Job Description
FP&A Manager / Senior Finance Associate
Location: Houston, TX (On-site)
Compensation: Up to $150,000 base + 20% bonus + benefits
Industry: Financial Services / Investment Advisory
Overview The HT Group is currently partnering with a growing, PE-backed financial services and investment advisory firm who is seeking a
Financial Planning & Analysis (FP&A) Manager / Senior Finance Associate to join their expanding corporate finance team. This is a highly visible, hands-on role reporting directly to the CFO and partnering closely with the Controller and M&A team. The ideal candidate will thrive in a fast-paced, acquisitive environment and enjoy building FP&A processes from the ground up.
As the organization transitions its financial reporting fully in-house, this position will play a critical role in shaping the FP&A function, enhancing financial visibility, and driving strategic insights across multiple business units and acquisitions.
Key Responsibilities - Lead FP&A activities including budgeting, forecasting, variance analysis, and strategic financial modeling.
- Develop detailed financial and performance reporting by business unit, geography, and advisor group.
- Support M&A integration through acquisition tracking, performance analysis, and return-on-investment reporting.
- Build and manage Excel-based templates to monitor acquisition performance against underwriting assumptions and payout structures.
- Track and model multi-year acquisition earnout schedules, ensuring accuracy and timeliness of payments tied to performance milestones.
- Partner with accounting, operations, and M&A to deliver accurate and timely financial insights.
- Drive the buildout of financial systems and tools to improve reporting accuracy and reduce reliance on third parties.
- Participate in the migration of financial reporting from outsourced providers to in-house ownership.
- Provide recommendations for FP&A systems and tools (Sage Intacct, NetSuite, or others).
- Deliver actionable financial insights to support executive decision-making.
Qualifications - 5+ years of progressive FP&A experience within a corporate finance or industry setting .
- Strong command of financial modeling, forecasting, and reporting in Excel .
- Exposure to M&A financial analysis and post-acquisition performance tracking is highly preferred.
- Understanding of accounting principles and corporate financial statements.
- Experience working within or alongside financial services, investment advisory, or private equity-backed environments preferred.
- Demonstrated ability to build FP&A tools and frameworks from scratch.
- Strong analytical, organizational, and communication skills.
- Proven track record of working cross-functionally and managing competing priorities.
Technology & Tools - Current system: Sage Intacct (migration and optimization in progress)
- Advanced Excel modeling required familiarity with ERP's and financial reporting tools
Work Environment - On-site role based in Downtown Houston
- Collaborative, high-growth environment; close partnership with executive leadership.
Job Tags
Permanent employment,