Financial Coordinator​/Financial Analyst

Financial Coordinator / Financial Analyst

12+ month contract (W2 ONLY, NO C-C)

Plano, TX (Hybrid)

Financial Coordinator/Financial Analyst provides financial planning, analysis, forecasting, and budget management support for the IT portfolio. This role partners closely with IT leadership, Business Unit Finance, and executive stakeholders to support strategic financial planning, portfolio governance, and operational decision‑making. The ideal candidate combines strong analytical skills with excellent communication and customer service abilities to ensure accurate financial reporting, budget compliance, and continuous process improvement.

• Prepare, coordinate, and submit month end operating plans, budgets, forecasts, and mid‑year financial updates for assigned IT portfolios.
• Participate in and present financial information during portfolio planning meetings with IT leaders and executive management.
• Review budget, forecast, and actual financial performance to identify variances requiring forecast adjustments.
• Develop financial models, forecasts, and recommendations to support strategic business decisions.

• Collect, analyze, and interpret financial and operational data to identify trends, risks, and opportunities.
• Prepare financial reports, dashboards, and executive summaries that provide actionable insights.
• Analyze spending patterns and recommend cost reduction opportunities while developing and tracking savings initiatives.
• Assess financial performance and provide recommendations that improve operational efficiency and financial results.

• Serve as the primary financial liaison for assigned IT portfolios.
• Coordinate financial activities between Business Unit Finance, IT leadership, and other stakeholders.
• Schedule, facilitate, and support recurring portfolio financial review meetings.
• Ensure timely responses to financial requests while maintaining a strong customer service focus.

• Prepare accurate journal entries, including accruals, expense reclassifications, and other monthly accounting adjustments.
• Assist with month‑end and year‑end close activities.
• Ensure financial transactions comply with company accounting policies and internal controls.
• Support audit requests by providing financial documentation and analysis.

• Partner with the Financial Management Lead to continuously improve financial planning, reporting, and management processes.
• Build strong relationships with IT portfolio leaders and finance partners to ensure alignment on financial priorities.
• Communicate complex financial information in a clear, concise manner tailored to technical and non‑technical audiences.
• Influence stakeholders by providing fact‑based financial recommendations that support informed decision‑making.

• Identify opportunities to streamline financial reporting, planning, and forecasting processes.
• Recommend and implement improvements to increase accuracy, efficiency, and visibility into portfolio financial performance.
• Support continuous improvement initiatives related to financial governance and portfolio management.

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field.
• 5+ years of experience in financial planning & analysis (FP&A), budgeting, accounting, or financial management.
• Experience supporting IT organizations, technology portfolios, or project financial management preferred.
• Strong analytical and problem‑solving skills.
• Advanced Microsoft Excel skills (Pivot Tables, formulas, financial modeling).
• Experience preparing budgets, forecasts, and financial reports.
• Experience with IT financial management.
• Knowledge of portfolio management methodologies.
• Experience with SAP not needed but a plus.
• CPA, CMA, or MBA is a plus.

• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• Met Life Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly e‑payroll
• Referral Bonus Programs
• Certification and training opportunities

Estimated Min Rate
: $49.00

Estimated Max Rate
: $70.00

Yoh, a Day & Zimmermann company, 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.