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Private Equity Financial Analyst

HW Dallas
Fort Worth, TX Full Time
POSTED ON 2/4/2025
AVAILABLE BEFORE 4/3/2025

Are you seeking a role where you are working for a small but successful organization that offers a life saving service? Would a highly collaborative setting where your impact is felt be important? Is a high salary, top notch benefits, and friendly co-workers something you are seeking? If so, this could be the role for you!

A prominent Ft. Worth Investment Bank is seeking a Business Analyst to support one of it's companies and work directly with one of the partners.

Duties include:

  • Provide analytical, forecasting, reporting, and project support to the CEO for the businesses
  • Create reports, which include key metrics, financial results, and variance analysis
  • Assist in identifying opportunities for performance improvement across the organization
  • Analyzing M&A opportunities and evaluate new lines of business
  • Develop models that help with decision-making
  • Heavy work in Excel- would love some VBA exposure
  • Travel with CEO about 50%

Qualifications:

  • A bachelor's degree and graduated with at least a 3.5 GPA (verifiable).
  • Advanced Excel capabilities including creating models
  • VBA exposure
  • Able to travel 50%

Benefits:

  • Choice of medical plans
  • Dental
  • Vision
  • Paid relocation

Perks:

  • Role includes a wonderful working environment with a team of like-minded individuals
  • Room to grow into any corporate role within a number of companies the family owns (including nonprofit).
  • Top salary
  • Opportunity to travel to a number of different places like Paris, London, Dubai.

If this sounds exciting to you then apply today!

Job Type: Full-time

Pay: $90,000.00 - $110,000.00 per year

Benefits:

  • Dental insurance
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 10 hour shift
  • Weekends as needed

Application Question(s):

  • What was your cumulative GPA when you graduated college?

Education:

  • Bachelor's (Required)

Experience:

  • Microsoft Excel: 2 years (Required)
  • VBA: 1 year (Preferred)

Work Location: In person

Salary : $90,000 - $110,000

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