Staff Accountant – Family Office – Downtown

Family Office Accountant
Compensation: $65,000 to $85,000 DOE + discretionary bonus

Why Consider This Family Office Accountant Role:

  • Team Tenure – Work alongside highly tenured professionals who are passionate about what they do and committed to mentorship.
  • Collaborative Culture – Enjoy a collegial, team-oriented environment where integrity and mutual respect are key values.
  • Professional Growth – Exposure to sophisticated investment strategies and complex financial operations that help sharpen your skills.
  • 100% paid medical and vision benefits!

Key Responsibilities of the Family Office Accountant:

  • Oversee day-to-day accounting operations, including journal entries, reconciliations, and month-end close
  • Manage the general ledger with accuracy and attention to detail, ensuring timely and compliant financial reporting
  • Partner with internal and external teams to resolve client-specific accounting inquiries
  • Support the treasury function by tracking cash movements, investment funding, and capital calls
  • Assist with process improvements to streamline reporting, documentation, and client deliverables

Qualifications of the Family Office Accountant:

  • Bachelor’s degree in Accounting
  • 3+ years of full cycle accounting experience
  • Prior family office, investment, or multi-entity experience

#accountant #houstonjobs #jobs #accountingjobs #familyoffice

Director FP&A – Spring, Texas – Hybrid

Director of FP&A
Location: North Houston – Spring/Woodlands
Salary: $200k – $225k w/ bonus

Why This Opportunity Stands Out:

  • High-impact leadership role within a ~$2B+ company with massive growth trajectory
  • Significant runway to scale through organic growth and strategic acquisitions
  • Exposure to executive leadership, including CEO and Division Presidents
  • Fast-paced, high-growth environment focused on innovation and diversification
  • Work for a company redefining its FP&A function with a renewed focus on forward-looking strategy and performance optimization
  • Ideal for strong FP&A leaders from complex, multi-division organizations

Position Overview:
The Director of FP&A will lead enterprise-wide financial planning and analysis, directly supporting a high-growth, multi-division operation. Reporting to senior leadership, this individual will manage financial forecasting, budgeting, monthly close insights, and strategic reporting for a large organization with aggressive growth goals and a robust project pipeline.

Key Responsibilities:

  • Lead the company-wide budgeting and forecasting process (updated semiannually)
  • Manage the monthly close process from an FP&A perspective, collaborating with operational accounting
  • Own the preparation and delivery of monthly management reporting packages for the CEO and Division Presidents
  • Partner with leadership to drive strategic planning, scenario modeling, and performance analysis
  • Provide insights to support strategic initiatives, including acquisition modeling and business diversification
  • Enhance management reporting tools and develop KPI dashboards to support data-driven decision making
  • Collaborate closely with operational accounting and job cost teams — leveraging their collective knowledge for more accurate forecasting and variance analysis
  • Build and manage a high-performing FP&A team focused on efficiency, clarity, and strategic partnership

What We’re Looking For:

  • Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA preferred)
  • 8+ years of progressive experience in FP&A, ideally within complex, multi-divisional or project-based organizations
  • Proven ability to lead financial planning cycles and translate data into actionable insights
  • Strong executive communication skills and ability to build influence across business units
  • Experience supporting M&A or business diversification initiatives a strong plus
  • Process-minded leader who thrives in high-growth, evolving environments

#financejobs #jobs #hybridjobs #hybrid #houston #houstonjobs

Director FP&A – Spring, Texas – Hybrid

Director of FP&A
Location: North Houston – Spring/Woodlands
Salary: $200k – $225k w/ bonus

Why This Opportunity Stands Out:

  • High-impact leadership role within a ~$2B+ company with massive growth trajectory
  • Significant runway to scale through organic growth and strategic acquisitions
  • Exposure to executive leadership, including CEO and Division Presidents
  • Fast-paced, high-growth environment focused on innovation and diversification
  • Work for a company redefining its FP&A function with a renewed focus on forward-looking strategy and performance optimization
  • Ideal for strong FP&A leaders from complex, multi-division organizations

Position Overview:
The Director of FP&A will lead enterprise-wide financial planning and analysis, directly supporting a high-growth, multi-division operation. Reporting to senior leadership, this individual will manage financial forecasting, budgeting, monthly close insights, and strategic reporting for a large organization with aggressive growth goals and a robust project pipeline.

Key Responsibilities:

  • Lead the company-wide budgeting and forecasting process (updated semiannually)
  • Manage the monthly close process from an FP&A perspective, collaborating with operational accounting
  • Own the preparation and delivery of monthly management reporting packages for the CEO and Division Presidents
  • Partner with leadership to drive strategic planning, scenario modeling, and performance analysis
  • Provide insights to support strategic initiatives, including acquisition modeling and business diversification
  • Enhance management reporting tools and develop KPI dashboards to support data-driven decision making
  • Collaborate closely with operational accounting and job cost teams — leveraging their collective knowledge for more accurate forecasting and variance analysis
  • Build and manage a high-performing FP&A team focused on efficiency, clarity, and strategic partnership

What We’re Looking For:

  • Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA preferred)
  • 8+ years of progressive experience in FP&A, ideally within complex, multi-divisional or project-based organizations
  • Proven ability to lead financial planning cycles and translate data into actionable insights
  • Strong executive communication skills and ability to build influence across business units
  • Experience supporting M&A or business diversification initiatives a strong plus
  • Process-minded leader who thrives in high-growth, evolving environments

#financejobs #jobs #hybridjobs #hybrid #houston #houstonjobs

Staff Accountant – Family Office – Downtown

Family Office Accountant
Compensation: $65,000 to $85,000 DOE + discretionary bonus

Why Consider This Family Office Accountant Role:

  • Team Tenure – Work alongside highly tenured professionals who are passionate about what they do and committed to mentorship.
  • Collaborative Culture – Enjoy a collegial, team-oriented environment where integrity and mutual respect are key values.
  • Professional Growth – Exposure to sophisticated investment strategies and complex financial operations that help sharpen your skills.
  • 100% paid medical and vision benefits!

Key Responsibilities of the Family Office Accountant:

  • Oversee day-to-day accounting operations, including journal entries, reconciliations, and month-end close
  • Manage the general ledger with accuracy and attention to detail, ensuring timely and compliant financial reporting
  • Partner with internal and external teams to resolve client-specific accounting inquiries
  • Support the treasury function by tracking cash movements, investment funding, and capital calls
  • Assist with process improvements to streamline reporting, documentation, and client deliverables

Qualifications of the Family Office Accountant:

  • Bachelor’s degree in Accounting
  • 3+ years of full cycle accounting experience
  • Prior family office, investment, or multi-entity experience

#accountant #houstonjobs #jobs #accountingjobs #familyoffice

Family Office – Bookkeeper – Memorial Park Area

Full-Charge Bookkeeper
Industry:
Family Office / Private Wealth Management
Compensation:
$60,000 to $80,000 DOE

Key Responsibilities of the Full-Charge Bookkeeper:

  • Manage full-cycle bookkeeping for multiple entities and personal accounts, including AP/AR, journal entries, and reconciliations.
  • Maintain and reconcile bank accounts, credit cards, and investment-related transactions.
  • Prepare monthly, quarterly, and annual financial reports and statements.
  • Track intercompany activity and ensure proper allocation of expenses.
  • Monitor cash flow and provide reporting for budgeting and planning purposes.
  • Maintain accurate and organized documentation for all financial records.

Qualifications of the Full-Charge Bookkeeper:

  • 5+ years of full-charge bookkeeping experience, ideally supporting a family office, high-net-worth individual, or privately held entity.
  • Proficiency in accounting software (e.g., QuickBooks, Sage, or similar).
  • Ability to work independently with minimal supervision.
  • Exposure to multi-entity or trust/estate accounting environments.

Why Consider This Role of the Full-Charge Bookkeeper?

  • Unique opportunity to work closely with a high-net-worth family in a trusted, long-term capacity.
  • Join an organization with a strong track record of employee longevity and low turnover—this opening comes because of a long-standing team member’s planned retirement!
  • Competitive compensation and comprehensive benefits package.

#accountant #bookkeeper

Oil and Gas Accountant

Salary: $100 – 150K

Why This Opportunity Stands Out:

  • 100 % paid benefits for you and your family!
  • Great work life balance.
  • Hybrid flexibility.
  • Tight knit group who likes to have fun!

Key Responsibilities:

  • Prepare for annual audit.
  • Consolidations.
  • Bank reconciliations.
  • Billing.

Qualifications:

  • 10 years of accounting experience.
  • OGSYS preferred but not required.

Senior Revenue Accountant

Title: Senior Revenue Accountant – Upstream Oil & Gas

Salary: Starting $130k base with up to $20% Bonus

Why This Opportunity Stands Out:

    • Join a high-growth upstream operator backed by private equity and led by a forward-thinking executive team
    • Enjoy a flexible hybrid schedule (2 days WFH), 3 weeks of PTO, $ for $ 401k match up to 6%
    • The accounting team is known for promoting from within!

    Key Responsibilities:

      • Prepare and record monthly revenue journal entries for operated and non-operated properties.
      • Review and reconcile revenue and royalty data from purchasers and ensure accurate allocation to wells/owners.
      • Monitor production volumes, pricing, and ownership decks to validate revenue accruals.
      • Collaborate closely with land, production, and marketing teams to resolve discrepancies.
      • Assist with audits, regulatory filings (including ONRR/State), and ad hoc projects during acquisitions/divestitures.

      Qualifications:

        • Bachelor’s degree in Accounting or Finance; CPA or CPA eligible is a plus.
        • 2+ years of upstream revenue accounting experience; BOLO experience is a major plus.

        Retail Controller – #hybrid – Central Houston

        Our nonprofit client is seeking an experienced Controller to join their rapid growing company! The Controller is responsible for overseeing the organization’s financial operations, ensuring accuracy in financial reporting, and maintaining robust internal controls. This role is pivotal in supporting the mission by managing financial activities that enable effective program delivery and organizational growth.

        Job Title: Controller

        Perks of the Controller?

        • Hybrid Schedule
        • Strong Mission Statement. Truly changing lives every day!
        • Great Benefits
        • Been in business for OVER 100 years!

        Key Responsibilities of the Controller:

        • Oversee and assist in handling day-to-day accounting functions
        • Maintain system of accounting policies and procedure
        • Implement system of controls over accounting
        • Oversees the production of periodic financial reports
        • Ensures that the reported results comply with GAAP or IFRS
        • Produces the annual budget and forecasts
        • Provides financial analysis
        • Works with external auditors
        • Files quarterly and annual reports
        • Ensures compliance with local, state, federal government requirements
        • Manage Accounting team and partner with operations.

        Controller Qualifications:

        • Bachelor’s degree in Accounting or Finance or something similar from an accredited institution
        • Active CPA certification is required.
        • A minimum of 5 years of experience in a business or nonprofit accounting/finance role, with at least 2 years in a supervisory capacity. Experience with budget software and financial management systems is advantageous.
        • Experience with multiple locations and/or entities.
        • Proficiency in accounting software systems; experience with ERP system implementation is highly preferred.

        #jobs #hiring #job #houstonjobs #hiringnow #accounting #accountingjobs #finance #financejobs #jobs #houston #texas #cfstaffing #jobs #AccountantJobs #FinanceJobs #Accounting #HiringAccountants #CPA #JobOpening #NowHiring #CareerOpportunity #JobSearch #AccountingCareer #FinanceCareers #HiringNow #JobAlert #AccountingLife #PublicAccounting #TaxJobs #AuditJobs #CFOJobs #FinancialJobs #StaffAccountant #SeniorAccountant #ControllerJobs #AccountingRecruiter #AccountingOpportunities #WorkInFinance #JobHunt #CareerGrowth #FinanceIndustry

        Senior Treasury Analyst – #HYBRID – Galleria Area

        Job Title: Senior Treasury Analyst

        Perks of the Senior Treasury Analyst?

        • Career Growth and Development: this organization believes in promotions from within and
        • Collaborative Environment: Work with a dedicated and diverse team committed to excellence and innovation.
        • Competitive Benefits: Enjoy competitive salaries, comprehensive benefits.

        Key Responsibilities of the Senior Treasury Analyst

        • Bank Account Administration: Oversee global bank account activities, including account openings/closings, maintaining internal databases and signer records, and ensuring compliance with KYC and FBAR reporting requirements.
        • Cash Management: Conduct global cash management tasks such as cash concentration, daily positioning, and account funding to maintain sufficient liquidity.
        • Financial Closing Support: Lead Treasury functions for month-end and quarter-end close processes, collaborating with the Shared Service Center and Field Finance to ensure accurate cash balance and transaction reporting.
        • Bank Fee Analysis: Evaluate bank fees, identify cost-saving opportunities, and review account product services and AP activities for potential optimization.
        • Reporting and Forecasting: Prepare monthly Treasury reports and lead the cash flow forecasting process.
        • System Administration: Perform security administration for banking systems and maintain ERP Treasury system setups, including bank accounts and templates.
        • Compliance and Policy Adherence: Ensure day-to-day activities comply with internal controls, policies, and procedures.
        • Strategic Contributions: Recommend cash management policies and contribute to global cash management strategies.
        • Bank Relations: Maintain and manage relationships with banking partners, evaluate new banking products, and coordinate communications.
        • Process Automation: Identify opportunities to enhance automation in Treasury-related accounting processes, improving efficiency while maintaining quality and controls.

        Senior Treasury Analyst Qualifications:

        • Bachelor’s, Master’s, or advanced degree in Business Administration, Finance, Accounting, or related fields from an accredited institution required.
        • Certified Treasury Professional (CTP) designation preferred.
        • A minimum of 3 years of accounting-related experience and 2 years in a corporate Treasury role

        Director of Billing – #REMOTE

        Must have multi-location billing experience and be open to travel.

        Why should you be interested in this Director of Billing role?

        • 100% remote role! Highly prefer the candidate to reside in EST/CST time zone.
        • Collaborative Environment: Work with a dedicated and diverse team committed to excellence and innovation.
        • Competitive Benefits: Enjoy competitive salaries, comprehensive benefits.

        What You’ll Do as the Director of Billing

        • Own the end-to-end billing process, including setup, invoicing, and collections
        • Partner with Finance and Operations leaders to create and implement billing best practices
        • Manage and develop a team of billing professionals
        • Build training programs and lead education on new systems and processes
        • Develop and standardize reporting, including AR dashboards and performance KPIs
        • Lead integration efforts for new acquisitions or openings into the billing workflow
        • Advise on strategy for discounts, tuition rates, and employee billing
        • Support ongoing process improvement and efficiency efforts
        • Communicate write-offs and AR trends to senior leadership

        What We’re Looking For in a Director of Billing

        • Bachelor’s degree in finance or accounting required. Additional certifications are a plus.
        • 10+ years of experience in process improvement and billing operations
        • Comfortable driving change in fast-paced, high-growth environments
        • Experience in early childhood education, Procare, and/or NetSuite are large plus factors.

        Senior Accountant – PE Backed – Downtown Austin

        SENIOR ACCOUNTANT
        Austin, TX – Onsite Downtown
        Compensation: $85K – $110K

        Perks:
        Rapid growth, PE/VC backed company – GREAT time to “get in” at the early stages
        High Visibility and Collaboration with leadership who have proven success in scalable, high-growth companies
        “Super laid back. Bonuses are phenomenal!”
        “Culture and benefits are great. There are no cons that I can think of.”

        Job Summary: Responsibilities include the preparation of month-end close / GL accounting transactions, which include: cost allocation, monthly revenue, fixed assets, debt, and derivatives.

        Responsibilities:

        • Manage the fixed asset and WIP subledgers including running and verifying depreciation
        • Setup, monitor and account for reimbursable construction projects
        • Develop and manage capital accrual process; develop and review monthly capital reporting schedules
        • Track asset capitalization and coordinate with fixed asset accounting for timely capitalization of completed projects.
        • Review and process construction invoices, change orders, retainage, and progress billings.
        • Maintain and reconcile right of way lease and land purchases monthly
        • Manage monthly and annual close of income statement and balance sheet
        • Review monthly balance sheet reconciliations and perform initial review of G/L

        Education:

        • Bachelor’s degree in Accounting, Finance, or Business Administration
        • CPA or CPA eligible preferred
        • 3-5 years relevant work experience public accounting/industry mix or industry experience in construction or energy
        • Experience with fixed asset accounting
        • Experienced in accounting and reporting for M&A and/or multi-entity companies

        #GAAP #PublicAccounting #Energy #Construction #Oil #RenewableEnergy #rapidgrowth #ATX #AustinJobs #accounting

        Q2 Newsletter – Fresh off the press!

        As we move through the summer of 2025, I’m excited to share the latest insights on the U.S. and Houston economies. Both are demonstrating resilience with steady growth, despite some challenges posed by trade policies. Houston continues to shine as a hub of opportunity, and I’m eager to dive into what’s driving our region forward.

        National Economic Update The U.S. economy added approximately 2.1 million jobs in the 12 months ending May 2025, a strong performance despite slightly slower growth than last year. The unemployment rate remained steady at 4.2% in May, reflecting a robust job market even with some trade-related headwinds. 

        What’s Happening in Houston Unemployment Rate: Houston’s unemployment rate stood at 3.9% in May 2025, down from 4.2% in March.
        Labor Participation Rate: We’re holding at 62.7% in May 2025, a modest increase from 62.5% last year, though below the 1997 peak of 68%.
        Price of Oil: West Texas Intermediate crude reached $72.07 per barrel in mid-June 2025.
        PMI: The U.S. manufacturing PMI was 48.5 in May 2025, with Houston’s PMI estimated at 49.0. We’re close to the 50 mark that signals growth, and optimism remains high.

        Houston Job Market Outlook The Greater Houston Partnership forecasts 71,200 new jobs for 2025, driven by healthcare, construction, professional services, government, and hospitality. Despite a slower start, Houston is poised to reach a record 3.5 million payroll jobs by year-end, fueled by our economic diversity and steady influx of new residents. That’s the update for Q2! I’ll continue monitoring these trends and their impact on you and your industry for Q3. Have questions or topics you’d like me to explore? Please reach out—I’d love to hear from you!

        Stay connected with me on LinkedIn for further updates and insights. I welcome all connection requests: Lets Link In!
        IndustryTitleSalaryScheduleLocation
        Oil & Gas Tax Accountant100000-1100009/80 schNortheast DT
        Real Estate Tax Accountant65000-80000/+BonusHybridUpper Kirby
        Oil & Gas Senior Treasury Analyst80000-100000/+BonusHybridGalleria 
        NonprofitController115000-145000HybridHeights
        Oil & Gas Senior Tax Accountant80000-100000HybridMemorial City
        Oil & Gas Tax Director180000-200000HybridMemorial City
        Oil & Gas Auditor65000-75000/10%HybridGalleria 
        Glass recyclingTreasury Manager115000-150000/10%HybridMemorial Park
        Oil & Gas Senior Accountant90000-100000/+BonusHybridDT 
        Real EstateSenior Accountant90000-95000/+BonusHybridDT/Chicago/Boston/SF
        Real EstateSenior Accountant90000-95000/+BonusHybridDT/Chicago/Boston/SF
        Real EstateSenior Accountant90000-95000/+BonusHybridDT/Chicago/Boston/SF
        Real EstateSenior Accountant90000-95000/+BonusHybridDT/Chicago/Boston/SF
        Real EstateSenior Accountant90000-95000/+BonusHybridDT/Chicago/Boston/SF
        Oil & Gas Senior Revenue Accountant 130000-150000/+BonusHybridGalleria 
        Oil & Gas Consolidation Accounting Manger130000-150000/+BonusHybridGalleria 
        Real EstateProperty Accountant85000-90000HybridMemorial City
        Oil & Gas Director of IT Security185000-220000Hybrid Woodlands
        Oil & Gas Auditor 90000-105000/+BonusHybrid (2)Galleria 
        ManufacturingIndirect Tax Manager115000-135000/+BonusHybrid (2/3)Waller
        HR ServicesSenior Operations Accountant70000-95000/10%Hybrid (2/3) Jersey Village
        HR ServicesTreasury Accountant70000-85000Hybrid (2/3) Jersey Village
        NonprofitAccounting Manager 100000-110000/+BonusHybrid (4/1)Downtown 
        Chemical/ManufacturingSenior Cost Accountant 90000-120000Hybrid (4/1)Spring Central
        ConstructionAssistant Controller90000-110000In officeMemorial City ish
        Oil & Gas Cost Accountant0-100000/+BonusIn OfficeJersey Village
        ManufacturingOperational Accountant85000-100000In OfficeDeer Park 
        Oil & Gas Senior Tax Accountant120000-125000/+BonusIn OfficeWoodlands
        Oil & Gas Project Accounting Manager120000-130000/+BonusIn OfficeWoodlands
        Higher EducationExecutive Director120000-130000In OfficeHouston
        LogisticsSenior Accountant 90000/+BonusIn OfficeKaty
        LogisticsStaff Accountant 70000-75000/+BonusIn OfficeKaty
        Industrial ServicesSenior Internal Audit Manager170000-192000/20%In OfficeSugarLand
        NonprofitStaff Accountant 60000-85000In OfficeDowntown 
        ManufacturingPricing Manager120000-130000/+BonusIn OfficeSugarland
        ManufacturingSenior/Staff Accountant70000-90000/+BonusIn OfficeSugarland
        Family OfficeController150000-180000/+BonusIn OfficeGalleria 
        Residential ServicesSenior Accountant 90000-110000In OfficeJersey Village
        Residential ServicesSenior Accountant 90000-110000In OfficeJersey Village
        Residential ServicesSenior Technical Accountant120000-125000In OfficeJersey Village
        Residential ServicesFinancial Analyst100000/15%In OfficeJersey Village
        Financial ServicesValuation Analyst85000-90000/+BonusIn OfficeJersey Village
        DeathcareSenior Financial Analyst100000-115000In OfficeBuffalo Speedway
        Financial ServicesTax Analyst85000In OfficeGalleria 
        Financial ServicesAccounting Manager100000-120000In OfficeGalleria 
        Civil EngineeringFinancial Data Any135000In OfficeGalleria 
        EducationSystems Administrator50000-75000In OfficeHouston
        Civil EngineeringIT Project Manager 85000-100000In OfficeSan Antonio
        Real Estate Systems Administrator110000In OfficeKaty
        O&G/ManufacturingAssistant Controller120000-150000In Office Willowbrook 
        Real Estate Controller150000-180000/+Bonus +StockIn Office Westchase
        EducationDirector of Billing115000-150000/20%RemoteRemote
        EducationController150000-180000/20%RemoteRemote
        EducationAP Manager 80000-100000RemoteRemote
        EcommE-Commerce Specialist 85000RemoteRemote

        Family Office Controller – Houston

        Title: Controller – Family Office

        Salary: $150k – $180k w/ bonus – depending on experience!

        Why This Opportunity Stands Out:

        • Opportunity to work directly with a high-net-worth family office managing complex trust and foundation structures
        • Lead accounting and reporting for private entities with a long-standing reputation in the Houston community
        • High autonomy and visibility with principals and advisors
        • Collaborative, stable team with low turnover and strong work-life balance
        • Excellent benefits package – 75% of premiums covered by employer and 401(k) match included
        • Beautiful office setting with a discreet, professional culture

        Key Responsibilities:

        • Oversee full-cycle accounting and financial reporting for trusts, foundations, and affiliated entities
        • Prepare consolidated financial statements and support annual audits
        • Manage budgeting, forecasting, and cash flow reporting across multiple entities
        • Ensure compliance with internal controls, fiduciary requirements, and regulatory guidelines
        • Act as primary point of contact for external CPAs, legal counsel, and investment advisors

        Qualifications:

        • Bachelor’s degree in Accounting, Finance, or related field; CPA preferred
        • 8+ years of experience in accounting, preferably within a family office, wealth management, or public accounting
        • Proficient in JD Edwards ERP software – required

        Compound Growth: The Quiet Power of Intentional Career Moves

        Image via Freepik

        Compound Growth: The Quiet Power of Intentional Career Moves

        No one teaches you how to think long-term when you’re grinding through quarter-end reporting or navigating yet another round of compliance updates. But for accounting and finance professionals who want more than just to survive another fiscal year, having a real professional development plan is the difference between coasting on credentials and shaping a career that evolves with you. And no, this isn’t about ticking off another CPE course for the sake of it—it’s about designing a framework that plays to your strengths, stretches your limits, and keeps you relevant in a space that doesn’t stop shifting.

        Craft a Vision That Anchors You

        If you don’t know where you want to go, you’ll end up wherever the current takes you. In this field, it’s easy to default to safe paths—more titles, bigger clients, or deeper technical specialization. But a meaningful plan starts with clarity. Not about the job title you want next year, but about what kind of work makes you feel competent, challenged, and proud. Maybe it’s becoming a CFO who mentors emerging analysts. Maybe it’s stepping out of corporate into advisory for small businesses. Vision brings cohesion to the chaos, helping you filter out what’s noise and what’s growth.

        Organize the Back Office of Your Career

        The behind-the-scenes maintenance of your professional development plan is just as important as the planning itself, and going digital makes everything smoother. Keep copies of certifications, goal sheets, mentor notes, and performance reviews stored in a cloud folder you can access from anywhere, especially when those spur-of-the-moment opportunities arise. Editing PDF documents, though, can be frustrating and time-consuming when you need to make quick updates. If you’re looking for a smoother workflow, consider this alternative: simply upload your PDF, convert the file, start working in Word, and then save as PDF when you’ve finished your edits.

        Double Down on Your Learning Habits

        The pros who thrive long-term? They treat learning like a muscle group they can’t afford to ignore. In accounting and finance, the baseline is always moving. Tax codes shift. Software evolves. Risk landscapes change. Carve out space to study—not reactively, but strategically. Subscribe to niche newsletters, attend webinars not just for CPEs but for curiosity, or join peer forums where insights go beyond textbooks. When you prioritize continuous learning, you stop just catching up—you start forecasting your next edge.

        Audit Your Network with Intention

        You already know networking matters, but most of us only dust off our contacts when we’re job hunting. Instead, treat your professional relationships like a portfolio—diversify and manage it actively. Keep in touch with former colleagues, attend finance meetups, and show up to industry panels even when you’re not looking for anything. Strong networks don’t just connect you to opportunities—they expose you to new ways of thinking, give you fresh reads on the market, and sometimes offer the encouragement you didn’t realize you needed.

        Work With a Talent Connector Who Gets It

        If you’ve ever rolled your eyes at a recruiter’s generic pitch, you’re not alone. But working with someone who really understands the field—like Diane Delgado Lemaire—is a different story entirely. She doesn’t just find jobs; she helps finance professionals refine their brand, articulate their value, and connect with roles that reflect who they are and who they’re becoming. A recruiter who’s also a talent connector can help you shape a trajectory, not just fill a role. They see where your resume shines and where your story needs depth. For professionals in the finance space, especially those eyeing pivotal transitions, this partnership can accelerate the right kind of momentum.

        Make Room for Micro-Pivots

        Too many people think of career change as some massive leap, but the real magic often happens in micro-pivots. These are the tiny, strategic adjustments you make without burning the whole house down. Maybe it’s shifting from audit to advisory within your firm. Maybe it’s taking on a fintech client even if you’ve always done healthcare. Maybe it’s experimenting with data visualization tools instead of sticking to your go-to spreadsheet templates. These small moves help you adapt and test your way forward—no dramatic exit required.

        Track Progress Like You Track Financials

        You know the value of metrics in your day job—so why not apply the same discipline to your own growth? Set quarterly check-ins with yourself. Are you building the skills you planned for? Did you attend that leadership seminar you bookmarked? Have you written anything that positions you as a thought leader in your niche? A spreadsheet or journal is fine, but the act of reflecting—and adjusting—gives your plan weight. Otherwise, it’s just a wish list.

        Don’t Sleep on Soft Skills

        In a profession that loves precision, it’s easy to underrate the power of communication, storytelling, and emotional intelligence. But the higher you go, the more these skills make the difference. Can you explain a complex financial shift to a non-finance board member? Can you lead a team through change without losing morale? Can you advocate for budget priorities without sounding like a broken record? These abilities aren’t “nice to have.” They’re your competitive advantage in rooms where numbers alone won’t carry the day.

        Design Rest Into the Rhythm

        It might sound counterintuitive, but one of the most overlooked strategies in professional development is knowing when to pause. Not everything productive looks like forward motion. Sometimes growth is in stepping back, recalibrating, or protecting your bandwidth from burnout. Your best ideas will often come during the quiet stretches—on a walk, in the shower, or during an off-season lull. Make space for those moments. They’re part of the plan too.

        Careers in accounting and finance aren’t meant to be static spreadsheets—they’re living documents that evolve as your priorities, industries, and talents shift. A thoughtful professional development plan isn’t about rigid goals or endless certifications. It’s about building a sustainable path that adapts with you, not just to the market. So if it’s been a while since you looked up from the ledger and asked, “What’s next for me?”—consider this your cue. You don’t have to leap. But you do have to look.

        Discover top financial and accounting opportunities in Houston with Diane Delgado Lemaire, your trusted F&A recruiter and talent connector!

        Financial Analyst – NW Houston

        Financial Planning Analyst

        Salary: $100k w/ bonus

        Why this opportunity stands out:

        • Stable, growing residential services company with strong market demand
        • High visibility role with direct exposure to senior leadership
        • Opportunity to drive insights and support key business decisions
        • Collaborative, team-oriented culture with a focus on innovation
        • Career growth potential within a scaling finance organization

        Financial Planning Analyst Key Responsibilities:

        • Forecasting & Budgeting: Support the annual budget and rolling forecasts across departments
        • Financial Modeling: Build and maintain models to analyze business performance and strategic initiatives
        • Variance Analysis: Monitor and explain variances between actuals, forecasts, and budgets
        • Cross-functional Partnering: Collaborate with operations and service teams to understand business drivers
        • Reporting: Prepare dashboards and financial reports for executive leadership and stakeholders

        Financial Planning Analyst Qualifications:

        • Bachelor’s degree in Finance, Accounting, or related field; 2–4 years of FP&A or corporate finance experience
        • Advanced Excel skills required; SQL and Power BI experience a strong plus
        • Excellent communication skills and the ability to simplify complex data for non-financial audiences

        Senior Internal Audit Manager – SW Houston

        Position: Senior Internal Audit Manager

        Salary: $170k-$190k + 20% target annual bonus

        Why This Opportunity as a Senior Internal Audit Manager?

        • Professional Development: Opportunity to step into a succession path for an executive-level audit position!
        • Career Growth: This organization emphasizes internal mobility and offers advancement pathways for high-performing individuals.
        • Collaborative Culture: Join a team that values knowledge sharing, mentorship, and teamwork.
        • Diverse Exposure: Work across various departments and business units, offering broad insight into the organization’s operations.
        • Stability & Scale: Be part of a well-established, multi-location company serving diverse markets with a long-term outlook.
        • Excellent benefits package including 401(k) match, medical/dental/vision options, PTO, and more.

        Key Responsibilities of the Senior Internal Audit Manager:

        • Lead end-to-end SOX compliance efforts, walkthroughs, and evaluations.
        • Serve as a primary reviewer of audit documentation prepared by staff and ensure quality standards are met.
        • Collaborate with external auditors and business unit leaders to meet audit timelines and deliverables.
        • Identify internal control gaps, recommend process improvements, and drive implementation in collaboration with key stakeholders.
        • Manage and mentor audit staff, including an Audit Manager and intern-level talent.
        • Represent the audit function with professionalism and act as a catalyst for change in a complex environment.

        Qualifications of the Senior Internal Audit Manager:

        • Bachelor’s degree in Accounting. CPA is required.
        • Minimum 8 years of relevant experience, including at least 3 in a leadership capacity.

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        Senior Accoutnant (5 Openings) – NW Houston


        Salary: $90k – $110k DOE

        Why this opportunity stands out:

        • Join a fast-growing residential services company backed by industry leadership and recent strategic acquisitions
        • Collaborative and supportive team culture with strong emphasis on integrity and service
        • Amazing visibility! Opportunity to make a huge impact be part of high level decision making.
        • Great benefits package including health, dental, vision, and 401(k)
        • Opportunity to gain exposure to multi-entity accounting, M&A activity, and high-growth operations
        • Fast-paced environment with lots of moving parts—ideal for someone who thrives in a dynamic setting

        Key Responsibilities:

        • Manage full-cycle accounting for multiple business units, including month-end close and reconciliations
        • Prepare and analyze financial statements in compliance with GAAP
        • Support integration of newly acquired entities into financial systems and processes
        • Partner with operations and FP&A teams on budgeting, forecasting, and variance analysis
        • Assist with audit preparation and implementation of process improvements

        Qualifications:

        • Bachelor’s degree in Accounting or Finance; CPA or progress toward CPA preferred
        • 3+ years of experience in general ledger accounting, ideally in a multi-entity environment
        • Experience with Sage accounting software and strong Excel skills

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        Senior Real Estate Accountant – Downtown – 3/2 Schedule

        Senior Real Estate Accountant Salary: $90k – $95k w/ bonus

        Why This Opportunity Stands Out:

        • Starting 3 weeks PTO and health insurance starting Day ONE!!!
        • Strong company culture with quarterly team outings!
        • Hybrid Schedule – 3/2 schedule with BEAUTIFUL office space in the heart of Houston!
        • Career development opportunities!

        Senior Real Estate Accountant Key Responsibilities:

        • Project Support: Assist project managers and teams with cost control and execution to ensure projects are delivered on time and within budget.
        • Budget Tracking & Analysis: Track, analyze, and report on project budgets, actuals, and forecasts to support effective financial oversight.
        • Cost Control Management: Maintain and update cost control budgets using the Work Breakdown Structure (WBS) to reflect real-time project changes.
        • Month-End Close Support: Contribute to the month-end close process by ensuring all project cost data is accurate, complete, and properly recorded for reporting.
        • Financial Reporting & Reconciliation: Prepare cost reports, identify variances between actuals and forecasts, and support project-related financial decision-making.

        Senior Real Estate Accountant Qualifications:

        • Three years of public accounting experience or 4 years of professional accounting experience
        • Real estate experience preferred

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        Senior Accountant – NW Houston

        Salary: 80,000 to 90,000 plus bonus

        Position: Senior Accountant

        Perks of the Senior Accountant?

        • Internal Career Growth – this organization prioritizes promoting from within, offering clear pathways for advancement and long-term career development.
        • Award-Winning Excellence – recognized several consecutive years celebrating the fastest-growing alumni-led businesses.
        • Work-Life Balance – this organization understands the importance of balance and strive to provide flexible scheduling options to support employees’ well-being.
        • Modern Tools & Technology – Utilize up-to-date systems and platforms designed to enhance efficiency and innovation in your role

        Key Responsibilities of the Senior Accountant:

        • Reconcile complex payroll tax liability accounts using data from tax platforms and internal systems.
        • Manage reconciliation and variance resolution for several bank accounts.
        • Collaborate cross-functionally to investigate and resolve discrepancies across accounting and payroll systems.
        • Support quarterly and year-end close processes, including audit preparation and documentation.
        • Prepare, review, and record accounting entries such as accruals, deferrals, and reclasses.
        • Contribute to continuous improvement by developing or enhancing accounting procedures and processes.

        Qualifications of the Senior Accountant:

        • Bachelor’s degree in Accounting, Finance, or a related field is required.
        • Minimum of 3 years’ experience in a Staff or Senior Accountant position.
        • Experience with accounting software such as Microsoft Dynamics (Great Plains), Oracle, Sage, or similar.

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        Staff Accountant – Downtown Houston

        Position: Staff Accountant

        Perks of the Staff Accountant?

        • AMAZING PTO! – 4 weeks plus 12-15 holidays!
        • 100% paid MDV!
        • Tuition Reimbursement!
        • Growth Opportunities – they love to promote within!

        Key Responsibilities of the Staff Accountant:

        • Analyze and process financial data for multiple client locations including schools and service centers.
        • Perform full-cycle bookkeeping, including accounts payable, accounts receivable, and payroll functions.
        • Prepare and reconcile general ledger and bank accounts.
        • Record deposits, process payments, and assist with payroll processing.
        • Generate and maintain accurate financial reports and schedules for review.
        • Support compliance with accounting standards (GAAP/FASB) and internal policies.

        Qualifications of the Staff Accountant:

        • Bachelor’s degree in Accounting in required. CPA certification is a plus.
        • Minimum of 3 years’ experience in a Staff or Senior Accountant position. Experience with nonprofit accounting is a plus.
        • Bilingual in Spanish or Vietnamese a plus.

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