Lead Financial Planning Analyst

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

Job summary

Oilfield Services Company in Houston, TX, is hiring a Senior/Lead Financial Planning/FP&A Analyst to partner with executive leadership and drive enterprise performance visibility. This in-office role leads forecasting, budgeting, financial modeling, and performance tracking, delivering actionable insights to guide strategic decisions and stakeholder Q&A with Board-level audiences.

The ideal candidate has 8+ years of experience, advanced Excel, and strong communication skills, and will present

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, including complex modeling and pivot tables.
• Intermediate PowerPoint skills.
• Strong understanding of the three financial statements and P&L analysis.
• Proven ability to influence and communicate with senior leadership.
• MBA and/or CFA (preferred)
• Experience with OneStream, Power BI, Tableau (preferred).
• Experience with Power Query/PowerPivot (preferred).

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

Financial analysis

Forecasting

Advanced Excel

PowerPoint

Executive communication

Problem solving

Education

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

MBA

CFA

Tools

OneStream

Power BI

Tableau

Power Query

PowerPivot

Job description

Lead Financial Planning Analyst (JN -082026-428435) Houston, Texas

Salary: USD110000 - USD130000 per year + Plus bonus

****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.