Tech Portfolio Finance Analyst – Insights & Forecasting

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

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.