Business Analyst

Weisinger Incorporated is seeking a Business Analyst to join the Willis, Texas location. This role swill support financial performance, operational planning, and executive decision-making across all companies. The Business Analyst will lead budgeting, monthly forecasting, financial modeling, and performance reporting initiatives (ie KPI tracking), helping leadership evaluate business results, optimize resource allocation, and drive profitable growth. This role will partner closely with operations, accounting, project management, and senior leadership to deliver actionable insights across drilling and service field operations, capital projects, branch performance.

Essential Duties and Responsibilities:

• Lead the annual budget, monthly/quarterly forecast, and long-range planning processes across multiple business branch divisions
• Develop and maintain financial models to support processes such as strategic planning, pricing, labor planning, capital investments, and business expansion decisions
• Analyze monthly financial results and key performance indicators, identifying trends, risks, and opportunities. Report findings to CEO/CFO
• Prepare management reports, board-level materials, dashboards, and various analysis for senior leadership
• Partner with operations leaders to monitor project profitability, service-line margins, equipment utilization, labor efficiency, and cost performance
• Support revenue forecasting and backlog analysis for service, drilling, maintenance, and infrastructure-related work, as part of the monthly WIP process
• Provide financial insight into customer contracts, project bids, equipment investments, and operational initiatives
• Collaborate with accounting to ensure alignment between financial reporting and business performance
• Improve reporting processes, planning tools, and dashboard capabilities to enhance KPI visibility and decision support actions
• Assist with cash flow forecasting, working capital analysis, and capital expenditure planning
• Evaluate business performance by location, customer segment, and service offering to help drive operational efficiency and profitability
• Support M&A analysis, integration planning, and other strategic finance initiatives as needed
• Build strong cross-functional relationships and serve as a trusted advisor to leaders across finance and operations
• Build/manage Power BI reports as required, when available

Position Requirements:

• Successfully pass a background check, including an acceptable Motor Vehicle Record (MVR) in accordance with Company policy
• Valid U.S. Driver's License required
• Successfully pass pre-employment drug test and physical, depending on position
• Employment Eligibility Verification (Form I-9 and E-Verify). The Company participates in E-Verify and will submit information from your completed Form I-9 to E-Verify to confirm your employment eligibility

Qualifications: The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:
Required

• Bachelor’s degree in Finance, Accounting, Economics, or related field. (CPA, CMA, or MBA is a plus)
• 5+ years of progressive experience in FP&A, corporate finance, financial reporting, or operational finance
• Experience in construction, industrial services, infrastructure, manufacturing, field services, or project-based environments preferred
• Strong financial modeling, budgeting, forecasting, and analytical skills required
• Ability to translate complex financial data into clear business recommendations
• Strong understanding of income statement, balance sheet, cash flow, and operational metrics
• Experience partnering with senior leadership and non-financial stakeholders
• Excellent communication, presentation, and problem-solving skills

Preferred

• Experience with job costing / construction accounting a plus
• Background in process improvement or ERP/system implementations
• Familiarity KPI tracking using Power BI or similar data visualization/reporting tools

Certificates, Licenses, Registrations:

• CPA certification or progress toward CPA

Language Skills:

• Ability to read, write and comprehend simple instructions, short correspondence, and memos
• Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
• Ability to understand, apply and interpret legal/conceptual concepts such as contracts, laws, and GAAP principles
• Proficiency in English is required
• Bilingual preferred

Computer Skills:

• Advanced proficiency in Excel and experience with ERP systems and financial reporting tools. Past ERP implementation desired

Physical Demands:

• Substantial movements (motion) of the wrist, hands, and/or fingers in a repetitive manner
• Close vision (clear vision at 20 inches or less)
• Sedentary physical daily activities of an administrative nature
• Ability to walk up and down stairs multiple times a day
• Manual dexterity sufficient to reach/handle items, works with the fingers, and perceives attributes of objects and materials

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• This position will be located in our Willis, Texas office
• Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation
• Moderate noise (examples: business office with phones, computers, and printers)
• Regular work hours (Monday-Friday, 8am-5pm)