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Financial Analyst

Job in Houston, Harris County, Texas, 77001, USA
Listing for: CFS
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Salary/Wage Range or Industry Benchmark: 75000 - 85000 USD Yearly USD 75000.00 85000.00 YEAR
Job Description & How to Apply Below

Financial Analyst

$75K–$85K + 15% Bonus (10% Cash / 5% Stock)

Why This Opportunity Stands Out

  • Hands-on exposure to financial performance across a diverse portfolio of operating companies
  • Clear and structured promotion path with advancement opportunities twice per year
  • Strong training environment ideal for early-career professionals from public accounting or finance
  • Direct visibility to senior leadership and investment decision-makers
  • Opportunity to build modeling, analytical, and presentation skills in a high-growth investment platform

Financial Analyst Key Responsibilities

Financial Statement & Portfolio Analysis

  • Perform detailed reviews of portfolio company financial statements and operating results
  • Conduct ratio, trend, and variance analysis to identify key business drivers
  • Support ongoing monitoring of portfolio performance across multiple industries

Modeling & Reporting Support

  • Work within existing financial models to update, maintain, and validate data accuracy
  • Assist with recurring and ad hoc reporting packages for management review
  • Support preparation of internal presentations summarizing company performance

Business Insight & Case Analysis

  • Analyze operational and financial data to identify risks and opportunities
  • Assist in preparing findings and insights for team and leadership discussions
  • Participate in financial case reviews and portfolio performance evaluations

Team Collaboration & Development

  • Partner closely with senior analysts and managers on portfolio reviews and projects
  • Gain exposure to investment processes, financial analysis frameworks, and deal-related insights
  • Continuously build technical accounting, modeling, and analytical skill sets

Financial Analyst Qualifications

  • Bachelor’s degree in Accounting, Finance, or related field
  • 1–2 years of experience in public accounting, finance, or a related analytical role
  • Strong understanding of financial statements and accounting fundamentals
  • Advanced Excel skills and strong analytical mindset
  • Detail-oriented, coachable, and eager to grow in a fast-paced environment
  • Strong communication skills and ability to synthesize financial data into insights

#INFEB
2026 #LI-PG1 #ZRCFS

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