Financial Analyst, FP&A and Client Advisory (Remote, Full-time)

Houston, Texas, EFS Group, PLLC is the outsourced CFO and strategic finance partner for growing businesses across the U.S. We help business owners understand their financial performance, improve profitability, strengthen cash flow and make confident, data-driven decisions. We are hiring a Financial Analyst who wants to do more than build reports. In this role you will sit across from business owners every month, explain what their numbers mean and help them decide what to do next. If you want advisory work with real client impact, not spreadsheet work in the back office, this is it. What you will do

Build and maintain forecasts, budgets and cash flow models for a portfolio of clients. Create KPI dashboards and monthly management reports that clients actually use. Analyze financial statements to find trends, risks, profit drivers and growth opportunities. Run pricing, margin and profitability analyses that support strategic decisions. Turn complex financial data into clear, practical recommendations for non-financial audiences. Lead monthly financial review meetings and act as a trusted advisor to business owners. Research industry and market trends to support client strategy. Work with teammates to keep improving client outcomes and our advisory process.

How we will measure your success

Clients make confident, data-driven decisions because of your work. Your forecasts and reports are accurate and on time. You identify ways to improve each client's profitability, cash flow and operations. Business owners and executive teams trust you.

Why EFS Group

Growth path: clear opportunities to advance to Senior Financial Analyst and Advisory Manager. Variety: exposure to many industries and business models. Autonomy: fully remote with a flexible schedule and a high level of independence. Real relationships: you work directly with business owners, not behind a wall of layers. Team: a collaborative, supportive group. Benefits: 401(k) with up to a 6% company match, health, dental, vision and life insurance, and paid time off.

Apply Please tell us about your experience: presenting results or recommendations directly to business owners, building forecasts, budgets and cash flow models, and analyzing P&Ls, balance sheets and cash flow statements. EFS Group is an equal opportunity employer. Employment decisions are based on business needs, without regard to race, color, ethnicity, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status or any other legally protected status. Required

Bachelor's degree in Finance, Accounting or a related field. 3+ years of experience in FP&A, financial analysis, strategic finance or financial advisory. Strong command of financial statements, budgeting, forecasting, cash flow analysis and financial modeling. Advanced Microsoft Excel skills. Excellent analytical, written and verbal communication skills, including explaining finance to non-finance audiences.

Nice to have

Direct client or business stakeholder experience. Experience supporting small and mid-sized businesses. QuickBooks Online, Xero or similar accounting platforms. KPI dashboard and executive reporting experience. Consulting or advisory background.