Senior Financial Analyst
Location: Tulsa OK
Reports To: Vice President Financial Planning & AnalysisPosition SummaryThe Senior Financial Analyst will play a key role in supporting companys strategic and financial objectives. This position combines financial planning & analysis (FP&A) responsibilities with M&A due diligence and integration support. The ideal candidate is detail-oriented analytical and comfortable working across departments to provide insights that drive decision-making profitability and growth.Key ResponsibilitiesFinancial Planning & Analysis- Support annual budgeting and forecasting processes including revenue expense and capital planning.
- Prepare monthly financial analysis variance reporting and key performance indicators (KPIs).
- Partner with operations and sales leadership to analyze pricing margin performance and product profitability.
- Develop and maintain financial models to evaluate business performance and support strategic initiatives.
- Provide ad hoc analysis to senior leadership on financial and operational matters.
Mergers & Acquisitions / Strategic Growth- Assist in the evaluation of potential acquisitions joint ventures or partnerships.
- Perform financial due diligence including quality of earnings working capital and valuation support.
- Build acquisition models to analyze deal scenarios synergies and return on investment.
- Support integration planning and post-acquisition performance tracking.
- Partner with legal accounting and operational teams to support transaction execution.
Business Support & Collaboration- Work cross-functionally with sales operations and engineering teams to support data-driven decision making.
- Contribute to strategic projects that improve efficiency reduce costs and drive growth.
- Deliver clear presentations of financial results and recommendations to senior management.
Qualifications- Bachelors degree in Finance Accounting Economics or related field (MBA or CFA a plus).
- 4 years of progressive experience in FP&A corporate finance investment banking or transaction advisory.
- Strong financial modeling and analytical skills; advanced Excel required Power BI or other BI tools a plus.
- Experience with M&A due diligence or integration strongly preferred.
- Knowledge of manufacturing distribution or the energy sector preferred.
- Excellent communication skills with the ability to present complex information to executives.
- Self-starter with strong business acumen attention to detail and ability to manage multiple priorities.
Required Experience:
Senior IC
Senior Financial AnalystLocation: Tulsa OKReports To: Vice President Financial Planning & AnalysisPosition SummaryThe Senior Financial Analyst will play a key role in supporting companys strategic and financial objectives. This position combines financial planning & analysis (FP&A) responsibilities ...
Senior Financial Analyst
Location: Tulsa OK
Reports To: Vice President Financial Planning & AnalysisPosition SummaryThe Senior Financial Analyst will play a key role in supporting companys strategic and financial objectives. This position combines financial planning & analysis (FP&A) responsibilities with M&A due diligence and integration support. The ideal candidate is detail-oriented analytical and comfortable working across departments to provide insights that drive decision-making profitability and growth.Key ResponsibilitiesFinancial Planning & Analysis- Support annual budgeting and forecasting processes including revenue expense and capital planning.
- Prepare monthly financial analysis variance reporting and key performance indicators (KPIs).
- Partner with operations and sales leadership to analyze pricing margin performance and product profitability.
- Develop and maintain financial models to evaluate business performance and support strategic initiatives.
- Provide ad hoc analysis to senior leadership on financial and operational matters.
Mergers & Acquisitions / Strategic Growth- Assist in the evaluation of potential acquisitions joint ventures or partnerships.
- Perform financial due diligence including quality of earnings working capital and valuation support.
- Build acquisition models to analyze deal scenarios synergies and return on investment.
- Support integration planning and post-acquisition performance tracking.
- Partner with legal accounting and operational teams to support transaction execution.
Business Support & Collaboration- Work cross-functionally with sales operations and engineering teams to support data-driven decision making.
- Contribute to strategic projects that improve efficiency reduce costs and drive growth.
- Deliver clear presentations of financial results and recommendations to senior management.
Qualifications- Bachelors degree in Finance Accounting Economics or related field (MBA or CFA a plus).
- 4 years of progressive experience in FP&A corporate finance investment banking or transaction advisory.
- Strong financial modeling and analytical skills; advanced Excel required Power BI or other BI tools a plus.
- Experience with M&A due diligence or integration strongly preferred.
- Knowledge of manufacturing distribution or the energy sector preferred.
- Excellent communication skills with the ability to present complex information to executives.
- Self-starter with strong business acumen attention to detail and ability to manage multiple priorities.
Required Experience:
Senior IC
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