Financial Planning & Analysis and Investor Relations Advisor

Patterson-UTI•Houston, TX

21h•Onsite

About The Position

The Manager Financial Planning & Analysis and Investor Relations Analyst will play a central role in financial, industry, geographic, and peer analysis that supports the Company’s long-term strategy. The successful candidate will deliver informed insights, evaluate strategic initiatives, monitor internal and external performance, and support high-impact decision-making for senior leaders at the business unit and enterprise levels. This position offers a unique opportunity to influence corporate decisions through rigorous financial discipline and a strong understanding of industry dynamics, global macroeconomic trends, internal corporate performance, and peer-company performance. The successful candidate will set high standards of performance; demonstrate professionalism, sound judgment, and intellectual curiosity; communicate complex financial information clearly; and maintain a proactive, collaborative, and solution-oriented approach in a fast-paced environment. This position reports to the Vice President, Corporate Finance. Detailed Description: Lead the development, refinement, and oversight of complex financial models used for long-range planning, capital allocation, forecasting, and enterprise-wide strategic initiatives. Lead analysis business unit and corporate performance, including return on capital, operational and financial trends, and performance relative to industry peers. Develop and oversee forecasting models that evaluate global oil and gas supply and demand, commodity and macroeconomic trends, geopolitical developments, and their implications for oilfield services. Provide forward-looking financial insights to inform corporate strategy, mergers and acquisitions, capital investments, portfolio decisions, and operational priorities. Support the strategic planning process in partnership with business unit leaders and cross-functional teams, ensuring alignment between financial forecasts, operating assumptions, and business plans. Prepare and oversee accurate, concise, and executive-ready materials for the Board of Directors, Executive Leadership Team, investors, analysts, and other key stakeholders. Perform and oversee the development scenario modeling and sensitivity analysis to evaluate the financial impact of market shifts, regulatory changes, capital allocation alternatives, and strategic opportunities. Partner with Investor Relations, Treasury, Corporate Development, Accounting, business-unit finance teams, and other functional areas to ensure consistency and accuracy in financial analysis, external messaging, and corporate strategy. Monitor industry trends, competitor and peer performance, geographic markets, commodity indicators, and other relevant data to identify risks, opportunities, and emerging business implications. Enhance financial planning and analysis capabilities through advanced analytics, automation, digital tools, and process improvements while ensuring compliance with corporate governance standards, Company policies, and Patterson-UTI’s values. Complete all other duties as assigned

Requirements

Ability to maintain Company and employee confidentiality and appropriately protect sensitive, confidential, and proprietary information.
Advanced analytical and financial modeling skills with the ability to evaluate complex data, identify trends, and develop actionable insights.
Strong understanding of capital markets, corporate finance, financial statements, valuation concepts, and performance measurement.
Ability to translate complex financial, operational, industry, and macroeconomic information into clear business insights and strategic recommendations.
Strong verbal, written, presentation, and financial storytelling skills, with the ability to communicate effectively with technical and non-technical audiences, including senior leadership.
Advanced proficiency in Microsoft Excel and PowerPoint; experience with financial modeling, data visualization, automation, AI platforms, and predictive analytics tools is preferred.
Experience with enterprise resource planning and financial planning systems, including SAP, OneStream, or similar platforms.
Strong knowledge of U.S. GAAP and familiarity with SEC reporting requirements; knowledge of IFRS is preferred.
Understanding of the oil and gas industry, including commodity cycles, supply and demand fundamentals, geographic markets, supply-chain economics, and factors affecting oilfield services demand and pricing.
Ability to manage multiple priorities, meet time-sensitive deadlines, maintain attention to detail, and work effectively in a fast-paced, highly visible environment.
Ability to collaborate across functions and organizational levels while exercising sound judgment, initiative, and professional discretion.
Ability to work independently and as part of a team, adapt to changing priorities, and maintain a calm and professional demeanor when facing ambiguity or tight deadlines.
Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related discipline.
7+ years of progressive experience in financial planning and analysis, investor relations, corporate finance, capital markets, strategic finance, or corporate development.
3+ years of demonstrated experience in financial modeling, forecasting, variance analysis, industry analysis, and the preparation of executive-level presentations.
5+ years of experience analyzing capital allocation decisions, return on investment, business performance, and peer-company results.

Nice To Haves

Master of Business Administration with a focus in Finance, Strategy, Economics, or a related discipline.
Experience within the oilfield services, energy, industrial, or other capital-intensive industry.
Experience supporting investor relations, earnings materials, Board presentations, or external financial communications.
Experience with mergers and acquisitions, including valuation modeling, due diligence, synergy analysis, and integration planning.
Experience with SAP, OneStream, or similar enterprise planning and reporting systems.
Experience using advanced analytics, automation, AI platforms, predictive analytics, or data visualization tools.

Responsibilities

Lead the development, refinement, and oversight of complex financial models used for long-range planning, capital allocation, forecasting, and enterprise-wide strategic initiatives.
Lead analysis business unit and corporate performance, including return on capital, operational and financial trends, and performance relative to industry peers.
Develop and oversee forecasting models that evaluate global oil and gas supply and demand, commodity and macroeconomic trends, geopolitical developments, and their implications for oilfield services.
Provide forward-looking financial insights to inform corporate strategy, mergers and acquisitions, capital investments, portfolio decisions, and operational priorities.
Support the strategic planning process in partnership with business unit leaders and cross-functional teams, ensuring alignment between financial forecasts, operating assumptions, and business plans.
Prepare and oversee accurate, concise, and executive-ready materials for the Board of Directors, Executive Leadership Team, investors, analysts, and other key stakeholders.
Perform and oversee the development scenario modeling and sensitivity analysis to evaluate the financial impact of market shifts, regulatory changes, capital allocation alternatives, and strategic opportunities.
Partner with Investor Relations, Treasury, Corporate Development, Accounting, business-unit finance teams, and other functional areas to ensure consistency and accuracy in financial analysis, external messaging, and corporate strategy.
Monitor industry trends, competitor and peer performance, geographic markets, commodity indicators, and other relevant data to identify risks, opportunities, and emerging business implications.
Enhance financial planning and analysis capabilities through advanced analytics, automation, digital tools, and process improvements while ensuring compliance with corporate governance standards, Company policies, and Patterson-UTI’s values.
Complete all other duties as assigned