Tech Portfolio Financial Analyst

Yoh,-A-Day-; Dallas (TX); On-site; USD 54,000 - 79,000; Full time

Benefits offered by this job

Medical, Prescription, Dental & Vision

Health Savings Account (HSA)

401K Retirement Savings Plan

Direct Deposit & weekly epayroll

Certification and training

Job summary

Yoh is seeking a Financial Analyst to support the Technology Financial Portfolio Management team. You will perform financial analysis, reporting, forecasting, and operational support across capital expenditures, operating expenses, invoicing, asset accounting, and technology portfolio planning.

The ideal candidate has a foundation in accounting or financial analysis, works with large data sets, and can clearly communicate financial results to business and technology stakeholders.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, Economics, Information Systems, Data Analytics, or a related field.
• 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.

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

Large data sets

Excel

Financial reporting

Stakeholder management

Analytical thinking

Communication

Education

Bachelor's degree in Finance or related field

Job description

Yoh is seeking a Financial Analyst to support the Technology Financial Portfolio Management team. You will perform financial analysis, reporting, forecasting, and operational support across capital expenditures, operating expenses, invoicing, asset accounting, and technology portfolio planning.

The ideal candidate has a foundation in accounting or financial analysis, works with large data sets, and can clearly communicate financial results to business and technology stakeholders.