Financial Analyst

Trinity Employment Specialists; Tulsa (OK); On-site; USD 70,000 - 95,000; Full time

Job summary

Trinity Employment Specialists in Tulsa, OK is seeking a Senior Financial Analyst to perform financial planning, forecasting, budgeting, and analytical functions. This role supports budget development, analyzes variances, and provides recommendations to leadership.

The ideal candidate has a strong analytical mindset, attention to detail, and the ability to collaborate with leadership to interpret results and drive actionable solutions.

Qualifications

• Bachelor's degree in Accounting required.
• 5–7 years of financial analysis experience.
• Strong experience with financial reporting, forecasting, budgeting, and variance analysis.
• Advanced spreadsheet and financial modeling skills.
• Ability to analyze complex financial data and communicate findings.

Responsibilities

• Perform financial planning, forecasting, budgeting, and analyses for assigned areas.
• Support grant-related financial activities and reporting.
• Assist leaders with annual operating budget preparation and system usage.
• Review budget submissions for accuracy and alignment with assumptions.
• Provide financial guidance to leadership and management.

Skills

Financial analysis

Forecasting

Budgeting

Variance analysis

Spreadsheet proficiency

Financial modeling

Journal entries

Account reconciliations

Communication skills

Independent work

Education

Bachelor's degree in Accounting

CPA designation

Tools

Excel

Financial modeling tools

Job description

Senior Financial Analyst | Tulsa, OK

Are you a finance professional who enjoys turning data into meaningful insights that drive business decisions? We are seeking a Senior Financial Analyst to perform a broad range of financial planning, budgeting, forecasting, and analytical functions. This role is responsible for monitoring financial performance, supporting budget development, conducting complex financial analyses, and providing recommendations that support organizational goals. The ideal candidate is highly analytical, detail-oriented, and comfortable working with leadership to interpret financial results, identify trends, and develop actionable solutions.

Qualifications

• Must Have Bachelor's Degree in Accounting.
• Five (5) to seven (7) years of experience in financial analysis, financial systems, accounting, budgeting, or a related field.
• Strong experience with financial reporting, forecasting, budgeting, and variance analysis.
• Advanced proficiency with spreadsheet applications and financial modeling.
• Ability to analyze complex financial data and communicate findings effectively.
• Experience preparing journal entries and account reconciliations.
• Strong organizational and problem-solving skills.
• Ability to work independently and manage multiple priorities.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to make recommendations to leadership based on financial analysis.

• Preferred QualificationsExperience with budget preparation and analysis.
• Certified Public Accountant (CPA) designation.

What You’ll Do

• Perform financial planning, forecasting, budgeting, and analytical functions for assigned business areas.
• Support grant-related financial activities, including pre-award and post-award analysis, reporting, reconciliations, and accounting functions.
• Assist departmental leaders with annual operating budget preparation and budget system utilization.
• Review budget submissions for accuracy, completeness, and alignment with organizational assumptions.
• Participate in budget planning meetings and provide financial guidance to leadership.
• Analyze monthly actual-to-budget results to identify trends, risks, and opportunities for improvement.
• Prepare and interpret complex financial analyses and reports for management decision-making.
• Compile, analyze, and maintain accurate financial reports and supporting documentation.
• Complete monthly general ledger account reconciliations and resolve discrepancies.
• Prepare and post journal entries in accordance with established deadlines.
• Provide financial recommendations based on data analysis and business performance.
• Participate in special projects and process improvement initiatives as assigned.

What You’ll Gain

• Opportunity to influence strategic and operational decisions through financial analysis.
• Exposure to budgeting, forecasting, grant accounting, and financial planning activities.
• Collaborative work environment with leadership visibility.
• Professional growth and advancement opportunities.
• Challenging and rewarding work that directly impacts organizational success.

TRINITY EMPLOYMENT SPECIALISTS IS AN EQUAL OPPORTUNITY EMPLOYER