Financial Analyst (Private Equity)

This Jobot Job is hosted by: Christian Aviles

About us

We are a leading global organization committed to operational excellence, innovation, and developing top talent. This position offers a hybrid schedule based in Downtown Fort Worth and provides the opportunity to learn a highly specialized area of private equity within a collaborative, high-performing team. The role includes strong long-term career growth and exposure to Finance, HR, Legal, Payroll, and executive leadership.

Responsibilities

• Analyze and reconcile large datasets using Excel and other reporting tools
• Prepare recurring and ad hoc reports for Finance, HR, Payroll, and leadership
• Identify discrepancies, research root causes, and improve data accuracy
• Support cross-functional projects involving compensation, reporting, and operational processes
• Help streamline workflows through automation, AI tools, and process improvements
• Partner with multiple internal teams while maintaining strict confidentiality
• Contribute to process documentation, reporting improvements, and operational excellence

Requirements

• Bachelor's degree in Finance, Accounting, Business, Economics, Data Analytics, MIS, or a related field
• Approximately 2–5 years of professional experience in an analytical role
• Advanced Microsoft Excel skills, including working with large datasets, formulas, reconciliations, and reporting
• Strong analytical thinking and exceptional attention to detail
• Excellent communication and organizational skills

Skills

• Experience with SQL, Power BI, Python, Workday, HRIS, or AI tools is a plus
• Prior equity compensation experience is not required

Pay

$80,000 - $90,000 per year