Title: Financial Portfolio Management Analyst
Location: Dallas, TX
Role Summary
This position provides financial operations, reporting, and analytical support for the Technology Financial Portfolio Management function.
The analyst may support areas including CapEx, OpEx, System Resiliency Plan (SRP), invoicing, forecasting, reporting, asset accounting, contractor financials, and other financial services functions.
The role will support Financial Portfolio Management Leads by providing accurate financial information, analysis, reporting, and operational execution.
Key Responsibilities
- Execute assigned financial services processes and operational activities
- Gather, validate, analyze, and maintain financial and operational data
- Prepare forecasts, reconciliations, accruals, financial reports, and analyses
- Support annual budgets, monthly forecasts, and five-year planning
- Assist with demand planning financial analysis and resource planning
- Support CWIP monitoring, project placement in service, capitalization, and asset retirement activities
- Maintain financial records and documentation supporting audits and SOX controls
- Partner with stakeholders to gather information, resolve issues, and explain financial results
- Develop insights and recommendations based on financial and operational data
- Support reporting and information requests across the Financial Portfolio Management team
- Ensure compliance with applicable procedures, policies, and regulatory guidance
Key Deliverables
- Monthly accruals, reconciliations, and financial close support
- Forecast updates and budget planning materials
- Financial reporting, dashboards, and variance analysis
- Demand planning and resource planning financial analysis
- CWIP tracking and in-service documentation
- Asset retirement records and analysis
- Invoice processing and payment tracking
- CapEx, OpEx, SRP, labor, and contractor financial reporting
- Audit support and SOX documentation
- Ad hoc financial analysis and executive reporting
Required Qualifications
- 2+ years of experience in accounting, financial analysis, financial operations, budgeting, forecasting, reporting, or a related discipline
- Experience working with Technology financials
- Experience working with large data sets and performing quantitative analysis
- Proficiency with Microsoft Excel and financial reporting tools
- Strong financial analysis, budgeting, forecasting, and variance analysis experience
- Strong communication and stakeholder management skills
- Ability to translate financial data into business insights and recommendations
Preferred / Highly Relevant Experience
- CapEx and OpEx
- Accounting principles
- Capitalization and depreciation
- Asset management
- Technology projects and applications
- Portfolio financial management
- Financial reporting tools
- CWIP
- Invoicing
- Resource planning
- Audit/SOX support
Education
Bachelor's degree in Finance, Accounting, Business Administration, Economics, Information Systems, Data Analytics, or a related field. An equivalent combination of education and relevant experience may also be considered.
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