Financial Analyst
LERETA, LLC
•
Houston, TX
0
0
0
0
Associate
Posted March 29, 2026
Job link
Thinking about this job
Responsibilities
Responsibilities
- Responsible for management and creation of key financial reports to meet various business needs and help drive business decisions (current and future)
- Analyzes past, current, and future financial data and operational performance
- Prepares monthly/quarterly/yearly reporting packages to senior managers and executive leadership teams
- Provides data analytics including data cleaning and preparation, data visualization, and reporting using Analytics tools such as Power BI, Tableau...
- Analyzes financial performance indicators (KPIs) to explain variance from forecast and plan to actual or within versions of forecasts.
- Participating in new system implementation, partnering with developers and performing quality controls to ensure the accuracy of past data and new workflows.
- Distributes monthly flash revenue and EBITDA results to give an early indicator of results compared to latest forecast
- Assists Unit managers with monitoring and controlling labor (including headcount) and non-labor cost movements
- Partners with accounting functions to gather explanation for financial variances
- Responds to ad-hoc inquiries regarding financial results and analysis requests Core Competencies:
- Strong attention to detail and organization skills
- Strong communication skills, both orally and written, especially communication of financial results and information
- Ability to analyze and translate outcomes of financial models and data into insights to drive the business
Not Met Priorities
What still needs stronger evidence
Requirements
- Strong communication skills, both orally and written, especially communication of financial results and information
- Ability to analyze and translate outcomes of financial models and data into insights to drive the business
- Excellent understanding of/or skills with financial planning & reporting systems Required Education and Experience:
- 5+ years of relevant experience in accounting or finance, including at least 2 years concentrated in Finance/ FP&A.
- Proficiency in Adaptive and Microsoft Excel with strong financial modeling skills
Preferred Skills
- Excellent understanding of/or skills with financial planning & reporting systems Required Education and Experience:
- 5+ years of relevant experience in accounting or finance, including at least 2 years concentrated in Finance/ FP&A.
- Preferred SaaS/ Technology Industry and/or PE/ Startup Environment
- Proficiency in Adaptive and Microsoft Excel with strong financial modeling skills
- Proficiency in Excel Macro/ Query is preferred
- Oracle/ FP&A tools experience is preferable.
- Data mining and database leadership skills would be useful Location: Houston, TX based preferred
The Financial Analyst will support the Finance Manager by assisting with forecasting, budgeting, and financial performance analysis. The position plays an important part in providing data-driven insights that support sound financial planning and informed business decisions across the organization. LERETA is a growing tax services organization focused on delivering accurate, reliable solutions for our clients. As we continue to scale, we are enhancing our financial planning and analysis capabilities and are seeking a Financial Analyst to join our Finance team. Key Responsibilities:
Responsible for management and creation of key financial reports to meet various business needs and help drive business decisions (current and future)
Analyzes past, current, and future financial data and operational performance
Prepares monthly/quarterly/yearly reporting packages to senior managers and executive leadership teams
Provides data analytics including data cleaning and preparation, data visualization, and reporting using Analytics tools such as Power BI, Tableau...
Analyzes financial performance indicators (KPIs) to explain variance from forecast and plan to actual or within versions of forecasts.
Participating in new system implementation, partnering with developers and performing quality controls to ensure the accuracy of past data and new workflows.
Distributes monthly flash revenue and EBITDA results to give an early indicator of results compared to latest forecast
Assists Unit managers with monitoring and controlling labor (including headcount) and non-labor cost movements
Partners with accounting functions to gather explanation for financial variances
Responds to ad-hoc inquiries regarding financial results and analysis requests Core Competencies:
Strong attention to detail and organization skills
Strong communication skills, both orally and written, especially communication of financial results and information
Ability to analyze and translate outcomes of financial models and data into insights to drive the business
Excellent understanding of/or skills with financial planning & reporting systems Required Education and Experience:
5+ years of relevant experience in accounting or finance, including at least 2 years concentrated in Finance/ FP&A. Preferred SaaS/ Technology Industry and/or PE/ Startup Environment
Proficiency in Adaptive and Microsoft Excel with strong financial modeling skills
Proficiency in Excel Macro/ Query is preferred
Oracle/ FP&A tools experience is preferable. Data mining and database leadership skills would be useful Location: Houston, TX based preferred
Responsible for management and creation of key financial reports to meet various business needs and help drive business decisions (current and future)
Analyzes past, current, and future financial data and operational performance
Prepares monthly/quarterly/yearly reporting packages to senior managers and executive leadership teams
Provides data analytics including data cleaning and preparation, data visualization, and reporting using Analytics tools such as Power BI, Tableau...
Analyzes financial performance indicators (KPIs) to explain variance from forecast and plan to actual or within versions of forecasts.
Participating in new system implementation, partnering with developers and performing quality controls to ensure the accuracy of past data and new workflows.
Distributes monthly flash revenue and EBITDA results to give an early indicator of results compared to latest forecast
Assists Unit managers with monitoring and controlling labor (including headcount) and non-labor cost movements
Partners with accounting functions to gather explanation for financial variances
Responds to ad-hoc inquiries regarding financial results and analysis requests Core Competencies:
Strong attention to detail and organization skills
Strong communication skills, both orally and written, especially communication of financial results and information
Ability to analyze and translate outcomes of financial models and data into insights to drive the business
Excellent understanding of/or skills with financial planning & reporting systems Required Education and Experience:
5+ years of relevant experience in accounting or finance, including at least 2 years concentrated in Finance/ FP&A. Preferred SaaS/ Technology Industry and/or PE/ Startup Environment
Proficiency in Adaptive and Microsoft Excel with strong financial modeling skills
Proficiency in Excel Macro/ Query is preferred
Oracle/ FP&A tools experience is preferable. Data mining and database leadership skills would be useful Location: Houston, TX based preferred