Technology Portfolio Finance Analyst — Forecasting & Reporting

Yoh, A Day & Zimmermann Company; Dallas (TX); On-site; USD 54,000 - 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, a Day & Zimmermann company, is seeking a Financial Analyst to support the Technology Financial Portfolio Management team. The role involves financial analysis, reporting, forecasting, reconciliation, and operational support across CapEx, OpEx, invoicing, asset accounting, and technology portfolio planning.

The ideal candidate will have a background in accounting or financial analysis, handling large datasets, and the ability to translate financial data into actionable insights for business

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, 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.

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.

Skills

Excel

Financial reporting tools

Education

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

Job description

Yoh, a Day & Zimmermann company, is seeking a Financial Analyst to support the Technology Financial Portfolio Management team. The role involves financial analysis, reporting, forecasting, reconciliation, and operational support across CapEx, OpEx, invoicing, asset accounting, and technology portfolio planning.

The ideal candidate will have a background in accounting or financial analysis, handling large datasets, and the ability to translate financial data into actionable insights for business