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Madison-Davis, LLC

Financial Planning Analyst

  • Houston, Texas
  • Full Time

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Title: Financial Planning Analyst

Office Status: Hybrid

Salary: $90,000-$130,000

A well- known investment bank is looking for a financial analyst who will help be a part of a growing team. 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.

-Responsible for preparation of the monthly reporting of Sub Advisory Investment;
-Partner with Accounting team for the month-end closing processes, accruals calculations and accounts analysis;
-Conduct KPI analysis in relation with the revenues, expenses and receivables of the sub advisor;
-Prepare monthly performance reporting of sub advisors trading strategies and AUMs;
-Prepare budget and forecast variance analytics;
-Partner with Billings team to ensure timely invoicing and revenue collections;
-Assist in producing monthly CFO sub-advisor reporting pack;
-Be an excellent partner with Sub Advisor CFO and Business Head.

-Qualified Accountant or MBA Finance (CFA/MBA Finance);
-Big 4 Accounting firm experience as asset but not required;
-Financial Services sector experience required;
-Strong Microsoft Excel (basic macros/ v-lookup/ sumi-if etc.);
-Excellent teammate and strong collaborator;