associate director - technical accounting

financial analyst

senior accountant

analyst, finance

analyst, financial reporting Jobs in Houston

analyst, financial reporting

associate director - technical accounting Jobs in Houston

analyst financial reporting

BrandSafway

<div>At BrandSafway, we know our employees are our greatest asset, which is why we give them the tools, training, and resources to be successful. Come join our growing team!
Key Responsibilities:<ul><li>Prepares and consolidates monthly revenue trends, sales KPIs, sales trends.</li><li>Assists in preparing monthly and annual financial metrics for strategic growth initiatives.</li><li>Presents Sales performance reports, including variances, KPIs, and business insights.</li><li>Identifies risks and opportunities, and proactively recommends actions.</li><li>Evaluates Growth KPIs to track business performance.</li><li>Partners with Finance and Sales to align financials metrics with operational goals and strategies.</li><li>Performs rolling forecasts based on market and operational inputs.</li><li>Supports the consolidation and analysis of annual budgets.</li><li>Conducts ad-hoc financial and scenario analysis to support strategic initiatives, business cases, and business decisions.</li><li>Drives enhancements to financial models, reporting processes, and planning systems to improve efficiency, accuracy, and insight quality.</li><li>Utilizes ERP and BI tools to gather and analyze data.</li><li>Helps streamline finance processes and improve reporting efficiencies.</li><li>Ensures data integrity and consistency in financial reporting systems.</li></ul>
Qualifications:<ul><li>Bachelor&rsquo;s degree in Finance, Accounting, Economics, or a related field.</li><li>0&ndash;3 years of experience in financial analysis, finance or related.</li><li>Strong proficiency in Excel and financial modeling; experience with ERP systems and BI tools.</li><li>Excellent analytical, communication, and presentation skills.</li><li>Ability to prioritize and work independently and as part of a regional/global finance team.</li></ul> 
BrandSafway offers a competitive benefits package that includes medical, dental, vision, life and disability insurance along with a generous 401k plan. 
 
 
About Us: 
 
BrandSafway is a leading global provider of access, specialized services, and forming and shoring solutions to the industrial, commercial and infrastructure markets. Through a network of ~340 strategic locations across 25 countries and ~40,000 employees, BrandSafway delivers a full range of industrial service solutions. BrandSafway supports maintenance and refurbishment projects as well as new construction and expansion plans with unmatched service from expert local labor and management. Today&rsquo;s BrandSafway is At Work For You&reg; &mdash; leveraging innovation and economies of scale to increase safety and productivity, while remaining nimble and responsive.
 
 
BrandSafway, including its subsidiaries, is an equal opportunity employer and does not discriminate on the basis of race, creed, color, national origin, religion, gender, marital status, sexual orientation, age, disability, special disabled or veteran status. 
 
 
 
 
Notice to all potential job candidates:
 
 
Please be advised that BrandSafway will never require or ask for any fee from you in exchange for being considered, hired, promoted, transferred or having ongoing employment with us. It is a violation of our Code of Conduct if any employee requests any money or fee from you in exchange for tentatively special treatment or consideration. If anyone, regardless of whether an existing employee, or anyone else, requests payment of any fee in exchange for being hired into our company, you may confidentially contact our HR Compliance department at hrcompliance@brandsafway.com and provide the name of the individual and any other documentation or proof of such an act.</div>

Analyst, Financial Reporting

Signal Energy Constructors

<div>Job Description &ndash; FP&amp;A Analyst (Entry-Level, 1-2 Years of Experience) 


Job Title: FP&amp;A Analyst (Entry-Level)

Location: Houston, TX | In-Office

Reports To: FP&amp;A Manager 


About the Role

We are looking for an entry-level FP&amp;A Analyst to join our growing finance team. This role is ideal for recent graduates, early-career professionals, or individuals transitioning from another function into FP&amp;A who want to develop a strong foundation in financial planning, reporting, and analysis within an EPC (Engineering, Procurement, and Construction) environment.

The FP&amp;A Analyst will be responsible for supporting budgeting, forecasting, variance analysis, and financial reporting while working closely with project teams, department heads, and senior finance leaders. This role provides an excellent opportunity to develop technical financial skills, business acumen, and cross-functional collaboration experience while gaining exposure to large-scale capital projects and strategic financial decision-making. Internal candidates looking to transition into FP&amp;A are highly encouraged to apply. 


Key Responsibilities 


1. Financial Planning &amp; Forecasting Support
<ul><li>Assist in the monthly, quarterly, and annual budgeting and forecasting processes.</li></ul>
<ul><li>Update financial models and reports with actual vs. forecasted data, ensuring accuracy.</li></ul>
<ul><li>Support long-term financial planning and scenario analysis to assess business impacts.</li></ul> 


2. Project Performance &amp; Cost Tracking
<ul><li>Work with project teams to track project costs, schedules, and financial impacts.</li></ul>
<ul><li>Assist in work-in-progress (WIP) tracking to help monitor project financial performance.</li></ul>
<ul><li>Conduct basic variance analysis, identifying trends and potential cost risks.</li></ul> 


3. Data Analysis &amp; Reporting
<ul><li>Create and maintain financial reports and dashboards to monitor key performance indicators (KPIs).</li></ul>
<ul><li>Use Excel, Power BI, and Tableau to develop visual financial insights for leadership.</li></ul>
<ul><li>Ensure that all reports are clear, concise, and well-structured for decision-making.</li></ul> 


4. Cross-Functional Collaboration
<ul><li>Work closely with project managers, finance, and operations to align project and departmental financials.</li></ul>
<ul><li>Support treasury, accounting, and other teams in analyzing financial data and trends.</li></ul>
<ul><li>Communicate findings in a professional, easy-to-understand format for non-finance stakeholders.</li></ul> 


5. Process Improvement &amp; Financial Systems
<ul><li>Assist in identifying opportunities for process automation and data standardization.</li></ul>
<ul><li>Support system integrations and enhancements in ERP and BI tools.</li></ul>
<ul><li>Help document best practices to improve forecasting, budgeting, and reporting accuracy.</li></ul> 


Key Competencies &amp; Skills Required

o Financial Analysis &amp; Reporting &ndash; Strong foundation in financial modeling, variance analysis, and reporting

o Excel &amp; Data Visualization &ndash; Advanced proficiency in Excel, Power BI, and Tableau.

o Attention to Detail &ndash; Ability to identify trends, errors, and opportunities in financial data.

o Technology &amp; Financial Systems &ndash; Exposure to ERP systems (SAP, Oracle), SQL, or BI tools is a plus.

o Cross-Functional Communication &ndash; Strong ability to collaborate across departments and present financial insights clearly.

o Analytical &amp; Problem-Solving Skills &ndash; Ability to break down complex financial information into actionable insights.

o Adaptability &amp; Willingness to Learn &ndash; Open to new challenges and eager to develop FP&amp;A expertise. 


Experience &amp; Qualifications 


Education:
<ul><li>Bachelor&rsquo;s degree in Finance, Accounting, Economics, Business, Engineering or a related field.</li></ul> 


Experience (Preferred but Not Required):
<ul><li>1-2 years of experience in finance, accounting, data analysis, or a related field.</li></ul>
<ul><li>Open to candidates transitioning from operations, accounting, or other functions into FP&amp;A.</li></ul>
<ul><li>Internship or academic project experience in financial modeling, forecasting, or business analysis is a plus.</li></ul> 


Technical Skills:
<ul><li>Advanced Excel proficiency (complex financial formulas, data analysis).</li></ul>
<ul><li>Exposure to Power BI, Tableau, SQL, or Vista Viewpoint is a plus.</li></ul>
<ul><li>Understanding of basic GAAP financial principles and corporate finance concepts.</li></ul> 


Preferred Industry Experience:
<ul><li>Experience or coursework related to EPC, construction, capital projects, or infrastructure finance is beneficial but not required.</li></ul></div>

Financial Planning & Analysis Analyst

<div>
 
 
 
 Financial Planning Analyst
 
 
 
 
 LHH Recruitment Solutions is partnering with a rapidly expanding services organization to identify an
 
 Financial Planning Analyst
 
 . This role is ideal for someone who thrives in a hands‑on, data‑driven environment and wants meaningful ownership of financial models, reporting tools, and strategic analysis used by senior leadership. It offers strong visibility, direct interaction with the executive team, and clear growth potential as the organization continues to scale.
 
 
 
 
 
 Primary responsibilities of the Financial Planning Analyst role include:
 
 
 
 &bull; Build forecasting models, management reporting, and KPI dashboards used by leadership and stakeholders
 
 
 &bull; Consolidate financial and operational data from multiple systems into accurate, actionable insights
 
 
 &bull; Support analysis across business lines, including pricing, utilization, margins, and cost drivers
 
 
 &bull; Participate in future M&amp;A activity through financial modeling, market research, and due diligence support
 
 
 &bull; Prepare board‑ready materials and assist in designing scalable reporting processes
 
 
 &bull; Identify automation opportunities and contribute to building improved analytics tools
 
 
 
 
 
 Primary qualifications include:
 
 
 
 &bull; 2&ndash;4+ years of experience in FP&amp;A, investment banking, private equity, corporate development, or consulting
 
 
 &bull; Advanced Excel skills with the ability to build models from scratch and manage imperfect datasets
 
 
 &bull; Strong understanding of three‑statement modeling and operational analytics
 
 
 &bull; Experience working with ERP/CRM/operational data; Power BI or visualization tools a plus
 
 
 &bull; Strong communication skills and the ability to interact confidently with senior leadership
 
 
 &bull; Self‑starter with a &ldquo;builder&rdquo; mentality who enjoys improving processes in a fast‑paced environment
 
 
 
 
 If you're looking for an impactful role where you can own analytics, build tools that leadership relies on, and grow alongside a high‑trajectory organization, we&rsquo;d love to connect with you. Please apply above or contact
 
 april.shaw@lhh.com
 
 . Should you meet the qualifications of the above position, you will be contacted for further consideration.
 
</div>

Financial Planning Analyst

UTHealth Houston

<div>UTHealth Houston's Department of Psychiatry and Behavioral Sciences is hiring a Financial Analyst!
This position will be responsible for monthly financial reporting to faculty, ensuring clear visibility into budgets, expenditures, start-up balances, internal grant awards, and available funds. Regular, standardized reporting will allow faculty leaders to make informed decisions regarding resource utilization, research planning, and clinical investments, while reducing reliance on ad hoc or delayed financial information.
The Financial Analyst will provide direct oversight and reconciliation of faculty start-up funds and internal grants, including tracking allowable expenditures, monitoring burn rates, and ensuring compliance with institutional and sponsor guidelines. This centralized oversight is essential to prevent financial discrepancies, mitigate audit risk, and ensure funds are used in accordance with approved purposes and timelines.
In addition, the position will support departmental financial reporting and analysis, including budget preparation, variance analysis, and ongoing reconciliation of accounts. The analyst will serve as a key liaison between faculty, department leadership, and central finance, translating complex financial data into clear, actionable reports that support strategic planning and operational decision making.
The Financial Analyst will also be responsible for ad hoc financial analyses and reports as needed to support leadership requests, program development, space planning, faculty recruitment, and new initiatives. This includes responding to time sensitive requests that require accurate financial modeling or historical analysis, which cannot be effectively managed without a dedicated role.
What we do here changes the world. UTHealth Houston is Texas&rsquo; resource for healthcare education, innovation, scientific discovery, and excellence in patient care. That&rsquo;s where you come in.
Once you join us you won't want to leave. It&rsquo;s because we reward our team for the excellent service they provide. Our total rewards package includes the benefits you&rsquo;d expect from a top healthcare organization (benefits, insurance, etc.), plus:<ul><li>
100% paid medical premiums for our full-time employees</li><li>
Generous time off (holidays, preventative leave day, both vacation and sick time &ndash; all of which equates to around 37-38 days per year)</li><li>
The longer you stay, the more vacation you&rsquo;ll accrue!</li><li>
Longevity Pay (Monthly payments after two years of service)</li><li>
Build your future with our awesome retirement/pension plan!</li></ul>
We take care of our employees! As a world-renowned institution, our employees&rsquo; wellbeing is important to us. We offer work/life services such as...<ul><li>
Free financial and legal counseling</li><li>
Free mental health counseling services</li><li>
Gym membership discounts and access to wellness programs</li><li>
Other employee discounts including entertainment, car rentals, cell phones, etc.</li><li>
Resources for child and elder care</li><li>
Plus many more!</li></ul>
Position Summary:
Provides professional level skills in performing financial analysis for the institution. Completes financial analysis and develops financial forecasts to ensure the institution's assets are completely maximized.
Position Key Accountabilities:<ul><li>
Analyzes and prepares financial documents and specialized cost studies.</li><li>
Examines historical and projected financial data to provide senior management with valuable data upon which to make relevant financial decisions.</li><li>
Assists in the preparation and submission of the annual financial statements to UT System.</li><li>
Prepares specialized cost studies of operational units within the institution.</li><li>
Completes financial statements, which compare actual and budgeted expenditures and revenues.</li><li>
Calculates and analyzes investment performance.</li><li>
Prepares reports summarizing financial activity.</li><li>
Prepares long term financing plans and reports for senior management.</li><li>
Assists in obtaining approvals for the spending of the Physical Plant's funded monies.</li><li>
Assists in coordinating payments to all parties involved with the construction of new buildings and renovations.</li><li>
Performs other duties as assigned.</li></ul> 
Certification/Skills:
None
Minimum Education:
Bachelor's Degree in Finance or Accounting required.
Minimum Experience:
3 years of related experience in a financial or accounting area required.
Physical Requirements:
Exerts up to 20 pounds of force occasionally and/or up to 10 pounds frequently and/or a negligible amount constantly to move objects.
Security Sensitive:
This position is a security-sensitive position pursuant to Texas Education Code &sect;51.215 and Texas Government Code &sect;411.094. To the extent that a position requires the holder to research, work on, or have access to critical infrastructure as defined in Texas Business and Commerce Code &sect;117.001(2), the ability to maintain the security or integrity of the infrastructure is a minimum qualification to be hired for and to continue to be employed in that position. Personnel in such positions, and similarly situated state contractors, will be routinely reviewed to determine whether things such as criminal history or continuous connections to the government or political apparatus of a foreign adversary might prevent the applicant, employee, or contractor from being able to maintain the security or integrity of the infrastructure. A foreign adversary is a nation listed in 15 C.F.R. &sect;791.4.
Veteran Information:
Military occupations that relate to the initial selection criteria and registration or licensure requirements for this position may include but are not limited to: 65F1, 65F3, 65F4, 65FX, 36A, 36B, 020, 3451, 3400, 3401, 8844.
For a complete list please visit www.uthealth-veterans.jobs.
Residency Requirement:
Employees must permanently reside and work in the State of Texas.</div>

Financial Analyst - Psychiatry and Behavioral Sciences

Kiwa

Job Summary: PPI Quality & Engineering is partnering with Kiwa North America to hire a high-impact FP&A Analyst to support fast-scaling North American operations. This role is built for a commercially minded analyst who can elevate financial visibility, strengthen forecasting rigor, and drive data-backed decisions at the leadership level. About the role:
 
Role Overview
 This role owns core FP&A deliverables across budgeting, forecasting, reporting, and performance management, while partnering closely with Finance leadership and business stakeholders. You will strengthen financial visibility, improve data integrity across systems, and translate complex financial data into clear, executive-level insights that drive decision-making.
 
Location: 920 Memorial City Way, Houston, TX 77024
 Status: Full-Time (W2) Employment
 Reports to: FP&A Manager, North America
 
Do you have what it takes?: 
Required Skills and Knowledge
 – Bachelor Degree in Finance or Accounting
 – Experience with OneStream or similar packages
 – Advanced Excel and PowerPoint knowledge
 – Ideal knowledge of Power BI and other similar reporting packages
 
Required Competencies
 – Attention to detail and accuracy
 – Multi-tasker with an ability to manage multiple deadlines and projects
 – Ability to work independently and as a team member
 – Self-starter, proactive and focused in adding value to the organization and the multiple stakeholders
 – Strong interpersonal skills
 – Strong organizational and planning skills
 – Excellent communication skills
 
What can you expect from us in return?: 
What we offer: 
– A high-impact role offering direct exposure to executive leadership, opportunities to expand your FP&A expertise, lead cross-functional initiatives, and accelerate career growth within a fast-scaling, performance-driven global organization that values innovation, continuous improvement, and professional development.
 – Strong benefit package, including Health Insurance, 401k plan with company contribution, health and childcare spending/savings accounts, paid time off and more.
 – A hybrid work model that supports flexibility while maintaining strong collaboration with leadership and peers – 3 days in office / 2 days remote

FP&A Analyst

Avenue 360 Health and Wellness

<div>Overview:

The Financial Analyst supports the finance department by providing financial planning, forecasting, and data analysis to enhance decision-making and ensure financial sustainability. This role collaborates with clinical, operational, and administrative teams to ensure accurate financial reporting and compliance with federal, state, and grant requirements
 Duties and Responsibilities:
<ul>
<li>Maintain general ledger by posting, verifying, reconciling transactions, and resolving discrepancies.
</li><li>Conduct monthly and quarterly account reconciliations to ensure accurate reporting.
</li><li>Develop and maintain financial models for budgeting, forecasting, and strategic planning.
</li><li>Analyze financial performance and trends to support operational and strategic decisions.
</li><li>Prepare monthly, quarterly, and annual financial reports for internal and external stakeholders.
</li><li>Assist with grant reporting and compliance, including tracking expenditures and preparing financial documentation.
</li><li>Collaborate with department heads to develop and manage annual budgets.
</li><li>Monitor and assess financial performance, identifying variances and recommending corrective actions.
</li><li>Support audits and ensure compliance with FQHC-specific financial regulations and reporting standards.
</li><li>Provide financial insights to support program development and expansion.
</li><li>Participate in cost analysis and efficiency improvement initiatives.
</li><li>Reconcile monthly accounts to ensure accurate reporting and ledger maintenance.
</li><li>Prepare monthly and annual adjusting entries involving balance sheet accounts and income statement accounts.
</li></ul><ul><li>Review, investigate, and correct errors and inconsistencies in financial entries, documents, and reports.
</li></ul><ul><li>Assist with preparing documents for grant reviews and Medicare cost report by preparing assigned schedules and other requested materials.
</li></ul><ul><li>Assist with the monthly and annual end closes.
</li></ul><ul><li>Assist Executive Vice President of Finance with financial reporting.
</li></ul><ul><li>Other functions as assigned by the Executive Vice President of Finance</li>
</ul>
Education, Licensure/Certification:
<ul><li>Must have bachelor's degree in accounting or finance from accredited institution</li></ul>

Experience, Skills/Abilities Related Requirements:
<ul><li>
2 to 3 years of experience in similar position</li></ul>

Continuing Education and Training Requirements:
<ul><li>Participates in trainings required by the agency, funding source(s), and/or as required by licensure if applicable.</li></ul></div>

Financial Analyst

Crestmont Private Wealth

<div><div><div>In office, non remote, non hybrid - Team Oriented CFA Professional for Investment Analysis</div>
</div><div><h3 class="jobSectionHeader">About Crestmont Private Wealth
</h3><div><div>Crestmont Private Wealth is an Equal Opportunity Employer.
</div></div></div><div><h3 class="jobSectionHeader">Description</h3>
<div><div><div>Investment Analyst</div><div>
Location: Houston, TX (Full-time, in-office; no remote work) Requirement: CFA&reg; Charterholder (Mandatory)</div><div></div><div> 
Company Overview</div><div>
Crestmont Private Wealth LLC is an Equal Opportunity Employer that prioritizes helping clients achieve financial goals through a mission-driven approach. We foster a &quot;Family Culture&quot; that values teamwork and mentoring, operating under the core values of Service, Care, Trust, and Teamwork. We believe a healthy corporate culture leads to better employee performance and meaningful work that provides a sense of purpose.</div><div></div><div> 
Job Summary</div><div>
The Investment Analyst is responsible for turning complex financial data into actionable insights to support institutional investment strategies and asset allocation. Reporting to the Chief Investment Officer, this individual ensures all capital deployment is based on research-backed, risk-aligned analysis while serving as a technical expert during client meetings and internal investment committee reviews.</div><div></div><div> 
Essential Duties and Responsibilities</div><ul><li>
Portfolio Management: Ensure managed assets are invested according to client financial objectives and investment policy statements; manage firm investment performance composites.</li><li>
Research &amp; Due Diligence: Conduct thorough due diligence on various investment vehicles, including equities, fixed income, currency, and alternatives to meet diverse client needs.</li><li>
Financial Modeling: Develop and maintain sophisticated models to forecast investment returns, cash flows, and risk exposure using tools like Excel, Bloomberg, Factset, Ycharts and Capital IQ.</li><li>
Market Analysis: Monitor macroeconomic indicators, sector-specific fundamentals, and earnings announcements to provide buy/hold/sell guidance for client portfolios.</li><li>
Content Creation: Partner with the Marketing team to produce digestible investment commentary, market insights, and quarterly webinars to educate and inspire clients.</li><li>
Reporting: Prepare periodic performance reports and maintain internal databases for pricing, benchmarks, and historical returns.</li><li>
Relationship Support: Attend select client meetings to complement the advisor team by providing a deep technical perspective on market expectations and strategy.</li><li>
Compliance &amp; Policy: Ensure all investment evaluations align with organizational policy and track regulatory changes affecting investment reporting.</li></ul><div>
Minimum Qualifications</div><ul><li>
Education: Bachelor&rsquo;s degree in Finance, Economics, or a related field.</li><li>
Certification: CFA&reg; Charterholder required.</li><li>
Experience: 3&ndash;5 years of experience in equity research, asset management, or investment analysis (similar to mid-level industry standards).</li><li>
Licensing: Must have or be on track to secure Series 65 certification within the first six months of employment or exemption with CFA.</li><li>
Technical Skills: Proficiency in EMoney, Schwab Alliance, and Orion Eclipse is highly preferred, alongside advanced expertise in the Microsoft Office Suite.</li></ul><div>
Desired Character Traits</div><ul><li>
Detail-Oriented: You &quot;sweat the small stuff&quot; and take pride in the accuracy of your financial modeling.</li><li>
Translator: You possess the ability to take complex investment concepts and make them easy for clients to understand.</li><li>
Collaborative: You enjoy partnering with others in pursuit of a larger goal and value the success of the team over personal accolades.</li></ul><div>
Compensation &amp; Benefits</div><ul><li>
Salary: Competitive base salary commensurate with the CFA Charterholder requirement and experience (market benchmarks for similar analyst roles range from $90,000 to $130,000+).</li><li>
Retirement &amp; Health: Access to comprehensive voluntary benefits, including health insurance, dental, and vision coverage.</li><li>
Enrollment Window: New hires typically have a 60-day window to select benefits, with coverage starting the first of the month following enrollment.</li><li>
Professional Growth: Firm-wide stipends for continuing education and support for maintaining professional certifications.</li></ul> 
<div></div>
</div></div></div><div><h4 class="jobSectionHeader">Salary</h4>
$75,000 - $125,000 per year</div></div>

Investment Analyst (CFA Charter holder required)

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