Senior Financial Analyst

Senior Financial Analyst

Location: Tulsa, OK

Reports To: Vice President Financial Planning & Analysis

Position Summary

The 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 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.

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.