Senior Financial Analyst

T.D. Williamson•Tulsa, OK

About The Position

The Senior Financial Analyst provides financial insights, analysis, and decision support to enhance strategic planning and operational performance. The role assesses risk and collaborates with regional and corporate management to build business cases for proposed investments. Working with the FP&A team, the analyst develops forecasts, budgets, and financial models to support informed decision-making and business growth. The position supports regional operations and corporate management through financial analysis, reporting, variance explanations, forecasting, and recommendations. It also contributes to CAPEX evaluations, hedge program management, process automation, and finance-related projects, while serving as a trusted financial advisor to teams across the organization.

Requirements

Bachelor's degree in finance or accounting.
5–7 years of experience in Finance, or a master's degree and 3 years of experience.
Strong technical accounting skills and a good understanding of budgeting and planning techniques.
Ability to work with complex data and solve problems quickly.
Excellent communication and interpersonal skills, including the ability to collaborate across functions and present financial information to diverse audiences.
Ability to understand overall business operations and perform analytical reviews.
Strong analytical mindset and ability to translate complex data into actionable insights and recommendations.
Ability to work well within a team and with employees at all levels.
Straightforward thinking and ability to build relationships with leaders.
Proactive, solution-oriented approach.
Fluent in English.

Nice To Haves

CPA preferred; CPA, CMA, CFA, MBA, or MS in Finance is preferred.
Experience with Hyperion Essbase, Cognos TM1, or IBM Planning Analytics is beneficial but not required.
Knowledge of another language is an asset.

Responsibilities

Provide analysis, insight, context, and perspective to support regional operations and corporate management.
Design, develop, and maintain structured reporting templates, complex financial models, and analytical tools, primarily using Microsoft Excel.
Support the annual budget and quarterly forecast process by working with department leaders, optimizing forecast models, and developing presentations.
Evaluate financial results and perform root-cause analyses on corporate costs, product and service lines, and regional business units.
Prepare monthly comprehensive variance analyses for the regions and explain variances between actual and budgeted, forecasted, or historical figures.
Assist in implementing automated management reporting systems and ensure reports are timely, accurate, and adequate for operational management and control.
Participate in budgeting and forecasting and promote consistency in methodology across regions of the business unit.
Assess risk and collaborate with regions to develop business cases for investments proposed by regional management.
Provide insights and recommendations based on modeling outcomes to support decision-making.
Participate in finance- and accounting-related special projects that promote globally consistent work processes and deliver value through automation and efficiency.
Assist in evaluating CAPEX requests, including validating revenues, expenses, and cash flows to calculate return metrics accurately.
Assist with hedge program management to minimize financial risks from foreign exchange, interest rate, and commodity exposures.
Collaborate with Operations, Sales, Marketing, and other cross-functional teams to understand business drivers and facilitate data-driven decision-making.
Serve as a trusted advisor to groups across the organization, providing financial insights, analysis, and guidance.
Assist in preparing long- and short-range financial forecasts with regional management input, and provide projections and analyses to management for strategic planning.