Financial Planning Analyst

Company Information: Wilks Brothers is a multifaceted, family-based partnership headquartered in Cisco, Texas with employees working in offices in Cisco, Willow Park, Fort Worth, Houston, and beyond. We invest in relationships and recognize the value in people, communities, and businesses. Our customers are not a number; they are a name, a family member, a friend. In the good times and in difficult times we treat them all equally - exactly how we want to be treated. We believe that business is not just about profit - it is personal too. At Wilks Brothers, we respect the people that make our business grow: our employees and our customers. Our goal is to develop mutually beneficial partnerships utilizing our core values of: Faith, Integrity, Team, Growth and Loyalty. Website: www.wilksbrothers.com This position will be 100% on site at our facility located in: Cisco, TX. Position Summary: The Financial Planning Analyst plays a critical role in supporting the company's financial health by analyzing business performance, preparing financial forecasts, and offering insights to guide strategic decisions. This role requires a strong understanding of financial modeling, budgeting, and data analysis to support growth and profitability initiatives. Key Roles / Responsibilities: • Analyze financial data and performance metrics to identify trends, variances, and opportunities for improvement. • Prepare monthly, quarterly, and annual financial reports for management and stakeholders. • Conduct variance analysis between actual results and forecasts, providing explanations and insights. • Collaborate with department heads to develop annual budgets and periodic forecasts. • Create and maintain financial models to project revenue, expenses, and cash flow. • Monitor and update forecasts based on changing business conditions. • Support decision-making by providing financial insights and recommendations. • Evaluate potential investments, acquisitions, or cost-saving opportunities. • Maintain and improve financial systems, tools, and processes. • Ensure compliance with financial regulations and company policies. • Assess financial risks and implement strategies to mitigate them. Required Education, Experience, and Qualifications: • Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or CPA is a plus. • 3-5 years of experience in financial analysis, budgeting, or related roles. • Proficiency in financial modeling and data analysis tools (e.g., Excel, Tableau, Power BI). • Strong knowledge of the Microsoft Office Suite (Excel, Word, PowerPoint, Outlook). • Experience with QuickBooks and familiarity with ERP systems. • Strong analytical, problem-solving, and critical thinking skills. • Excellent communication and presentation abilities. • Attention to detail and the ability to meet tight deadlines. Working Conditions: • Prolonged periods sitting at a desk and working on a computer. • Must be able to lift 15 pounds at times. • Moves throughout the building to access files. • Must be able to comprehend and follow written and oral instructions. • Must be able to complete tasks even with frequent interruptions. • Must be able to use discretion and independent judgment as needed. • Must be able to speak clearly on the phone and to fellow workers. Benefits: • Competitive Compensation Package • Medical + Dental + Vision Coverage • 401K + Company Match • Life Insurance + Long Term Disability Coverage - 100% Company Paid • Health Savings Account (HSA) • Gym Reimbursement Program • Tuition Reimbursement Program • Wellness Check Program - Insurance Premium Discounts • Life Assistance Resources • Paid Holidays • Paid Time Off (PTO) This job description should not be interpreted as an exhaustive list of responsibilities or as an employment agreement between the employer and the employee. The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification and are subject to change as the needs of the employer and requirements of the job change. Any essential functions of this position will be evaluated as necessary should an employee/applicant be unable to perform the functions or requirements due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the employee/applicant when possible. I acknowledge that I have read and understand the description of this position and have had the opportunity to ask my supervisor about any points I did not understand. I hereby state that I can perform the essential functions of this position with or without reasonable accommodation. #LI-MW1 #LI-ONSITE #WILKSBROTHERS Apply Job!