Financial Planning Analyst

Wilks Brothers, LLC; Texas; On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Financial Planning Analyst to enhance its financial health through insightful analysis and strategic forecasting. This pivotal role involves dissecting financial data, preparing comprehensive reports, and collaborating with various departments to develop budgets and forecasts. The ideal candidate will possess a strong background in financial modeling and data analysis, coupled with excellent communication skills. Join a company that values relationships and personal growth, and contribute to its mission of fostering mutually beneficial partnerships while ensuring compliance and financial integrity.

Benefits

Competitive Compensation Package

Medical + Dental + Vision Coverage

401K + Company Match

Life Insurance + Long Term Disability Coverage – 100% Company Paid

Health Savings Account (HSA)

Tuition Reimbursement Program

Wellness Check Program - Insurance Premium Discounts

Life Assistance Resources

Paid Holidays

Paid Time Off (PTO)

Qualifications

• 3-5 years of experience in financial analysis and budgeting.
• Strong proficiency in financial modeling and data analysis tools.

Responsibilities

• Analyze financial data to identify trends and opportunities for improvement.
• Prepare financial reports and conduct variance analysis.

Skills

Financial Analysis

Budgeting

Data Analysis

Analytical Skills

Problem-Solving

Communication Skills

Critical Thinking

Attention to Detail

Education

Bachelor’s degree in Finance, Accounting, or Economics

MBA or CPA

Tools

Excel

Tableau

Power BI

QuickBooks

Microsoft Office Suite

Job description

Company Information: Wilks Brothers is a multifaceted, family-based partnership headquartered in Cisco, Texas with employees working in offices in Cisco, Willow Park, Fort Worth, Houston, and beyond. We invest in relationships and recognize the value in people, communities, and businesses. Our customers are not a number; they are a name, a family member, a friend. In the good times and in difficult times we treat them all equally – exactly how we want to be treated. We believe that business is not just about profit – it is personal too. At Wilks Brothers, we respect the people that make our business grow: our employees and our customers. Our goal is to develop mutually beneficial partnerships utilizing our core values of: Faith, Integrity, Team, Growth and Loyalty.

We do not offer visa sponsorship for this position.

This position will be on site at our facility located in: Cisco, TX.

Position Summary: The Financial Planning Analyst plays a critical role in supporting the company’s financial health by analyzing business performance, preparing financial forecasts, and offering insights to guide strategic decisions. This role requires a strong understanding of financial modeling, budgeting, and data analysis to support growth and profitability initiatives.

• Analyze financial data and performance metrics to identify trends, variances, and opportunities for improvement.
• Prepare monthly, quarterly, and annual financial reports for management and stakeholders.
• Conduct variance analysis between actual results and forecasts, providing explanations and insights.
• Collaborate with department heads to develop annual budgets and periodic forecasts.
• Create and maintain financial models to project revenue, expenses, and cash flow.
• Monitor and update forecasts based on changing business conditions.
• Support decision-making by providing financial insights and recommendations.
• Evaluate potential investments, acquisitions, or cost-saving opportunities.
• Maintain and improve financial systems, tools, and processes.
• Ensure compliance with financial regulations and company policies.
• Assess financial risks and implement strategies to mitigate them.

Required Education, Experience, and Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or CPA is a plus.
• 3–5 years of experience in financial analysis, budgeting, or related roles.
• Proficiency in financial modeling and data analysis tools (e.g., Excel, Tableau, Power BI).
• Strong knowledge of the Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
• Experience with QuickBooks and familiarity with ERP systems.
• Strong analytical, problem-solving, and critical thinking skills.
• Excellent communication and presentation abilities.
• Attention to detail and the ability to meet tight deadlines.

Working Conditions:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.
• Moves throughout the building to access files.
• Must be able to comprehend and follow written and oral instructions.
• Must be able to complete tasks even with frequent interruptions.
• Must be able to use discretion and independent judgment as needed.
• Must be able to speak clearly on the phone and to fellow workers.

Benefits:

• Competitive Compensation Package
• Medical + Dental + Vision Coverage
• 401K + Company Match
• Life Insurance + Long Term Disability Coverage – 100% Company Paid
• Health Savings Account (HSA)
• Tuition Reimbursement Program
• Wellness Check Program - Insurance Premium Discounts
• Life Assistance Resources
• Paid Holidays
• Paid Time Off (PTO)

This job description should not be interpreted as an exhaustive list of responsibilities or as an employment agreement between the employer and the employee. The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification and are subject to change as the needs of the employer and requirements of the job change. Any essential functions of this position will be evaluated as necessary should an employee/applicant be unable to perform the functions or requirements due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the employee/applicant when possible.