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            <title><![CDATA[Financial Planning and Analysis Analyst]]></title>
            <link><![CDATA[https://jobs.searchsvc.com/jb/Financial-Planning-and-Analysis-Analyst-Jobs-in-Bellaire-Texas/14013082]]></link>
            <description><![CDATA[<br>ABOUT OUR CLIENT<br>
Our Client is a leading private equity firm based in Houston with a strong investment platform and a commitment to operational excellence. This is an opportunity to join a high-performing environment where finance, accounting, and investment teams work closely together to support portfolio company performance.<br> 

<br>ABOUT THE ROLE<br>
Our Client is seeking an FP&A Analyst to join its team in Central Houston. This full-time role will support planning, budgeting, reporting, and analysis across portfolio companies and the broader enterprise while contributing to ongoing improvements in tools, technology, and reporting templates.<br> 

<br>SUMMARY<br>
This position will be engaged as a member of the accounting, finance, and investment teams. The role will primarily assist with the planning and analysis of the firm's investments in portfolio companies. This opportunity offers the chance to further develop accounting, reporting, and planning and analysis skills while participating in the ongoing transformation of tools, technology, and templates to help the organization operate as best in class.<br> 

<br>RESPONSIBILITIES<br> 

<ul>
&#9;<li>Maintain financials for portfolio companies, deal teams, and the overall firm or enterprise for planning and budgeting purposes
&#9;<li>Create and assist in management reporting and analysis
&#9;<li>Assist in special projects and ad hoc reporting as directed by executive management
&#9;<li>Create investor and analyst presentations
&#9;<li>Communicate with portfolio companies on a monthly basis regarding financial results and operational objectives
&#9;<li>Develop OneStream knowledge to assist portfolio companies in their monthly reporting, including additional KPI data
&#9;<li>Create reporting packages alongside portfolio companies for current and historical financial records
</ul>

<br>QUALIFICATIONS<br> 

<ul>
&#9;<li>Bachelorâs degree in Accounting or Finance required
&#9;<li>Masterâs in Accounting or MBA is a plus
&#9;<li>CPA designation preferred or progress toward designation preferred
&#9;<li>1â2 years of experience in public accounting or a related finance function
&#9;<li>Background in Big 4 Assurance and/or Transactions Advisory preferred
&#9;<li>Current FP&A experience within a significant corporation also of interest
&#9;<li>Strong accounting and GAAP background
&#9;<li>Strong attention to detail
&#9;<li>Strong work ethic
&#9;<li>Excellent organizational skills
&#9;<li>Self-starter with a positive attitude
&#9;<li>Ability to work efficiently and effectively in a deadline-sensitive environment
&#9;<li>Leadership potential required
&#9;<li>Strong communication skills
&#9;<li>Strong Microsoft Excel skills
</ul>

<br>PREFERRED QUALIFICATIONS<br> 

<ul>
&#9;<li>Masterâs in Accounting
&#9;<li>MBA
&#9;<li>CPA designation
&#9;<li>Progress toward CPA designation
&#9;<li>Experience in Big 4 Assurance
&#9;<li>Experience in Transactions Advisory
&#9;<li>Experience in FP&A within a significant corporation
</ul>
]]></description>
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            <pubDate>Sun, 12 Apr 2026 00:00:00 CDT</pubDate>
            <job:referencenumber><![CDATA[14013082]]></job:referencenumber>
            <job:city><![CDATA[Bellaire]]></job:city>
            <job:state><![CDATA[TX]]></job:state>
            <job:country><![CDATA[US]]></job:country>
            <job:postalcode><![CDATA[77401]]></job:postalcode>
            <job:jobtype><![CDATA[Direct]]></job:jobtype>
            <job:category><![CDATA[Financial Analysis]]></job:category>
            <job:payrate><![CDATA[90,000]]></job:payrate>
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            <title><![CDATA[Investment Associate/Senior Associate]]></title>
            <link><![CDATA[https://jobs.searchsvc.com/jb/Investment-Associate-Senior-Associate-Jobs-in-Bellaire-Texas/13716381]]></link>
            <description><![CDATA[<br>ABOUT OUR CLIENT<br>
Our Client is a boutique private equity firm based in central Houston, providing debt and equity capital to energy and industrial companies. Operating under an independent sponsor model, the firm is entrepreneurial, exceptionally well connected, and led by partners with outstanding track records. This is a rare opportunity to join a growing platform where performance and initiative are highly visible and rewarded.<br> 

<br>ABOUT THE ROLE<br>
Our Client is seeking an ambitious Senior Associate to join the investment team and support the firmâs investment and business development activities. In this career-track role, you will work directly with the firmâs partners to originate, execute, and manage new investments while gaining meaningful exposure across the full transaction lifecycle. An MBA is not required for advancement.<br> 

<br>RESPONSIBILITIES<br> 

<ul>
&#9;<li>Initial review of investment opportunities and development of investment thesis and transaction structure
&#9;<li>Financial modeling and valuation comparable analysis
&#9;<li>Execution of comprehensive due diligence processes
&#9;<li>Participation in negotiations of acquisition documentation
&#9;<li>Preparation of Investment Committee materials and presentations
&#9;<li>Portfolio management support including attendance at portfolio company Board meetings
&#9;<li>Active participation in new business development and transaction sourcing initiatives
</ul>

<br>QUALIFICATIONS<br> 

<ul>
&#9;<li>4 to 6 years of experience in private equity or investment banking
&#9;<li>Extensive knowledge of financial and operating models
&#9;<li>Strong organizational skills with the ability to prioritize effectively
&#9;<li>Self motivated with a desire to take on substantial responsibility
&#9;<li>Strong written and verbal communication skills with both internal and external stakeholders
&#9;<li>Ability to thrive in a highly visible role and manage stress and pressure effectively
</ul>

<br>PREFERRED QUALIFICATIONS<br> 

<ul>
&#9;<li>Energy industry experience
</ul>
]]></description>
            <guid isPermaLink="false"><![CDATA[https://jobs.searchsvc.com/jb/Investment-Associate-Senior-Associate-Jobs-in-Bellaire-Texas/13716381]]></guid>
            <pubDate>Tue, 03 Mar 2026 00:00:00 CST</pubDate>
            <job:referencenumber><![CDATA[13716381]]></job:referencenumber>
            <job:city><![CDATA[Bellaire]]></job:city>
            <job:state><![CDATA[TX]]></job:state>
            <job:country><![CDATA[US]]></job:country>
            <job:postalcode><![CDATA[77401]]></job:postalcode>
            <job:jobtype><![CDATA[Direct]]></job:jobtype>
            <job:category><![CDATA[Financial Analysis]]></job:category>
            <job:payrate><![CDATA[200,000]]></job:payrate>
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            <title><![CDATA[Investment Analyst]]></title>
            <link><![CDATA[https://jobs.searchsvc.com/jb/Investment-Analyst-Jobs-in-Bellaire-Texas/13716382]]></link>
            <description><![CDATA[<br>ABOUT OUR CLIENT<br>
Our Client is a boutique private equity firm based in central Houston, providing debt and equity capital to energy and industrial companies. Operating under an independent sponsor model, the firm is highly entrepreneurial, exceptionally well connected, and led by partners with outstanding track records. This is a unique opportunity to join a growing platform with meaningful exposure and long-term upside.<br> 

<br>ABOUT THE ROLE<br>
Our Client is seeking an ambitious Investment Analyst to join its team and directly support investment and business development activities. This is a career-track opportunity offering hands-on experience across the full investment lifecycle, with direct access to senior partners and significant responsibility from day one. An MBA is not required for advancement.<br> 

<br>RESPONSIBILITIES<br> 

<ul>
&#9;<li>Initial review of investment opportunities and development of investment thesis and transaction structure
&#9;<li>Financial modeling and valuation comparable analysis
&#9;<li>Execution of comprehensive due diligence processes
&#9;<li>Participation in negotiations of acquisition documentation
&#9;<li>Preparation of Investment Committee materials and presentations
&#9;<li>Portfolio management support including attendance at portfolio company Board meetings
&#9;<li>Active participation in new business development and transaction sourcing initiatives
</ul>

<br>QUALIFICATIONS<br> 

<ul>
&#9;<li>1 to 3 years of experience in private equity or investment banking
&#9;<li>Extensive knowledge of financial and operating models
&#9;<li>Strong organizational skills with the ability to prioritize effectively
&#9;<li>Self-motivated with a desire to take on substantial responsibility
&#9;<li>Strong written and verbal communication skills with both internal and external stakeholders
&#9;<li>Ability to thrive in a highly visible role and manage stress and pressure effectively
</ul>

<br>PREFERRED QUALIFICATIONS<br> 

<ul>
&#9;<li>Energy industry experience
</ul>
]]></description>
            <guid isPermaLink="false"><![CDATA[https://jobs.searchsvc.com/jb/Investment-Analyst-Jobs-in-Bellaire-Texas/13716382]]></guid>
            <pubDate>Tue, 03 Mar 2026 00:00:00 CST</pubDate>
            <job:referencenumber><![CDATA[13716382]]></job:referencenumber>
            <job:city><![CDATA[Bellaire]]></job:city>
            <job:state><![CDATA[TX]]></job:state>
            <job:country><![CDATA[US]]></job:country>
            <job:postalcode><![CDATA[77401]]></job:postalcode>
            <job:jobtype><![CDATA[Direct]]></job:jobtype>
            <job:category><![CDATA[Financial Analysis]]></job:category>
            <job:payrate><![CDATA[150,000]]></job:payrate>
            <job:requirements><![CDATA[]]></job:requirements>
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            <job:repfirstname><![CDATA[Jeff]]></job:repfirstname>
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            <job:repemail><![CDATA[jmackey@searchsvc.com]]></job:repemail>
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