What are the responsibilities and job description for the Financial Analyst position at Private Equity Backed Company in Northwest Houston?

Job Description : (2) Financial Analyst

Location : Northwest Houston, Texas

Schedule : In-Office, 5 Days / Week

About the Company

Join a well-established, private equity-backed company that is rapidly expanding and poised to become the leader in its industry. With several new acquisitions each year, this dynamic organization offers significant opportunities for professional growth. Due to ongoing growth, our client is adding two Financial Analysts to their team. These visible roles report directly to the FP&A Manager and will frequently interact with the CFO and private equity backers.

Position Overview

The Financial Analyst will play a critical role in supporting the company’s financial planning and analysis functions. This position involves creating and maintaining complex financial models for budgeting and forecasting, managing ongoing special projects, and analyzing the financial performance of multiple entities.

The successful candidate will be integral in driving insights, ensuring financial accuracy, and contributing to strategic decisions. Exceptional communication and presentation skills are essential to clearly explain the financial status and forecasts of the organization. This position requires up to 25% domestic travel.

Responsibilities

Develop and maintain complex financial models for budgets, forecasts, and strategic planning.
Collaborate with senior leadership, including the CFO, to provide insightful financial analysis and recommendations.
Partner with the FP&A Manager on special projects to support the company’s growth and acquisition strategy.
Analyze financial data across multiple entities and effectively present findings to stakeholders.
Utilize advanced Excel tools, including Macros, Pivot Tables, and VLOOKUPs, to streamline and enhance reporting processes.
Contribute to data visualization and reporting initiatives using Power BI (preferred).
Ensure financial accuracy and maintain compliance with organizational and industry standards.

Qualifications

Bachelor’s degree in Accounting, Finance, Economics, or a related field.

1 year(s) of experience in financial analysis or a related field; preference for candidates with advisory services experience in public accounting.

Advanced Excel skills, including Macros, Pivot Tables, and VLOOKUPs, are required.

Power BI experience is preferred.

Strong problem-solving skills and the ability to thrive in a fast-paced, dynamic environment.

Excellent communication and presentation skills, with the ability to clearly articulate financial insights to stakeholders.

Team-oriented mindset with a proactive and adaptable approach to tasks and challenges.

Willingness and ability to travel domestically up to 25%.

Work Environment

This is a fully in-office position based in Northwest Houston. Candidates must be comfortable working on-site 5 days a week and engaging with team members across all levels of the organization.

Why Join this company?

Opportunity to work with a rapidly growing, private equity-backed company in an exciting, high-growth industry.

Direct exposure to senior leadership and private equity partners.

Significant opportunities for career advancement as the company continues to expand.

Collaborative and dynamic work environment.

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