Senior Financial Analyst - Strategic Budget & Forecasting

TDW; Tulsa (OK); On-site; USD 80,000 - 110,000; Full time

Job summary

TDW in Tulsa, OK, seeks a finance professional to drive advanced financial analysis and budgeting across regional operations. Build and maintain complex Excel models, develop reporting templates, and provide data-driven insights for strategic decisions.

The ideal candidate has a Bachelor's in finance or accounting, 5–7 years in finance, and CPA preferred. Collaborate with cross-functional teams to optimize performance and planning.

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, insight, context, and perspective to support regional operations and corporate management.
• Assist in design, development, and maintenance of structured reporting templates, complex financial models, and analytic tools using Excel.
• Support annual budget and quarterly forecast process through interaction with department leaders and forecast model optimization.
• Evaluate financial results and perform root-cause analyses to support financial performance.
• Prepare monthly comprehensive variance analysis for regions and explain variances between actual and budget/forecast figures.

Skills

Financial analysis

Advanced Excel

Budgeting & forecasting

Variance analysis

Cross-functional collaboration

Communication skills

Education

Bachelor's degree in finance or accounting

CPA preferred

Tools

Hyperion Essbase

Cognos TM1

IBM Planning Analytics

Job description

TDW in Tulsa, OK, seeks a finance professional to drive advanced financial analysis and budgeting across regional operations. Build and maintain complex Excel models, develop reporting templates, and provide data-driven insights for strategic decisions.

The ideal candidate has a Bachelor's in finance or accounting, 5–7 years in finance, and CPA preferred. Collaborate with cross-functional teams to optimize performance and planning.