LERETA, LLC · 4 days ago
Financial Analyst
Irving, TX
Full-time
Onsite
Mid, Senior Level
$76K/yr - $90K/yr
5+ years expLERETA, LLC is a growing tax services organization focused on delivering accurate, reliable solutions for clients. They are seeking a Financial Analyst to support the Finance Manager by assisting with forecasting, budgeting, and financial performance analysis, providing data-driven insights for informed business decisions.
Financial Services
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 performance
Prepares monthly/quarterly/yearly reporting packages to senior managers and executive leadership teams
Provides 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 forecast
Assists Unit managers with monitoring and controlling labor (including headcount) and non-labor cost movements
Partners with accounting functions to gather explanation for financial variances
Responds to ad-hoc inquiries regarding financial results and analysis requests
Qualification
Required
5+ years of relevant experience in accounting or finance, including at least 2 years concentrated in Finance/ FP&A
Proficiency in Adaptive and Microsoft Excel with strong financial modeling skills
Strong attention to detail and organization skills
Strong communication skills, both orally and written, especially communication of financial results and information
Ability to analyze and translate outcomes of financial models and data into insights to drive the business
Excellent understanding of/or skills with financial planning & reporting systems
Preferred
Preferred SaaS/ Technology Industry and/or PE/ Startup Environment
Proficiency in Excel Macro/ Query is preferred
Oracle/ FP&A tools experience is preferable
Data mining and database leadership skills would be useful
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.
501-1000 employees
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
Leadership Team
Jim Micali
Chief Operating Officer
Michael S. Black
Chief Information Security Officer
Recent News
2025-01-23
2025-01-22
HousingWire
2024-05-17
Company data provided by crunchbase