108 Results for

Financial Advisory Jobs in Katy, TX

Jobs

New!

Houston, TX4 days ago

$75,000–$105,000 Per Year

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. The organization operates multiple large‑scale refineries across key domestic markets and maintains an extensive network of terminals, pipelines, and specialty manufacturing facilities.

Houston, TX30+ days ago

Lead end-to-end Finance Transformation projects across key areas including: Finance function assessments, finance function capability stand-up and optimization, operating model design, service delivery model program design and implementation (i.e. shared services, centers of excellence, outsourcing, and global business services), cost reduction programs, process optimization and automation, and working capital optimization. In FTI Consulting’s Corporate Finance & Restructuring organization, we focus on our clients’ strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.

Houston, Texas14 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Houston, Texas14 days ago

Houston, TX30+ days ago

Full-time

Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies and assess the organization's design, roles and team. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.

Houston, Texas14 days ago

Houston, TX30+ days ago

Full-time

By utilizing an integrated approach with A&M professionals with deep operating and financial-related experience, the team uses a focused and tailored approach to rapidly identify and understand potential deal breakers, value drivers, and other areas of specific interest to our clients. A&M's Corporate M&A Tax team is composed of seasoned tax professionals experienced in providing practical tax advice to corporate buyers and sellers throughout the transaction life cycle.

Houston, TX26 days ago

The Managing Director, Risk Advisory Services will work under the direction of a Partner and is responsible for managing and delivering high value solutions to multiple clients in the areas of Internal Auditing and internal control, including business risk assessment and Enterprise Risk Management, business process improvement, Sarbanes-Oxley compliance, information technology audit & control, financial and operational audit, business conduct and fraud/forensic investigations. Ten (10) years of experience within a public accounting firm or Fortune 1000 company performing Risk Assessments, internal audits, Sarbanes-Oxley Readiness services, internal control assessments, management consulting as a Financial, Operational or In Information Technology Subject Matter Expert, required.

Houston, TX30+ days ago

Full-time

The role of the Financial Planning Analyst is to support the Wealth Managers on financial strategies, plans, and projects while receiving technical training and one-on-one mentoring. Willis Johnson Wealth is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals.

Houston, TX26 days ago

The Tax Director, Transaction Advisory Services is an essential team member that will team with the transaction advisory partners to grow the practice and will lead teams responsible for traditional large firm M&A tax consulting (deal structuring, due diligence, post-deal integration, tax attribute management, and other special projects). The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

Houston, TX30+ days ago

Outstanding personality with the social versatility to work with senior executives, private equity firms, lenders, lawyers, middle managers and line workers of middle market companies. 5+ years of experience, preferably at a middle-market operating company or firm that works with middle market companies (investment bank, advisory, financial institution, Private Equity, or similar.).

Houston, TX8 days ago

Our Financial Advisory team reflects a variety of backgrounds and perspectives, helping to create a culture-driven, resilient, results-focused community that delivers effective solutions for our clients. Our Financial Advisors work closely with clients to help them pursue the life they envision, building personal relationships with advisory teams dedicated to meeting their unique needs.

Houston, TX30+ days ago

Build relationships with regional leaders and segment leaders, establishing a meeting cadence to understand Regional/Subregional strategy in response to changing market/client needs. + Sales and BD Acumen (Proven ability break into new accounts and expand service offerings; develop a sales lead from start to finish including opportunity development and contract negotiation; client mgmt).

Houston, Texas12 days ago

Houston, Texas11 days ago

HOUSTON, TX30+ days ago

Priority Financial Group (PFG) is seeking a Financial Advisor to join our growing partnership with Credit Union, a $1.2 billion financial institution serving members throughout the greater Houston metro area. You’ll work collaboratively with the Credit Union team to train staff on identifying referral opportunities, conduct member education workshops, and help expand the visibility of the investment program.

Houston, Texas13 days ago

Bellaire, TX30+ days ago

This opportunity offers the chance to further develop accounting, reporting, and planning and analysis skills while participating in the ongoing transformation of tools, technology, and templates to help the organization operate as best in class. This full-time role will support planning, budgeting, reporting, and analysis across portfolio companies and the broader enterprise while contributing to ongoing improvements in tools, technology, and reporting templates.

Houston, TX30+ days ago

Full-time

As an Analyst in our Tax Services department, you will play a critical role in delivering high-quality tax compliance, ASC 740 income tax accounting, and advisory services to a diverse client base, varying from multi-national corporations to early-stage start-ups. You will prepare complex tax returns, prepare and support income tax provision engagements, and collaborate with senior team members to address client needs.

The Woodlands, Texas15 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

New!

Houston, TX3 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

New!

Houston, TX4 days ago

Key Accountabilities:Responsible for creating, modifying and manipulating Excel models to inform company leadership decisions, financial advisors, sensitivity testing, and presentations to third parties. Work closely with leadership, staff and advisors to summarize and present complex qualitative and financial information into materials for investors, lenders and the executive team to make decisions.

Houston, TX30+ days ago

Full-time

Successfully completed a Bachelor of Science/Business Administration in Finance, Accounting, Economics, Management (with a concentration in Finance or Real Estate), MS in Finance, MS in Real Estate or MBA from an accredited college or university. At Kroll, Our Real Estate Advisory Group provides comprehensive real estate valuation and consulting services for acquisitions, dispositions, financial reporting, tax, financing, insurance and other strategic planning purposes.

Houston, TX30+ days ago

Full-time

Lead the delivery of international tax consulting services, including cross-border planning, global restructuring, treaty analysis, tax-efficient supply chain structuring, and other multinational tax planning initiatives. Provide expert guidance on complex income and international tax matters, including U.S. and global tax compliance, ASC 740 income tax accounting, and income tax credits.

Houston, Texas10 days ago

Houston, TX30+ days ago

Full-time

As a Lead Vice President in our Income Tax Advisory practice, you will serve as a senior leader responsible for driving complex client engagements, overseeing high-quality tax delivery, and managing and developing teams in a senior manager-like capacity. This role combines deep technical expertise, people leadership, and client relationship ownership, with an emphasis on mentoring future leaders and supporting the continued growth of the Income Tax Advisory practice.

Houston, TX30+ days ago

Full-time

As an International Tax Vice President in our Income Tax Advisory team, you will lead complex cross-border tax engagements, deliver comprehensive global tax solutions, and play a key role in managing and developing our international tax professionals. Lead the delivery of international tax consulting services, including cross-border planning, global restructuring, treaty analysis, and tax-efficient supply chain structuring.

Houston, TX30+ days ago

Full-time

As a State & Local Tax (SALT) Vice President in our Income Tax Advisory team, you will lead client engagements, deliver comprehensive multistate tax solutions, and play a key role in managing and developing our SALT professionals. Manage the delivery of state and local tax consulting services, including nexus analyses, state tax planning, apportionment studies, voluntary disclosure agreements, and audit defense.

Houston, TX30+ days ago

Full-time

As a Senior Associate in our Income Tax Advisory team, you will play a critical role in delivering high-quality tax compliance, ASC 740 income tax accounting, and advisory services to a diverse client base, varying from multi-national corporations to early-stage start-ups. You will oversee complex tax return preparation, support income tax provision engagements, provide mentorship to junior staff, and collaborate with senior team members to address client needs.

Houston, Texas13 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Design and implement end-state Global Business Services (GBS) and operating models across Finance, HR, IT, Procurement, Supply Chain, and Customer Operations, including process architecture, governance, service catalogs, organizational structures, and global delivery models (captive, outsourced, hybrid).

Houston, Texas14 days ago

New!

Houston, TX4 days ago

$70–$80

You'll play a critical role in protecting company financial performance by identifying invoice inaccuracies, recovering overpayments, improving controls, and partnering cross-functionally to strengthen payment integrity across the organization. We are seeking a highly analytical and detail-oriented Financial Analyst III Payment Accuracy & Recovery to join a dynamic team focused on financial controls, invoice compliance, and recovery analytics.

Houston, TX30+ days ago

$263,300–$438,800 Per Year

In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.

Houston, Texas28 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Design and implement end-state Global Business Services (GBS) and operating models across Finance, HR, IT, Procurement, Supply Chain, and Customer Operations, including process architecture, governance, service catalogs, organizational structures, and global delivery models (captive, outsourced, hybrid).

Conroe, TX30+ days ago

$90,000–$110,000
Full-time

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. This role offers strong visibility across operations and leadership, with the opportunity to drive financial insights, influence decision-making, and play a hands-on role in improving performance and profitability.

Houston, TX23 days ago

Our diverse portfolio of assets is owned by ArcLight Capital Partners, a leading middle-market, value-added infrastructure investment firm that owns assets across the power, renewables, strategic gas, battery storage, and transformative infrastructure sectors. Reporting to the Director, Finance the Financial Analyst will support financial forecasting and analysis efforts within AlphaGen, including modeling, planning, budgeting, reporting, and strategic decision support for the Executive Leadership Teams at AlphaGen and its investors.

Houston, TX30+ days ago

Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.

Houston, Texas15 days ago

Houston, Texas11 days ago

Houston, Texas30+ days ago

$30–$40

This position supports high-impact public health initiatives by managing the financial lifecycle of American Rescue Plan Act (ARPA) funded projects, ensuring accuracy, compliance, and strategic alignment. If you are a finance professional who enjoys working with data, solving complex problems, and contributing to meaningful community programs, this role offers stability and long-term career growth.

HOUSTON, TX30+ days ago

$90,000–$110,000 Per Year

This individual will need a thorough understanding of healthcare revenue cycle and financial analytics and be able to provide data driven insights and actionable information to drive improvement, increase efficiency, and implement best practices. Experience: 3 Years financial planning and analysis, Revenue Cycle, Reimbursement, Cost analysis in a multi-facility healthcare system (hospital, freestanding ER or healthcare related field).

Houston, Texas23 days ago

Houston, Texas15 days ago

Houston, TX30+ days ago

You will complete required training sessions and continuing education, keep securities licensing in good standing, comply with correspondence, marketing and sales activity rules, and notify supervisory principal immediately of any customer complaint and/or regulatory inquiry. This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or related field of study and 1-2 years of directly related experience in securities sales or 7-8 years of equivalent combination of education and experience.

The Woodlands, TX30+ days ago

$80,000–$90,000
Full-time

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. With a strong footprint in the energy and services sector, we operate in a fast-paced environment where finance plays a critical role in supporting field operations, optimizing costs, and delivering strategic insights to leadership.

Houston, TX23 days ago

Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep®, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys. Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Initiative - Looks for and takes advantage of opportunities; Asks for and offers help when needed.

Houston, TX7 days ago

This role operates at the intersection of Finance, Commercial Business Development, Legal/Contracts, Commercial and Operations, Business Improvement, and Accounts Payable, serving as a subject matter expert in invoice accuracy, contract compliance, and payment risk mitigation. Analyze complex financial data to identify payment issues and liability including duplicate payments, incorrect rates, unauthorized charges, billing errors, and determining appropriate ownership of invoice responsibility.

New!

Houston, Texas1 day ago

Our client is seeking a Financial Analyst to support financial planning, reporting, and product profitability initiatives within a large, established manufacturing organization. This role is ideal for someone with strong analytical skills, advanced Excel capabilities, and experience working in a manufacturing or product‑based environment.

New!

Houston, TX4 days ago

As a collaborative, values-driven firm, we combine the feel of a boutique practice with a strong commitment to mentorship, professional growth, and community impact—offering a clear path to becoming a Financial Advisor through licensing support, training, and hands-on experience. Strategic Financial Group (SFG) is a full-service financial planning firm serving the Houston community since 1903, helping individuals, families, and businesses navigate complex financial decisions through thoughtful, goal-oriented planning.

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Financial Advisory Jobs in Katy, TX

Financial Analyst - Financial Reporting Jobot

Director, Finance Transformation | Office of CFO Advisory Fti Consulting

Director, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LP

Manager, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LP

PEPI: Director, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

Senior Manager, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LP

Director, Corporate Transaction Tax & Advisory Alvarez & Marsal Tax, LLC

Managing Director, Risk Advisory Services bdo consulting

Financial Planning Analyst Willis Johnson Wealth

Tax Director, Transaction Advisory Services (M&A) bdo consulting

Senior Financial Analyst MACCO Restructuring Group

Senior Financial Advisor Strategic Financial Group

Client Advisory Partner - Water/Wastewater Utilities - East Region Job Details | Black & Veatch Family of Companies Black & Veatch

Director - Corporate Finance Advisory Baker Tilly Advisory Group, LP

Senior Consultant Transactions Advisory Services Baker Tilly Advisory Group, LP

Financial Advisor Wealth Management FIRST SERVICE CREDIT UNION

Manager, Corporate Finance Advisory Baker Tilly Advisory Group, LP

Financial Planning and Analysis Analyst Search Services

Analyst, Federal Tax Advisory Kroll, LLC

Financial Advisor Northwestern Mutual

Financial Advisor First Command Financial Services, Inc.

Financial Analyst Caturus Management Services, LLC

Senior Associate, Real Estate Advisory Group Kroll, LLC

Director, Income Tax Advisory Kroll, LLC

Senior Manager, Transactions Advisory Services Baker Tilly Advisory Group, LP

Lead Vice President, Income Tax Advisory Kroll, LLC

Vice President, Income Tax Advisory, International Tax Kroll, LLC

Vice President, Income Tax Advisory, State and Local Tax Kroll, LLC

Senior Associate, Income Tax Advisory Kroll, LLC

Senior Associate - Advisory Consulting & Operating Model Baker Tilly Advisory Group, LP

Senior Manager - Advisory Consulting & Operating Model Baker Tilly Advisory Group, LP

Financial Analyst Industrial Systems Consulting

Accounting Advisory Managing Director Grant Thornton

Senior Associate - GBS Advisory Consulting & Operating Model Baker Tilly Advisory Group, LP

Senior Financial Analyst ( Hybrid ) Jobot

Financial Analyst Alpha Generation

Financial Advisor - Licensed RK Partners

Consultant, IRA Advisory Baker Tilly Advisory Group, LP

Risk Advisory Services Principal Baker Tilly Advisory Group, LP

Risk Advisory Services Managing Director Baker Tilly Advisory Group, LP

ARPA Financial Analyst Openwork

Financial Analyst – Revenue Cycle (RCM) ACH EMPLOYMENT SERVICES LLC

Internal Audit & Risk Advisory Manager Baker Tilly Advisory Group, LP

Campus Recruiter - Advisory Baker Tilly Advisory Group, LP

Financial Advisor Bok Financial

Financial Analyst Jobot

Senior Financial Analyst Stellantis Financial Services US

Houston - Financial Analyst III Lancesoft

Financial Analyst – FP&A & Product Costing Confidential Recruiting Partners

Junior Financial Advisor Strategic Financial Group

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