Lead Financial Planning Analyst

Ledgent; Houston (TX); On-site; USD 110,000 - 130,000; Full time

Job summary

Ledgent's client, a large oilfield services company in NE/Central Houston, seeks a Senior/Lead FP&A Analyst to partner with senior leadership and drive forecast, budgeting, and performance analytics.

You will lead budgeting, forecasting, variance analysis, and executive presentations, influencing decisions at board level with robust models and automated reporting.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Data Analytics, or related field.
• 8+ years of experience in financial, business, or data analysis.
• Advanced Excel skills with complex modeling, pivot tables, and lookups.
• Intermediate PowerPoint.
• Strong understanding of financial statements, especially P&L analysis.
• Ability to influence and communicate with senior leadership.
• Excellent analytical, problem-solving, and organizational skills.

Responsibilities

• Partner with senior leadership on financial analysis and strategic initiatives.
• Lead enterprise performance tracking and company-wide initiative reporting.
• Generate and distribute daily financial pulse reports forecasting monthly performance.
• Lead the annual budgeting process and steward monthly financial results.
• Conduct variance analysis (actual vs. forecast vs. budget).
• Track and analyze performance of large national customer accounts.
• Develop and distribute monthly headcount reporting.
• Prepare executive-level presentations for leadership, Board of Directors, and external lenders.
• Maintain and enhance financial models; develop standardized and automated reporting tools.
• Research financial variances and present findings with clear recommendations.
• Support ad hoc analysis and strategic projects.

Skills

Advanced Excel

Pivot tables

Lookups

PowerPoint

P&L analysis

Financial modeling

Presenting to executive leadership

Analytical thinking

Education

Bachelor's degree in Finance, Economics, Accounting, Data Analytics

MBA

CFA

Tools

OneStream

Power BI

Tableau

Power Query

Job description

100% in office role in NE/Central area of Houston.

LOCAL HOUSTON AREA CANDIDATES ONLY - OUT OF TOWN CANDIDATES WILL NOT BE CONSIDERED.

Our client, a large oilfield services company in NE/Central Houston, has an amazing opportunity for a Senior/Lead Financial Planning/FP&A Analyst.

This role will serve as a key financial partner to senior leadership, driving enterprise-wide performance visibility, operational improvement, and strategic decision support. This role leads forecasting, budgeting, financial modeling, and performance tracking efforts while delivering actionable insights that guide business decisions.

The ideal candidate is highly analytical, proactive, and comfortable presenting to executive leadership, including Board-level audiences.

Key Responsibilities

• Partner with senior leadership on financial analysis and strategic initiatives
• Lead enterprise performance tracking and company-wide initiative reporting
• Generate and distribute daily financial pulse reports forecasting monthly performance
• Lead the annual budgeting process and steward monthly financial results
• Conduct variance analysis (actual vs. forecast vs. budget)
• Track and analyze performance of large national customer accounts
• Develop and distribute monthly headcount reporting
• Prepare executive-level presentations for leadership, Board of Directors, and external lenders
• Maintain and enhance financial models; develop standardized and automated reporting tools
• Research financial variances and present findings with clear recommendations
• Support ad hoc analysis and strategic projects

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Data Analytics, or related field
• Minimum 8 years of experience in financial, business, or data analysis
• Advanced Excel skills (complex modeling, advanced analysis techniques, pivot tables, lookups)
• Intermediate PowerPoint skills
• Strong understanding of the three financial statements, with deep expertise in P&L analysis
• Proven ability to influence and communicate effectively with senior leadership
• Strong analytical, problem-solving, and organizational skills

Preferred Qualifications

• MBA and/or CFA
• Experience with OneStream
• Background in Finance, Accounting, Mathematics, Statistics, Economics, or Computer Science
• Experience with Power Query, PowerPivot, Power BI, or Tableau

Salary range is $110-130K + bonus.

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.