POSITION TITLE:
Corporate Sr. Financial Analyst (Oil Services)
REPORTS TO:
Treasurer
About Wellbore Integrity Solutions
Headquartered in Houston, Texas, Wellbore Integrity Solutions (WIS) operates globally in the oilfield services sector, providing customers with a suite of products, applications, and services on ensuring well integrity throughout the life of the well. We employ more than 1,300 people working across six continents in over 25 countries.
If you’re looking for an opportunity to build your career in an exciting and inspiring entrepreneurial environment, where your contributions are valued, and you can have a global impact, then come and grow with WIS! We value our relationships with our employees and are committed to creating a high-performance culture that fosters healthy relationships among a diverse team of talented individuals.
Primary Responsibilities
- Prepare daily cash position; invest/redeem funds ensuring investment diversification and compliance with the Global Cash Management Policies.
- Lead for domestic and international payments including foreign exchange and intercompany settlements.
- Provide treasury expertise and guidance to cross-functional teams such as AP, Payroll, Tax, and Finance Operations.
- Review and implement cash concentration, repatriation, and pooling structures that are compliant with US Tax, international statutory, and central bank requirements.
- Maintain excellent and time-sensitive communication with senior management for all cash activities globally and by region.
- Evaluate, monitor, and communicate banking counterparty performance.
- Liaise with external banking partners to drive change and execution of treasury initiatives.
- Develop and implement treasury policies and procedures to enhance operational efficiency and compliance.
- Prepare daily, monthly, and quarterly cash management reporting.
- Monitor and analyze liquidity risk exposures, including cash flow projections, stress testing, and scenario analysis, to identify potential risks and develop appropriate mitigation strategies.
- Strategically allocate cash to optimize interest income, leveraging banking products and services that align with the company’s financial goals.
- Collaborate with key stakeholders to identify and implement innovative treasury solutions, leveraging emerging technologies and industry best practices.
- Implement business intelligence tools to automate the generation of financial reports, enhancing the efficiency and accuracy of the treasury department’s reporting processes.
- Design and develop dashboards that provide real-time insights into the treasury’s performance, enabling data-driven decision-making and strategic planning.
- Provide critical backup support for daily liquidity operations, ensuring seamless continuity in the absence of primary operators.
- Compile and analyze financial information to meet monthly, quarterly, and fiscal year-end management reporting requirements, including support for audit processes.
- Assist in evaluating risk and maintaining compliance with the Company’s treasury policies and internal controls.
- Perform daily reconciliation of accounts, research variances, and reconcile items.
- Review accounts for adjusted items; research and correct as needed.
- Monitor bank accounts for Positive Pay exception items. Research and make decisions as needed.
- Interact with business partners to resolve any exceptions related to wire submissions, deposit delays, insufficient funds, and other cash management issues.
- Perform high-level administrative functions as needed to ensure operational efficiency and process improvement.
Minimum Requirements
- Bachelor's degree in finance, economics, or a related field plus 3 years relevant experience, or associate degree and 5 years relevant experience.
- Proven experience (3+ years) in analytical roles within the financial services industry.
- Prior experience operating either in a Company’s Treasury department or within a bank which includes significant exposure to global cash management, processing international payments and KYC, is essential.
- Willingness to work across global time zones to serve clients and meet business needs.
Preferred Qualifications
- A master's degree or professional certification (e.g., CTP, CFA, FRM) is highly desirable.
- Tableau and/or Power BI expertise.
- Oil and Gas industry experience.
- Experience in liquidity management, risk assessment, or related fields is highly desirable.
Desired Skills and Competencies
- Experience working in cost, project, or inventory accounting or related role.
- Strong proficiency/knowledge in accounting and financial principles/controls and processes.
- Experience collaborating and communicating results and financial concepts to global audiences.
- Experience with analytical and problem-solving capabilities to drive actionable insights.
- Experience or desire to drive transformation by respectfully challenging historical practices and leveraging technology and automation tools.
- Understanding of essential treasury management functions such as liquidity management, credit collections, and capital structuring.
- Experience with financial modeling and analysis.
- Strong analytical and critical thinking skills, and strong attention to detail; ability to summarize financial information into concise, high-quality charts, tables, and Power Point presentations.
- Understanding of capital structures and debt instruments, such as revolving credit facilities, term loans, and senior notes.
- Strong technical proficiency with software applications (Excel, Power Point, and Word) and ability to incorporate automation tools to speed the creation of daily reports; knowledge of Treasury and SAP is a plus.
- Ability to effectively prioritize tasks and manage multiple deadlines in a fast-paced and challenging environment.
- Strong communication and interpersonal skills, with the ability to collaborate effectively across teams.
Salary & Benefits
This is a full-time, non-exempt position. WIS deeply values fair and equitable wages that enable our employees and their families to thrive. As such, individuals who meet our minimum education and experience requirements will join our team at the midpoint of the range for their position.
WIS offers an extensive and generous benefits package, including health insurance, vacation pay based on years of relevant experience not tenure with the company, sick pay, paid holidays, a 401(k) retirement plan with a 4% employer contribution, free parking, and other key benefits.
Diversity, Inclusion, and Equal Opportunity
We believe that diversity is critical to our mission, and we value an inclusive culture. We strongly encourage applications from people with lived experiences related to our programs and applications from people of color, persons with disabilities, women, and LGBTQ+ individuals. WIS is an equal opportunity employer; we do not discriminate in employment based on race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, gender or gender identity, age, or sexual orientation.
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