https://JOBS.UNITYSEARCH.COM/ en-us Analyst or Senior Analyst, Investment Performance Reporting
San Antonio | Fully on site

Want to turn investment data into insights that help senior leaders make decisions?

We have partnered with an established real estate investment management firm seeking an Analyst or Senior Analyst for its Performance Reporting team. This opportunity combines investment analytics, fund reporting and process improvement, with exposure to senior leadership and teams across the investment platform.

Attributes:
• Bachelor’s degree in Finance, Accounting, Real     Estate, Economics, Data Analytics, Information Systems or a related field.
• 1 to 3 years of experience in performance reporting,    investment operations, analytics, fund accounting or a related quantitative field.
• Understanding of IRR, time weighted returns, benchmarking and attribution concepts.
• Advanced Excel skills and experience analyzing and reconciling large datasets.
• Knowledge of capital markets and institutional investing.
• Interest in process improvement, automation and the responsible use of emerging technologies.

This is a great opportunity to join a stable organization that offers multiple career paths. Title will be determined by experience and qualifications. This is a fully on-site opportunity in San Antonio.

Interested in learning more? Reach out to Brittany!
 ]]> Fri, 09 Oct 2026 00:00:00 CDT 0 Cash Flow Reporting Manager

Our client, a PE backed SAAS company, has partnered with us to identify a hands-on Cash Forecasting Consultant to assist with leading the buildout and optimization of a short-term cash flow forecasting model.

In this role you will have the ability to make immediate impact. This role will have strong potential to transition to a permanent role, for the right candidate.

Key Responsibilities:

• Build, refine and maintain a 13-week rolling cash flow forecasting model incorporating industry best practices.
• Analyze existing forecasting methods, data pipelines, and ERP inputs to audit data accuracy, identify anomalies, and resolve issues.
• Collaborate directly with Accounts Payable, Collections, Sales and Operations to gather reliable cash influx and outflow inputs and streamline communications.
• Ensure treasury visibility aligns with debt management, debt compliance, and bank reporting protocols.

Requirements:

• Strong background in cash forecasting required.
• Exposure to high-growth, fast-paced, PE backed portfolio company environments preferred.
• Hands-on experience navigating enterprise accounting systems and operational platforms.

]]> Thu, 08 Oct 2026 00:00:00 CDT 0 Unity Search has exclusively partnered with a reputable healthcare software company searching for a Controller. This company offers strong career opportunities and growth. Here are more details about the role:

Primary Responsibilities: 

• Direct all aspects of the accounting function, including cash management and reconciliation, accounts receivable and payable, financial reporting, balance sheet management, and the monthly and annual close processes
• Lead accounting operations and financial controls in a fast-growing, private equity-backed environment, scaling processes and systems to match the pace of the business
• Oversee the company's payroll function, ensuring accurate and timely processing, compliance with federal, state, and local payroll regulations, and proper coordination with HR and benefits administration

Requirements:

• 8+ years of accounting experience
• CPA required

Compensation will depend on experience, with a rough range of $165k to $195k salary plus a bonus. ]]> Thu, 27 Aug 2026 00:00:00 CDT 0 FP&A Manager – depending on experience: $140-$155K + bonus

This prominent and fast-growing energy company in Fort Worth has partnered with Unity Search in search of an FP&A Manager. This FP&A Manager will play a key role in leading the company’s budgeting, forecasting, financial analysis, and management reporting functions while providing meaningful insights to support senior leadership decision-making. The position will partner closely with finance, accounting, and operational teams to understand key business drivers and enhance overall financial performance. This individual will also have the opportunity to help build and develop the FP&A function, including improving processes and mentoring junior team members.

Key selling points include direct exposure to the CFO, CAO, and executive leadership; the opportunity to build and shape the FP&A function; exposure to both domestic and international energy operations; and a unique combination of strategic finance, hands-on analysis, leadership, and technology/AI-driven process improvement.

The ideal candidate will bring 5–7+ years of progressive FP&A or corporate finance experience, with oil & gas industry experience required and upstream/E&P experience strongly preferred. Strong budgeting, forecasting, financial modeling, and management reporting experience is important, along with advanced Excel skills, strong systems aptitude, and prior experience managing or mentoring junior team members.

 ]]> Mon, 10 Aug 2026 00:00:00 CDT 0 Senior Valuations Associate

A publicly traded principal investment firm based in Houston is adding a new role to its valuations team. The Senior Valuations Associate will play a lead role in the quarterly valuation of the firm’s portfolio company investments. The position will be assisting with the quarterly valuations of investments in portfolio companies.  This role offers the opportunity to further develop valuation/finance skills, in addition to general accounting and analysis skills. This role offers a 24-month Manager track in the Valuations group. 

Attributes Required:

• Bachelor’s degree in Accounting or Finance required (Master’s in Accounting or MBA is a plus)
• CPA required
• 3+ years’ experience in public accounting or investment banking
• Significant exposure to general accounting and financial reporting, including internal controls, is required for review of company financial statements and valuation packages (valuations / financial modeling experience)
•  Advanced Microsoft Excel skills

This role is on-site in the Galleria area and offers excellent career growth with a defined path to Manager and future Director title.  Our client offers a base salary of $120-130K with bonus and incentives.  

 ]]> Fri, 17 Jul 2026 00:00:00 CDT 0 Valuations Associate

A publicly traded principal investment firm based in Houston is growing its valuations team. The Valuations Analyst will play a lead role in the quarterly valuation of the firm’s portfolio company investments. The position also supports SEC reporting, management reporting, and investor presentations, providing meaningful exposure to senior leadership and the firm’s investment activity.

What makes this opportunity especially distinctive is its long-term career path. The role is part of a structured 24-month rotational program designed to broaden the individual’s experience beyond accounting, with opportunities to transition into a finance-focused position and work directly with the deal team.

Attributes Required:

• Bachelor’s degree in Accounting or Finance required (Master’s in Accounting or MBA is a plus)
• CPA required
• 1.5 – 3 years Big 4 experience with diverse client base.
• Significant exposure to general accounting is required (valuations/financial modeling)
• Advanced Microsoft Excel skills

This role is on-site in the Galleria area and offers excellent career growth for someone interested in working on the investment side.  Our client offers a base salary of $85-90K with bonus and incentives.  


 ]]> Fri, 17 Jul 2026 00:00:00 CDT 0 Unity Search has partnered with a boutique real estate consulting firm seeking to add a Finance Associate to their team.  This company has an incredible reputation in the market.  Everybody gets their own office here, and they have a sharp team along with a young/team-oriented culture.  This opportunity is hybrid, with Monday – Thursday being in the office and Friday’s being remote.  Depending on experience, this opportunity will pay up to 100k + bonus.

Some of the responsibilities include:

• Perform market analyses to evaluate market potential for development of proposed projects
• Perform various financial analysis
• Prepare and be involved with presentations, both to clients and senior management
• Progress towards more financial modeling duties
• Assist with development of business and strategic plans, proposals and presentations
• Conduct other ad hoc / special projects

Some requirements are:

• 1-4 years Big 4, Investment Banking or Top Tier Consulting experience
• Client service experience highly preferred
• GPA of 3.5 or higher

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