Financial Analyst (Private Equity)

LeoForce

Fort Worth (TX)

Hybrid

USD 80,000 - 90,000

Full time

4 days ago
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Benefits offered by this job

Hybrid schedule
Career growth
Collaborative team
Exposure to leadership

Job summary

LeoForce, a trusted private equity firm, seeks a Financial Analyst to join its corporate team in downtown Fort Worth. You will support data analysis, reporting, and reconciliations across Finance, Payroll, HR, Legal, and Compensation, with emphasis on long-term incentive programs.

The ideal candidate brings 2–5 years of analytical experience and advanced Excel capabilities. Exposure to SQL, Power BI, Python, or AI tools is a plus.

Qualifications

  • Bachelor's degree in Finance, Accounting, Business, Economics, Data Analytics, MIS, or a related field
  • Approximately 2–5 years of professional experience in an analytical role
  • Advanced Microsoft Excel skills, including working with large datasets, formulas, reconciliations, and reporting
  • Strong analytical thinking and exceptional attention to detail
  • Excellent communication and organizational skills
  • Experience with SQL, Power BI, Python, Workday, HRIS, or AI tools is a plus

Responsibilities

  • Analyze and reconcile large datasets using Excel and other reporting tools
  • Prepare recurring and ad hoc reports for Finance, HR, Payroll, and leadership
  • Identify discrepancies, research root causes, and improve data accuracy
  • Support cross-functional projects involving compensation, reporting, and operational processes
  • Help streamline workflows through automation, AI tools, and process improvements
  • Partner with multiple internal teams while maintaining strict confidentiality
  • Contribute to process documentation, reporting improvements, and operational excellence

Skills

Excel
Analytical thinking
Attention to detail
Communication

Education

Bachelor's degree in Finance, Accounting, Business, Economics, Data Analytics, MIS, or a related field

Tools

SQL
Power BI
Python
Workday
HRIS
AI tools

Job description

Job Description
Experience: Mid Level
Salary: $80,000 - $90,000 per year

Location: Fort Worth, TX, US

Job Details

Financial Analyst (Private Equity)

A leading global investment firm is seeking a highly analytical Financial Analyst to join its corporate team in downtown Fort Worth. This is an excellent opportunity for someone with strong Excel and analytical skills who is looking to build a long-term career within private equity.

This position works across Finance, Payroll, HR, Legal, and Compensation to support data analysis, reporting, reconciliations, and operational processes related to long-term incentive and equity programs. Prior equity compensation experience is not required—the team is looking for someone with exceptional analytical ability, curiosity, and a desire to learn.

What You'll Do
  • Analyze and reconcile large datasets using Excel and other reporting tools
  • Prepare recurring and ad hoc reports for Finance, HR, Payroll, and leadership
  • Identify discrepancies, research root causes, and improve data accuracy
  • Support cross-functional projects involving compensation, reporting, and operational processes
  • Help streamline workflows through automation, AI tools, and process improvements
  • Partner with multiple internal teams while maintaining strict confidentiality
  • Contribute to process documentation, reporting improvements, and operational excellence
What We're Looking For
  • Bachelor's degree in Finance, Accounting, Business, Economics, Data Analytics, MIS, or a related field
  • Approximately 2–5 years of professional experience in an analytical role
  • Advanced Microsoft Excel skills, including working with large datasets, formulas, reconciliations, and reporting
  • Strong analytical thinking and exceptional attention to detail
  • Excellent communication and organizational skills
  • Experience with SQL, Power BI, Python, Workday, HRIS, or AI tools is a plus
A bit about us:

We are a leading global organization committed to operational excellence, innovation, and developing top talent.

Why join us?
  • Hybrid schedule (Downtown Fort Worth)
  • Opportunity to learn a highly specialized area of private equity
  • Collaborative, high-performing team
  • Strong long-term career growth
  • Exposure to Finance, HR, Legal, Payroll, and executive leadership

#accounting-finance #power-bi #financial-analyst #advanced-microsoft-excel-skills #tier1

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