Senior Financial Analyst

Posted Yesterday
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Houston, TX, USA
In-Office
Senior level
Professional Services • Consulting • Financial Services
The Role
Provide deep financial and variance analysis, build and maintain financial models, support forecasting and budgeting, analyze large datasets, partner with business leaders, prepare executive-ready presentations, and drive cross-functional strategic initiatives to inform senior leadership decisions.
Summary Generated by Built In

As a Senior Financial Analyst, you will serve as a strategic partner to business leaders across the organization. This role sits at the intersection of deep financial analysis and business strategy, translating large, complex data sets into clear, actionable insights that inform decisions at the highest levels of the organization. This fast-paced role requires being comfortable in the details of a model one moment and presenting recommendations to senior leadership the next. 

As a premier consulting and technology firm, alliant is focused on providing solutions to help businesses transform and thrive, while serving as their ongoing growth partner.  

Responsibilities 

  • Conduct in-depth financial analysis, variance analysis, trend analysis, and financial modeling, to surface risks, opportunities, and recommendations 

  • Manage, clean, and interpret large volumes of financial and operational data from multiple systems and provide clear, actionable insights that drive business decisions 

  • Support rolling forecasts and annual budgeting cycles in partnership with department and business unit leaders and variance-to-budget explanations 

  • Build and maintain financial models to support planning, scenario analysis, and long-range projections 

  • Evaluate financial performance against plan and prior periods, identifying drivers of change and recommend corrective actions and efficiency opportunities 

  • Act as a trusted finance partner to assigned business units or department leaders 

  • Support cross-functional and strategic projects, helping shape decisions on business risks and opportunities 

  • Understand key business drivers well enough to challenge and inform operational plans 

  • Prepare and deliver polished, presentation-ready materials for senior leadership and the C-suite 

  • Confidently field questions from executives and adjust messaging to the audience in the room 

Qualifications 

  • Bachelor's degree in Finance, Economics or related field required 

  • 5-7 years of experience with financial and quantitative analysis preferred.  

  • Proven ability to manage and analyze large, complex data sets 

  • Strong financial modeling skills (Excel required; SQL, Power BI, or similar tools a plus) 

  • Excellent communication and executive presence; able to translate numbers into a narrative 

  • Strong business acumen and comfort operating as a partner to non-finance leaders 

  • Highly organized, detail-oriented, and able to manage multiple priorities under deadline 

  • A self-starter with intellectual curiosity, initiative, and capable of driving projects from start to finish. 

  • Experience working in a highly matrixed, fast-paced environment.   

  • Receptiveness to performance feedback within a team environment is essential.  

  • Proficiency in Microsoft Office Suite, CRM platforms, and other business applications. 

  • Preferred candidate will reside or relocate to Houston.   

 

alliant offers a comprehensive compensation and benefits package including 100% employer paid medical /dental premiums for single coverage for certain options, 401(k) matching, PTO, company provided life insurance and disability, onsite gym and group exercise classes, paid covered parking, and more! 

 

Do Work That Matters. alliant 

#LI-PS1

Skills Required

  • Bachelor's degree in Finance, Economics or related field
  • 5-7 years of experience with financial and quantitative analysis
  • Proven ability to manage and analyze large, complex data sets
  • Strong financial modeling skills (Excel required)
  • SQL knowledge
  • Power BI or similar analytics tools
  • Excellent communication and executive presence; translate numbers into a narrative
  • Proficiency in Microsoft Office Suite, CRM platforms, and other business applications
  • Highly organized, detail-oriented, able to manage multiple priorities under deadline
  • Self-starter with intellectual curiosity and initiative
  • Experience working in a highly matrixed, fast-paced environment
  • Residence in or willingness to relocate to Houston
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The Company
HQ: Houston, TX
830 Employees
Year Founded: 2002

What We Do

alliantgroup, LP is the leading international tax specialty services provider, working with CPA firms and their clients to ensure companies receive the full benefit of federal and state tax incentives to create jobs and spurring innovation. No other firm has alliantgroup's combination of talent, resources, and experience to substantiate business claims. We hear time and again from our clients how much they value our industry knowledge, attention to detail, and consideration for their time. Our people and culture set us apart as a firm, and our staff includes professionals from a diverse array of fields, including architecture, engineering, software development, chemistry, and accounting. alliantgroup also maintains an active Strategic Advisory Board of former law and policymakers, bringing a deep bench of expertise from Washington insiders on the forefront of tax legislation. In addition, our firm works closely with industry and CPA organizations to educate and spread the word of the many credits and deductions available to small to medium-sized businesses.

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