Financial Planning & Analysis and Investor Relations Advisor
On-siteHouston, Texas, United States
Job Summary
Lead the development, refinement, and oversight of complex financial models for long-range planning, capital allocation, and forecasting. Conduct business unit and corporate performance analysis, including return on capital and peer comparisons, while developing models to evaluate global oil and gas supply, demand, and macroeconomic trends. Provide forward-looking financial insights to inform corporate strategy, mergers and acquisitions, and capital investments. Prepare executive-ready materials for the Board, leadership team, and investors, and perform scenario modeling to assess market shifts and strategic opportunities. Partner with Investor Relations, Treasury, and business-unit teams to ensure consistency in financial analysis and external messaging. Monitor industry trends and competitor performance to identify risks and emerging implications. Enhance F&A capabilities through advanced analytics and automation while maintaining compliance with corporate governance standards.
Required Qualifications
- Ability to maintain Company and employee confidentiality and appropriately protect sensitive, confidential, and proprietary information
- Advanced analytical and financial modeling skills with the ability to evaluate complex data, identify trends, and develop actionable insights
- Strong understanding of capital markets, corporate finance, financial statements, valuation concepts, and performance measurement
- Ability to translate complex financial, operational, industry, and macroeconomic information into clear business insights and strategic recommendations
- Strong verbal, written, presentation, and financial storytelling skills, with the ability to communicate effectively with technical and non-technical audiences, including senior leadership
- Advanced proficiency in Microsoft Excel and PowerPoint
- Experience with enterprise resource planning and financial planning systems, including SAP, OneStream, or similar platforms
- Strong knowledge of U.S. GAAP and familiarity with SEC reporting requirements
- Understanding of the oil and gas industry, including commodity cycles, supply and demand fundamentals, geographic markets, supply-chain economics, and factors affecting oilfield services demand and pricing
- Ability to manage multiple priorities, meet time-sensitive deadlines, maintain attention to detail, and work effectively in a fast-paced, highly visible environment
- Ability to collaborate across functions and organizational levels while exercising sound judgment, initiative, and professional discretion
- Ability to work independently and as part of a team, adapt to changing priorities, and maintain a calm and professional demeanor when facing ambiguity or tight deadlines
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related discipline
- 7+ years of progressive experience in financial planning and analysis, investor relations, corporate finance, capital markets, strategic finance, or corporate development
- 3+ years of demonstrated experience in financial modeling, forecasting, variance analysis, industry analysis, and the preparation of executive-level presentations
- 5+ years of experience analyzing capital allocation decisions, return on investment, business performance, and peer-company results
- Minimum Qualifications: Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related discipline
- Minimum Qualifications: 7+ years of progressive experience in financial planning and analysis, investor relations, corporate finance, capital markets, strategic finance, or corporate development
- Minimum Qualifications: 3+ years of demonstrated experience in financial modeling, forecasting, variance analysis, industry analysis, and the preparation of executive-level presentations
- Minimum Qualifications: 5+ years of experience analyzing capital allocation decisions, return on investment, business performance, and peer-company results
- This position requires the ability to perform in a time-sensitive, highly visible role while maintaining accuracy, sound judgment, and a calm and professional demeanor
- Work is primarily performed in a climate-controlled office environment with minimal safety or health-hazard potential
- The employee is regularly required to sit, stand, or walk and frequently uses a computer, telephone, and other office equipment
- Occasional travel and work outside normal business hours may be required to support earnings activities, Board meetings, strategic planning, or other business priorities
- All applicants must be able to commit to a full-time schedule
Desired Qualifications
- Advanced proficiency in Microsoft Excel and PowerPoint; experience with financial modeling, data visualization, automation, AI platforms, and predictive analytics tools is preferred
- Master of Business Administration with a focus in Finance, Strategy, Economics, or a related discipline
- Experience within the oilfield services, energy, industrial, or other capital-intensive industry
- Experience supporting investor relations, earnings materials, Board presentations, or external financial communications
- Experience with mergers and acquisitions, including valuation modeling, due diligence, synergy analysis, and integration planning
- Knowledge of IFRS is preferred
- Experience with SAP, OneStream, or similar enterprise planning and reporting systems
- Experience using advanced analytics, automation, AI platforms, predictive analytics, or data visualization tools
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