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Financial Analyst

Preferred Technologies, LLC
Full-time
On-site
Houston, Texas, United States
$80,000 - $100,000 USD yearly
Financial Analyst

Why Pref-Tech?

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Voted "Top Workplaces", 2 years in a row by Houston Chronicle. We aim to make β€œfamily” a core reason we attract incredible people, retain them, and collectively deliver unequaled quality and service to customers.Β  If your heart and mind are pushing you to join a team who deeply desires to be the best in the world, has a long-game approach to business, prides itself on doing exceptional work, celebrates service to others, and is willing to invest in you, you should consider Pref-Tech.Β 


Compensation:

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  • $80,000 - $100,000 per year.
  • Inclusion in Operational Incentive Program, which shares excess profits as bonuses.
  • 4% Matching 401K.
  • Health, dental, and other elective insurances.

Position Overview:Β 

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The Financial Analyst will play a critical role in analyzing financial data, developing insights, and providing strategic reporting to drive informed decision-making. 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.

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Required Qualifications:

  • 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.

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Responsibilities:

Financial Analysis & Reporting:

  • Conduct in-dept 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.

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.

Ad-hoc Analysis & Projects:

  • Participate in special projects and process improvement initiatives.
  • Support ad-hoc financial analysis requests from various departments as needed.

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Work Hours:Β 

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Our office hours are from Monday – Friday, 8:00 a.m. to 5:00 p.m. The Finance team's current work arrangement is a hybrid model, consisting of two in-office days and three work from home days per week.

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Location:
Houston

Core Values:

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First and foremost, at Pref-Tech, 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.Β  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.

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You must also fulfill our purpose statement within all decisions and actions in the performance of your job and when representing Pref-Tech:

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β€œWithin a family culture, nurture and inspire our employees to creatively resolve customer pain using the highest level of craftsmanship and service.”

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Contact Information:

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recruiting@pref-tech.com

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Additional Information:

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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 smoke-free and drug-free workplace.

Employment is contingent upon successful completion of background investigation and pre-employment drug screen.Β  All applications and resumes are held in confidence. Only candidates whose profiles closely match requirements will be contacted for an interview.

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