37865 | Analyst Transaction Advisory & Analytics (1 of 2)
Atlanta, Georgia
Direct Hire
Added - 09/11/25
Accounting/Finance
Analyst – Transaction Advisory | $125,000 to $175,000 + Bonus
Location: Atlanta Metro, GA
Industry: Private Equity
*THIS IS NOT A DATA ANALYST ROLE*
A private equity firm is seeking a Financial Analyst to join its Transaction Advisory team. This is a high-impact role offering hands-on involvement in deal execution, financial modeling, due diligence, and post-close strategy. Ideal for candidates with a strong background in corporate finance, investment banking, or transaction services who are looking to work directly with deal teams and portfolio companies.
Key Responsibilities:
Support transaction execution, including financial modeling, valuation, and scenario analysis
Conduct due diligence across financial, operational, and market aspects of prospective acquisitions
Partner with internal investment teams and external advisors to assess opportunities
Prepare investment memos and board presentations for deal approvals
Assist in integration planning and post-acquisition performance tracking
Analyze industry trends and identify value creation opportunities across the portfolio
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA a plus
2+ years of experience in transaction advisory, investment banking, private equity, or corporate development, preferably within the Big Four
Advanced Excel and financial modeling skills
Strong understanding of financial statements, valuation methodologies, and M&A processes
Excellent communication and presentation skills
Comfortable working in a fast-paced, deal-driven environment
#LI-CM1
37851 | Senior Investment Financial Analyst
Houston, Texas
Direct Hire
Added - 09/05/25
Accounting/Finance
Senior Investment Financial Analyst (M&A Focus)
Location: Texas (Remote) or EST/CST locations
Reports To: CFO / Director of Strategic Growth
Department: Finance / Strategic Growth
Position Summary
Our client, a private equity–backed wealth management firm, is seeking a highly motivated and detail-oriented Senior Investment Financial Analyst to join their Finance / Strategic Growth team. This role is ideal for someone with strong financial modeling expertise and a passion for driving both organic and M&A-driven growth in a fast-paced environment.
The Senior Financial Analyst will work closely with senior leadership to provide financial insights, support acquisition diligence, and help scale the business during a period of rapid expansion. This position offers direct visibility with executives, investors, and the Board—a unique opportunity to influence decision-making at one of the most dynamic wealth management platforms in the country.
Key Responsibilities
Financial Planning & Analysis
Build and maintain annual budgets, multi-year forecasts, and scenario models to assess growth and profitability.
Evaluate the impact of AUM growth, client flows, and strategic initiatives on EBITDA, cash flow, and leverage.
M&A and Inorganic Growth Support
Partner with Finance and Corporate Development to evaluate acquisitions, advisor lift-outs, and tuck-ins.
Develop financial models to quantify synergies, integration costs, and long-term return profiles.
Support due diligence and deal execution alongside leadership and investors.
Performance & Profitability Analysis
Track and analyze advisor productivity, client acquisition costs, and revenue per AUM to identify trends and growth opportunities.
Provide actionable recommendations to improve profitability, optimize compensation structures, and enhance ROI on strategic initiatives.
Board & Investor Materials
Prepare financial reporting packages, Board decks, and private equity updates.
Summarize performance, risks, and opportunities in clear, executive-ready presentations.
Qualifications
Bachelor’s degree in Finance, Economics, Accounting, or related field; MBA or CFA a plus.
3 + years of experience in FP&A, investment banking, corporate finance, or private equity–backed portfolio companies.
Proven expertise in advanced financial modeling (valuation, synergy modeling, scenario analysis).
Strong grasp of corporate finance and accounting fundamentals, with ability to connect P&L, balance sheet, and cash flow.
Excellent analytical, problem-solving, and communication skills.
Advanced Excel / Google Sheets and PowerPoint proficiency required. Familiarity with ERP, CRM, and wealth management platforms (Redtail, Orion, Salesforce, Black Diamond) a plus.
#FLA2025
#LI-CB1
Brilliant Staffing, LLC is an Equal Opportunity Employer and encourages applications from all individuals regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, disability, or veteran status.
32381 | Senior Financial Analyst FPA
Chicago
Contract
Added - 08/04/25
Accounting/Finance
Job Title: Senior Financial Analyst
Location: Chicago
Salary Range: 55-60/hr.
About Us
Brilliant® is an award-winning contract and consulting practice headquartered in Chicago and specializing in accounting, finance, technology, and business solutions for the Midwest and Southeast regions of the U.S. labor markets
Develop your career with a unique role in an elite FP&A Group. This company is growing fast and continually adding new roles and offering exceptional advancement opportunities.
Our client, a fast growth, large food product manufacturer is seeking a Senior Financial Analyst (FP&A). This position will offer extensive exposure to upper management and executives. With unlimited potential for growth across several business lines, this position offers a strong and quick progression track for the right individual.
Responsibilities:
In charge of leading monthly and quarterly forecasting and budgeting process
Lead weekly P&L and balance sheet reporting
Consolidate and review monthly financial statements including income statements, balance sheet, shareholder's equity, and cash flow
Assist with strategic business initiatives providing detailed analysis around company performance, ROI and EBITDA
Participate in ongoing continuous improvement efforts by developing and maintaining strong financial reporting & analysis tools
Qualifications:
B.A. degree in Finance, Accounting, or related field
MBA is highly preferred
Strong skills in financial modeling, forecasting, and analysis
7-10 years overall experience within accounting and finance
Ability to lead projects and assignments
Ability to communicate with all levels of management, including CFO
Brilliant Staffing, LLC is an Equal Opportunity Employer and encourages applications from all individuals regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, disability, or veteran status.
#LI-VP1
#MRIL2025