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Madison-Davis, LLC

Financial Director

  • Houston, Texas
  • Full Time

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Title: Financial Director

Office Status: Hybrid

Salary: $160,000-$200,000 + 20-30% bonus

This well-known investment bank that specializes in M&A advisory and capital raising is looking for a Finance Director who will help oversee a growing team while working directly with C level executives. This firm launched 15 years ago and as it continues to grow it is a part of deals across multiple industries including retail, energy, financial services and media.


-Develop global Financial Budget partnering with business and functional Heads.
-Produce and explain Revenue and Expense forecast (rolling and point in time) reporting, and peer analysis.
-Developing and tracking performance metrics, creating C-level presentations, and generally providing financial analysis on a variety of topics to senior management.
-Build and manage a sophisticated FP&A infrastructure to translate company specific, as well as external industry data, into the key strategic inputs and insights that will drive
forward-thinking business decisions in support growth plans.
-Continually evaluate systems and support structures for their capability to facilitate transparency and “best in class” business and financial planning processes. Continue to evolve
and strengthen processes and substance around FP&A and management reporting, integrating new ideas and strategies that produce valuable and reliable financial information.
-Build strong relationships across the Public Markets, Private Wealth, Private Markets and Global leadership teams, engaging with business leaders to ensure the level and quality of
information needed to report on firm/business/geography performance is received. Be able to provoke the debate and influence the outcome; not simply act as a provider of analytics.
-Analyze the trends of Key Performance Indicators (KPIs), especially relating to financial metrics such as AUM, revenues, expenditures, and profit margin. Monitor KPIs and identify the
cause of any unexpected variances.
-Develop and continually improve budgeting, financial projections, and operating forecast.
-Implement a business intelligence tool and dashboard reports.
-Develop and analyze financial models to support strategic initiatives.
-Assess and benchmark talent and develop plan to continue to recruit and develop a highly respected team regarded as experts at financial modelling and analysis.


-8+ years of FP&A experience within a financial services organization
-CFA is preferred.