Portfolio FP&A Analyst — Investment Reporting

Search Services; Houston (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

Search Services in Houston seeks an FP&A Analyst to join the accounting, finance and investment teams. The role focuses on planning and analysis of portfolio investments and on improving reporting and planning capabilities.

You will contribute to investor and analyst presentations, budgeting and monthly reporting, and work with portfolio companies to enhance KPI data and monthly financials using OneStream.

Qualifications

• Bachelor's degree in Accounting or Finance required; Master’s in Accounting or MBA is a plus.
• CPA designation or pursuing certification preferred.
• 1–2 years of experience in public accounting or related finance function.
• Strong accounting and GAAP background.
• Demonstrates strong work ethic and ability to meet tight deadlines.
• Proficient in Microsoft Excel and effective communication skills.

Responsibilities

• Maintain financials for Portfolio Companies, deal teams, and the overall firm for planning and budgeting purposes.
• Create and assist in 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 objectives.
• Develop OneStream knowledge to assist Portfolio Companies in monthly reporting.

Skills

Advanced Excel

Analytical thinking

Communication

OneStream knowledge

Education

Bachelor's degree in Accounting or Finance

Master's in Accounting or MBA (a plus)

Tools

OneStream

Job description

Search Services in Houston seeks an FP&A Analyst to join the accounting, finance and investment teams. The role focuses on planning and analysis of portfolio investments and on improving reporting and planning capabilities.

You will contribute to investor and analyst presentations, budgeting and monthly reporting, and work with portfolio companies to enhance KPI data and monthly financials using OneStream.