73 results for Financial Analyst in Houston, TX

Sr. Financial Analyst We are offering an exciting opportunity for a Sr. Financial Analyst in Houston, Texas. As a Sr. Financial Analyst, you will be involved in a variety of financial operations, including financial analysis, valuation, M& A modeling, and budgeting. You will be working in a fast-paced environment where your analytical and problem-solving skills will be put to the test. Senior Financial Analyst Responsibilities:• Carry out complex financial analysis and valuation to support business decisions.• Participate in Mergers & Acquisitions (M& A) modeling, including analyzing critical assumptions.• Assist in the execution of financing transactions and manage lender and partner compliance reporting.• Contribute to the development of quarterly earnings reports and presentations.• Support budgeting and forecasting activities to ensure financial goals are met.• Conduct industry and competitive analysis in power markets, renewable attribute markets, and commodity markets.• Oversee operations, development, and capital investment financial reporting and forecasting.• Conduct investment research and perform business and counterparty due diligence.• Assist in contract negotiation to support business operations.

Sr. Financial Analyst We are offering an exciting opportunity for a Sr. Financial Analyst in Houston, Texas. This role is integral to our team and will involve handling critical accounting functions, auditing, capital management, and financial modeling in our industry. Responsibilities: • Utilize business systems for efficient data management and reporting • Implement data mining techniques to analyze financial data • Oversee and manage accounting functions to ensure accurate financial records • Conduct regular audits to verify the accuracy of financial data and procedures • Participate in budget processes, including planning, tracking, and analysis • Contribute to capital management strategies and decisions • Use Microsoft Power BI for data visualization and business intelligence tasks • Coordinate consolidations of financial data and reports • Develop and employ financial models for forecasting and decision-making purposes • Lead the budgeting and forecasting process to support financial planning.

Financial Analyst We are offering an exciting opportunity for a Financial Analyst in Houston, Texas. As a Financial Analyst, your role will encompass the use of various accounting software systems, CRM, and data mining techniques to manage and interpret financial data. This role is instrumental in assisting with critical accounting functions, auditing, and capital management. Responsibilities: • Utilizing Accounting Software Systems to manage and analyze financial data • Employing ADP - Financial Services to perform various accounting functions • Managing customer relationships through the effective use of CRM • Creating detailed financial reports using Crystal Reports • Implementing data mining techniques to extract and analyze financial data • Ensuring accurate accrual accounting practices are followed • Conducting thorough and accurate auditing processes • Assisting in the development and management of budget processes • Overseeing capital management to ensure financial stability • Leveraging Microsoft Power BI for detailed financial data analysis and visualization.

Sr. Financial Analyst We are in the search for a Sr. Financial Analyst to become a part of our team. The selected individual will be tasked with managing intricate financial models, conducting financial analysis, and delivering strategic financial insights for our team. This position is based in Houston, Texas, 77079, United States. Responsibilities• Oversee the creation and upkeep of intricate financial models to facilitate strategic decision-making• Regularly conduct financial analysis to identify and address trends, anomalies, and potential issues• Perform what-if scenario analysis to evaluate the potential financial effects of business decisions and market conditions• Execute the annual budgeting and monthly forecasting process in collaboration with department heads• Track actual performance against budget and forecast through variance analysis, identifying key factors and suggesting necessary corrections• Cater to ad-hoc analysis requests by carrying out financial due diligence, valuation analysis, and aiding in integration planning• Create and present financial reports and analysis, providing insights into key financial metrics and trends• Evaluate and enhance financial processes, systems, and procedures on a continuous basis to ensure efficiency, accuracy, and adherence to regulations and standards• Work cross-functionally with other departments such as Accounting, Operations, and Business Development to support strategic initiatives and improve financial processes. For immediate consideration, please email your resume to Emily at [email protected]

Sr. Financial Analyst We are in the market for a Senior Financial Analyst to join our team in Houston, Texas. This role is centered on forecasting and budgeting future financial results for our Automobile Lease Portfolio. The successful candidate will work closely with accounting management and senior management to prepare monthly, quarterly, and annual analytics. Responsibilities: • Prepare and review lease accounting records and supporting data to provide insight and additional metrics on data analysis. • Assist in the preparation of the annual budget and monthly forecasting. • Conduct analysis and provide insight into the company’s operation to achieve more profitable results. • Prepare ad-hoc and other reports as directed by management. • Identify ways to promote efficiency within the financial reporting process and implement best practices. • Protect the organization’s value by keeping information confidential. • Prepare variance analysis on a monthly and ad hoc basis. • Adhere to department policies and procedures. • Forecast and budget financial resources. • Perform financial analysis and modeling. • Allocate expenses accurately. • Prepare comprehensive financial statements.

Financial Analyst We are in search of a Financial Analyst to join our team in Cleveland, Texas. In this role, you will be charged with the responsibility of providing comprehensive financial support to our organization, which includes tasks such as budgeting, forecasting, financial modeling, and reporting. Responsibilities:• Conduct a detailed analysis of financial statements, business performance, and key performance indicators.• Prepare monthly, quarterly, and annual financial reports, ensuring to highlight actual vs budget/forecast variances.• Collaborate with business leaders and department heads for the development of annual budgets and periodic forecasts.• Develop and maintain financial models to predict future financial performance based on historical data and market trends.• Monitor financial performance against budget and forecast, taking the initiative to highlight areas of concern.• Provide financial insights and recommendations to support business decisions.• Conduct ad-hoc financial analysis for new business initiatives, capital expenditures, and investment opportunities.• Evaluate and prioritize strategic projects with a keen eye for detail.• Streamline financial processes, enhancing accuracy, and improving the efficiency of reporting systems.• Partner with cross-functional teams including accounting, operations, and business leaders to ensure financial alignment with business goals.• Prepare presentations for senior leadership, effectively communicating financial insights and recommendations. For immediate consideration, contact Mark, [email protected]

Financial Analyst We are in search of a Financial Analyst to be a part of our team. Based in Spring, Texas, this role will involve the utilization of various software systems, data mining techniques, and advanced Excel skills to perform a variety of accounting functions. Responsibilities: • Utilizing Accounting Software Systems to manage and analyse financial data• Tracking complex inventory• Employing CRM tools to manage customer relationships and data• Generating and interpreting reports using Crystal Reports• Applying Data Mining Techniques to extract meaningful insights from large datasets• Performing various Accounting Functions, including accrual accounting, auditing, and budget processes• Utilizing advanced Excel VBA skills to automate tasks and manage large datasets• Managing capital resources effectively to ensure the financial health of the organization• Overseeing budget processes, including the preparation, review, and approval of budgets• Conducting audits to ensure compliance with financial regulations and standards.

Financial Analyst We are offering an exciting opportunity for a Financial Analyst in Spring, Texas. The role involves providing analytical and reporting support to the management, identifying performance improvement opportunities, and developing strategic models for decision-making. Responsibilities:• Accurately process and handle customer credit applications• Ensure maintenance of precise customer credit records• Provide management with analytical, forecasting, and project support• Generate reports encompassing key metrics, financial outcomes, and variance analysis• Identify and recommend strategies for performance enhancement throughout the organization• Stay updated with new policies and maintain comprehensive knowledge• Create decision-making models to support strategic planning• Assist the Executive Leadership team with ad hoc reporting• Collaborate with senior accountants and other cross-functional teams• Respond to financial queries by providing relevant documentation and insights• Uphold high standards of organization and attention to detail to ensure accuracy• Demonstrate dependability by following instructions, meeting commitments, and managing multiple priorities and projects simultaneously• Perform other duties as directed by the manager. For immediate consideration, contact Mark, [email protected]

Sr. Financial Analyst We are seeking a FP& A Manager for our multi-billion dollar revenue client in West Houston. In this role, you'll be handling all corporate FP& A communications across the organization, manage FP& A Activities, build and maintain key reports for specific activities for month-end, forecast, and budgeting, among other responsibilities. Responsibilities:• Manage FP& A activities• Oversee Budgeting, Forecasting, Financial Statements• Communicate with Business Leaders to make informed financial and business decisions• Financial Reporting• Variance Analysis• Build and maintain Financial Models• Train and Mentor FP& A team• Work Closely with Accounting

Senior Financial Analyst upstream reporting Follow Shad on Linkedin at #chalkboardtalk for his videos on open positions. Shad and his team are working with an upstream oil and gas client that is looking for a Senior Financial Analyst that will focus on analytics and reporting of Operating unit to Upstream Parent. Candidate reporting in a Director will be working and analyzing US operations and must have strong technical accounting knowledge of US GAAP and knowledge of IFRS. Candidate must have a Bachelor’s Degree in Accounting, prior public accounting, working experience working for an Upstream Oil and Gas company, prior GAAP / IFRS knowledge and Technical Accounting. Role is about 70 percent analysis. Company supports a hybrid work model. Company's compensation make up is base salary, bonus potential, equity and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Senior Financial Analyst upstream client in the subject line.

Sr. Financial Analyst We are in search of a Sr. Financial Analyst to be a part of our Real Estate Development client located in the Galleria area of Houston, Texas. The person in this role will be tasked with analyzing financial data, maintaining financial models, and preparing reports for management. This role also involves communicating with leadership at various levels and assisting with financial evaluations of potential M& A opportunities. Responsibilities• Carefully examine and analyze financial data to identify trends.• Develop, maintain, and enhance financial models and dashboards.• Prepare comprehensive reports for management based on financial data analysis.• Communicate effectively with leadership at various levels, translating complex financial results into clear outcomes and calls-to-action.• Conduct research on peer and related industry metrics for benchmark analysis.• Assist in crafting presentations for the board of directors, credit rating agencies, potential investors, and recommendations to the Management Team.• Support due diligence activities and assist in the financial evaluation of potential M& A opportunities.• Ensure data accuracy and integrity across all financial planning applications and reporting channels.• Use tools such as Microsoft Power BI to create and manage reporting dashboards.• Apply skills in Auditing, Budget Processes, Capital Management, and Financial Modeling for various tasks.

Financial Analyst Follow Shad on Linkedin at #chalkboardtalk for his videos on open positions. Shad and his team are working with an investment client that crosses into a number of different sectors. This client is looking to hire a Financial Analyst that completed an internship while in school and who has recently graduated and is ready to start a career journey. This team has two individuals that started as entry level analyst and have grown to leaders in the company. Company is supportive and ready to bring in a candidate that wants to be set up for success. Candidate must have a Bachelor’s degree in Finance or Accounting with a GPA of 3.4 or better and must produce transcripts detailing success in Finance classes, a mastery of Microsoft Excel and general interest in having a finance career. This Galleria client will interview over the next several weeks. Company's compensation make up is base salary, discretionary bonus potential and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Financial Analyst in the subject line.

Sr. Financial Analyst We are offering an exciting opportunity for a Sr. Financial Analyst in the vibrant area of Houston, Texas. The role primarily involves conducting detailed financial analysis, developing key performance indicators (KPIs), and creating advanced financial models. The role will be based in a hybrid workplace and will be instrumental in shaping financial strategies and driving operational excellence. Responsibilities: • Conduct comprehensive financial performance analysis to provide data-driven insights for decision making • Develop and refine KPIs that enhance operational efficiency and effectiveness • Engage with various teams and executives to create forecasts aligned with the organization’s overarching strategy • Utilize tools like Power BI to build and enhance dashboards for visualizing success and identifying opportunities • Serve as the primary point of reference for financial guidance in a hybrid work environment • Master the art of storytelling through financial data, transforming complex data into actionable insights • Utilize data analytics skills to improve forecasting and develop advanced models • Leverage data mining techniques to gather and analyze financial data for better capital management • Oversee and improve budget processes to ensure financial health and sustainability • Utilize financial planning and analysis skills to guide the company's financial future.

Financial Planning Analyst We are offering an exciting opportunity for a Financial Planning Analyst in Houston, Texas. You will be instrumental in handling customer accounts, processing financial plans, and supervising new client onboarding. Your role will also include tracking and resolving customer inquiries, and working in a team environment with other analysts. Responsibilities:<ul><li>Conduct in-depth assessments of clients’ financial situations, including income, expenses, investments, and liabilities.</li><li>Analyze clients' financial goals, risk tolerance, and retirement needs.</li><li>Prepare personalized financial plans based on clients' short- and long-term goals.</li><li>Advise clients on retirement planning, including 401(k), IRA, pension plans, and other retirement savings accounts.</li><li>Help clients determine how much they need to save for retirement and create a strategy to meet those targets.</li><li>Plan for retirement income strategies and minimizing tax liabilities in retirement.</li><li>Collaborate with tax professionals and attorneys to assist clients in tax planning and minimizing tax liabilities.</li><li>Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of trusts, wills, and life insurance.</li><li>Provide guidance on charitable giving strategies to support clients’ philanthropic goals.</li><li>Assess clients' insurance needs and recommend policies for life, health, disability, and long-term care insurance.</li><li>Advise clients on managing personal and business risks and mitigating potential financial losses.</li><li>Educate clients on financial products, investment principles, budgeting, and other areas of personal finance.</li><li>Help clients make informed decisions about saving, spending, and investing their money.</li><li>Foster long-term relationships with clients by acting as a trusted advisor and providing continuous guidance.</li><li>Monitor clients' financial situations on a regular basis, making adjustments to plans and investments as needed.</li><li>Review financial plans with clients annually to ensure that their goals are on track and modify strategies based on life changes or new financial circumstances.</li></ul>For immediate consideration, contact [email protected]

Financial Analyst We're searching for a dynamic go-getter who is both organizationally competent and experienced in thriving in swift, change-driven business settings. As a Corporate Finance Associate, and under the guidance of the Director of Finance, you will serve as the keystone of our financial team, performing financial and business scrutiny, yearly budget formulation, forecast modeling, and cashflow control.This role necessitates consistent interaction with multiple departments within the organization to gather and communicate key financial and operational data.For those looking to grow, the role provides a promising trajectory to liaise closely with the higher echelons of the company, broaden your understanding of corporate fiscal operations, and become part of the team propelling company growth.Roles and responsibilities:<ul><li>Performing assorted financial analysis including value estimates, financial situation modeling, and situational scrutiny to inform operational decision-making.</li><li>Strengthening financial performance by aiding the formulation of budgets and forecasts, preparing monetary predictions, and analyzing any variance.</li><li>Contributing to capital market activities including tasks related to equity and debt finances, investor relations, and preparing information for investor and stakeholder briefings.</li><li>Crafting financial reports and presentations for diverse audiences, including internal parties (management and board of directors) and external stakeholders, ensuring every document meets the standards of accuracy and regulatory compliance.</li><li>Handling liquidity management tasks like weekly cash forecasting, intercompany reconciliation, and banking requests.</li><li>Lending a hand in diverse special projects, offering analytical insights, and proposing recommendations.</li></ul>

Sr. Financial Reporting Analyst We are seeking a Sr. Financial Reporting Analyst to join our team in Houston, Texas. In this role, you will be tasked with preparing a variety of financial documents, coordinating with internal and external auditors, and assisting with other technical accounting areas. You will be a key component in ensuring the accuracy and timeliness of our financial reporting and regulatory filings. Responsibilities: • Compiling and maintaining monthly and quarterly internal financial reporting packages • Conducting regular analyses and maintaining reporting templates • Preparing the company’s periodic SEC filings, including Form 10-K and 10-Q, and ensuring all schedules and supporting documentation are accurate • Coordinating with Investor Relations, Accounting, FP& A, and senior management to prepare and tie-out supporting materials for investor meetings and Board of Directors’ presentations • Processing monthly journal entries and analyses related to leases and share-based compensation • Assisting in other technical accounting areas, including revenue recognition, stock compensation, EPS, leases, and asset retirement obligations • Researching and resolving inquiries for the accounting department and senior management • Communicating regularly with supervisors regarding SEC filings, financial close, issues and deliverables • Preparing the monthly Statement of Cash Flow.

Treasury Analyst We are in search of a Treasury Analyst to join our team in Houston, Texas. This role is focused on commercial credit and banking, and involves maintaining accurate financial records, initiating banking transactions, analyzing banking fees, and ensuring compliance with all required documentation. You will also assist in maintaining online banking systems and resolving banking issues. Treasury Analyst:• Oversee and control bank accounts and credit facility documents• Keep an updated electronic listing of all bank accounts and electronic files of bank paperwork• Prepare reports on issued check exceptions and stop payment requests• Initiate AP ACH and wire transactions• Review bank fees and propose cost-saving strategies• Guarantee compliance with all documentation for cash movement, policies, and internal controls• Compile periodic credit facility reporting documents• Assist in maintaining all online banking systems• Investigate and resolve banking issues and analyze bank services• Aid with cash management tasks, including estimates, calculating net cash position, analyzing bank activity, and assessing investing/borrowing activity• Assist with the analysis of operating cash flow and financial records to project future financial position and budget requirements• Participate in Treasury & Finance Department responsibilities related to acquisitions• Reconcile Treasury with the general ledger, assist accounting with the bank reconciliation process, and provide supporting documentation• Provide support to corporate accounting with inquiries for cash journal entries, coding, and preparing GL account analysis• Assist the Finance and Treasury group with monthly expense reports• Coordinate time off within the department to ensure timely coverage.

Financial Reporting Accounting Analyst Follow Shad on Linkedin at #chalkboardtalk for his videos on open positions. Shad and his team at Robert Half are working with a Architectural Design firm in the Commercial space. This company is looking for a Financial Report Analyst. This role is just north of the Galleria and will be working for a Family owned business that has a supportive leadership team. This candidate must have a Bachelor’s Degree in Accounting, 5 plus year’s experience through financials, prior public accounting experience is very helpful for success and working knowledge of accounting system. Company's compensation make up is base salary and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Financial Reporting Analyst in the subject line.

Real Estate Analyst We are seeking a Real Estate Analyst with multi-family or commercial real estate experience to support our development initiatives. This role involves financial modeling, budgeting, forecasting, and site visits to assess construction projects and property investments. The analyst will also present findings to executive leadership and the board, requiring strong communication skills and executive presence.Real Estate Analyst Responsibilities:<ul><li>Evaluate development proposals, site plans, and financial models for compliance with regulations.</li><li>Conduct field visits to construction sites and potential properties.</li><li>Build and maintain budgets, forecasts, and financial models to support strategic decision-making.</li><li>Assist with affordable housing initiatives, LIHTC, Section 8, CDBG-DR funding, and compliance.</li><li>Present financial and real estate analyses to executives and the board.</li><li>Support reporting, data analysis, and stakeholder engagement.</li></ul>

Financial Reporting Analyst Hybrid Role Follow Shad Lira on LinkedIn at #chalkboardtalk for videos on his open roles in the Houston area. Shad and his team at Robert Half is working with a publicly held company that has global operations that is looking for a Financial Reporting Analyst. This Staff role will work within a dynamic leadership team that will be support of your growth performing SEC reporting. Candidate must have a Bachelor’s Degree in Accounting, 1 plus year’s of industry experience in accounting performing SEC work or worked for a company that is publicly held or candidate must have 1 year of public accounting. Company's compensation make up is base salary, bonus potential and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Financial Reporting Analyst in the subject line.

Senior Financial Reporting Analyst Hybrid Role Follow Shad Lira on LinkedIn at #chalkboardtalk for videos on his open roles in the Houston area. Shad and his team at Robert Half is working with a publicly held company that has global operations that is looking for a Senior Financial Reporting Analyst. This role open due to a internal transfer is looking for a candidate that is ready to make a transition from public accounting. Client is open on a candidate finishing their current busy season. Candidate must have a Bachelor’s Degree in Accounting, 3 plus year’s public accounting with SEC clients and Workiva or Wdesk a plus. Company's compensation make up is base salary, bonus potential and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Senior Financial Reporting Analyst in the subject line.

Credit Administration Analyst Are you a results-driven professional with a strong analytical mindset, exceptional attention to detail, and solid expertise in credit evaluations and financial reporting? Our client located in Downtown Houston, TX is seeking a Banking Credit Administration Analyst to bring precision, ownership, and adaptability to their team in a fast-paced environment. This is an excellent opportunity for someone with 1+ years of banking experience or a background in corporate treasury to advance their career at a thriving organization. Key Responsibilities:Conduct credit evaluations and analyze borrower financial statements, ensuring compliance with internal policies and regulatory standards.Prepare professional, detailed reports and presentations for management and stakeholders based on financial analysis and data insights.Utilize Excel (including VLOOKUPs and Pivot Tables) to create analytical models and assist with data-driven decision-making.Manage and monitor the credit portfolio for accuracy and proper tracking of terms, covenants, and collateral details.Collaborate with cross-functional teams, including lending and underwriting, to improve credit workflows and resolve discrepancies efficiently.Take ownership of tasks and demonstrate flexibility in a fast-paced environment by wearing multiple hats.Exhibit a proactive, problem-solving “whatever-it-takes” mentality to drive results and meet deadlines. Qualifications:Education: Bachelor’s degree in Business, Finance, Accounting, or Engineering.Experience: Minimum of 1+ years in banking or corporate treasury roles.Technical Skills: Advanced working knowledge of Excel (VLOOKUPs, Pivot Tables) and familiarity with credit administration tools or loan systems.Analytical thinking with strong numerical skills and expertise in interpreting financial statements and preparing reliable, actionable recommendations.Communication Skills: Excellent verbal and written communication skills, with the ability to deliver professional reporting and build positive relationships across teams.Highly detail-oriented with a sharp ability to work under pressure and juggle multiple responsibilities.Adaptable mindset—a true go-getter who can think critically, make decisions independently, and handle evolving priorities. This is a direct hire role paying up to 75K plus bonus and excellent benefits working a hybrid schedule.

Remote Senior Financial Reporting Systems Analyst Follow Shad on Linkedin at #chalkboardtalk for his videos on open positions. Shad and his team are working a Utility client that supports a Remote work model. This Client is looking for Financial Reporting Systems Analyst. This role will work with Senior Leader and has a strong financial accounting background and a Mastery of SAP. Candidate must have understanding of not just doing an entry into SAP but understand how a Department or project is set up in system. This Role requires a Bachelor’s degree in Accounting or Finance, 5 plus year’s experience prior Financial Statement experience, strong project execution experience and SAP This Role reports to a dynamic leader who is fostering a team for future growth. Company's compensation make up is base salary, bonus potential and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Financial Systems Reporting Analyst in the subject line.

Merger and Acquisition Senior Analyst Exciting opportunity to join an International testing and inspection company looking to diversify its business to the renewable space. They are looking for a M& A Senior Analyst to be involved in all phases of the M& A process, interact with various stakeholders, and develop strong acquisition business cases. Responsibilities: • Undertake thorough research to identify potential acquisition targets and assess their strategic fit within the sector.• Ensure meticulous management and reporting on the M& A deal pipeline to align with the Investment Committee.• Collaborate with regional finance teams to build financial models and perform valuations, thereby informing strategic decision-making.• Engage with external partners to guarantee timely and high-quality deliverables.• Participate in due diligence processes, including the analysis of financial, operational, and legal documents to assess risk.• Craft compelling acquisition business cases for senior stakeholders to drive strategic decision-making.• Work closely with internal teams to support negotiations, synthesizing findings into actionable insights.• Coordinate with Post-Merger Integration teams to ensure a seamless transition during the pre-integration planning stage.

Remote Senior Financial Reporting Analyst Houston Remote Role Remote Role Remote Role! Now that I have your attention follow Shad's Video format on #chalkboardtalk on LinkedIn. Shad and his team at Robert Half is working with an Oil Field Service Client that caters to the upstream industry. This company is looking for 2 Senior Financial Reporting Analyst that is ready to leave public accounting behind and be with a support company and culture that will allow the flexibility of Remote work schedule candidate must live Houston area and come to office for meetings. Candidate must have a Bachelor’s Degree, 3 plus year’s public accounting experience with SEC clients, CPA a plus and can demonstrate why they will be successful in a remote platform. Company's compensation make up is base salary, bonus potential and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with “Senior Financial Reporting Analyst 04130-0013050884” in the subject line.