Senior Financial Analyst – FP&A & Strategic Insights

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

Job summary

TDW is seeking a Senior Financial Analyst to provide financial insights, forecasts, and decision support across regional and corporate management. You will partner with the FP&A team to develop budgets, models, and forecasts that drive growth and efficiency.

You will build complex Excel models, deliver variance analyses, and support CAPEX and investment decisions while collaborating with Operations, Sales, and Marketing to align financial plans with business goals.

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.

Responsibilities

• Provide analysis, insight, context, and perspective to support the regional operations and corporate management.
• Assist in the design, development, and maintenance of structured reporting templates, complex financial models, and analytic tools in Excel.
• Support the annual budget and quarterly forecast process with department leaders and forecast model optimization.
• Evaluate financial results and perform root-cause analyses on costs, product lines, and regional units to support performance.
• Prepare monthly comprehensive variance analyses and explain variances between actual and budgeted figures.
• Assist in implementing automated reporting systems for timely, accurate management information.
• Participate in budgeting and forecasting across regions to ensure methodological consistency.
• Assess risk and build business cases for investments with regional management.
• Provide insights and recommendations based on modeling outcomes to support decisions.
• Contribute to finance/accounting projects to improve global processes and efficiency.
• Assist in evaluating CAPEX requests and validating revenues, expenses, and cash flows.

Skills

Budgeting

Forecasting

Financial analysis

Cross-functional collaboration

Communication

Data analysis

Problem solving

English fluency

Education

Bachelor's degree in finance or accounting

CPA/CMA/CFA/MBA/MS in Finance preferred

Tools

Hyperion Essbase

Cognos TM1

IBM Planning Analytics

Job description

TDW is seeking a Senior Financial Analyst to provide financial insights, forecasts, and decision support across regional and corporate management. You will partner with the FP&A team to develop budgets, models, and forecasts that drive growth and efficiency.

You will build complex Excel models, deliver variance analyses, and support CAPEX and investment decisions while collaborating with Operations, Sales, and Marketing to align financial plans with business goals.