The HT Group
FP&A Manager / Senior Finance Associate
Location:
Houston, TX (On-site) Compensation:
Up to $150,000 base + 20% bonus + benefits Industry:
Financial Services / Investment Advisory Overview The HT Group is currently partnering with a growing, PE-backed financial services and investment advisory firm who is seeking a
Financial Planning & Analysis (FP&A) Manager / Senior Finance Associate
to join their expanding corporate finance team. This is a highly visible, hands-on role reporting directly to the CFO and partnering closely with the Controller and M&A team. The ideal candidate will thrive in a fast-paced, acquisitive environment and enjoy building FP&A processes from the ground up. As the organization transitions its financial reporting fully in-house, this position will play a critical role in shaping the FP&A function, enhancing financial visibility, and driving strategic insights across multiple business units and acquisitions. Key Responsibilities Lead FP&A activities including budgeting, forecasting, variance analysis, and strategic financial modeling. Develop detailed financial and performance reporting by business unit, geography, and advisor group. Support M&A integration through acquisition tracking, performance analysis, and return-on-investment reporting. Build and manage Excel-based templates to monitor acquisition performance against underwriting assumptions and payout structures. Track and model multi-year acquisition earnout schedules, ensuring accuracy and timeliness of payments tied to performance milestones. Partner with accounting, operations, and M&A to deliver accurate and timely financial insights. Drive the buildout of financial systems and tools to improve reporting accuracy and reduce reliance on third parties. Participate in the migration of financial reporting from outsourced providers to in-house ownership. Provide recommendations for FP&A systems and tools (Sage Intacct, NetSuite, or others). Deliver actionable financial insights to support executive decision-making. Qualifications 5+ years
of progressive FP&A experience within a
corporate finance or industry setting . Strong command of
financial modeling, forecasting, and reporting in Excel . Exposure to
M&A financial analysis
and post-acquisition performance tracking is highly preferred. Understanding of accounting principles and corporate financial statements. Experience working within or alongside
financial services, investment advisory, or private equity-backed
environments preferred. Demonstrated ability to build FP&A tools and frameworks from scratch. Strong analytical, organizational, and communication skills. Proven track record of working cross-functionally and managing competing priorities. Technology & Tools Current system:
Sage Intacct
(migration and optimization in progress) Advanced
Excel modeling
required familiarity with ERP's and financial reporting tools Work Environment On-site role
based in
Downtown Houston Collaborative, high-growth environment; close partnership with executive leadership. We are an equal opportunities employer and welcome applications from all qualified candidates.
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Houston, TX (On-site) Compensation:
Up to $150,000 base + 20% bonus + benefits Industry:
Financial Services / Investment Advisory Overview The HT Group is currently partnering with a growing, PE-backed financial services and investment advisory firm who is seeking a
Financial Planning & Analysis (FP&A) Manager / Senior Finance Associate
to join their expanding corporate finance team. This is a highly visible, hands-on role reporting directly to the CFO and partnering closely with the Controller and M&A team. The ideal candidate will thrive in a fast-paced, acquisitive environment and enjoy building FP&A processes from the ground up. As the organization transitions its financial reporting fully in-house, this position will play a critical role in shaping the FP&A function, enhancing financial visibility, and driving strategic insights across multiple business units and acquisitions. Key Responsibilities Lead FP&A activities including budgeting, forecasting, variance analysis, and strategic financial modeling. Develop detailed financial and performance reporting by business unit, geography, and advisor group. Support M&A integration through acquisition tracking, performance analysis, and return-on-investment reporting. Build and manage Excel-based templates to monitor acquisition performance against underwriting assumptions and payout structures. Track and model multi-year acquisition earnout schedules, ensuring accuracy and timeliness of payments tied to performance milestones. Partner with accounting, operations, and M&A to deliver accurate and timely financial insights. Drive the buildout of financial systems and tools to improve reporting accuracy and reduce reliance on third parties. Participate in the migration of financial reporting from outsourced providers to in-house ownership. Provide recommendations for FP&A systems and tools (Sage Intacct, NetSuite, or others). Deliver actionable financial insights to support executive decision-making. Qualifications 5+ years
of progressive FP&A experience within a
corporate finance or industry setting . Strong command of
financial modeling, forecasting, and reporting in Excel . Exposure to
M&A financial analysis
and post-acquisition performance tracking is highly preferred. Understanding of accounting principles and corporate financial statements. Experience working within or alongside
financial services, investment advisory, or private equity-backed
environments preferred. Demonstrated ability to build FP&A tools and frameworks from scratch. Strong analytical, organizational, and communication skills. Proven track record of working cross-functionally and managing competing priorities. Technology & Tools Current system:
Sage Intacct
(migration and optimization in progress) Advanced
Excel modeling
required familiarity with ERP's and financial reporting tools Work Environment On-site role
based in
Downtown Houston Collaborative, high-growth environment; close partnership with executive leadership. We are an equal opportunities employer and welcome applications from all qualified candidates.
#J-18808-Ljbffr