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Senior Financial Analyst in Houston, TX at Lucas Group

Date Posted: 12/14/2018

Job Snapshot

Job Description

Our client, a growing healthcare organization, is seeking a Financial Analyst. This role will be responsible for financial planning and analysis for multiple locations in the Texas region. This role will work heavily with Senior Leadership. The ideal candidate will have a high level commitment, excellent communication skills, the ability to be successful in a fast-paced environment with multiple competing deadlines and a curiosity for the business.

Some Responsibilities Include:

  • Prepare budgets and forecasts of assigned portfolio
  • Compare and analyze actual results with plans and forecasts, monitor variances, identify trends and conduct ad hoc analyses
  • Consolidate, analyze and present financial data (flash revenue, budgets, income statement forecasts, etc.)
  • Prepare ad hoc, monthly and quarterly presentation material and analyses
  • Assemble and summarize data to structure sophisticated reports on financial status and risks
  • Recommend actions by analyzing and interpreting data and making comparative analyses
  • Some special projects including M&A support as needed


  • 5+ years of related experience
  • Bachelors in Finance, Economics or related field
  • Advanced excel (pivots, vlookups)
  • Multi-location experience is highly desirable
  • Experience with Dynamics Great Plains is highly preferred, as is experience with a reporting system such as Prophix or Hyperion.
Job ID: 1551898