Senior Financial Analyst: FP&A & Strategic Forecasting

T.D. Williamson; Tulsa (OK); On-site; USD 85,000 - 110,000; Full time

Job summary

TDW is seeking a Senior Financial Analyst to deliver financial insights, forecasts, and decision support that enhances strategic planning and operational performance. You will partner with regional and corporate teams to build business cases, develop budgets, and maintain robust financial models using Excel and planning tools.

The role emphasizes collaboration with Operations, Sales, and Marketing to understand drivers, perform variance analyses, and drive value through process improvements.

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

• Provide analysis, insights, context, and perspective to support regional operations and corporate management.
• Develop forecasts, budgets, and financial models with the FP&A team to enable informed decision-making.
• Design, develop, and maintain structured reporting templates and analytical tools in Excel for data retrieval and evaluation.
• Support annual budgets and quarterly forecasts with department leaders and forecast model optimization.
• Evaluate financial results and perform root-cause analyses on costs and business units.
• Assist in automation of reporting systems to provide timely, accurate information for management.
• Collaborate with cross-functional teams to understand drivers and enable data-driven decisions.
• Serve as trusted advisor to finance and business groups to support strategic objectives.

Skills

Strong accounting skills

Budgeting and planning

Data analysis

Communication skills

Cross-functional collaboration

Problem solving

Education

Bachelor's degree in finance or accounting

CPA preferred

MBA/MS in Finance preferred

Tools

Hyperion Essbase

Cognos TM1

IBM Planning Analytics

Job description

TDW is seeking a Senior Financial Analyst to deliver financial insights, forecasts, and decision support that enhances strategic planning and operational performance. You will partner with regional and corporate teams to build business cases, develop budgets, and maintain robust financial models using Excel and planning tools.

The role emphasizes collaboration with Operations, Sales, and Marketing to understand drivers, perform variance analyses, and drive value through process improvements.