Finance, Planning & Analysis Manager

WEISINGER INCORPORATED•Willis, TX

9d•Onsite

About The Position

The Finance, Planning & Analysis (FP&A) Manager will support financial performance, operational planning, and executive decision-making across all companies. The FP&A Manager will lead budgeting, monthly forecasting, financial modeling, and performance reporting initiatives (ie KPI tracking), helping leadership evaluate business results, optimize resource allocation, and drive profitable growth. This role will partner closely with operations, accounting, project management, and senior leadership to deliver actionable insights across drilling and service field operations, capital projects, branch performance.

Requirements

Successfully pass a background check, including an acceptable Motor Vehicle Record (MVR) in accordance with Company policy
Valid U.S. Driver's License required
Successfully pass pre-employment drug test and physical, depending on position
Employment Eligibility Verification (Form I-9 and E-Verify). The Company participates in E-Verify and will submit information from your completed Form I-9 to E-Verify to confirm your employment eligibility
Bachelor’s degree in Finance, Accounting, Economics, or related field.
5+ years of progressive experience in FP&A, corporate finance, financial reporting, or operational finance
Strong financial modeling, budgeting, forecasting, and analytical skills required
Ability to translate complex financial data into clear business recommendations
Strong understanding of income statement, balance sheet, cash flow, and operational metrics
Experience partnering with senior leadership and non-financial stakeholders
Excellent communication, presentation, and problem-solving skills
Ability to read, write and comprehend simple instructions, short correspondence, and memos
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
Ability to understand, apply and interpret legal/conceptual concepts such as contracts, laws, and GAAP principles
Proficiency in English is required
Advanced proficiency in Excel and experience with financial reporting tools.

Nice To Haves

CPA, CMA, or MBA is a plus
Experience in construction, industrial services, infrastructure, manufacturing, field services, or project-based environments preferred
Bilingual preferred
Past ERP implementation desired
Experience with job costing / construction accounting a plus
Background in process improvement or ERP/system implementations
Familiarity KPI tracking using Power BI or similar data visualization/reporting tools
CPA certification or progress toward CPA

Responsibilities

Lead the annual budget, monthly/quarterly forecast, and long-range planning processes across multiple business branch divisions
Develop and maintain financial models to support processes such as strategic planning, pricing, labor planning, capital investments, and business expansion decisions
Analyze monthly financial results and key performance indicators, identifying trends, risks, and opportunities. Report findings to CEO/CFO
Prepare management reports, board-level materials, dashboards, and various analysis for senior leadership
Partner with operations leaders to monitor project profitability, service-line margins, equipment utilization, labor efficiency, and cost performance
Support revenue forecasting and backlog analysis for service, drilling, maintenance, and infrastructure-related work, as part of the monthly WIP process
Provide financial insight into customer contracts, project bids, equipment investments, and operational initiatives
Collaborate with accounting to ensure alignment between financial reporting and business performance
Improve reporting processes, planning tools, and dashboard capabilities to enhance KPI visibility and decision support actions
Assist with cash flow forecasting, working capital analysis, and capital expenditure planning
Evaluate business performance by location, customer segment, and service offering to help drive operational efficiency and profitability
Support M&A analysis, integration planning, and other strategic finance initiatives as needed
Build strong cross-functional relationships and serve as a trusted advisor to leaders across finance and operations
Build/manage Power BI reports as required, when available