Finance Manager

Sage Search Partners; Fort Worth (TX); On-site; USD 120,000 - 170,000; Full time

Job summary

Sage Search Partners seeks an FP&A Manager for an established energy company in Fort Worth, Texas. You will lead budgeting, forecasting, financial analysis, and management reporting across upstream assets, building out the FP&A function from the ground up.

The ideal candidate has 5–7 years in FP&A or corporate finance, strong upstream oil and gas background, advanced Excel, and fluency with AI tools for analysis and reporting. Onsite in Fort Worth with potential travel.

Qualifications

• 5–7 years of FP&A or corporate finance experience.
• Oil & gas upstream experience strongly preferred.
• Experience leading FP&A with mentoring responsibilities.
• Advanced Excel skills and financial modeling.

Responsibilities

• Lead budgeting, forecasting and long-range financial plans at asset and consolidated levels.
• Deliver monthly management reporting packages (P&L, cash flow, capex, ROI).
• Mentor FP&A analysts and scale the function.
• Translate operational data into actionable projections; run scenario analyses.
• Develop KPI reporting and board-ready presentations for leadership.
• Drive process improvements, ERP evaluation, and AI tool adoption.
• Collaborate with operations and accounting to ensure accurate projections.

Skills

FP&A

Budgeting

Forecasting

Financial analysis

Management reporting

Advanced Excel

AI tools

Education

Bachelor's degree in Finance/Accounting/Economics

MBA or CFA

Tools

SAP

Oracle

Job description

Sage Search Partners is seeking an FP&A Manager for an established, privately held energy company in Fort Worth, Texas. This is a strategic, high-visibility role leading budgeting, forecasting, financial analysis, and management reporting for a growing upstream oil and gas portfolio, while building out and shaping the FP&A function from the ground up.

The ideal candidate will bring five to seven years of progressive FP&A or corporate finance experience, likely on the more senior end, along with required oil and gas industry background (upstream E&P strongly preferred) and a track record leading budgeting, forecasting, and management reporting. Advanced Excel and financial modeling are essential, as is demonstrated fluency with AI tools such as ChatGPT, Claude, or Copilot for analysis and reporting. Because this person will have a genuine seat at the table with senior leadership, executive presence, sharp analytical judgment, and strong team fit are just as important as the technical skill set. If you would like to help build a finance function inside a lean, entrepreneurial organization with real exposure to executive leadership.

Responsibilities

• Manage and mentor FP&A analyst talent, and build out the function's processes, controls, dashboards, and best practices as it scales.
• Lead annual budgets, quarterly forecasts, and long-range financial plans at both asset and consolidated levels.
• Deliver monthly management reporting packages, including profit and loss, cash flow, capital expenditure analysis, and return on investment metrics.
• Analyze performance against budget and forecast, pinpointing variances and the operational drivers behind them.
• Partner with operations and accounting to translate operational data into accurate, actionable projections, and run scenario and sensitivity analysis.
• Build and enhance KPI reporting and executive and board-level presentation materials for senior leadership and stakeholders.
• Drive automation and process improvement, support ERP and financial planning system evaluation and implementation, and lead adoption of AI-powered tools across the workflow.

Client Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or CFA a plus.
• Five to seven years of progressive experience in FP&A, corporate finance, or a related finance and accounting role.
• Oil and gas industry experience required, with upstream exploration and production strongly preferred.
• Prior experience leading an FP&A function and managing or mentoring junior team members.
• Advanced Excel skills, including financial modeling, complex formulas, and pivot tables.
• Demonstrated use of AI tools for financial analysis, modeling, and reporting.
• Solid grounding in GAAP, financial statements, variance analysis, and KPIs.
• ERP experience (SAP, Oracle, or similar); systems implementation or upgrade experience is a strong plus.
• Executive presence and the communication skills to present complex financial concepts to leadership.
• Onsite in Fort Worth, with occasional travel to a second metro location about once a week.