FP&A Analyst: Portfolio Finance & Strategy

Main St. Capital Corporation; Houston (TX); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Bonus opportunities

Restricted stock awards

Employer-paid life insurance

401(k) employer match

Job summary

Main Street Capital Corporation in Houston, TX is seeking a Financial Planning and Analysis Analyst to join our accounting, finance and investment teams. You will support the planning and analysis of portfolio company investments and overall MAIN Street, developing reporting and forecasting capabilities to drive accurate decision making.

The ideal candidate has a Bachelor’s degree in Accounting or Finance, 1–2 years of related experience, and strong GAAP knowledge, with proficiency in Excel and

Qualifications

• Bachelor’s degree in Accounting or Finance required (Master’s in Accounting or MBA is a plus).
• CPA designation preferred or in progress.
• 1–2 years of experience in banking, accounting, or related finance function.
• Strong accounting and GAAP background.
• Demonstrated leadership potential, including the ability to influence, take initiative, and assume increasing responsibility.
• Must exhibit a strong work ethic and be willing to complete projects accurately under tight deadlines.
• Exhibit strong organizational, communication and Microsoft Excel skills.

Responsibilities

• Maintain financials for Portfolio Companies, deal teams and MAIN Street for planning and budgeting purposes
• Create and assist in management (internal) reporting and analysis
• Assist in special projects and ad hoc reporting as directed by executive management
• Create Investor and Analyst presentations
• Communicate with Portfolio Companies on a monthly basis regarding financial results and operational objectives
• Develop OneStream knowledge to assist Portfolio Companies in their monthly reporting, including any additional KPI data
• Create reporting packages alongside the Portfolio Company for their current and historical financial records

Skills

Accounting & GAAP

Leadership potential

Microsoft Excel

Strong work ethic

CPA candidate

Education

Bachelor's in Accounting or Finance

MBA or MS in Accounting (plus)

Tools

OneStream

Microsoft Excel

Job description

Main Street Capital Corporation in Houston, TX is seeking a Financial Planning and Analysis Analyst to join our accounting, finance and investment teams. You will support the planning and analysis of portfolio company investments and overall MAIN Street, developing reporting and forecasting capabilities to drive accurate decision making.

The ideal candidate has a Bachelor’s degree in Accounting or Finance, 1–2 years of related experience, and strong GAAP knowledge, with proficiency in Excel and