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Senior Financial Analyst
Senior Financial AnalystSeres Smith Consulting • Tulsa, OK, United States
Senior Financial Analyst

Senior Financial Analyst

Seres Smith Consulting • Tulsa, OK, United States
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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 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.

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

  • 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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    Senior Financial Analyst • Tulsa, OK, United States

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