A

alliantgroup

R&D tax credits and incentive consulting

Financial Analyst

Full-TimeUpdated on 10/16/2026
No salary listed
Mid
Bachelor's
Houston, TX, USA
In PersonPreferred candidate will reside or relocate to Houston.
Finance & BankingCorporate Finance & FP&A

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 provides tax and management consulting services to help small and mid-sized businesses identify and claim government tax credits, such as the Research and Development (R&D) Tax Credit. To do this, a multidisciplinary team of engineers, scientists, and tax attorneys uses proprietary AI tools to analyze a company's projects, document qualifying activities, and manage the entire filing process. Unlike many competitors, the firm employs former IRS commissioners and technical experts to provide audit defense and partners directly with CPA firms to offer specialized knowledge. The firm's goal is to ensure that smaller businesses have the same access to financial incentives as large corporations to help them reinvest in their growth and operations.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Houston, Texas

Founded

2001

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Simplify Jobs

Simplify's Take

What believers are saying

  • The company expanded its BHM CPA Group partnership in February 2025.
  • alliant hosted Think Tank 2026 with 100 clients, signaling active demand.
  • Hiring Kristofer Low for AI Solutions in 2026 strengthens its AI push.

What critics are saying

  • alliantgroup sued ABGi USA in 2025 over alleged trade-secret theft.
  • A 2026 Defend Trade Secrets Act case against Onshore Technologies adds litigation drag.
  • Indeed’s 2.4 rating and repeated complaints about toxic management damage recruiting.

What makes alliantgroup unique

  • Former IRS leaders Danny Werfel and Mark Everson sit on alliant's advisory board.
  • alliant pairs tax credits with audit defense and CPA-firm partnerships.
  • Its alliantTech and AI offerings broaden the firm beyond R&D credits.

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Benefits

  • Health Insurance
  • 401(k) Retirement Plan
  • PTO
  • company provided life insurance and disability
  • onsite gym and group fitness classes
  • paid covered parking
  • Daily allowance for onsite café and Starbucks

Growth & Insights and Company News

Headcount

6 month growth

-5%

1 year growth

-4%

2 year growth

-4%
PR Newswire
Jun 10th, 2025
Alliant Expands Strategic Expertise With Former Irs Commissioner Danny Werfel

"I'm deeply proud to be joining alliant's Strategic Advisory Board and doing my part to grow what is already an impressive business. This is such a unique organization, but what attracted me was the steadfast commitment to American businesses and people." - Danny Werfel

VentureBeat
May 12th, 2024
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Forbes
Oct 27th, 2023
Congressional Backlog Ramifications For The Farm Bill

The gavel has finally been passed to a permanent speaker in the House of Representatives. Time will . [+] tell how much progress can be made on the backlog of important legislative actions including the Farm Bill Getty ImagesThe House of Representatives was without a Speaker for 21 days, and so there is now a significant backlog of legislative business left to be addressed.It is not yet clear how much can be accomplished given the atmosphere of intra- and inter-party conflict that still prevails. The Farm Bill is one of the many pieces of standard congressional business that has been on hold, but when the funding of the entire government needs to be at least extended, and when responses are required for multiple international conflicts, it seems likely that there could be delays.For decades the Farm Bill has been an omnibus package of laws about new and existing agriculture or nutrition programs (e.g. SNAP). If congress is not able to draft and pass a new Farm Bill before the end of the year, they may instead pass an extension of the current bill and deal with it in 2024

PR Newswire
Oct 4th, 2023
Alliantgroup Welcomes Former Irs Deputy Commissioner Of Small Business, Darren Guillot, To Its Strategic Advisory Board

"I am staunchly pro-SMB because the tax code exists to make U.S. businesses more competitive. I'm thrilled I can continue to educate them on not only what incentives they need to be claiming, but also how to claim them properly under the Service's standards," said Guillot. .

PR Newswire
Sep 15th, 2023
Alliantgroup Vice Chairman And Former Irs Commissioner, Mark Everson Statement On Today'S Irs Announcement On Erc

alliantgroup Vice Chairman and Former IRS Commissioner, Mark Everson Statement on Today's IRS Announcement on ERC: At alliantgroup we have helped thousands of taxpayers claim this important benefit. That said, we have also screened out thousands of potential claimants who don't qualify for the Employee Retention Credit. In too many instances other so-called experts have then stepped in and assisted them in securing monies from the government under the flimsiest of justifications. This dynamic is damaging the tax community. alliantgroup fully supports the moratorium on processing new claims announced by Commissioner Werfel.HOUSTON, Sept. 14, 2023 /PRNewswire-PRWeb/ -- alliantgroup Vice Chairman and Former IRS Commissioner, Mark Everson Statement on Today's IRS Announcement on ERC:At alliantgroup we have helped thousands of taxpayers claim this important benefit