Senior Financial Planning & Analysis Analyst Tulsa, Oklahoma Position Summary Our client is seeking a strong Senior FP&A Analyst to provide financial analysis, forecasting, and decision support for its engineering, equipment, and service business. This individual will develop financial models, evaluate project and business performance, and translate financial and operational information into clear recommendations for leadership. The ideal candidate has experience supporting a private equity-backed business or working directly with private equity investors. This person should understand the reporting expectations, financial discipline, and emphasis on cash generation and value creation associated with private equity ownership.
Key Responsibilities
Lead the preparation and maintenance of annual budgets, rolling forecasts, and long-range financial plans in partnership with leadership and department managers.
Build and maintain integrated financial models covering the income statement, balance sheet, and cash flow.
Analyze monthly results against budget, forecast, and prior periods, explaining key performance drivers and recommending actions.
Evaluate project profitability, backlog, bookings, revenue timing, and estimated costs to complete.
Partner with engineering, project management, sales, and accounting to understand operating performance and improve forecast accuracy.
Develop reporting on revenue, gross margin, EBITDA, working capital, cash conversion, and other key performance indicators.
Prepare clear management, board, lender, and investor reporting packages, as needed.
Analyze adjusted EBITDA and potential add-backs, maintaining clear support and distinguishing recurring performance from one-time items.
Support cash flow forecasting and evaluate the effects of billing schedules, collections, supplier payments, and project commitments.
Evaluate pricing, product and service profitability, customer performance, and opportunities to improve margins.
Perform scenario and sensitivity analyses to assess growth opportunities, project risks, staffing needs, and capital investments.
Support acquisition evaluations, due diligence, integration planning, and synergy tracking, as opportunities arise.
Track the financial impact of cost savings initiatives and other value creation priorities.
Improve reporting tools, automate recurring analysis, and strengthen the consistency and reliability of financial data.
Qualifications
Bachelor’s degree in finance, accounting, economics, or a related field.
Five or more years of experience in FP&A, corporate finance, transaction advisory, investment banking, or a related analytical role.
Demonstrated exposure to private equity through a portfolio company, investor reporting, transaction work, or direct investment experience.
Advanced Excel and financial modeling skills, including the ability to build models independently.
Strong understanding of financial statements, EBITDA, working capital, cash flow, and the relationship between operating performance and enterprise value.
Experience in engineering, manufacturing, industrial services, equipment, or another project-based business preferred.
Ability to evaluate large or incomplete data sets, identify meaningful trends, and communicate practical conclusions.
Experience with ERP systems and business intelligence tools such as Power BI preferred.
Strong written and verbal communication skills, including the ability to present findings to senior leadership.
A proactive approach, sound judgment, and the ability to challenge assumptions constructively while working collaboratively with operating teams.
Numbers & Facts
Location
Tulsa, Oklahoma
Website
http://www.seressmith.com
Skills
Accountingunmatched
Analysis Skillsunmatched
Balance Sheetunmatched
Billingunmatched
Budgetingunmatched
Business Intelligence Softwareunmatched
Cash Flowunmatched
Cash Flow Projectionunmatched
Communication Skillsunmatched
Corporate Financeunmatched
Cost Controlunmatched
Cost Estimatesunmatched
Credit and Collectionsunmatched
Data Setsunmatched
Decision Supportunmatched
Due Diligenceunmatched
ERP (Enterprise Resource Planning)unmatched
Economicsunmatched
Equipment Maintenance/Repairunmatched
Financeunmatched
Financial Analysisunmatched
Financial Modelingunmatched
Financial Operationsunmatched
Financial Planningunmatched
Financial Planning and Analysis (FP&A)unmatched
Financial Reportingunmatched
Financial Statementsunmatched
Financial Transactionsunmatched
Forecastingunmatched
Gross Marginunmatched
Income Statementsunmatched
Investment Capitalunmatched
Investment Servicesunmatched
Leadershipunmatched
Loansunmatched
Manufacturingunmatched
Manufacturing Equipment Maintenanceunmatched
Performance Managementunmatched
Performance Metricsunmatched
Power BIunmatched
Presentation/Verbal Skillsunmatched
Product Pricingunmatched
Product Profitabilityunmatched
Product Testingunmatched
Profit & Lossunmatched
Project Evaluationunmatched
Project/Program Managementunmatched
Reporting Skillsunmatched
Revenue/Sales Reportingunmatched
Salesunmatched
Staff Requirementsunmatched
Team Playerunmatched
Trend Analysisunmatched
Writing Skillsunmatched
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