Senior Manager, Financial Planning & Analysis

TD Williamson in; Tulsa (OK); On-site; USD 140,000 - 190,000; Full time

Job summary

TDW seeks a Senior Manager, FP&A to partner with Pipeline Optimization and lead financial planning, forecasting, and performance management.

You will develop models, drive long-range plans, and provide strategic insights to support growth and operational excellence.

The role requires 8+ years in FP&A or related fields, 5+ years of leadership, and collaboration with senior executives.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 8+ years of progressive FP&A or related experience.
• 5+ years of leadership and people development.
• MBA, CPA, CFA, or equivalent preferred.
• Experience partnering with senior leaders across functions.

Responsibilities

• Lead annual budgeting, quarterly forecasts, and long-range plans for assigned units.
• Develop and maintain financial models to evaluate drivers, risks, and opportunities.
• Provide analysis and recommendations to drive profitability and efficiency.
• Collaborate with accounting, operations, commercial, supply chain, and engineering teams.
• Present financial insights to senior leadership and support strategic initiatives.

Skills

FP&A

Budgeting

Forecasting

Financial Modeling

Leadership

Stakeholder Management

Communication

Excel

Education

Bachelor's Degree in Accounting/Finance

MBA/CPA/CFA preferred

Tools

Excel

BI tools

ERP systems

Job description

Senior Manager, Financial Planning & Analysis (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.

The Senior Manager, Financial Planning & Analysis (FP&A) serves as the primary finance business partner for TDW's Pipeline Optimization organization, supporting the HT&I, Repair, and Pigging business lines. This role provides financial leadership, strategic insight, and performance analysis to support business growth, operational excellence, and informed decision-making.

Partnering closely with business leaders, including the Vice President of Pipeline Optimization, the Senior Manager drives financial planning, forecasting, investment analysis, and performance management while leading and developing a team of FP&A professionals. The role connects business strategy with financial execution to help achieve organizational objectives and improve financial results.

Key Responsibilities

Strategic Business Partnership

• Serve as the primary finance partner for the Pipeline Optimization organization, including HT&I, Repair, and Pigging businesses.
• Partner closely with the Vice President and business leadership team to evaluate strategic opportunities, operational initiatives, and business performance.
• Provide financial guidance and decision support related to pricing, volume growth, margin improvement, capital allocation, inventory management, and resource deployment.
• Influence business decisions by translating financial and operational data into actionable insights and recommendations.
• Support long-range planning activities and help establish financial strategies aligned with corporate objectives.

Financial Planning & Analysis

• Lead the annual budgeting process, quarterly forecasts, long-range planning, and monthly performance reviews for assigned business units.
• Develop and maintain financial models that evaluate key business drivers, risks, opportunities, and scenario outcomes.
• Analyze variances between actual performance, forecasts, and budgets, identifying root causes and recommended actions.
• Identify trends, risks, and opportunities through analysis of financial and operational data and recommend actions to improve performance.
• Collaborate with accounting, operations, commercial teams, supply chain, engineering, and other functional leaders to ensure financial plans accurately reflect business conditions.

Operational & Commercial Support

• Develop deep knowledge of business operations, market conditions, customer trends, and key performance drivers.
• Partner with leadership to evaluate investments, productivity initiatives, process improvements, and growth opportunities.
• Support development of business cases and return-on-investment analyses for strategic initiatives and capital projects.
• Ensure financial considerations are incorporated into operational and commercial decision-making processes.
• Drive continuous improvement in financial reporting, forecasting accuracy, analytics, and performance measurement.

Leadership & Talent Development

• Lead, coach, and develop a team of FP&A professionals supporting the Pipeline Optimization organization.
• Establish clear objectives, performance expectations, and development plans for team members.
• Foster a collaborative, customer-focused, and high-performance culture within the FP&A organization.
• Promote knowledge sharing, cross-training, and professional development across the FP&A team.

Communication & Executive Support

• Prepare and present financial analyses, forecasts, and recommendations to senior leadership.
• Support monthly operating reviews, quarterly business reviews, and executive presentations.
• Communicate complex financial concepts clearly and effectively to non-financial stakeholders.
• Build strong relationships across business functions to enhance collaboration and decision-making.

Experience

• Bachelor's degree in Accounting, Finance, Economics, or a related field is required.
• MBA, CPA, CFA, or other advanced financial certification preferred.
• 8+ years of progressive experience in FP&A, finance, corporate strategy, management consulting, or similar analytical roles.
• 7+ years of financial analysis experience within a complex corporate environment.
• 5+ years of leadership experience managing, coaching, and developing employees.
• Demonstrated experience partnering directly with senior business leaders to influence decisions and drive results.
• Experience supporting operational, industrial, manufacturing, energy, engineering, or service-related businesses preferred.
• Proven experience leading budgeting, forecasting, financial modeling, and performance management processes.

Knowledge, Skills, and Abilities

• Advanced knowledge in financial modeling and analytical capabilities with the ability to convert data into actionable business insights.
• Demonstrated ability to balance strategic thinking with hands-on execution.
• Strong business acumen and ability to understand operational, commercial, and financial drivers.
• Experience leading teams and developing talent through coaching, mentoring, and performance management.
• Proven ability to influence decision-making and build strong partnerships across all levels of the organization.
• Excellent communication, presentation, and interpersonal skills.
• Ability to simplify complex financial concepts for diverse audiences.
• Strong problem-solving skills with a proactive, solution-oriented mindset.
• Advanced proficiency in financial systems, business intelligence tools, and Microsoft Excel.
• Ability to identify opportunities for process improvement and implement sustainable solutions.
• Demonstrated ability to drive accountability, ownership, and results through cross-functional collaboration.