Job Title: Financial Analyst
Reports To: Jeff Easterwood
FLSA Status: Exempt
Essential duties and responsibilities include the following:
Preparation and maintenance of financial projection models
Drafting of Board meeting presentation materials
Development of monthly operational and financial reports to provide to the Board of Directors
Preparation and review of monthly budget to actual variance analyses
Coordination with operations and engineering teams to develop ad hoc financial analytics
Development of monthly accruals and reconciliations necessary to support financial accounting close process
Assist in preparation of short-term cash flow forecasts to support treasury team
Review and evaluate new investment opportunities
Participate in annual budgeting process
Correspondence with financial sponsor and other capital providers
This job has no supervisory responsibilities.
Education: Bachelor’s degree (B.A.) from four-year college or university in Accounting, Finance or Economics
Work experience: minimum of 1-3 years of investment banking or private equity experience
Candidates that are interested in this job should submit resumes Jeff Easterwood: firstname.lastname@example.org
Leyendecker & Associates, one of our lead corporate partners, wanted to share with us the job details referenced below. Please review the description and contact David Prodoehl directly should you wish to learn more.
Several of our clients have requested our assistance in recruiting corporate and investment finance professionals to join their respective organizations. All of them are immediate starts [August/September 2018].
Buy-side: Vice President
Buy-side client is growing their effort. They are seeking to add a contributing member to their team at the Vice President level. Ideal candidates will have solid m&a experience. Will consider candidates with or without an MBA.
Investment Bank: Associate and Vice President
Global investment banking client is seeking to add an associate and a vice president to their effort. Ideal candidates will be lateraling over from another energy investment bank. Will also consider investment banking alums who have gone on to work on the buy-side and/or in a transaction oriented capacity within an operating company environment and have the aspiration to come back to do sell-side energy investment banking.
Foreign Based Financial Services Institution: Vice President, Associate and Analyst
Our client is seeking to bulk up their team. Ideal candidates will have one to two years [analyst], two to four years [associate] and six plus years [VP] experience from a commercial bank or Treasury department of an energy operating company. They may go as heavy as a Director if the candidate has the right mix of type and years of experience. Knowledge of the upstream [RBL] and midstream sectors is preferred, power or ofs backgrounds would be considered as well.
Calling All Big 4 Assurance Associates! | Boutique Investment Banks: Analyst
Two of our boutique investment banking clients are needing to add analysts to their teams. Ideal candidates will have one-to-four years experience in public accounting. Having been staffed on small-to-medium sized clients in the ofs space is preferable. Proficiency in Excel and comfortable with Financial Statement and analysis is a must.
Upstream Operating Companies: Senior Financial Analyst
Five of our e&p company clients [three private equity sponsor backed, two public] are seeking to add a financial analyst/senior financial analyst to their Corporate Development and Corporate Finance teams. The most competitive candidates will have energy experience from: Investment Banking, Consulting, Equity Research or already be working as a financial analyst in an FP&A/Corp Dev/Corp Fin/M&A/Strategy role at another energy operating company.
Buy-side Firms: Investment Analyst + Pre MBA Associate
Five buy-side clients have requested our assistance in helping them find an Investment Analyst/Pre MBA Associate to join their respective efforts. The ideal backgrounds are professionals coming from a top tier consulting or financial services firm. Four of the five are not a "two-years and out" type of set-up. Performers can advance and develop within the organization.
Buy-side Firm: Engineer + Research Analysts
Growing buy-side client is seeking to add an Engineer and a Research team to their firm. Engineer can come from an investment bank or operating company. Research professionals should come from a solid shop [Simmons, TPH, Evercore, etc.] and have good published material to review. There are three spots total on the Research side. Two are for upstream and one midstream. On the two upstream ideal situation is a club deal where a team that is working together come over.
Candidates should specify which job[s] they are interested in and submit resumes to email@example.com
Job Title: Accountant or Senior Accountant, Pelican Energy Partners
Location: Houston, TX
This role is ideal for a candidate who wants to work in a fast-paced, entrepreneurial environment and get exposure to the Private Equity industry. You will be exposed to all aspects of Fund Accounting and Reporting for a lower middle-market Fund in the oilfield service industry. The Funds are in the form of limited partnerships and require experience/knowledge of GAAP partnership accounting and familiarity with partnership tax reporting. The candidate will report to the VP of Finance/ Fund Controller and work closely with the investment deal team, the portfolio companies, and the third-party Fund Administrator.
Primary Duties and Responsibilities:
Produce month-end closings for Funds, Management Company, and Special Entities (the "Companies") by performing related accounting procedures, including updating journal entries, reconciling balance sheet accounts, and completing bank reconciliations
Assist in the preparation of the monthly, quarterly, and annual financial statement packages for the Companies including actual, budget and forecasted results
Support the investment deal team in new deal closings and investment exits and in the preparation of quarterly valuations of portfolio investments
Responsible for assistance in the payment of expenses and allocation to appropriate entities including investment deal team travel expenses
Prepare monthly invoices for portfolio companies
Assist in capital calls and distributions
Analyze and track cash flow for the Companies
Primary day to day banking contact and responsible for the oversight of the lines of credit and review of bank wires
Respond to investor requests as needed
Assist VP of Finance/Fund Controller and Fund Administrator in interim and year-end audit work
Work with tax preparers and assist in review of tax returns/K-1's for accuracy
Help with ad-hoc projects as needed
Experience and Qualifications Required:
Bachelors degree in accounting
Two to four years of experience in public accounting
Strong experience in month-, quarter-, year-end close, journal entries, reconciliations, analysis and reporting
Ideal candidate will have a CPA or be sitting for CPA exams
Working knowledge of QuickBooks
Very strong work ethic, a desire to learn, a "team player" attitude and strong attention to detail
Take ownership of work and ability to work independently
Possess strong analytical and organizational skills
Knowledge of general ledger accounting systems and Microsoft software
Ability to interface with external audit and tax professionals
Excellent communication skills, the ability to interact with people on all levels within the organization as well as investors
If interested, please submit cv and relevant information to firstname.lastname@example.org