Financial Analysis

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Senior FP&A Analyst

Bellaire, TX

Employment Type: Direct Category: Financial Analysis Job Number: 17755 Work Model: Onsite Internal Reference: #LI-JM1

Job Description

Growing PE firm centrally located in Houston seeks a Senior Financial Analyst to join their team. This role will focus on operational budgeting, planning, reporting, and analysis of their huge portfolio of investments. This role is very visible to the executive management team of the PE firm. Also, the role works closely with the executives who lead the portfolio investment companies. 

Role overview:
  • Engage in financial planning and analysis of the firm's portfolio investment companies.
  • Collaborate with other team members in the budget process for the portfolio.
  • Engage in special projects for the PE firm's CFO and address special requests for others on the firm's executive leadership team.
  • Assist the team in continuing to automate the analysis process and implement industry best practices.
  • Support the firm's efforts to implement KPI's and other operational metrics in the firm's portfolio.

  • A degree in Accounting or Finance is required. A Master's Degree is preferred.
  • Prior Big 4 Assurance and/or Advisory experience is a plus.
  • CPA certification is a plus. 
  • Prefer 3 or more years of progressive experience. 
  • Must operate well in a highly visible, intense environment with stringent deadlines.
  • Must be "hands on" in the details. 
  • Must be comfortable making formal presentations to executive management. 
  • The ability to effectively use advanced data analytics tools is required. 
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