Senior Financial Analyst: FP&A, Forecasting & Strategy

T.D. Williamson; Tulsa (OK); On-site; USD 70,000 - 100,000; Full time

Job summary

T.D. Williamson in Tulsa, OK is seeking a Senior Financial Analyst to partner with FP&A and regional teams. You will build forecasts, budgets, and financial models to support strategic planning and drive business growth.

The role requires strong Excel skills, data interpretation, and the ability to present insights to executives. You will collaborate with Operations, Sales, and Marketing to understand drivers and provide timely, actionable recommendations.

Qualifications

• 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)

Responsibilities

• 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.
• Assess 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.

Skills

Financial analysis

Forecasting

Budgeting

Excel

Data interpretation

Cross-functional collaboration

Education

Bachelor's degree in finance or accounting

CPA preferred

MBA or MS in Finance

5-7 years of experience in finance

Tools

Hyperion Essbase

Cognos TM1

IBM Planning Analytics

Job description

T.D. Williamson in Tulsa, OK is seeking a Senior Financial Analyst to partner with FP&A and regional teams. You will build forecasts, budgets, and financial models to support strategic planning and drive business growth.

The role requires strong Excel skills, data interpretation, and the ability to present insights to executives. You will collaborate with Operations, Sales, and Marketing to understand drivers and provide timely, actionable recommendations.