Financial Analyst

Overview

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.

• 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

• 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

• 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

Salary range: $75,941 - $90,000

Preferred

Location:

Houston, TX