Senior Financial Analyst
5 days ago
Location: Tulsa, OK
Reports To: Vice President Financial Planning & Analysis
Position Summary
The Senior Financial Analyst will play a key role in supporting company's 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 Responsibilities
Financial 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.
- 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.
- 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.
- Bachelor's 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.
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