Financial Planning & Analysis Senior Analyst

Job Description

Title: Financial Analyst
Location: Dallas, TX

Petroplan is recruiting a top caliber Financial Analyst for a position, based in Dallas, who meets the following criteria.
 
 
Position Overview:
 
This will be a Finance / Corporate Development role supporting both Financial Planning & Analysis (FP&A) and Investor Relations initiatives. This role will play a critical part in budgeting, forecasting, variance analysis, and strategic financial modeling to drive data-driven decision-making and support external financial communications.

Key Responsibilities

• Assist in budgeting, forecasting, and long-term planning (both accrual and cash), contributing to the company’s financial strategy and decision-making process.
• Keep financial models up to date to support strategic initiatives, business planning, and performance analysis.
• Conduct scenario analysis and risk assessments to support informed decision-making, providing actionable insights into potential business risks and opportunities.
• Assist in the monthly closing processes, ensuring compliance with financial regulations and company policies, while maintaining accurate financial records.
• Provide support for M&A activities, including financial due diligence and integration planning, aligning with the company’s overall strategic objectives.
• Collaborate within a team to drive improvements in financial processes through the adoption of tools,systems, automation, and standardization, enhancing overall efficiency and accuracy.
• Assist in the preparation of earnings materials, investor presentations, press releases, and Q&A documents.

Qualifications 

• Bachelor’s degree in Accounting, Finance, or a related field (minimum requirement).
• 2-5 years of experience in financial planning and analysis, equity research, IR or related roles.
• Advanced proficiency in Microsoft Office Suite, particularly Excel, Word, and PowerPoint.
• Strong analytical abilities with a keen eye for detail and a high degree of accuracy, while also being able to assess the broader business impact of financial recommendations.

About Petroplan

Petroplan is the trusted, specialist global Talent Solutions partner of choice for employers and professionals in the Energy sector. Since 1976, Petroplan has been here to help people like you make the most of the opportunities available and find the best fit for you as an individual.

Over 10,000 placements in more than 55 countries for over 550 clients across 65 disciplines.

In an industry where skilled and experienced professionals are increasingly sought after resource, we appreciate the true value of what you have to offer. What's more, we understand that different things are important to different people in today's world of work - it's about making exactly the right connections for you as an individual.

Our reputation for contractor and candidate care, understanding what makes you tick, and finding you the best match is second-to-none. We understand the industry inside-out and seek to understand YOU and your motivations in the same way. We take the time to evaluate your individual strengths, understand the most important things to you, and establish exactly what you're looking for from your next role.