About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

Help shape how a leading financial organization plans and manages technology investment as part of the Global Technology Financial Planning & Analysis team. In this Analyst role you will support financial reporting, budgeting, forecasting, and analysis for technology operating expenses, and help deliver insights that influence senior leadership decisions.

• Support accurate and timely financial reporting and analysis for technology expenses
• Assist with month-end close activities, including forecast updates and budget preparation
• Collaborate with finance and business partners across technology to identify run-rate drivers, risks, opportunities, and efficiency initiatives
• Prepare executive-ready presentations, analyses, and supporting materials for senior management
• Perform variance analysis and draft clear commentary versus prior forecasts and budgets
• Coordinate inputs and explanations for monthly corporate deliverables and expense walk-forwards
• Consolidate and validate taxonomy and project-level reporting across multiple sources
• Reconcile accounting and financial data to support high-quality reporting and decision-making
• Improve controls and help streamline processes through automation, modeling, and documentation
• Maintain data integrity through regular reviews, checks, and documentation of key assumptions
• Participate in continuous improvement and transformation-related workstreams as needed

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What We’re Looking For (Required qualifications & skills)

• Bachelor’s degree in Finance, Accounting, Economics, Information Systems, or a related field
• At least 1 year of relevant experience (internship experience in financial planning, reporting, or analytics is acceptable)
• Proficiency in Microsoft Excel and Microsoft PowerPoint
• Familiarity with collaboration and file-sharing tools such as Microsoft Teams and SharePoint
• Strong analytical skills; comfortable gathering, cleaning, and manipulating datasets
• Attention to detail and commitment to producing accurate, high-quality work
• Ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-paced environment
• Strong written and verbal communication skills; able to present findings clearly and concisely
• Sound judgment and ability to work independently on assigned tasks with appropriate guidance
• Strong organizational and time-management skills; motivated self-starter
• Collaborative approach and ability to build effective working relationships across teams

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Preferred qualifications

• Prior internship or project experience in corporate finance, budgeting, forecasting, or management reporting
• Experience preparing materials for senior audiences (leadership updates or business reviews)
• Exposure to process improvement or automation efforts within finance or analytics workflows
• Comfortable working with large datasets and validating data across multiple sources
• Interest in technology investment topics and how operating expenses are managed in large organizations

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Additional information

• Location: Plano, TX (onsite/hybrid policies set by the Confidential Client)
• Employment type: Full time
• Estimated base (as listed in source): $142,700 per year (estimated) — final base pay will be determined by role, experience, skill set and location
• To be eligible for this role, you must be authorized to work in the United States. The Confidential Client does not offer employment‑based immigration sponsorship for this role and will not sponsor OPT/CPT or other visa categories for this position.
• The Confidential Client provides a competitive total rewards package including benefits and programs based on eligibility; additional details will be provided during the hiring process.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.