Job Description
Join Tulsa's premier financial services firm as a Senior Financial Analyst. We're seeking a detail-oriented professional to drive strategic financial decision-making for our growing portfolio of energy and technology clients. This hybrid role offers competitive compensation, comprehensive benefits, and clear pathways to leadership.
Responsibilities
- Develop comprehensive financial models for investment analysis and forecasting
- Prepare detailed variance reports and executive presentations for C-suite stakeholders
- Analyze market trends and regulatory impacts on client portfolios
- Lead cross-functional budgeting and strategic planning initiatives
- Optimize cash flow management and working capital strategies
- Maintain compliance with SEC/FINRA regulations and internal controls
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA preferred)
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel, SQL, and Power BI
- CPA or CFA designation strongly preferred
- Proven experience in energy or tech sector financial modeling
- Exceptional presentation skills with executive stakeholders
- Ability to thrive in deadline-driven environments