Job Description

Added - 09/05/25

37851 | Senior Investment Financial Analyst

Accounting/Finance

Houston, Texas | Direct Hire

Job Description

Senior Investment Financial Analyst (M&A Focus)

Location: Texas (Remote) or EST/CST locations 
Reports To: CFO / Director of Strategic Growth
Department: Finance / Strategic Growth

Position Summary

Our client, a private equity–backed wealth management firm, is seeking a highly motivated and detail-oriented Senior Investment Financial Analyst to join their Finance / Strategic Growth team. This role is ideal for someone with strong financial modeling expertise and a passion for driving both organic and M&A-driven growth in a fast-paced environment.

The Senior Financial Analyst will work closely with senior leadership to provide financial insights, support acquisition diligence, and help scale the business during a period of rapid expansion. This position offers direct visibility with executives, investors, and the Board—a unique opportunity to influence decision-making at one of the most dynamic wealth management platforms in the country.

Key Responsibilities

• Financial Planning & Analysis

  • Build and maintain annual budgets, multi-year forecasts, and scenario models to assess growth and profitability.

  • Evaluate the impact of AUM growth, client flows, and strategic initiatives on EBITDA, cash flow, and leverage.

• M&A and Inorganic Growth Support

  • Partner with Finance and Corporate Development to evaluate acquisitions, advisor lift-outs, and tuck-ins.

  • Develop financial models to quantify synergies, integration costs, and long-term return profiles.

  • Support due diligence and deal execution alongside leadership and investors.

• Performance & Profitability Analysis

  • Track and analyze advisor productivity, client acquisition costs, and revenue per AUM to identify trends and growth opportunities.

  • Provide actionable recommendations to improve profitability, optimize compensation structures, and enhance ROI on strategic initiatives.

• Board & Investor Materials

  • Prepare financial reporting packages, Board decks, and private equity updates.

  • Summarize performance, risks, and opportunities in clear, executive-ready presentations.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field; MBA or CFA a plus.

• 3 + years of experience in FP&A, investment banking, corporate finance, or private equity–backed portfolio companies.

• Proven expertise in advanced financial modeling (valuation, synergy modeling, scenario analysis).

• Strong grasp of corporate finance and accounting fundamentals, with ability to connect P&L, balance sheet, and cash flow.

• Excellent analytical, problem-solving, and communication skills.

• Advanced Excel / Google Sheets and PowerPoint proficiency required. Familiarity with ERP, CRM, and wealth management platforms (Redtail, Orion, Salesforce, Black Diamond) a plus.

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Brilliant Staffing, LLC is an Equal Opportunity Employer and encourages applications from all individuals regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, disability, or veteran status.

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