Financial Analyst

Jobot; Fort Worth (TX); On-site; USD 80,000 - 105,000; Full time

Benefits offered by this job

Hybrid schedule

Modern infrastructure

Boutique culture

Job summary

Jobot is seeking a finance professional in Fort Worth to own cash management, forecasting, and risk management within a private equity environment. You will develop and present financial reports to senior leadership and build models using SQL and VBA to guide investment decisions.

The role emphasizes rigorous financial analysis, cross-functional collaboration, and a hybrid work model that balances office and remote work.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• At least 2 years in treasury, finance, or related area focusing on cash management and risk.
• Proficiency with SQL and VBA; familiarity with other financial software is a plus.
• Strong analytical abilities and capability to build complex financial models.
• Clear written and verbal communication; ability to present complex data concisely.
• High integrity, professionalism, and ability to handle sensitive information.

Responsibilities

• Oversee daily cash management, forecasting, liquidity management.
• Prepare and present financial reports to senior management highlighting risks.
• Develop complex financial models using SQL and VBA to support decisions.
• Collaborate with internal and external stakeholders for timely reporting.
• Assist in treasury policy development to improve efficiency and reduce risk.
• Perform regular financial risk assessments and mitigation strategies.
• Participate in ad-hoc projects and other duties as assigned.

Skills

Analytical skills

Communication

Team collaboration

Education

Bachelor's degree in Finance/Accounting

Tools

SQL

VBA

Financial systems

Job description

Job details:

Fantastic blend of technical & financial operations within Private Equity.

Salary: $80,000 - $105,000 per year

A bit about us:

We are private equity firm specializing in identifying unique market opportunities. Our success relies heavily on rigorous data, absolute financial clarity, and institutional-grade reporting. If you thrive in an entrepreneurial environment where you can see the direct impact of your analytical work on complex investments, you will fit right in.

Why join us?

• Unrivaled Exposure & Impact: You won't just be plugging numbers into a ledger. You will have true ownership over the general ledger, fund accounting mechanics, and month-end close, seeing exactly how your financial reporting steers our investment decisions.
• Boutique Culture, Elite Talent: Benefit from a collaborative, high-energy environment that values meritocracy, mentorship, and continuous professional development over corporate politics.
• True Quality of Life: We believe peak performance requires a healthy balance. We offer a hybrid schedule designed to give you the flexibility you need to excel both inside and outside the office.
• Modern Infrastructure: We invest heavily in our team, equipping you with the sophisticated financial tools and resources required to elevate your skills and streamline execution.

Job Details

This is a unique opportunity to work in a fast-paced environment, where you will play a role in managing and improving our financial operations. You will be responsible for a wide range of functions including cash management, financial forecasting, and financial risk management. This position requires a strong understanding of accounting principles, excellent analytical skills, and a high level of proficiency in SQL and VBA.

Responsibilities:

• Oversee daily cash management operations including cash forecasting, cash flow analysis, and liquidity management.
• Prepare and present financial reports to senior management, highlighting any significant issues or risks.
• Develop and maintain complex financial models using SQL and VBA to support strategic decision making.
• Collaborate with internal and external stakeholders to ensure accurate and timely financial reporting.
• Assist in the development and implementation of treasury policies and procedures to improve operational efficiency and reduce financial risk.
• Conduct regular financial risk assessments and develop strategies to mitigate identified risks.
• Participate in ad-hoc projects and perform other duties as assigned by management.

Qualifications:

• Bachelor's degree in Finance, Accounting, or a related field.
• A minimum of 2 years of experience in treasury, finance, or a related field, with a strong focus on cash management and financial risk management.
• Proficiency in SQL and VBA. Experience with other financial software and systems would be an asset.
• Strong analytical skills and the ability to develop complex financial models.
• Excellent communication skills, both written and verbal, with the ability to present complex financial information in a clear and concise manner.
• High level of integrity and professionalism, with the ability to handle sensitive financial information confidentially.
• Strong problem-solving skills, with the ability to think critically and make sound decisions under pressure.
• Ability to work independently and as part of a team, with the ability to manage multiple tasks simultaneously.
• Strong organizational skills and attention to detail, with the ability to meet tight deadlines.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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