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We’d love to see how we can streamline your hiring together.

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Contact sales

We’d love to see how we can streamline your hiring together.

Request a demo

Financial Coordinator

Category :

Banking & Financial Services

Employment type :

Contract

Reference :

BH-391151

Financial Coordinator
Plano, TX (Hybrid)
6+ month contract
 
We are seeking a detail-oriented and strategic Financial Coordinator to provide dedicated financial support for one of the key portfolios. This role plays a critical part in aligning financial planning with operational goals and ensuring fiscal accountability throughout the year.

What you’ll be doing:
• Prepare, present, and/or participate in portfolio planning meetings with IT portfolio leaders and executives.
• Coordinate and submit annual and mid-term plans for the assigned IT portfolio.
• Collect, analyze data, prepare information and recommendations that support strategic budget decisions.
• Prepare analysis to recommend cost reduction opportunities, create and manage plans to achieve IT portfolio cost reductions.
• Engage across the Finance department, and coordinate interaction/requests with the portfolio.
• Schedule and facilitate support meetings with portfolio leaders.
• Ensure consistent portfolio engagement with a strong customer service mindset.
• Ensure service levels are being met per divisional goals and customer requirements.
• Partner with Financial Management Lead to develop and continuously improve financial management and planning processes.
• Accurately prepares journal entries including accruals and reclassification of expenses.
• Ability to review budget/target to actual results and identify variances that require forecast adjustments.
• Convey complex financial information to stakeholders in clear, actionable terms with ability to influence and persuade others.
• Analyze financial data to find trends, detect discrepancies and assess risks.


Requirements
• B.A./B.S. in Finance or Accounting
• Basic knowledge of Accounting
• Experience in a Financial Planning and Analysis function (FP&A)
• Advanced Excel skills with using formulas, pivot tables and data analysis tools
• Excellent verbal and written communication skills

Added bonus if you have (Preferred):
• Financial Modeling: Ability to build financial models for forecasting, budgeting, and variance analysis.
• Data Visualization: Ability to translate complex financial data into easy-to-understand charts, graphs, and dashboards using tools like PowerPoint, Excel and sometimes Power BI.
• PowerPoint Expertise: Proficient in designing clear, professional, and visually compelling presentations tailored for executive audiences.


Estimated Min Rate: $35.00
Estimated Max Rate: $50.00


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 https://www.yoh.com/applicants-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:  https://www.yoh.com/privacy-notice

04-23-2026

Financial Coordinator

Banking & Financial Services

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