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Financial Planning Jobs in Fort Worth, TX

Financial Analyst (Private Equity)

Jobot

Fort Worth, TX

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JOB DETAILS
SALARY
$80,000–$90,000 Per Year
SKILLS
Accounting, Analysis Skills, Artificial Intelligence (AI), Automation, Communication Skills, Compensation Analysis, Cross-Functional, Data Analysis, Data Quality, Data Sets, Detail Oriented, Documentation, Economic Analysis, Finance, Financial Analysis, Financial Reporting, HRIS/HRMS, Leadership, Legal, Management of Information Systems/Technology (MIS), Microsoft Excel, Operational Improvement, Operations Processes, Organizational Skills, Power BI, Process Improvement, Python Programming/Scripting Language, Reconciliation, SQL (Structured Query Language), Talent Management, Team Player
LOCATION
Fort Worth, TX
POSTED
Today
This Jobot Job is hosted by: Christian Aviles
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $80,000 - $90,000 per year

A bit about us:

We are a leading global organization committed to operational excellence, innovation, and developing top talent.

Why join us?

Hybrid schedule (Downtown Fort Worth)
Opportunity to learn a highly specialized area of private equity
Collaborative, high-performing team
Strong long-term career growth
Exposure to Finance, HR, Legal, Payroll, and executive leadership

Job Details

Financial Analyst (Private Equity)

A leading global investment firm is seeking a highly analytical Financial Analyst to join its corporate team in downtown Fort Worth. This is an excellent opportunity for someone with strong Excel and analytical skills who is looking to build a long-term career within private equity.

This position works across Finance, Payroll, HR, Legal, and Compensation to support data analysis, reporting, reconciliations, and operational processes related to long-term incentive and equity programs. Prior equity compensation experience is not required—the team is looking for someone with exceptional analytical ability, curiosity, and a desire to learn.

What You'll Do
Analyze and reconcile large datasets using Excel and other reporting tools
Prepare recurring and ad hoc reports for Finance, HR, Payroll, and leadership
Identify discrepancies, research root causes, and improve data accuracy
Support cross-functional projects involving compensation, reporting, and operational processes
Help streamline workflows through automation, AI tools, and process improvements
Partner with multiple internal teams while maintaining strict confidentiality
Contribute to process documentation, reporting improvements, and operational excellence
What We're Looking For
Bachelor's degree in Finance, Accounting, Business, Economics, Data Analytics, MIS, or a related field
Approximately 2–5 years of professional experience in an analytical role
Advanced Microsoft Excel skills, including working with large datasets, formulas, reconciliations, and reporting
Strong analytical thinking and exceptional attention to detail
Excellent communication and organizational skills
Experience with SQL, Power BI, Python, Workday, HRIS, or AI tools is a plus

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com 🤖

COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com

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