Financial Analyst

Why Pref-Tech?

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 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. 

Position Overview: 

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.

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.

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.

Work Hours: 

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.

Core Values:

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.  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 Pref-Tech:

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

Contact Information

[email protected]

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

ADA Accommodation Statement
If you require reasonable accommodation to apply for a position or to participate in the interview process, please contact Recruiting at [email protected].