Sr. Financial Analyst

Job Description

Job Description

We are looking for a Sr. Financial Analyst to support financial planning, budgeting, and portfolio analysis in Plano, Texas. This Long-term Contract position will partner closely with IT portfolio leaders, finance teams, and executive stakeholders to deliver meaningful insights that guide spending decisions and improve financial performance. The ideal candidate brings strong analytical capability, clear communication skills, and a practical approach to forecasting, variance review, and cost management. This is a 12 month project, working a hybrid schedule.

Responsibilities:

• Lead financial planning discussions with portfolio leadership and contribute clear recommendations during budget and strategy reviews.

• Coordinate annual and mid-range planning activities for the assigned portfolio, ensuring timelines, inputs, and submissions are completed accurately.

• Gather and evaluate financial and operational data to support budget decisions, forecasting activities, and resource planning.

• Identify spending patterns and cost-saving opportunities, then help develop and monitor actions that improve portfolio efficiency.

• Work closely with business unit finance partners to manage requests, align priorities, and maintain effective communication across stakeholders.

• Organize and facilitate recurring meetings with portfolio leaders to review financial performance, planning assumptions, and open issues.

• Prepare journal entries, including accruals and expense reclassifications, with a high level of accuracy and attention to detail.

• Review budget and target results against actual performance, investigate key variances, and recommend forecast updates when needed.

• Translate detailed financial findings into concise, actionable updates that help stakeholders understand risks, trends, and business impact.

• Support ongoing improvements to financial planning and management processes in partnership with finance leadership.

• Bachelor’s degree in Finance, Accounting, or a related discipline.
• Relevant experience in financial planning and analysis, including budgeting, forecasting, and variance reporting.
• Foundational understanding of accounting principles and financial statement impacts.
• Advanced Excel skills, including complex formulas, pivot tables, and data analysis techniques.
• Strong verbal and written communication skills with the ability to present financial information clearly to different audiences.
• Experience performing ad hoc financial analysis and supporting budget management activities.
• Ability to build financial models and create effective presentations or visual summaries for leadership review.
• Familiarity with tools used for financial reporting and data visualization, such as Excel, PowerPoint, and Power BI, is preferred.