The Alliant Group

Senior Financial Analyst

The Alliant Group$95K — $115K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Economics or related field required.
  • 5-7 years of financial and quantitative analysis experience preferred.
  • Proven ability to manage and analyze large, complex data sets.
  • Strong financial modeling skills with Excel; knowledge of SQL or Power BI is a plus.
  • Excellent communication skills and executive presence, able to translate numbers into narratives.
  • Strong business acumen and ability to partner with non-finance leaders.
  • Highly organized and detail-oriented, capable of managing multiple priorities under pressure.

Responsibilities

  • Conduct in-depth financial and variance analysis to identify risks and opportunities.
  • Manage and interpret large volumes of financial and operational data for actionable insights.
  • Support rolling forecasts and budgeting processes alongside business leaders.
  • Build and maintain financial models for planning and scenario analysis.
  • Evaluate financial performance against plans, identifying drivers of change for corrective actions.
  • Act as a trusted finance partner to assigned business units or departments.
  • Support cross-functional projects, shaping decisions on business risks and opportunities.
  • Prepare and present polished materials for senior leadership and C-suite meetings.

Benefits

  • 100% employer paid medical/dental premiums for single coverage on certain plans.
  • 401(k) matching program.
  • Paid time off (PTO).
  • Company-provided life insurance and disability coverage.
  • Onsite gym and group exercise classes.
  • Paid covered parking.
Full Job Description
As a Senior Financial Analyst, you will serve as a strategic partner to business leaders across the organization. This role sits at the intersection of deep financial analysis and business strategy, translating large, complex data sets into clear, actionable insights that inform decisions at the highest levels of the organization. This fast-paced role requires being comfortable in the details of a model one moment and presenting recommendations to senior leadership the next.

Responsibilities

  • Conduct in-depth financial analysis, variance analysis, trend analysis, and financial modeling, to surface risks, opportunities, and recommendations


  • Manage, clean, and interpret large volumes of financial and operational data from multiple systems and provide clear, actionable insights that drive business decisions


  • Support rolling forecasts and annual budgeting cycles in partnership with department and business unit leaders and variance-to-budget explanations


  • Build and maintain financial models to support planning, scenario analysis, and long-range projections


  • Evaluate financial performance against plan and prior periods, identifying drivers of change and recommend corrective actions and efficiency opportunities


  • Act as a trusted finance partner to assigned business units or department leaders


  • Support cross-functional and strategic projects, helping shape decisions on business risks and opportunities


  • Understand key business drivers well enough to challenge and inform operational plans


  • Prepare and deliver polished, presentation-ready materials for senior leadership and the C-suite


  • Confidently field questions from executives and adjust messaging to the audience in the room


Qualifications

  • Bachelor's degree in Finance, Economics or related field required.


  • 5-7 years of experience with financial and quantitative analysis preferred.


  • Proven ability to manage and analyze large, complex data sets


  • Strong financial modeling skills (Excel required; SQL, Power BI, or similar tools a plus)


  • Excellent communication and executive presence; able to translate numbers into a narrative


  • Strong business acumen and comfort operating as a partner to non-finance leaders


  • Highly organized, detail-oriented, and able to manage multiple priorities under deadline


  • A self-starter with intellectual curiosity, initiative, and capable of driving projects from start to finish.


  • Experience working in a highly matrixed, fast-paced environment.


  • Receptiveness to performance feedback within a team environment is essential.


  • Proficiency in Microsoft Office Suite, CRM platforms, and other business applications.


  • Preferred candidate will reside or relocate to Houston.


alliant offers a comprehensive compensation and benefits package including 100% employer paid medical /dental premiums for single coverage for certain options, 401(k) matching, PTO, company provided life insurance and disability, onsite gym and group exercise classes, paid covered parking, and more!

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About The Alliant Group

The Alliant Group is a business consulting firm that specializes in helping companies take advantage of federal and state tax credits and incentives. The company was founded in 1999 and is headquartered in Houston, Texas. The Alliant Group's services include research and development tax credits, hiring incentives, and energy incentives. The company has helped over 20,000 clients claim over $10 billion in tax incentives. The Alliant Group has over 800 employees and has been recognized as one of the best places to work in Houston.
Learn more about The Alliant Group
Size
800 employees
Industry
Founded
2002

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