Job Description
Job DescriptionFinancial Analyst
Location: On-site near downtown Austin (minimum 4 days/week in office)
Compensation: $85,000-$100,000 base + Short-Term Bonus + Long-Term Incentive
Industry: A client of ours in the energy infrastructure (midstream) industry
About the Company
A fast-growing, PE-backed energy infrastructure company scaling from a small team to several hundred employees in just a few years. You'll join a lean, hands-on finance organization with significant exposure to senior leadership, business development, and engineering, and you'll help build process and rigor as the company continues to expand across multiple entities and joint ventures.
The Opportunity
We are seeking a Financial Analyst who can own forecasting and play a central role in debt compliance and covenant reporting across multiple facilities and joint ventures. This role blends FP&A with treasury-adjacent responsibilities: cash forecasting, liquidity visibility, debt reporting, and capital call support-while partnering closely with Business Development and Finance leadership.
Important fit note: This is not a systems implementation or dashboarding role. Candidates whose experience is primarily BI/tools (e.g., Tableau) without direct ownership of forecasting or debt compliance will not be a match. We're looking for substance in forecasting, credit agreement familiarity, and hands-on covenant work.
What You'll Do
- Debt Compliance & Reporting
- Maintain debt schedules and covenant trackers; prepare compliance certificates and lender reporting packages
- Interpret credit agreements / notes purchase agreements and ensure timely, accurate compliance submissions
- Monitor headroom against covenants; flag risk, sensitivities, and mitigations early
- Forecasting & Liquidity
- Build/iterate short- and long-term cash forecasts (e.g., 13-week + monthly/quarterly views) tied to operational drivers
- Support liquidity planning and scenario analysis across multiple entities and JVs
- FP&A Core
- Own monthly forecast updates, variance analysis, and management reporting; translate results into clear business narratives
- Partner with Business Development on deal modeling inputs/outputs and capital needs
- JV & Capital Processes
- Support capital call processes and JV reporting calendars; coordinate cross-functional inputs to hit deadlines
- Scale & Process
- Help design/improve scalable processes, controls, and reporting cadence in a fast-growth environment
- Systems
- Leverage Workday Adaptive Planning (Adaptive Insights) or similar planning tools to model drivers, scenarios, and reporting
What Makes You a Great Candidate
Must-Haves
- 2-5+ years of relevant experience in FP&A/Treasury/Finance within capital-intensive or multi-entity environments
- Demonstrated debt familiarity: you've worked with credit agreements or notes purchase agreements, understand covenant definitions (leverage, interest coverage, liquidity, etc.), and have supported compliance reporting
- Proven ownership of forecasting (not just dashboarding): building/updating driver-based models and explaining variances to leadership
- Advanced Excel (modeling, scenario/sensitivity analysis); strong command of accounting/finance fundamentals
- Interest in-and curiosity about-the energy sector
Strong Pluses
- Experience preparing lender compliance certificates and interacting with agent banks or lenders
- Workday Adaptive Planning expertise (or Anaplan/Planful/etc.) beyond basic user level
- Exposure to joint ventures (capital calls, allocations, intercompany flows)
- Public accounting foundation (preferred, not required)
- Degree in Finance, Accounting, or related field; CPA/CFA/CFA Level I a plus
Mindset & Behaviors
- Builder mentality: comfortable bringing structure to ambiguity and improving processes as the company scales
- Crisp communicator who can turn complexity into clear, actionable insights
- High ownership, urgency, and follow-through in a fast-paced environment
How You'll Be Measured (First 90 Days)
- Covenant & Compliance: Build/own a consolidated debt schedule and covenant tracker; deliver the monthly compliance package on time and error-free
- Forecasting Quality: Stand up/improve a 13-week cash forecast and align it to operational drivers; reduce forecast-to-actual variance with clear explanations
- Process Uplift: Identify and implement at least two improvements that simplify the capital call or lender reporting workflows
- Business Partnership: Earn trust with BD, Accounting, and Engineering through proactive, accurate support and predictable delivery
Career Path & Exposure
- Direct line of sight to senior finance leadership and cross-functional stakeholders
- Opportunity to grow into senior FP&A/Treasury responsibilities as the platform scales
- High-impact seat in a company executing new JVs and debt facilities
Work Model & Benefits
- On-site near downtown Austin; minimum 4 days/week
- Compensation: $85,000-$100,000 base + Short-Term Bonus + Long-Term Incentive
- Competitive benefits package (details shared during process)
How to Apply
Please apply with your resume and a brief note highlighting:
- Your debt experience (types of facilities, your role, any compliance certificates you've produced)
- Your forecasting ownership (cadence, tools, decision impact)
- Experience with Workday Adaptive Planning (or comparable tools)
Pay Details: $80,000.00 to $100,000.00 per year
Search managed by: Mason Willrich
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.