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Financial Associate

Katy, TX

Employment Type: Direct Category: Financial Analysis Job Number: 18375 Work Model: #LI-Onsite Internal Reference: #LI-TM1

Job Description

FINANCIAL ASSOCIATE
ENERGY CORRIDOR 9/80 SCHEDULE
OVERVIEW

Growing Houston-based PE firm is adding a new position to their Finance and Accounting organization that will oversee the portfolio investments.

Initially, the Financial Associate will be responsible for financial reporting to learn the business and then the head of finance will teach you financial modeling! All you need is Big4 audit experience (4-6 years) with clients in private equity, financial services, i-banking, or small energy companies.

If you have the aptitude to learn modeling to complement your skill set from Big4 audit, then this role is for you!  Our client has a 9/80 environment and has a great work-life balance!  A competitive base salary plus an annual bonus (which is better than Big4) and good benefits!


INITIAL RESPONSIBILITIES

Financial Reporting
  • Prepare external reporting package to be used internally and externally to investors, banking institutions, etc.
  • Prepare and review monthly financial statements to close the month. Ensure accuracy, record transactions, and ensure compliance with GAAP reporting standards.
  • Coordinate with operations to delivery quarterly ESG compliance after end of the quarter.
  • Research accounting treatment of transactions and updated standards as needed.
  • Maintain relationships with auditors, outsourced Big4 tax firm, and corporate filings.

Banking
  • Manage relationships with banks.
  • Prepare a weekly forecast of cash flows based off current assumptions, revenue projections, and cost predictions.
  • Work with reservoir engineering and marketing groups to prepare an analysis of production assumptions and estimates.

RESPONSIBILITIES AFTER MOVE TO FINANCE ASSOCIATE

Annual budget/quarterly forecasting/monthly analysis:
  • Budget Management: Develop, implement, and maintain the annual budget. Ensure alignment with the organization’s financial goals and objectives.
  • Forecasting: Perform quarterly forecasting to provide accurate predictions of future financial performance, analyzing trends, costs, revenues, financial commitments, and obligations.
  • Cash Flow Analysis: Develop and manage cash forecasting activities, predicting future financial positions and budget requirements.
  • Reporting: Create and improve the dashboard presenting to executive-level
  • Process Improvement: Continuously improve processes to enhance effectiveness and efficiency in financial operations within the clinical sphere.

QUALIFICATIONS
 
  • Bachelor’s Degree required in Accounting, Business, Finance, or related field or equivalent experience.
  • CPA or parts passed.
  • Minimum 4-6 years of Big4 audit experience, ideally with financial services, private equity, i-banking, or small cap energy clients.
  • Strong analytical and quantitative skills with the ability to learn financial modeling.
  • Excellent communication skills with the ability to present complex financial information in a clear and concise manner.
  • Proficient in financial software and advanced knowledge of Excel.
  • Capable of working independently in a fast-paced environment
  • Strong interpersonal skills with capacity to interact at all levels.
  • Team player with a demonstrated great attitude.
  • Creative problem-solving ability and sound judgment – ability to use own initiative and take responsibility for decisions.
  • See ahead to future possibilities and translate them into breakthrough strategies.
  • Excellent project management and organizational skills; ability to effectively prioritize multiple projects with the highest attention to detail.

WHAT OUR CLIENT OFFERS
 
  • Coaching and teaching you financial modeling.
  • Competitive salary and benefits package, including an annual bonus.
  • 9/80 work environment.
  • Opportunity to work in a dynamic, fast-paced environment.
  • Career growth and development opportunities.
  • Supportive team and management.
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About Katy, TX

Ready to take the next step in your career? Discover exciting job opportunities in and around Katy, Texas! Known for its charming small-town feel paired with big-city amenities, this vibrant area offers a unique blend of growth opportunities and a warm community spirit. Embrace the thriving local art scene at the Katy Contemporary Arts Museum, enjoy a night out at the Katy Grand Theatre, or catch a game and cheer on the Katy Tigers. With culinary delights ranging from Texas BBQ to Tex-Mex, and the picturesque beauty of parks like Mary Jo Peckham Park and the peaceful tranquility of Cullen Park, Katy has something for everyone. Explore our job listings today and unlock the endless possibilities that Katy, Texas has to offer!