Financial Analyst

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.Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.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 performancePrepares monthly/quarterly/yearly reporting packages to senior managers and executive leadership teamsProvides 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 forecastAssists Unit managers with monitoring and controlling labor (including headcount) and non-labor cost movementsPartners with accounting functions to gather explanation for financial variancesResponds to ad-hoc inquiries regarding financial results and analysis requestsCore Competencies:Strong attention to detail and organization skillsStrong communication skills, both orally and written, especially communication of financial results and informationAbility to analyze and translate outcomes of financial models and data into insights to drive the businessExcellent understanding of/or skills with financial planning & reporting systemsRequired Education and Experience:5+ years of relevant experience in accounting or finance, including at least 2 years concentrated in Finance/ FP&A. xijylhu Preferred SaaS/ Technology Industry and/or PE/ Startup EnvironmentProficiency in Adaptive and Microsoft Excel with strong financial modeling skills Proficiency in Excel Macro/ Query is preferredOracle/ FP&A tools experience is preferable. Data mining and database leadership skills would be usefulLocation: Houston, TX based preferred

Created: 2026-03-27