Financial Analyst

Yoh Services LLC; Dallas (TX); On-site; USD 55,000 - 79,000; Full time

Benefits offered by this job

Medical, Prescription, Dental & Vision

Health Savings Account (HSA)

Life & Disability Insurance

MetLife Voluntary Benefits

Employee Assistance Program (EAP)

401K Retirement Savings Plan

Direct Deposit & weekly epayroll

Referral Bonus Programs

Certification and training

Job summary

Yoh is seeking a Financial Analyst to support the Technology Financial Portfolio Management team. The role covers analysis, reporting, forecasting, reconciliation, and operational support across capital expenditures, OpEx, invoicing, asset accounting, contractor financials, and technology portfolio planning.

The ideal candidate has a foundation in accounting/financial analysis, can handle large data sets, and communicates financial information clearly to business and technology stakeholders.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, Information Systems, Data Analytics, or related field.
• 2+ years of experience in accounting, financial analysis, financial operations, budgeting, forecasting, reporting, or related discipline.
• Experience working with large data sets and performing quantitative analysis.
• Strong Microsoft Excel skills and experience with financial reporting tools.
• Strong analytical, problem‑solving, communication, and stakeholder management skills.
• Ability to translate financial data into meaningful business insights and recommendations.

Responsibilities

• Support financial planning, budgeting, forecasting, and monthly close activities.
• Prepare accruals, reconciliations, variance analyses, financial reports, and ad hoc analyses.
• Gather, validate, analyze, and maintain financial and operational data.
• Assist with annual budgets, monthly forecasts, and long-range planning.
• Support demand planning and resource planning financial analysis.
• Track capital projects, CWIP, project placements in service, capitalization activities, and asset retirements.
• Support invoice processing, payment tracking, and contractor financial reporting.
• Maintain financial records and documentation for audits and SOX controls.
• Partner with internal stakeholders to gather information, resolve discrepancies, and explain financial results.
• Develop insights and recommendations based on financial and operational data.
• Prepare dashboards, executive reports, and other financial materials for leadership.
• Ensure work is completed in accordance with established policies, procedures, and regulatory requirements.

Skills

Financial analysis

Budgeting

Forecasting

Variance analysis

Stakeholder management

Communication

Data interpretation

Education

Bachelor's degree in Finance, Accounting, Business Administration, Economics, IS or Data Analytics

Tools

Microsoft Excel

Financial reporting tools

Job description

Financial Analyst – Technology Portfolio Management Role Summary

We are seeking a Financial Analyst to support the Technology Financial Portfolio Management team. This role will provide financial analysis, reporting, forecasting, reconciliation, and operational support across areas such as capital expenditures, operating expenses, invoicing, asset accounting, contractor financials, and technology portfolio planning.

The ideal candidate will have a strong foundation in accounting or financial analysis, be comfortable working with large data sets, and have the ability to communicate financial information clearly to business and technology stakeholders.

• Support financial planning, budgeting, forecasting, and monthly close activities.
• Prepare accruals, reconciliations, variance analyses, financial reports, and ad hoc analyses.
• Gather, validate, analyze, and maintain financial and operational data.
• Assist with annual budgets, monthly forecasts, and long-range planning.
• Support demand planning and resource planning financial analysis.
• Track capital projects, construction work in progress (CWIP), project placements in service, capitalization activities, and asset retirements.
• Support invoice processing, payment tracking, and contractor financial reporting.
• Maintain financial records and documentation for audits and SOX controls.
• Partner with internal stakeholders to gather information, resolve discrepancies, and explain financial results.
• Develop insights and recommendations based on financial and operational data.
• Prepare dashboards, executive reports, and other financial materials for leadership.
• Ensure work is completed in accordance with established policies, procedures, and regulatory requirements.

• Bachelor’s degree in Finance, Accounting, Business Administration, Economics, Information Systems, Data Analytics, or a related field. An equivalent combination of education and relevant experience may be considered.
• 2+ years of experience in accounting, financial analysis, financial operations, budgeting, forecasting, reporting, or a related discipline.
• Experience working with large data sets and performing quantitative analysis.
• Strong Microsoft Excel skills and experience with financial reporting tools.
• Strong analytical, problem‑solving, communication, and stakeholder management skills.
• Ability to translate financial data into meaningful business insights and recommendations.

• Financial planning, budgeting, forecasting, and variance analysis.
• Understanding of accounting principles, capitalization, depreciation, and asset management.
• Experience supporting technology projects, applications, or technology operations.
• Experience with financial, reporting, portfolio management, or asset management tools.
• Exposure to CapEx, OpEx, CWIP, invoicing, contractor financials, or technology portfolio management.

Min Rate: 39.90

Max Rate: 57.00

What’s In It for You?

Benefits include:

• 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)
• MetLife Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly epayroll
• Referral Bonus Programs
• Certification and training opportunities

Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description.

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.

Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.

For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice

Stay Safe During Your Job Search

Fraudulent recruiting communications have become increasingly common. Emails from Yoh recruiters will only come from an @yoh.com email address. Yoh will never ask candidates to pay fees, purchase equipment, send gift cards, or transfer funds as part of the recruiting or hiring process. If you receive a communication that appears suspicious or requests payment, contact Yoh directly before responding or sharing personal information.