Brilliant Staffing
37851 | Senior Investment Financial Analyst
Brilliant Staffing, Houston, Texas, United States, 77246
Job Description
Senior Investment Financial Analyst (M&A Focus)
Location:
Texas (Remote) or EST/CST locations Reports To:
CFO / Director of Strategic Growth Department:
Finance / Strategic Growth Position Summary Our client, a
private equity-backed wealth management firm , is seeking a highly motivated and detail-oriented
Senior Investment Financial Analyst
to join their Finance / Strategic Growth team. This role is ideal for someone with strong
financial modeling expertise
and a passion for driving both
organic and M&A-driven growth
in a fast-paced environment.
The Senior Financial Analyst will work closely with senior leadership to provide financial insights, support acquisition diligence, and help scale the business during a period of rapid expansion. This position offers
direct visibility with executives, investors, and the Board -a unique opportunity to influence decision-making at one of the most dynamic wealth management platforms in the country. Key Responsibilities
Financial Planning & Analysis Build and maintain annual budgets, multi-year forecasts, and scenario models to assess growth and profitability.
Evaluate the impact of AUM growth, client flows, and strategic initiatives on EBITDA, cash flow, and leverage.
M&A and Inorganic Growth Support Partner with Finance and Corporate Development to evaluate acquisitions, advisor lift-outs, and tuck-ins.
Develop financial models to quantify synergies, integration costs, and long-term return profiles.
Support due diligence and deal execution alongside leadership and investors.
Performance & Profitability Analysis Track and analyze advisor productivity, client acquisition costs, and revenue per AUM to identify trends and growth opportunities.
Provide actionable recommendations to improve profitability, optimize compensation structures, and enhance ROI on strategic initiatives.
Board & Investor Materials Prepare financial reporting packages, Board decks, and private equity updates.
Summarize performance, risks, and opportunities in clear, executive-ready presentations.
Qualifications
Bachelor's degree in Finance, Economics, Accounting, or related field; MBA or CFA a plus.
3 + years of experience in FP&A, investment banking, corporate finance, or private equity-backed portfolio companies.
Proven expertise in advanced financial modeling (valuation, synergy modeling, scenario analysis). Strong grasp of corporate finance and accounting fundamentals, with ability to connect P&L, balance sheet, and cash flow. Excellent analytical, problem-solving, and communication skills. Advanced Excel / Google Sheets and PowerPoint proficiency required. Familiarity with ERP, CRM, and wealth management platforms (Redtail, Orion, Salesforce, Black Diamond) a plus. Brilliant Staffing, LLC is an Equal Opportunity Employer and encourages applications from all individuals regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, disability, or veteran status.
Texas (Remote) or EST/CST locations Reports To:
CFO / Director of Strategic Growth Department:
Finance / Strategic Growth Position Summary Our client, a
private equity-backed wealth management firm , is seeking a highly motivated and detail-oriented
Senior Investment Financial Analyst
to join their Finance / Strategic Growth team. This role is ideal for someone with strong
financial modeling expertise
and a passion for driving both
organic and M&A-driven growth
in a fast-paced environment.
The Senior Financial Analyst will work closely with senior leadership to provide financial insights, support acquisition diligence, and help scale the business during a period of rapid expansion. This position offers
direct visibility with executives, investors, and the Board -a unique opportunity to influence decision-making at one of the most dynamic wealth management platforms in the country. Key Responsibilities
Financial Planning & Analysis Build and maintain annual budgets, multi-year forecasts, and scenario models to assess growth and profitability.
Evaluate the impact of AUM growth, client flows, and strategic initiatives on EBITDA, cash flow, and leverage.
M&A and Inorganic Growth Support Partner with Finance and Corporate Development to evaluate acquisitions, advisor lift-outs, and tuck-ins.
Develop financial models to quantify synergies, integration costs, and long-term return profiles.
Support due diligence and deal execution alongside leadership and investors.
Performance & Profitability Analysis Track and analyze advisor productivity, client acquisition costs, and revenue per AUM to identify trends and growth opportunities.
Provide actionable recommendations to improve profitability, optimize compensation structures, and enhance ROI on strategic initiatives.
Board & Investor Materials Prepare financial reporting packages, Board decks, and private equity updates.
Summarize performance, risks, and opportunities in clear, executive-ready presentations.
Qualifications
Bachelor's degree in Finance, Economics, Accounting, or related field; MBA or CFA a plus.
3 + years of experience in FP&A, investment banking, corporate finance, or private equity-backed portfolio companies.
Proven expertise in advanced financial modeling (valuation, synergy modeling, scenario analysis). Strong grasp of corporate finance and accounting fundamentals, with ability to connect P&L, balance sheet, and cash flow. Excellent analytical, problem-solving, and communication skills. Advanced Excel / Google Sheets and PowerPoint proficiency required. Familiarity with ERP, CRM, and wealth management platforms (Redtail, Orion, Salesforce, Black Diamond) a plus. Brilliant Staffing, LLC is an Equal Opportunity Employer and encourages applications from all individuals regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, disability, or veteran status.