Senior Financial Analyst

TD Williamson in; Tulsa (OK); On-site; USD 80,000 - 110,000; Full time

Job summary

TDW is seeking a Senior Financial Analyst in Tulsa, OK to support FP&A with forecasting, budgeting, and financial modeling. You will collaborate with regional teams to build business cases and drive performance across cost centers and product lines.

Responsibilities include designing reporting templates, performing variance analyses, and assisting with automated reporting while ensuring timely, accurate insights for management decisions.

Qualifications

• Bachelor's degree in finance or accounting is required.
• CPA, CMA, CFA, MBA or MS in Finance is preferred.
• 5–7 years of experience in Finance (or master's plus 3 years).
• Experience with Hyperion Essbase, Cognos TM1, or IBM Planning Analytics is beneficial (not required).

Responsibilities

• Provides financial analysis, insight, context, and perspective to support regional operations management.
• Designs, develops, and maintains structured reporting templates and complex financial models.
• Supports annual budget and quarterly forecast through leadership interaction and model optimization.
• Evaluates financial results and performs root-cause analyses on costs, product/service lines, and regions.
• Prepares monthly variance analyses and explains deviations from budgets and forecasts.
• Assists with automated reporting systems to deliver timely, accurate information for management.
• Participates in budgeting and forecasting to ensure consistent methodology across regions.
• Assesses risk and builds business cases for investments with regional management.
• Provides insights based on modeling outcomes to support decision-making processes.
• Supports special projects to improve processes and enable automation and efficiency.

Skills

Forecasting

Budgeting

Financial modeling

Variance analysis

Excel advanced

Cross-functional collaboration

Financial reporting

Education

Bachelor's degree in Finance or Accounting

CPA preferred

MBA or MS in Finance is preferred

Tools

Hyperion Essbase

Cognos TM1

IBM Planning Analytics

Job description

Senior Financial Analyst (Finance)

At TDW we put people first - that means working everyday to ensure the pipelines that run through our communities are operating safely and reliably. What sets us apart is our expertise, experience and commitment.

Each day we dedicate ourselves to treating each other, our customers and our community with care and respect.

Overview

The Senior Financial Analyst provides financial insights, analysis, and decision support to enhance the strategic planning and operational performance of the organization. Assesses risk and collaborates with regions to build business case for any investment brought forward by the regional management. The focus of this position will be working with our FP&A team to develop forecasts, budgets, and financial models, enabling informed decision-making, and driving business growth.

Key Responsibilities

Primary duties may include, but are not limited to:

• Provides analysis, insight, context, and perspective to support the regional operations management.
• Assist in the design, development, and maintenance of structured reporting templates, complex financial models, and analytic tools that allow for efficient input, retrieval, and evaluation of data primarily utilizing Microsoft Excel.
• Support the annual budget and quarterly forecast process through interaction with department leaders, forecast model optimization, and presentation development.
• Evaluate financial results and perform root-cause analyses on corporate costs, product & service lines, and regional business units to support optimal financial performance.
• Prepares monthly comprehensive variance analysis to the regions in the business unit and explains variances between actual and budgeted/forecasted/historical figures, as necessary.
• Assists in the implementation of automated systems to provide reports to management, ensuring that the information provided is timely, accurate, and adequate for management to effectively manage and control the operations.
• Participates in the budgeting and forecasting process, ensures consistency in the methodology across the regions of the business unit.
• Assesses risk and collaborates with regions to build business case for any investment brought forward by the regional management.
• Provide insights and recommendations based on modeling outcomes to support decision-making processes.
• Proactively participate in finance and accounting related special projects that promote globally consistent work processes and deliver value through process automation and efficiency.
• Assist in the evaluation of CAPEX requests including validation of revenues, expenses, and cash flows to ensure accurate calculation of return metrics.
• Assist in hedge program management to minimize financial risks from FX, interest rate, and commodity exposures
• Collaborate with cross-functional teams including Operations, Sales, and Marketing to understand business drivers and facilitate data-driven decision-making.
• Serve as a trusted advisor to groups across the organization by providing financial insights, analysis, and guidance to support their objectives.
• Assists in preparation of long- and short-range financial forecasts with input from the regional management and provides financial projections and analyses to management for development of the strategic plan.

Experience

• Bachelor's degree in finance or accounting required.
• CPA preferred
• 5-7 years of experience in Finance (or master's degree and 3 years of experience)
• CPA, CMA, CFA, MBA or MS in Finance is preferred
• Experience with Hyperion Essbase, Cognos TM1, or IBM Planning Analytics is beneficial (not required)

Knowledge, Skills, and Abilities

• Strong technical accounting skills and good understanding of budgeting and planning techniques
• Demonstrates pro-activity and solution-oriented approach
• Ability to work with complex data and problem solve quickly
• Excellent communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and present financial information to diverse audiences.
• Ability to understand overall business operations and perform analytical reviews
• Strong analytical mindset with the ability to translate complex data into actionable insights and recommendations.
• Excellent communication skills and ability to work well within a team and with all levels of employees
• Straightforward thinker
• Ability to build relationships with leaders
• Demonstrates pro-activity and solution-oriented approach, Fluent in English, any other language is an asset.