We are in constant search of great people who make things happen.

Bringing together market analytics, hedge strategy, trade execution, back office operations and digital insights requires people who are committed to excellence, biased to action, good teammates and able to have some fun.

We are headquartered in The Woodlands, TX, a 28,000-acre award-winning master planned community located north of Houston.

We don’t take ourselves too seriously but we do offer a great place to work, very competitive compensation and benefits and tremendous opportunities to learn and grow.

Thank you for giving us a look.



While we aren’t quite large enough for a CFO, we are looking for an up-and-coming financial controller to lead all aspects of financial management, including corporate accounting, regulatory and financial reporting, budget and forecasts preparation, financial risk management, and the development of internal control policies and procedures for our fast-growing, private-equity backed fintech and advisory firm. And, we are hoping this person will grow into a true CFO as the firm grows.

Job Requirements

  • Manage all accounting operations including Billing, A/R, A/P, GL, Cost Accounting, and Revenue Recognition;
  • Coordinate and direct the preparation of the budget and financial forecasts and report variances;
  • Manage banking relationships and treasury functions;
  • Prepare and publish timely monthly financial statements;
  • Coordinate the preparation of regulatory reporting as required;
  • Research technical accounting issues for compliance;
  • Support month-end and year-end close process;
  • Ensure quality control over financial transactions and financial reporting;
  • Manage and comply with local, state, and federal government reporting requirements and tax filings;
  • Coordinate and support all audit-related activities;
  • Develop and document business processes and accounting policies to maintain and strengthen internal controls; and
  • Additional controller duties as necessary.


  • Proven working experience as an accountant, financial controller or financial analyst;
  • 5+ years of overall combined accounting and finance experience;
  • Advanced degree in Accounting;
  • CPA or CMA preferred;
  • Thorough knowledge of accounting principles and procedures;
  • Experience with Quickbooks or similar software platform;
  • Experience with general ledger functions and the month-end/year end close process; and
  • Excellent administration and communication skills.
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Marketing Coordinator

While we aren’t quite large enough for a CMO, we are looking for an up and coming marketing coordinator to lead all aspects of marketing including conducting market research, interpreting customer behavior, creating brand awareness, producing promotional materials and analyzing sales data for our fast-growing, private-equity backed fintech and advisory firm. And, we are hoping this person will grow into a true CMO as the firm grows.

Job Requirements

  • Lead efforts to size total available market by product;
  • Conduct research to analyze customers’ behavior (e.g. purchasing habits, trends and preferences);
  • Design and implement successful marketing campaigns;
  • Set up tracking systems for online marketing activities;
  • Identify and analyze competitors and trends;
  • Derive insights by collecting and analyzing sales data;
  • Produce promotional materials and marketing copy;
  • Organize promotional campaigns for new products/services; and
  • Manage company social media campaigns and presence.


  • Proven work experience as a Marketing Coordinator, Marketing Officer or similar role;
  • Knowledge of traditional and digital marketing tools;
  • Experience with social media marketing trends and campaigns;
  • Experience with research methods using data analytics software;
  • Expertise with SEO/SEM campaigns;
  • Solid computer skills, including MS Office, and web analytics;
  • Familiarity with Customer Relationship Management and Content Management System software, and
  • Excellent communication and presentation skills.
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