Senior Manager, Financial Planning & Analysis

T.D. Williamson, Inc.; Tulsa, Northern (OK, KY); Hybrid; USD 130,000 - 190,000; Full time

Job summary

TDW is seeking a Senior Manager, FP&A to partner with the Pipeline Optimization organization, including HTI, Repair, and Pigging. You will lead budgeting, forecasting, and long-range planning while guiding a team of FP&A professionals and collaborating with senior leaders to drive strategic decisions.

You will build financial models, analyze performance, and provide actionable insights to improve profitability and growth across business units.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or related field is required.
• MBA, CPA, CFA, or other advanced financial certification preferred.
• 8+ years of progressive FP&A or related finance experience.
• 5+ years of leadership experience managing, coaching, and developing employees.
• Experience partnering directly with senior business leaders to influence decisions and drive results.
• Experience supporting industrial, manufacturing, energy, or service businesses preferred.
• Proven budgeting, forecasting, financial modeling, and performance management expertise.

Responsibilities

• Serve as the primary finance business partner for the Pipeline Optimization organization, including HTI, Repair, and Pigging businesses.
• Lead annual budgeting process, quarterly forecasts, long-range planning, and monthly performance reviews.
• Develop and maintain financial models evaluating key drivers, risks, opportunities, and scenarios.
• Collaborate with accounting, operations, commercial teams, supply chain, engineering, and leaders to reflect business conditions.
• Lead, coach, and develop FP&A professionals; establish objectives and development plans.

Skills

Financial analysis

Budgeting

Forecasting

Strategic partnership

Leadership

Cross-functional collaboration

Communication

Microsoft Excel

Financial modeling

Education

Bachelor's degree in Accounting/Finance

MBA/CPA/CFA preferred

Tools

Microsoft Excel

BI tools

ERP/financial systems

Job description

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.

For more than 100 years, we've partnered in the oil and gas industry to deliver innovative solutions that maximize uptime, improve throughput, avoid shutdown and minimize risk. We are experienced at accepting new challenges and responding in a way that meets goals while protecting people, assets and the planet.

“Throughout the world today, TDW people are known for their dedication to customer service, to quality, to technical competence, to cooperating with each other, and above all, honesty and fair dealing with everyone.” - T. D. Williamson Jr.