Financial Coordinator

Catapult Solutions Group; Plano (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Benefits eligibility

Job summary

Catapult Solutions Group is seeking a detail-oriented Financial Coordinator in Plano, Texas. This 1-Year W2 Contract role involves managing financial performance across multiple portfolios, developing budgets and forecasts, and presenting financial insights. Candidates must have a Bachelor's degree in Accounting or Finance and proven experience in Financial Planning & Analysis. The role offers comprehensive benefits and requires strong analytical skills and the ability to communicate financial information clearly.

Qualifications

• Experience in Financial Planning & Analysis (FP&A) or similar finance function.
• Foundational knowledge of accounting principles.
• Strong analytical and problem-solving skills.
• Excellent verbal and written communication skills.

Responsibilities

• Track and manage financials across assigned portfolios.
• Review actual financial results and analyze variances against budgets.
• Prepare and maintain annual budgets and rolling forecasts.
• Analyze financial data to identify trends, risks, and discrepancies.

Skills

Financial Planning & Analysis (FP&A)

Analytical skills

Attention to detail

Communication skills

Education

Bachelor’s degree in Accounting or Finance

Tools

Microsoft Office Suite

Power BI

Tableau

Job description

Role Type

1-Year W2 Contract (with benefits)

Job Description

We are seeking a detail-oriented Financial Coordinator to support financial planning and analysis activities within a technology-focused portfolio environment. This role will support 2–3 portfolios and is responsible for managing financial performance, ensuring alignment between financial plans and operational objectives.

The Financial Coordinator will partner closely with portfolio leaders and finance teams to track actuals, develop budgets and forecasts, and deliver insights that drive strategic decision-making. This role involves regular interaction with stakeholders, including leading financial review discussions and presenting insights to leadership. Success in this role requires strong analytical skills, attention to detail, and the ability to clearly communicate complex financial information.

Duties and Responsibilities

• Track and manage financials across assigned portfolios (2–3 portfolios).
• Review actual financial results and analyze variances against budgets and forecasts.
• Prepare and maintain annual budgets and rolling forecasts.
• Create journal entries including accruals and reclassification entries.
• Analyze financial data to identify trends, risks, and discrepancies.
• Support and participate in portfolio planning and financial review meetings.
• Partner with finance and business stakeholders across the organization.
• Present financial insights and recommendations to portfolio leaders.
• Assist in identifying and tracking cost optimization opportunities.
• Ensure accuracy and compliance in financial reporting and processes.

Required Experience/Skills

• Experience in Financial Planning & Analysis (FP&A) or similar finance function.
• Foundational knowledge of accounting principles.
• Advanced proficiency in Microsoft Office Suite, including:
  
  • PowerPoint (creating executive-ready presentations)
  • Word, Outlook, and Teams
• Strong analytical and problem-solving skills with attention to detail.
• Excellent verbal and written communication skills.
• Experience managing budgets and communicating financial insights to stakeholders.

Nice-to-Haves

• Financial modeling experience for forecasting and budgeting.
• Experience with data visualization tools (e.g., Power BI, Tableau).
• Experience working in a large enterprise or portfolio-based environment.

Education

• Bachelor’s degree in Accounting or Finance required.

Pay & Benefits Summary

• W2 contract with benefits eligibility