Financial Analyst
CFS
Houston, TX
Financial Analyst
$75K–$85K + 15% Bonus (10% Cash / 5% Stock)
Why This Opportunity Stands Out
- Hands-on exposure to financial performance across a diverse portfolio of operating companies
- Clear and structured promotion path with advancement opportunities twice per year
- Strong training environment ideal for early-career professionals from public accounting or finance
- Direct visibility to senior leadership and investment decision-makers
- Opportunity to build modeling, analytical, and presentation skills in a high-growth investment platform
Financial Analyst Key Responsibilities
Financial Statement & Portfolio Analysis
- Perform detailed reviews of portfolio company financial statements and operating results
- Conduct ratio, trend, and variance analysis to identify key business drivers
- Support ongoing monitoring of portfolio performance across multiple industries
Modeling & Reporting Support
- Work within existing financial models to update, maintain, and validate data accuracy
- Assist with recurring and ad hoc reporting packages for management review
- Support preparation of internal presentations summarizing company performance
Business Insight & Case Analysis
- Analyze operational and financial data to identify risks and opportunities
- Assist in preparing findings and insights for team and leadership discussions
- Participate in financial case reviews and portfolio performance evaluations
Team Collaboration & Development
- Partner closely with senior analysts and managers on portfolio reviews and projects
- Gain exposure to investment processes, financial analysis frameworks, and deal-related insights
- Continuously build technical accounting, modeling, and analytical skill sets
Financial Analyst Qualifications
- Bachelor’s degree in Accounting, Finance, or related field
- 1–2 years of experience in public accounting, finance, or a related analytical role
- Strong understanding of financial statements and accounting fundamentals
- Advanced Excel skills and strong analytical mindset
- Detail-oriented, coachable, and eager to grow in a fast-paced environment
- Strong communication skills and ability to synthesize financial data into insights
#INFEB2026 #LI-PG1 #ZRCFS
MaxSalary: USD850000
MinSalary: USD75000
About the Company
CFS
Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed. In fall 2025, we rebranded as CFS—a name that reflects our full range of expertise while staying true to the trusted company you know.
CFS is the industry’s leading employee-owned staffing firm, connecting top talent in accounting, finance, technology, and human resources. We provide skilled professionals on both a temporary and permanent basis across diverse industries, leveraging our extensive network to match the right people with the right opportunities.
Our dedication to excellence extends to our award-winning culture, recognized repeatedly for growth, recruiting, workplace environment, and employee support. Honors include Forbes’ “America’s Best Recruiting and Temporary Staffing Firms,” Staffing Industry Analysts’ top U.S. staffing rankings, FlexJobs’ Top 100 Companies for Remote and Hybrid Work, Top Workplaces USA, Newsweek’s Best Practices awards, and more.