Preferred Technologies, LLC

Financial Analyst

Preferred Technologies, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Houston • Texas • United States

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Tech Stack

ERP

About the role

  • Conduct in-depth financial analyses to support decision-making
  • Monitor actual performance against budgets, identify variances, and perform analysis to explain significant deviations
  • Prepare monthly, quarterly, and annual financial reports highlighting key performance indicators and trends as required
  • Compile and analyze financial data for management reports and presentations as needed
  • Assist in the month-end close process which includes journal entry preparation and account reconciliations when applicable
  • Proactively identify data needs and sources to support business decisions
  • Support project managers in the cost analysis of projects, including developing project budgets, tracking actual costs, and identifying potential cost overruns
  • Analyze project profitability and identify areas for improvement
  • Execute a monthly revenue recognition process to ensure compliance with accounting standards
  • Collaborate with the accounting department and project managers to produce accurate and timely revenue monthly reporting
  • Drive the monthly revenue forecast, including analysis of key drivers and assumptions
  • Participate in the annual budgeting process by providing support and analysis
  • Identify opportunities to improve budget accuracy
  • Participate in special projects and process improvement initiatives
  • Support ad-hoc financial analysis requests from various departments as needed.

Requirements

  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • 3 – 5 years of relevant experience in financial analysis or similar role
  • Strong analytical and problem-solving skills with the ability to analyze complex data and draw meaningful conclusions
  • Advanced proficiency in Excel and ERP systems is required
  • Experience with financial reporting software (e.g., BI tools) is preferred
  • Strong attention to detail and accuracy
  • Ability to work independently and as well as part of a team
  • Excellent communication and presentation skills
  • Adept in planning tasks and meeting deadlines.
Benefits
  • Health insurance
  • Flexible work arrangements
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysisbudgetingcost analysisjournal entry preparationaccount reconciliationsrevenue recognitionfinancial reportingdata analysisproject profitability analysisvariance analysis
Soft Skills
analytical skillsproblem-solving skillsattention to detailcommunication skillspresentation skillsteamworkindependenceplanningdeadline management