Lead Senior Financial Analyst in Houston, TX at Search Services

Date Posted: 12/30/2019

Job Snapshot

  • Employee Type:
  • Location:
    Houston, TX
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

Growing, Houston based investment company seeks lead financial analyst to join their team.  Company is extremely successful, and they seek ambitious performers who want to grow and learn.  The company seeks a "star" who started their career in Big 4 Assurance/Audit and has since added financial analysis and financial modeling skills and experience.  CPA is strongly preferred. They are open to someone working in the Big 4 as well as someone who has had a few years of budgeting and financial modeling in industry after leaving the Big 4. This position will be a part of a small, highly visible group that provides financial analytical support for both the portolio investments as well as the parent investment company. 

Duties and Responsibilities:

  • Develop financial models and provide accounting analysis and financial analysis support of the company's numerous debt and equity investments.
  • Assist with the annual budget process for the parent company.
  • Engage in ad hoc financial analysis projects as requested by management.
  • Communicate directly and frequently with executives of the investment organizations.
  • Frequently interact with and present to the CEO, COO, and CFO of the parent company.
  • Provide operational analysis support of both external investments and the parent company.


  • Big 4 Assurance/Audit experience required.
  • CPA strongly preferred.
  • Excellent business presence and polished presentation skills required.
  • Financial modeling proficiency required.
  • Prior 3-Statement Financial Model experience is a plus.
  • Strong written and verbal communication skills required.