Financial Analyst
Financial Analyst
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Job Description
Why PrefTech
Voted Top Workplaces 2 years in a row by Houston Chronicle. We aim to make family a core reason we attract incredible people retain them and collectively deliver unequaled quality and service to customers. If your heart and mind are pushing you to join a team who deeply desires to be the best in the world has a longgame approach to business prides itself on doing exceptional work celebrates service to others and is willing to invest in you you should consider PrefTech.
Compensation:
- $80000 $100000 per year.
- Inclusion in Operational Incentive Program which shares excess profits as bonuses.
- 4 Matching 401K.
- Health dental and other elective insurances.
Position Overview:
The Financial Analyst will play a critical role in analyzing financial data developing insights and providing strategic reporting to drive informed decisionmaking. This role is well suited for candidates with strong analytical skills attention to detail and a collaborative mindset who are eager to grow their expertise in financial analysis and reporting.
Required Qualifications:
- Bachelors degree in Finance Accounting Economics or a related field.
- 3 5 years of relevant experience in financial analysis or similar role.
- Strong analytical and problemsolving 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.
Responsibilities:
Financial Analysis & Reporting:
- Conduct indept financial analyses to support decisionmaking.
- 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 monthend close process which includes journal entry preparation and account reconciliations when applicable.
- Proactively identify data needs and sources to support business decisions.
Project Finance Support:
- 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.
Revenue Recognition:
- 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.
Budgeting & Forecasting:
- Participate in the annual budgeting process by providing support and analysis.
- Identify opportunities to improve budget accuracy.
Adhoc Analysis & Projects:
- Participate in special projects and process improvement initiatives.
- Support adhoc financial analysis requests from various departments as needed.
Work Hours:
Our office hours are from Monday Friday 8:00 a.m. to 5:00 p.m. The Finance teams current work arrangement is a hybrid model consisting of two inoffice days and three work from home days per week.
Location:
Houston
Core Values:
First and foremost at PrefTech you must understand internalize and represent our PGRIT Core Values:
- Professionalism: Our expectations are high we take great pride in our work and we communicate well.
- Grit: We thrive on challenges. We do what it takes to get the job done.
- Right: We know what right is and do it every time.
- Intelligent Thought: We plan meticulously execute decisively and resolve issues effectively.
- Trusted Advisors: We are experts. We continuously develop our knowledge and transfer that knowledge to each other our customers and our vendors.
You must also fulfill our purpose statement within all decisions and actions in the performance of your job and when representing PrefTech:
Within a family culture nurture and inspire our employees to creatively resolve customer pain using the highest level of craftsmanship and service.
Contact Information:
Additional Information:
Preferred Technologies LLC is an Equal Opportunity Employer who is committed to workforce diversity. Minorities/Females/Disabled/Veterans are encouraged to apply. Qualified applicants will receive consideration without regard to age race color religion sex sexual orientation disability or national origin. We offer a smokefree and drugfree workplace.
Employment is contingent upon successful completion of background investigation and preemployment drug screen. All applications and resumes are held in confidence. Only candidates whose profiles closely match requirements will be contacted for an interview.
Required Experience:
Manager
Employment Type
Full-Time
