborate with IBM (Apptio delivery team) to support model configuration, execute detailed validation testing, and ensure outputs align to business and financial requirements (no hands-on development)
Execute and maintain cost allocation methodologies, ensuring accuracy, traceability, and alignment to consumption-based costing principles
Perform deep data validation, reconciliation, and variance analysis across financial and operational data sources, including complex data sets
Apply strong understanding of service taxonomy design, cost drivers, and cloud billing structures to validate models and outputs
Partner with Technology Finance and Business Management teams to align cost structures, hierarchies, and financial reporting requirements
Develop and maintain management information systems (MIS), including dashboards, KPIs, and reporting outputs (e.g., Power BI, Apptio reporting)
Translate technology financial data into actionable insights, including cost drivers, usage patterns, and unit economics
Support TCO modeling and unit cost analysis at application, service, and platform levels
Identify and implement process improvements, workflow optimizations, and automation opportunities to improve efficiency and reduce manual effort
Maintain data governance standards, including data quality checks, lineage documentation, and reconciliation processes
Support financial transformation initiatives, including enhancements to reporting, data integration, and financial processes
Work closely with cross-functional teams (Finance, Technology, Data, IBM) to ensure alignment and successful delivery of TBM objectives

Core Leadership Competencies

Business & Financial Acumen – Understands how technology costs and investments connect to business outcomes, and applies this knowledge to ensure accurate analysis, validation, and insight generation
Influence & Stakeholder Collaboration – Works effectively across Technology, Finance, and Data teams to align inputs, resolve discrepancies, and support shared outcomes
Analytical Curiosity & Continuous Improvement – Proactively investigates data, challenges inconsistencies, and identifies opportunities to improve transparency, accuracy, and efficiency

Key Deliverables

Accurate and reconciled technology financial data supporting cost transparency and reporting
Maintained and validated cost allocation outputs aligned to defined methodologies and business consumption
Delivered Bill of IT and cost transparency reporting, including drill-down views into cost drivers and usage
Developed MIS dashboards and reporting outputs supporting Finance, Technology, and executive stakeholders
Established and maintained TCO and unit cost models for applications, services, and platforms
Documented and executed data validation, reconciliation, and governance processes
Identified and implemented process improvements and workflow optimizations improving efficiency and reporting timelines
Produced financial analysis and insights supporting cost optimization and investment decision-making
Ensured alignment and quality of Apptio outputs delivered by IBM through robust testing, validation, and issue resolution

Qualifications

Education

Bachelor's degree in Finance, Accounting, Information Systems, Computer Science, Engineering, Economics, Business Administration, or related discipline required.
MBA, Master's degree, or equivalent advanced designation is an asset.

Experience

10+ years of experience in Technology Finance, Technology Business Management (TBM), IT Financial Management, Financial Transformation, Data Analytics, or related disciplines
Demonstrated experience supporting financial transformation initiatives, including cost transparency, allocation methodologies, TCO, and unit costing
Hands-on experience working with Management Information Systems (MIS), reporting, and data analytics
Experience working with TBM tools such as Apptio, including model validation, reporting, or business usage (no coding required)
Proven ability to work across Finance, Technology, and Data teams in complex, matrixed environments
Experience within Banking, Capital Markets, Wealth Management, or other highly regulated industries preferred

Technical Knowledge

Technology Business Management (TBM)
IT Financial Management (ITFM)
Technology Cost Allocation
Total Cost of Ownership (TCO)
Unit Cost Modeling
Financial Planning & Analysis (FP&A)
Technology Budgeting and Forecasting
Financial reporting concepts
Management Information Systems (MIS) and executive reporting frameworks
Technology Portfolio Management
Process Engineering and Workflow Design
Data analysis, data reconciliation, and financial data governance
Process engineering, workflow design, and continuous improvement methodologies
Understanding of enterprise technology cost structures (applications, infrastructure, cloud, labor, vendors)
Service taxonomy design, cost drivers, and cloud cost/billing models

Technology Skills

Excel (Advanced – financial modeling, data analysis)
PowerPoint
SharePoint
Apptio (Cost Transparency, allocation models, reporting; functional use and validation)
FP&A / Financial Planning tools (e.g., Hyperion, Anaplan) – preferred
ServiceNow (SPM, ITSM, APM, CMDB)
PPM (Clarity)
PeopleSoft
Power BI
Power Query
Data Modeling
Data governance, data quality, and reconciliation frameworks

Preferred Certifications

TBM Council Certification
ITIL Foundation or Advanced Certification
FinOps Practitioner Certification

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex Benefits Overview: In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.

© 2026 Everforth, Inc. All rights reserved.

Everforth Apex Systems is part of the Commercial Segment of Everforth, Inc.

NYSE: EFOR

4400 Cox Road

Suite 200

Glen Allen, Virginia 23060

Everforth Apex is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. (Do not submit resumes or solicit consultants to this email address). UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex.

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More about this job

Responsibilities

The manager will drive technology financial transformation activities, including cost transparency, TCO modeling, and unit costing. They will collaborate with cross-functional teams and IBM to ensure financial data accuracy and optimize management information systems.

Requirements

Candidates must have over 10 years of experience in Technology Finance or TBM and possess strong analytical skills. A bachelor's degree in a relevant field is required, with preference for advanced degrees and professional certifications like TBM or ITIL.

Skills

Technology Business Management
IT Financial Management
Cost allocation
Total Cost of Ownership
Financial analytics
Apptio
Data validation
Management information systems
Process engineering
Financial reporting
Power BI
Data modeling
Budgeting and forecasting
Service taxonomy design
Cloud billing structures
Financial planning and analysis

Benefits

Training program
Certification prep
Technical and leadership courses
Certification discounts

Visa sponsorship

Not detected in the job text

Keywords

Technology Business Management
IT Financial Management
Cost Transparency
Cost Allocation
Total Cost of Ownership
Unit Costing
Financial Analytics
Apptio
Management Information Systems
Process Engineering
Data Governance
Power BI
Financial Planning and Analysis
Service Taxonomy
Cloud Billing
Data Reconciliation
TBM Council Certification
ITIL
FinOps
Workflow Optimization
Automation
Excel
PowerPoint
SharePoint
ServiceNow
Clarity
PeopleSoft
Data Modeling
Financial Transformation

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