Financial Planning Analyst

4 weeks ago

Houston, United States TZ Recruiting Full time

Join our prominent Private Equity clients Financial Planning & Analysis team as an FP&A Analyst. In this role, you will manage essential financial operations and support strategic decision-making processes. This position offers a mix of day-to-day financial management tasks and the opportunity to contribute to executive-level analyses and reporting. It is an ideal launchpad for those eager to build a strong foundation in finance within a dynamic corporate environment, gaining valuable experience that exemplifies what excellence in finance looks like.


This role will report directly to the Vice President of FP&A and be a teammate on the operations team, where we work with all of the portfolio companies in its areas of functional expertise. This role is perfect for an early/early-mid career FP&A analyst who is tired of being stuck behind a cubicle doing the same thing over and over again.


What makes this role exciting:

  • Our compensation plan is flexible based on level of experience + potential bonus % for qualified candidate
  • Incredible benefits package with no out of pocket expense to the employee
  • Fantastic office space and location
  • Immediate opportunity to make an impact



Essential Qualifications:

  1. Educational Background: Bachelor’s degree in finance, accounting, economics, or a related field. A master’s degree or professional certification such as CPA or CFA is advantageous but not required.
  2. Experience: 1-3 years of experience in financial planning and analysis, accounting, or a related financial role. Experience in a corporate finance environment, particularly within private equity or operations-focused firms, is preferred.
  3. Technical Skills:
  • Proficiency in financial modeling and forecasting with strong Excel skills.
  • Experience with financial systems and databases; familiarity with iLevel or similar budget, planning, and consolidation software is highly beneficial.
  • Competence in using standard financial software and tools, with the ability to adapt to new technologies.
  1. Analytical Abilities: Strong quantitative and analytical competency with the ability to interpret financial data accurately and develop clear, actionable insights.
  2. Communication Skills: Excellent verbal and written communication abilities with experience preparing reports that succinctly and clearly communicate important information and findings to senior management.
  3. Attention to Detail: High level of accuracy and attention to detail in handling financial data and compliance with audit standards.
  4. Problem-Solving Skills: Effective problem-solving skills with the capacity to identify issues, analyze data, develop solutions, and implement process improvements.
  5. Organizational Skills: Strong organizational and time management skills, capable of managing multiple tasks with overlapping deadlines and under pressure.
  6. Teamwork and Interpersonal Skills: Ability to work well in a team environment, collaborate with other areas, and provide support and training to others.
  7. Proactivity: A proactive mindset with the ability to take initiative and function independently when required.

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