Senior Associate

About the role

We are looking for a Senior Associate to strengthen financial planning, transaction support, and performance analysis for our team in Texas. This position is suited for a finance specialist who can translate complex data into practical insight, develop dependable forecasting tools, and contribute to high-stakes deal activity. The role combines analytical rigor with cross-functional coordination, requiring someone who can work accurately under pressure and communicate financial conclusions with confidence.

Responsibilities

• Create and manage comprehensive financial models that support forecasting, profitability analysis, backlog visibility, and program-level performance across multiple business areas.
• Connect projections to bookings, contracted work, and the annual operating plan while resolving inconsistencies across reporting sources to maintain reliable outputs.
• Partner on mergers and acquisitions activities by evaluating target company performance, preparing valuation scenarios, assessing return profiles, and reviewing earnings quality findings.
• Lead the financial workstream following acquisitions by coordinating integration tasks, supporting carve-out or divestiture analysis, and incorporating acquired results into ongoing reporting.
• Prepare materials for investors and lending partners within compressed deadlines, ensuring assumptions are well supported and clearly explained.
• Reconcile key financial balances such as working capital, receivables, payables, and purchase accounting items, identifying discrepancies and correcting incomplete records.
• Develop standardized templates and repeatable diligence materials that improve efficiency and consistency for future transactions.
• Coordinate due diligence and integration efforts with stakeholders across departments to keep deliverables aligned and moving forward.

Qualifications

• Strong experience building advanced financial models, including three-statement forecasting and business performance scenarios.
• Demonstrated background in financial analysis with the ability to interpret trends, validate assumptions, and support decision-making.
• Knowledge of annual budgeting methods and experience contributing to planning cycles and operating forecasts.
• Ability to perform variance analysis and explain differences between plan, forecast, and actual results.
• Familiarity with budget processes and financial reporting practices within a fast-paced business environment.
• Experience supporting transaction-related work such as due diligence, valuation review, or post-close financial integration.
• Strong attention to detail, sound judgment, and the ability to manage multiple priorities under tight deadlines.

Benefits

• Medical, vision, dental, and life and disability insurance (available to contract/temporary professionals).
• Company 401(k) plan (eligible for hired contract/temporary professionals).