What are the responsibilities and job description for the Entry Level Executive Analyst position at Sares?
Full-time Description
About Pyek Financial
Pyek Financial provides fractional CFO and financial consulting services to lower-middle-market companies. We deliver high-level financial acumen and management to business owners who need experienced guidance without the cost of a full-time CFO. Pyek Financial operates under the Pyek Group umbrella alongside its sister companies, Pyek Capital (private equity) and Pyek Management (entertainment venue operations). We serve entrepreneurs and business owners who value experienced, responsive, and hassle-free partners.
About The Role
We're looking for a sharp, motivated Entry Level Executive Analyst to work directly alongside our Managing Partner on a daily basis. This is not a traditional support role—it's an execution-focused position designed around a simple premise: AI can produce work faster than any one person can manage it. Your job is to keep the AI working.
You'll operate from a shared to-do list, taking tasks and projects from concept to completion by leveraging AI tools to draft, analyze, research, and build deliverables. Your success will be measured by volume and velocity—how much quality work we can push through together.
What You'll Do
This position offers unusual exposure to a wide range of business activities—from fractional CFO engagements to M&A advisory work to financial consulting projects across diverse industries. You'll learn how businesses actually work while developing cutting-edge skills in AI-augmented productivity. For the right person, this is an accelerated path to becoming a highly capable finance professional.
About Pyek Financial
Pyek Financial provides fractional CFO and financial consulting services to lower-middle-market companies. We deliver high-level financial acumen and management to business owners who need experienced guidance without the cost of a full-time CFO. Pyek Financial operates under the Pyek Group umbrella alongside its sister companies, Pyek Capital (private equity) and Pyek Management (entertainment venue operations). We serve entrepreneurs and business owners who value experienced, responsive, and hassle-free partners.
About The Role
We're looking for a sharp, motivated Entry Level Executive Analyst to work directly alongside our Managing Partner on a daily basis. This is not a traditional support role—it's an execution-focused position designed around a simple premise: AI can produce work faster than any one person can manage it. Your job is to keep the AI working.
You'll operate from a shared to-do list, taking tasks and projects from concept to completion by leveraging AI tools to draft, analyze, research, and build deliverables. Your success will be measured by volume and velocity—how much quality work we can push through together.
What You'll Do
- Work directly from the Managing Partner's task list, driving projects forward with minimal hand-holding
- Use AI tools extensively to produce deliverables including financial analyses, presentations, reports, research summaries, and client materials
- Manage multiple workstreams simultaneously across client engagements
- Maintain momentum on projects by anticipating next steps and removing blockers
- Communicate progress clearly and flag issues early
- Adapt quickly as priorities shift between small tactical tasks and larger strategic projects
- Bachelor's degree in Business, Finance, Accounting, Economics, or related field
- 0-2 years of professional experience (recent graduates welcome)
- Genuine interest in business operations, finance, and accounting
- Strong comfort with AI tools and eagerness to develop AI-native workflows
- Excellent project management instincts—organized, detail-oriented, and relentless about follow-through
- Ability to thrive in ambiguity and adapt to changing priorities
- Self-starter mentality with the initiative to drive progress without constant direction
- Strong written and verbal communication skills
- Based in our Katy, TX office (west Houston)
- In-office Monday through Friday
- The Managing Partner is on-site Monday through Wednesday; you'll work independently Thursday and Friday while staying connected remotely
This position offers unusual exposure to a wide range of business activities—from fractional CFO engagements to M&A advisory work to financial consulting projects across diverse industries. You'll learn how businesses actually work while developing cutting-edge skills in AI-augmented productivity. For the right person, this is an accelerated path to becoming a highly capable finance professional.