Financial Coordinator / Financial Analyst

Job Description

Job Description

Financial Coordinator / Financial Analyst
12+ month contact (W2 ONLY, NO C-C)
Plano, TX (Hybrid)

Position Summary
The Financial Coordinator/Financial Analyst provides financial planning, analysis, forecasting, and budget management support for the IT portfolio. This role partners closely with IT leadership, Business Unit Finance, and executive stakeholders to support strategic financial planning, portfolio governance, and operational decision-making. The ideal candidate combines strong analytical skills with excellent communication and customer service abilities to ensure accurate financial reporting, budget compliance, and continuous process improvement.

Key Responsibilities
Financial Planning & Budget Management

• Prepare, coordinate, and submit month end operating plans, budgets, forecasts, and mid-year financial updates for assigned IT portfolios.
• Participate in and present financial information during portfolio planning meetings with IT leaders and executive management.
• Review budget, forecast, and actual financial performance to identify variances requiring forecast adjustments.
• Develop financial models, forecasts, and recommendations to support strategic business decisions.

Financial Analysis

• Collect, analyze, and interpret financial and operational data to identify trends, risks, and opportunities.
• Prepare financial reports, dashboards, and executive summaries that provide actionable insights.
• Analyze spending patterns and recommend cost reduction opportunities while developing and tracking savings initiatives.
• Assess financial performance and provide recommendations that improve operational efficiency and financial results.

Portfolio Financial Support

• Serve as the primary financial liaison for assigned IT portfolios.
• Coordinate financial activities between Business Unit Finance, IT leadership, and other stakeholders.
• Schedule, facilitate, and support recurring portfolio financial review meetings.
• Ensure timely responses to financial requests while maintaining a strong customer service focus.

Accounting & Financial Reporting

• Prepare accurate journal entries, including accruals, expense reclassifications, and other monthly accounting adjustments.
• Assist with month-end and year-end close activities.
• Ensure financial transactions comply with company accounting policies and internal controls.
• Support audit requests by providing financial documentation and analysis.

Business Partnership

• Partner with the Financial Management Lead to continuously improve financial planning, reporting, and management processes.
• Build strong relationships with IT portfolio leaders and finance partners to ensure alignment on financial priorities.
• Communicate complex financial information in a clear, concise manner tailored to technical and non-technical audiences.
• Influence stakeholders by providing fact-based financial recommendations that support informed decision-making.

Process Improvement

• Identify opportunities to streamline financial reporting, planning, and forecasting processes.
• Recommend and implement improvements to increase accuracy, efficiency, and visibility into portfolio financial performance.
• Support continuous improvement initiatives related to financial governance and portfolio management.

 
Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field.
• 5+ years of experience in financial planning & analysis (FP&A), budgeting, accounting, or financial management.
• Experience supporting IT organizations, technology portfolios, or project financial management preferred.
• Strong analytical and problem-solving skills.
• Advanced Microsoft Excel skills (PivotTables, formulas, financial modeling).
• Experience preparing budgets, forecasts, and financial reports.

• Experience with IT financial management
• Knowledge of portfolio management methodologies.
• Experience with SAP not needed but a plus
• CPA, CMA, or MBA is a plus.

Estimated Min Rate : $49.00
Estimated Max Rate : $70.00

What’s In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. 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. All qualified applicants are welcome to apply.

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 -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.

By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: -notice

Company Description

Yoh delivers expertise, methodology, and momentum to keep work moving forward. From strategy to execution, we deliver bold ideas and big results through consulting, staffing, and enterprise solutions. Nearly a century after our founding, Yoh remains STEM-centered, collaborative, and committed to client success. Yoh is a proud member of the Day & Zimmermann family of companies. Visit us at

Company Description

Yoh delivers expertise, methodology, and momentum to keep work moving forward. From strategy to execution, we deliver bold ideas and big results through consulting, staffing, and enterprise solutions. Nearly a century after our founding, Yoh remains STEM-centered, collaborative, and committed to client success. Yoh is a proud member of the Day & Zimmermann family of companies. Visit us at