Financial Analyst

Overview

Harmer is seeking a Financial Analyst to join their expanding finance team for a prominent investment management client located in the Greater Houston area. This role is ideal for early-career accounting professionals eager to transition from public accounting to a dynamic corporate finance setting. The position involves diverse financial responsibilities including reporting, capital activities, treasury management, investor relations, and strategic project involvement, all within a collaborative and high-performing culture.

Key Opportunities

• Become part of a rapidly expanding investment organization offering extensive career growth opportunities.
• Work in an environment with a proven history of promoting high-achieving individuals into leadership roles.
• Collaborate with a team composed of former Big 4 professionals who emphasize mentorship and continuous professional development.
• Experience broad responsibilities beyond traditional accounting, encompassing finance, operations, reporting, treasury functions, and multidisciplinary projects.
• Access to excellent employee benefits.

Main Responsibilities

• Generate financial analyses, assemble reporting packages, and prepare supporting documentation.
• Assist with managing capital-related transactions, treasury operations, and overseeing movement of cash.
• Contribute to quarterly and annual financial reporting requirements.
• Support audit and tax-related activities and deliverables.
• Coordinate with both internal teams and external service providers to ensure precise and timely financial reporting.
• Manage responses to requests for financial information internally and externally.
• Assist with accounting procedures, account reconciliations, and maintenance of financial records.
• Engage in process improvement efforts, special projects, and initiatives aimed at operational efficiency.

Qualifications & Experience

• Bachelor’s degree in Accounting is mandatory.
• Between 1 to 3 years of experience working at a Big 4 public accounting firm, particularly in audit or tax divisions.
• CPA designation is preferred, or candidates actively pursuing CPA certification will be considered.
• Prior exposure to investment management, financial services, alternative investments, or similarly complex financial settings is advantageous.
• Strong analytical capabilities paired with excellent organizational and problem-solving skills.
• Self-directed, detail-oriented, and capable of performing effectively in a fast-paced, demanding environment.