LERETA, LLC · 2 months ago
Strategic Finance Business Partner
LERETA, LLC is seeking a Strategic Finance Business Partner to serve as a trusted advisor to the COO, CTO, and Chief Transformation Officer. This role is integral to the success of enterprise transformation, providing financial and strategic partnership to drive efficiency and accountability across operational and technology functions.
Financial Services
Responsibilities
Acts as a trusted finance partner to the COO, CTO, and Chief Transformation Officer
Attends weekly staff meetings, strategic planning sessions, and initiative check-ins to stay deeply embedded in each function
Understands operational roadmaps and translate them into financial outcomes and resource needs
Leads quarterly reforecasting and annual budget processes for supported departments
Builds driver-based models to align costs with key KPIs (e.g., product delivery, customer experience, implementation timelines)
Monitors budget vs actuals, identifying variances, risks, and opportunities
Runs financial modeling and ROI analysis on new initiatives, vendor decisions, staffing models, and cost savings opportunities
Helps prioritize initiatives by evaluating financial and operational impact
Supports headcount planning and productivity optimization across operations and tech teams
Creates dashboards and scorecards to monitor execution and savings of transformation projects
Partners with Operations, Technology, and Transformation office to ensure initiatives stay on track and deliver promised value
Identifies process inefficiencies and recommend improvements to drive measurable outcomes
Supports business cases and financial diligence for technology investments, vendor renegotiations, and process automation efforts
Provides ad hoc analysis and insights to support fast-paced decision-making
Qualification
Required
5–8 years of experience in FP&A, corporate finance, investment banking, consulting, or a similar analytical role
Highly proficient in Excel modeling, scenario analysis, and financial storytelling
Strong business acumen and ability to connect financials with operational drivers
Excellent communication skills and executive presence—able to influence stakeholders at all levels
Proven ability to juggle multiple priorities and thrive in a fast-paced, changing environment
Self-starter with a bias toward action and a strong sense of ownership
Preferred
Prior experience supporting Ops, Tech, or Transformation functions strongly preferred
Company
LERETA, LLC
Since 1986, LERETA has provided a full suite of national real estate tax services for residential and commercial loans, including automated online research and certification, tax bill processing, a suite of delinquent tax services, and customized tax outsourcing service programs.
H1B Sponsorship
LERETA, LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2023 (1)
2022 (1)
Funding
Current Stage
Late StageTotal Funding
unknown2021-07-06Private Equity
2021-07-06Acquired
2009-01-01Private Equity
Recent News
2025-01-23
2025-01-22
HousingWire
2024-05-17
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