Senior Financial Analyst

Harmer; Houston (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Harmer is partnering with a growing investment management firm to identify a Senior Financial Analyst. This role offers a pathway from traditional public accounting into private equity and alternative investments, with broad exposure to investment operations, financial reporting, valuations, and treasury.

You will work closely with experienced professionals and senior leadership, benefiting from strong mentorship and opportunities for professional development in a high-visibility environment.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• 1–3 years of experience, preferably including Big 4 audit experience.
• CPA or actively pursuing CPA certification preferred.
• Exposure to private equity or alternative investments is a plus.

Responsibilities

• Support financial reporting, accounting, and operational activities across investment funds and related entities.
• Assist with cash flow forecasting, treasury management, capital calls, and distributions.
• Coordinate with third-party fund administrators, auditors, and tax professionals to review financial reporting and deliverables.
• Assist with quarterly investment valuations, portfolio monitoring, and financial analysis.
• Prepare and review reporting packages and financial information for investors and senior leadership.
• Support investment due diligence, transaction-related activities, and special projects.
• Assist with annual audits, tax reporting, and internal control initiatives.
• Identify opportunities to improve reporting, streamline processes, and enhance operational efficiency.

Skills

Analytical thinking

Problem solving

Attention to detail

Communication skills

Education

Bachelor's degree in Accounting or Finance

Job description

Harmer has been engaged by our growing investment management client to identify a Senior Financial Analyst. This is an exciting opportunity for a public accounting professional looking to transition into private equity and alternative investments. The role offers broad exposure to investment operations, financial reporting, valuations, and treasury, with the opportunity to work closely with experienced investment professionals and senior leadership.

Opportunity Highlights:

• Join an established and growing investment management firm with a strong track record, institutional investor relationships, and continued expansion of its investment portfolio.
• Newly created opportunity driven by growth, offering the chance to take on meaningful responsibilities and grow with the organization.
• Excellent transition opportunity for Big 4 professionals looking to move into private equity or alternative investments without being limited to traditional accounting responsibilities.
• Broad exposure across finance, fund operations, investor reporting, cash flow forecasting, valuations, and investment activity.
• Work alongside a talented, collaborative team with strong backgrounds, offering excellent mentorship and opportunities for professional development.
• High-visibility role with direct exposure to senior leadership, investment professionals, and external partners.
• Strong potential for career advancement as the organization continues to grow, with opportunities to take on additional responsibilities over time.

Responsibilities Include:

• Support financial reporting, accounting, and operational activities across investment funds and related entities.
• Assist with cash flow forecasting, treasury management, capital calls, and distributions.
• Coordinate with third-party fund administrators, auditors, and tax professionals to review financial reporting and deliverables.
• Assist with quarterly investment valuations, portfolio monitoring, and financial analysis.
• Prepare and review reporting packages and financial information for investors and senior leadership.
• Support investment due diligence, transaction-related activities, and special projects.
• Assist with annual audits, tax reporting, and internal control initiatives.
• Identify opportunities to improve reporting, streamline processes, and enhance operational efficiency.

Education & Experience:

• Bachelor's degree in Accounting or Finance.
• 1-3 years of experience, preferably including Big 4 audit experience.
• CPA or actively pursuing CPA certification preferred.
• Exposure to private equity, private credit, investment management, or alternative investments is a plus, but not required.
• Strong accounting foundation with excellent analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Highly motivated, detail-oriented self-starter with a strong work ethic and desire to learn.
• Ability to take ownership, manage competing priorities, and work effectively in a collaborative, fast-paced environment.