Financial Coordinator
Location: Plano, TX
Schedule: Hybrid, 1 to 2 days onsite per week
Duration: 12-month contract with possible extension
Compensation: $52.00 to $57.00 Hourly
Hours: 8:00 AM to 5:00 PM CT
Overview
We are seeking a highly analytical and detail-driven Financial Coordinator to support financial operations within a key technology portfolio aligned to the CIO office. This role is heavily focused on financial planning, forecasting, and performance tracking across large-scale budgets, partnering closely with IT leadership and Finance to ensure alignment, accuracy, and proactive financial decision-making.
The ideal candidate brings strong FP&A experience, advanced Excel capabilities, and the ability to work with large data sets while engaging directly with stakeholders to drive accountability and continuous improvement.
Key Responsibilities
- Support portfolio-level financial planning, including annual budgets and continuous forecast updates
- Review actuals against forecast, quarterly targets, and annual plans to identify variances and risks
- Proactively analyze trends and provide recommendations before issues arise
- Partner with IT leadership, cost center owners, and Finance teams to ensure budget adherence and alignment
- Schedule and facilitate recurring financial review meetings with multiple stakeholders across portfolios
- Prepare and post journal entries, including accruals and reclassifications
- Support invoicing and financial tracking activities, approximately 20 percent of the role
- Extract and analyze financial reports to support ongoing monitoring and decision-making
- Provide clear, actionable insights and recommendations during stakeholder meetings
- Drive continuous improvement initiatives aligned with Kaizen principles, identifying gaps and optimizing processes
- Maintain a high level of engagement with internal customers, demonstrating a strong service mindset
Qualifications (Required)
- B.A. or B.S. in Finance or Accounting
- Strong experience in Financial Planning and Analysis (FP&A)
- Solid understanding of accounting principles and financial operations
- Advanced Microsoft Excel skills, including VLOOKUP, HLOOKUP, Pivot Tables, and large data set analysis
- Proficiency in Microsoft Office Suite including PowerPoint, Word, Outlook, and Teams
- Experience managing budgets, forecasts, and variance analysis
- Strong communication skills with the ability to engage stakeholders and influence decisions
- Ability to work with large financial data sets and high-dollar budgets
Preferred Qualifications
- Experience supporting IT or technology portfolios
- Familiarity with SAP (WBS elements), Ariba, or Apptio
- Exposure to AI tools such as Microsoft Copilot, Claude, or ChatGPT for process improvement
- Experience in enterprise or consulting environments
- Strong presentation skills with the ability to communicate financial insights clearly
- Experience identifying and implementing process improvements