Financial Analyst / FP&A Analyst

Ledgent; Houston (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

Ledgent is seeking a Financial Analyst to support financial reporting, budgeting, forecasting, and business performance analysis. This role partners closely with leadership to provide insights that drive strategic decision-making and operational improvements.

You will analyze results, develop models, prepare management reports, and deliver executive presentations. This position offers broad exposure to finance functions within a growing organization.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Data Analytics, or related field.
• Experience in financial analysis, FP&A, accounting, or business analytics.
• Strong understanding of financial statements and reporting.
• Advanced Excel skills and strong analytical abilities.
• Excellent communication and problem-solving skills.

Responsibilities

• Support budgeting, forecasting, and financial planning activities
• Analyze financial results and explain variances
• Prepare management reports and executive presentations
• Develop and maintain financial models and reporting tools
• Analyze large data sets and provide actionable business insights
• Assist with reporting process improvements and special projects

Skills

Advanced Excel

Analytical thinking

Communication skills

Education

Bachelor's degree in Finance, Accounting, Economics, Data Analytics, or related field

Tools

Power BI

Tableau

Power Query

OneStream

Job description

Our client is seeking a Financial Analyst to support financial reporting, budgeting, forecasting, and business performance analysis. This role partners closely with leadership to provide insights that drive strategic decision-making and operational improvements.

Our client is seeking a Financial Analyst to support financial reporting, budgeting, forecasting, and business performance analysis. This role partners closely with leadership to provide insights that drive strategic decision-making and operational improvements.

Responsibilities

• Support budgeting, forecasting, and financial planning activities
• Analyze financial results and explain variances
• Prepare management reports and executive presentations
• Develop and maintain financial models and reporting tools
• Analyze large data sets and provide actionable business insights
• Assist with reporting process improvements and special projects

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Data Analytics, or related field
• Experience in financial analysis, FP&A, accounting, or business analytics
• Strong understanding of financial statements and reporting
• Advanced Excel skills and strong analytical abilities
• Excellent communication and problem-solving skills

Preferred

• Budgeting and forecasting experience
• Data analytics background
• Experience with Power BI, Tableau, Power Query, or similar tools
• OneStream experience a plus

This is an excellent opportunity to gain broad exposure to financial reporting, analytics, and executive leadership within a growing organization.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.