What are the responsibilities and job description for the Financial Coordinator position at Catapult Solutions Group?
Financial Coordinator
Department
Finance / IT Portfolio Finance
Location
Hybrid – Plano, TX (Onsite Tues/Wed; remote Mon/Thurs/Fri)
Role Type
1-Year W2 Contract (with benefits)
About Our Client
Our client is a global organization recognized for innovation, operational excellence, and a commitment to delivering high-quality solutions that enhance customer experiences. With a strong presence across multiple markets, the company operates at the intersection of technology and business, driving forward strategic initiatives that support long-term growth. Their culture emphasizes collaboration, respect, and continuous improvement, offering employees the opportunity to contribute to meaningful, enterprise-wide impact.
Job Description
We are seeking a detail-oriented Financial Coordinator to support financial planning and analysis activities within a technology-focused portfolio environment. This role will support 2–3 portfolios and is responsible for managing financial performance, ensuring alignment between financial plans and operational objectives.
The Financial Coordinator will partner closely with portfolio leaders and finance teams to track actuals, develop budgets and forecasts, and deliver insights that drive strategic decision-making. This role involves regular interaction with stakeholders, including leading financial review discussions and presenting insights to leadership. Success in this role requires strong analytical skills, attention to detail, and the ability to clearly communicate complex financial information.
Duties and Responsibilities
- Track and manage financials across assigned portfolios (2–3 portfolios).
- Review actual financial results and analyze variances against budgets and forecasts.
- Prepare and maintain annual budgets and rolling forecasts.
- Create journal entries including accruals and reclassification entries.
- Analyze financial data to identify trends, risks, and discrepancies.
- Support and participate in portfolio planning and financial review meetings.
- Partner with finance and business stakeholders across the organization.
- Present financial insights and recommendations to portfolio leaders.
- Assist in identifying and tracking cost optimization opportunities.
- Ensure accuracy and compliance in financial reporting and processes.
Required Experience/Skills
- Experience in Financial Planning & Analysis (FP&A) or similar finance function.
- Foundational knowledge of accounting principles.
- Advanced proficiency in Microsoft Office Suite, including:
- Excel (VLOOKUP, HLOOKUP, Pivot Tables, formulas)
- PowerPoint (creating executive-ready presentations)
- Word, Outlook, and Teams
- Strong analytical and problem-solving skills with attention to detail.
- Excellent verbal and written communication skills.
- Experience managing budgets and communicating financial insights to stakeholders.
Nice-to-Haves
- Financial modeling experience for forecasting and budgeting.
- Experience with data visualization tools (e.g., Power BI, Tableau).
- Experience working in a large enterprise or portfolio-based environment.
Education
- Bachelor’s degree in Accounting or Finance required.
Pay & Benefits Summary
- W2 contract with benefits eligibility
Call-to-Action
Apply now to be considered for this opportunity.
Financial Coordinator | FP&A | Budgeting | Forecasting | Excel | Financial Analysis | Portfolio Finance | Variance Analysis | IT Finance