Financial Planning and Analysis Analyst

ABOUT OUR CLIENT
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.

ABOUT

THE ROLE
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.

SUMMARY
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.

RESPONSIBILITIES

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

QUALIFICATIONS

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

PREFERRED QUALIFICATIONS

Master’s in Accounting
MBA
CPA designation
Progress toward CPA designation
Experience in Big 4 Assurance
Experience in Transactions Advisory
Experience in FP&A within a significant corporation