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alliantgroup

R&D tax credits and incentive consulting

Financial Analyst

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timeHouston, TX, USA

About the Job

Requirements

  • A bachelor's degree in Finance, Economics, or a related field is required.
  • Proven ability to manage and analyze large, complex data sets.
  • Strong financial modeling skills are required; proficiency in Excel is required, while SQL, Power BI, or similar tools are a plus.
  • Strong business acumen and the ability to partner with non-finance leaders.
  • Ability to manage multiple priorities under deadline in an organized and detail-oriented manner.
  • Ability to drive projects from start to finish with initiative and intellectual curiosity.
  • Experience working in a highly matrixed, fast-paced environment.
  • Receptiveness to performance feedback within a team environment.
  • Proficiency in Microsoft Office Suite, CRM platforms, and other business applications.

Responsibilities

  • Conduct in-depth financial, variance, trend, and modeling analysis to identify risks, opportunities, and recommendations.
  • Manage, clean, and interpret large volumes of financial and operational data from multiple systems, providing actionable insights for business decisions.
  • Support rolling forecasts and annual budgeting cycles with department and business unit leaders, including explanations of variances to budget.
  • Build and maintain financial models for planning, scenario analysis, and long-range projections.
  • Evaluate financial performance against plan and prior periods, identify drivers of change, and recommend corrective actions and efficiency opportunities.
  • Serve as a finance partner to assigned business units or department leaders.
  • Support cross-functional and strategic projects to help shape decisions about business risks and opportunities.
  • Understand key business drivers to challenge and inform operational plans.
  • Prepare and deliver presentation-ready materials for senior leadership and the C-suite.
  • Answer executive questions and adapt messaging to the audience.

Desired Qualifications

  • Three to five years of experience with financial and quantitative analysis is preferred.
  • SQL, Power BI, or similar tools are a plus.
  • Preferred candidates will reside in or relocate to Houston.

About the Company

alliantgroup

R&D tax credits and incentive consulting

alliantgroup helps U.S. businesses identify and claim federal and state tax credits and incentives, with a core focus on the R&D Tax Credit, providing end-to-end services including audit defense and working alongside CPA firms. A multidisciplinary team uses human expertise and the proprietary AI platform, alliant AI, to identify qualifying activities, gather documentation, compute credits, and manage the claim process across various industries. The firm differentiates itself through its broad, partner-based model, combining tax professionals, engineers, software developers, and scientists, plus divisions like alliantDigital, alliantTalent, alliantConsulting, and alliantTech to deliver integrated services. Its goal is to help small- and mid-sized businesses grow by maximizing eligible incentives and reinvesting those benefits into operations and innovation.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Houston, TX
Founded
2001

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