Senior Financial Analyst, Fleet

The Senior Financial Analyst, Fleet role supports fleet financial performance and operational efficiency by turning fleet data into practical insights, improving asset utilization enterprise-wide, and strengthening national account program management across a decentralized organization.

Location

Houston, TX (onsite)

Education

• Bachelor's degree in Finance, Accounting, Business, Economics, or a related field

Responsibilities

• Continuously monitor underutilized assets across operating units, identify redeployment opportunities, and coordinate equipment transfers through the dedicated transfer portal to ensure assets are allocated where they are most needed.
• Act as the primary department liaison for telematics and driver-coaching programs, delivering both ad-hoc and recurring reporting, and ensuring safety and coaching events are properly triaged and distributed to the appropriate stakeholders.
• Translate telematics data into measurable improvements in safety and efficiency.
• Lead program rollout and training for the driver-coaching program, ensuring stakeholders and drivers are onboarded and able to use the system effectively.
• Review, analyze, and summarize national account programs end to end.
• Partner with vendors and operating units to benchmark pricing, negotiate and confirm best-available rates, and support enterprise-wide adoption of preferred rates.
• Prepare and distribute key reporting on national accounts, spend, and utilization, highlighting trends, exceptions, and opportunities for leadership.
• Collaborate with FP&A, Accounting, Treasury, and Operations on standardized and ad-hoc analyses, serving as a go-to resource for fleet-related financial questions.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, or a related field
• Advanced Excel skills, including experience working across multiple systems and manipulating large, complex datasets
• High accuracy, strong organization, and attention to detail in financial reporting and analysis, with the ability to prioritize and manage competing demands
• Strong analytical and problem-solving skills with a bias toward data-driven decision-making
• Ability to succeed in a fast-paced, decentralized environment while managing multiple priorities and deadlines
• Excellent written, verbal, and presentation skills, with the ability to distill complex data into clear takeaways
• Collaborative mindset and credibility to work effectively with peers, operating units, and senior management

Technologies

• Excel
• SQL
• MS Access

Preferred Education and Experience

• Working knowledge of SOX controls and internal/external audit requirements preferred
• Familiarity with construction equipment finance and lease structures preferred
• Proficiency in SQL and MS Access a plus

Travel Requirements

• Travels: Seldom
• Percent of time: Less than 10%
• Overnight required: No

Physical Demands

• Stationary Position: Frequently
• Pushing/Pulling/Reaching: Seldom
• Lift/carry over: Less than 10 LBS
• Vision: Constantly
• Hearing: Frequently

Working Conditions

No specific working-condition details were provided.