Job Description
Join Houston's premier financial services firm as a Senior Financial Analyst. We're seeking a dynamic professional to drive data-driven decision-making for our energy and healthcare portfolio. Enjoy competitive compensation, hybrid work flexibility, and career advancement opportunities in the heart of Houston's thriving business district.
Responsibilities
- Analyze financial performance metrics to identify trends and recommend strategic improvements
- Develop comprehensive financial models for budgeting, forecasting, and valuation
- Prepare executive-level reports and presentations for C-suite leadership
- Collaborate with cross-functional teams to optimize operational efficiency
- Lead due diligence processes for M&A initiatives and investment opportunities
- Ensure compliance with SEC regulations and SOX requirements
- Mentor junior analysts and improve department workflows
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 5+ years of financial analysis experience in energy/healthcare sectors
- Advanced proficiency in Excel, Power BI, and SAP S/4HANA
- CFA or CPA certification strongly preferred
- Proven experience with financial modeling and valuation methodologies
- Exceptional communication and stakeholder management skills
- Demonstrated success in leading complex financial projects
- Knowledge of Houston market dynamics and regional economic trends