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Purchase Order Financial Analyst in United States Houston –Free Word Template Download with AI

PO No. HOU-FA-2025-04782

Professional Services Procurement — Financial Analyst Engagement

Issued for: United States Houston, Texas 77002

Buyer / Requisitioning Department

Meridian Capital Group, LLC

1200 Smith Street, Suite 2400

United States Houston, TX 77002

Attn: David R. Calloway, VP of Finance

Phone: (713) 555-0147

Email: [email protected]

Vendor / Service Provider

Apex Talent Solutions, Inc.

4500 Post Oak Boulevard, Floor 18

United States Houston, TX 77027

Attn: Sandra M. Whitfield, Account Director

Phone: (713) 555-0892

Email: [email protected]

Purchase Order Details

PO Date: June 12, 2025

Required Start Date: July 1, 2025

Contract Duration: 12 months (renewable)

Work Location: United States Houston, TX 77002

Payment & Billing

Payment Terms: Net 30 days

Invoice Frequency: Monthly

Payment Method: ACH Wire Transfer

Remit To: Meridian Capital Group, LLC

Item # Description of Services Qty Unit Rate Extended Amount
1 Senior Financial Analyst — Full-time engagement for portfolio performance analysis, variance reporting, and budget forecasting. The Financial Analyst shall be based at the Meridian Capital Group office in United States Houston and shall report directly to the VP of Finance. Duties include quarterly earnings modeling, cash flow projections, and regulatory compliance reporting in accordance with SEC guidelines applicable to the United States Houston financial district. 12 months $14,500.00/mo $174,000.00
2 Onboarding, background verification, and professional licensing coordination for the Financial Analyst position. Includes CFA/CPA credential verification, Texas state registration compliance, and on-site orientation at the United States Houston headquarters facility. 1 $3,200.00 $3,200.00
3 Annual performance review and compensation benchmarking for the Financial Analyst role, aligned with prevailing market rates in the United States Houston metropolitan area. Includes access to proprietary compensation databases and peer-group analysis for financial services professionals in the Gulf Coast region. 1 $1,850.00 $1,850.00
4 Continuing professional education (CPE) and training stipend for the Financial Analyst, covering advanced financial modeling, data analytics tools, and regulatory updates specific to Texas and United States Houston municipal financial regulations. 12 months $450.00/mo $5,400.00
5 Workstation provisioning, software licenses (Bloomberg Terminal, SAP Financial Suite, Tableau), and secure access credentials for the Financial Analyst at the United States Houston office. Includes IT setup, data security training, and annual license renewals. 1 $8,750.00 $8,750.00
TOTAL PURCHASE ORDER AMOUNT (USD): $193,200.00
  1. This Purchase Order constitutes a binding agreement between Meridian Capital Group, LLC (hereinafter "Buyer") and Apex Talent Solutions, Inc. (hereinafter "Vendor") for the procurement of a qualified Financial Analyst professional to be stationed at the Buyer's primary office in United States Houston, Texas.
  2. The Financial Analyst engaged under this Purchase Order shall perform all duties in compliance with the Texas Occupations Code, the Securities Exchange Act of 1934, and all applicable federal and local regulations governing financial services professionals operating in the United States Houston metropolitan area.
  3. Vendor shall guarantee that the Financial Analyst candidate meets all minimum qualifications, including but not limited to: a Bachelor's degree in Finance, Accounting, or a related field; a minimum of five (5) years of progressive experience in financial analysis; and valid professional certifications (CFA, CPA, or equivalent) recognized in the State of Texas.
  4. Should the Financial Analyst fail to meet performance benchmarks as defined in the attached Service Level Agreement (SLA), Vendor shall provide a replacement Financial Analyst of equivalent or superior qualifications within fifteen (15) business days at no additional cost to the Buyer.
  5. All work performed by the Financial Analyst under this Purchase Order shall be conducted at the Buyer's designated facility in United States Houston, TX 77002, during standard business hours (8:00 AM to 5:30 PM Central Time), Monday through Friday, excluding recognized federal and Texas state holidays.
  6. Payment shall be due within thirty (30) calendar days of receipt of a valid invoice. Late payments shall accrue interest at a rate of 1.5% per month. All invoices must reference this Purchase Order number (HOU-FA-2025-04782) for proper accounting reconciliation.
  7. This Purchase Order is governed by the laws of the State of Texas and the federal laws of the United States. Any disputes arising from this agreement shall be resolved through binding arbitration in United States Houston, Texas, in accordance with the rules of the American Arbitration Association.
  8. Vendor shall maintain professional liability insurance with a minimum coverage of $2,000,000 per occurrence, naming Meridian Capital Group, LLC as an additional insured party. Certificates of insurance shall be provided prior to the commencement of the Financial Analyst's duties.
  9. Either party may terminate this Purchase Order with thirty (30) days' written notice. Upon termination, the Buyer shall be liable for all services rendered through the effective date of termination, and the Financial Analyst engagement shall conclude in accordance with Texas employment law.
  10. All intellectual property, financial models, reports, and analytical work product created by the Financial Analyst during the term of this Purchase Order shall be the sole property of Meridian Capital Group, LLC. The Financial Analyst shall execute a non-disclosure agreement (NDA) and intellectual property assignment prior to commencing work in United States Houston.

By signing below, both parties acknowledge and agree to all terms, conditions, and specifications outlined in this Purchase Order for the Financial Analyst engagement in United States Houston, Texas.

For Meridian Capital Group, LLC (Buyer)
David R. Calloway, VP of Finance
Date: ______________________
For Apex Talent Solutions, Inc. (Vendor)
Sandra M. Whitfield, Account Director
Date: ______________________

This Purchase Order (No. HOU-FA-2025-04782) was issued by Meridian Capital Group, LLC, United States Houston, TX 77002. This document is valid for acceptance within ten (10) business days of the issue date. Unauthorized reproduction or distribution of this Purchase Order is prohibited. All references to the Financial Analyst position pertain specifically to the engagement described herein and are not transferable to other roles or locations without written amendment.

© 2025 Meridian Capital Group, LLC — All Rights Reserved — United States Houston, Texas

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