Financial Analyst

Job Description

Financial Analyst | T.D. Williamson

The Tone:
This is a full-time role at T.D. Williamson, located in Tulsa, OK. T.D. Williamson is dedicated to ensuring the pipelines that run through our communities are operating safely and reliably. This role is essential for enhancing the company’s strategic planning and operational performance by providing critical financial insights and analysis. The Financial Analyst’s work in developing forecasts, budgets, and financial models directly enables informed decision-making and drives business growth, aligning with the company’s commitment to treating all with care and respect.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Tulsa, OK

• Team: FP&A team
• Mission: Develop forecasts, budgets, and financial models, enabling informed decision-making, and driving business growth.

What You’ll Actually Do
• Strategic Analysis: Provide analysis, insight, and context to support regional operations management and assist in the strategic planning process.
• Performance Reporting: Prepare comprehensive monthly variance analyses for business unit regions, explaining differences against budgeted, forecasted, and historical figures.
• Financial Modeling: Develop and assist in preparing long- and short-range financial forecasts, budgets, and financial projections, ensuring methodology consistency across regions.
• Business Case Development: Assess financial risk and collaborate with regions to build robust business cases for any investment brought forward by regional management.
• Cross-functional Collaboration: Partner with Operations, Sales, and Marketing, serving as a trusted advisor to provide financial insights and guide data-driven decision-making across the organization.

The Must-Haves
• Background: Bachelor’s degree in accounting or an equivalent field.
• Experience: 2-3 years of experience in finance.
• Skills:
• Technical accounting skills and a strong understanding of budgeting and planning techniques.
• Excellent communication and interpersonal skills, fostering effective collaboration with cross-functional teams and clear presentation of financial information to diverse audiences.
• Strong analytical mindset, coupled with the ability to understand overall business operations and perform comprehensive analytical reviews.
• Proactive, solution-oriented approach, demonstrating the ability to build relationships with leaders across the organization.
• Bonus: CPA preferred