Financial Analyst for Private Equity Portfolio Company – Houston –

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JOB DUTIES                                                             

  • Perform multi-level analysis of locations from various perspectives such as geographic location, sales volume, profitability to highlight trends, risks, and opportunities.
  • Prepare analysis on various P&L and cash components, such as operating expenses and capital expenditures. Participate in the process and management of the capital process.
  • Research variances from forecast in weekly/monthly/quarterly results working with various departments to determine if trends warrant changes to forecast.
  • Participate in the monthly financial reporting processes, supporting managers in the completion of reporting and variance analysis. Maintain and improve format and flexibility of reporting efficiencies.
  • Assist in the budget and forecast process. Forecast future revenue and expenditures to establish cost structures. Maintain budget and forecast information in the accounting system.
  • Evaluate profit and cost efficiencies in various areas of the organization as needed.
  • Develop, maintain and distribute ad hoc reports and financial models as needed.
  • Identify trends in financial performance and provide suggestions for improvement.



  • Bachelor’s degree in Finance or Accounting.
  • One to three years’ experience in financial analysis. 
  • Accounting/GAAP knowledge.
  • Advanced experience using Microsoft Excel, Access, and PowerPoint.
  • Excellent communication skills.
  • Excellent time management and organizational skills.

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