Job Description
Join Houston's premier financial services firm as a Senior Financial Analyst and drive impactful business decisions through data-driven insights. We're seeking a strategic thinker to join our dynamic team in the heart of Houston's thriving energy corridor. Enjoy competitive compensation, comprehensive benefits, and unparalleled career growth opportunities in a collaborative, innovation-driven environment.
Responsibilities
- Conduct in-depth financial modeling and forecasting to support strategic initiatives
- Analyze complex financial data to identify trends, risks, and growth opportunities
- Prepare executive-level presentations and reports for C-suite stakeholders
- Collaborate with cross-functional teams to optimize budget allocation and resource planning
- Develop and maintain key performance dashboards and analytical tools
- Lead ad-hoc financial analysis projects to support business expansion goals
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in corporate or investment banking
- Advanced proficiency in Excel, SQL, and financial modeling software
- Proven ability to translate complex financial data into actionable business insights
- Strong presentation skills with experience communicating to executive leadership
- Experience in the energy or financial services industry highly valued
- Certified Financial Analyst (CFA) designation preferred