Sr. Financial Analyst

7 days ago


Fort Worth, United States Robert Half Full time
Job DescriptionJob Description

We are looking for a Sr. Financial Analyst to join our team in the Investment Management industry based in Ft. Worth, Texas. As a Sr. Financial Analyst, you will be involved in a variety of tasks including reporting, data requirements, and accounting functions. This role offers a long term contract employment opportunity. This is a 6-month contract position that offers a hybrid work schedule. Client offices are located in downtown Fort Worth, Texas.


Senior Financial Analyst/Fund Analyst (contract position):

Project Details:

Redesign and simplify reporting structure

Will be working with team to implement operational changes to align with new reporting platform

Documenting requests, managing data requirements, UAT testing, new reporting and technology roll out, modeling updates

Acting as bridge between operations teams and IT teams


This is an in the weeds/hands on project position that requires a hybrid skillset of data analytics and accounting knowledge, and private equity (PE) background.

Must be tech savvy, including SQL experience

Must be process oriented and have good knowledge of accounting principles


Top 3 Keys:

1. PE Experience – Hybrid skillset: Analyst/Accounting

2. Tech Savvy – SQL, Tech Rollouts, UAT testing

3. 6+ month commitment – can work overtime as needed.


Private Equity industry experience

Bachelor degree in Accounting or Finance

SQL experience

UAT testing experience

Data analytics




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