Posted May 2022

Job Description


With over 90 years of experience, Daniel is the only manufacturer that has the knowledge and experience to engineer and offer superior products that are trusted to provide the most reliable and accurate measurements in the global oil and gas industry. Daniel offers a wide variety of products including orifice fittings, liquid turbine meters and control valves. In 2021, Daniel was purchased by Turnspire Capital Partners and continues to focus of providing world class products to the oil and gas industry.

Scope: The Sr. Financial Planning Analyst will be responsible for:

This position reports to the FP&A Manager.

Essential Job Functions:

  • Establish and maintain weekly cash flow reporting processes and schedules.
  • Collaborate with Operations and other departments to maintain monthly and quarterly forecasts and provide periodic adjustments based on revised outlook and operational changes.
  • Monitor and compare actual results with forecasts to explain variances, analyze trends, determine performance drivers, and identify areas of strength and improvement.
  • Prepare and analyze monthly and quarterly consolidated financial reporting packages for management and ownership.
  • Develop financial models and cost projections for new projects or operations as required.
  • Prepare monthly borrowing base reports and schedules for compliance with lending agreements.
  • Assist in implementation of new ERP software. Build and enhance accounting and reporting functions by developing dashboard reports and transitioning current reporting into ERP framework.
  • Review and investigate the company’s accounting transactions to improve data integrity.
  • Work with Accounting team on the monthly and quarterly financial close process, including account analysis and reconciliations, accrual calculations, and journal entries.
  • Assist in developing financial policies that align with the goals of the organization.
  • Collaborate with management team on achieving company’s long-term financial objectives.
  • Maintain confidentiality of financial information, investment decisions, or any other tasks assigned by the organization.
  • Ad-hoc reporting and analysis.
  • Performs other duties as assigned.


  • Excellent organizational skills and attention to detail.
  • Strong analytical and problem-solving skills.
  • Self-starter and capable of working productively in a new company environment.
  • Team-oriented and able to collaborate across departments and offices.
  • Proficient with Microsoft Office Suite, particularly advanced use of Microsoft Excel.
  • ERP system and Business Intelligence (BI) reporting tools experience a plus.
  • Thorough understanding of generally accepted accounting principles (GAAP).
  • Thorough understanding of generally accepted auditing standards.
  • Thorough understanding of methods of systems analysis and the principles, design, and procedural methods used in computer and database development.
  • Thorough understanding of project management.

Education & Experience:

  • Bachelor’s degree in Accounting, Finance, or related field required.
  • Three to seven years of professional experience as a financial analyst, accountant, or auditor.

Apply by Completing the Form Below