Financial Planning & Analysis Manager

Financial Planning & Analysis Manager

Hillwood Energy, a Perot Company, has a long history in the oil & gas industry with assets in the United States and globally. Our current assets include operated and non-operated working interests in Texas, mineral interests across the US, and HKN Energy Ltd which operates the Sarsang Block in the Kurdistan Region of Iraq.

Position Summary

Hillwood Energy is seeking a dynamic and experienced Manager, Financial Planning and Analysis to join our growing Finance and Accounting team in Fort Worth, TX. This individual will be responsible for leading the budgeting, forecasting, financial analysis, and management reporting functions. The Manager will play a critical role in delivering insights that support business strategy and decision-making at the senior leadership level. This position requires strong analytical acumen, leadership skills, sound business judgment, and a deep understanding of financial and operational drivers within a fast-paced and evolving environment. The Manager will also be responsible for building and developing the FP&A function, including mentoring junior team members.

Key Responsibilities

Planning and Forecasting:

• Lead the development of annual budgets, quarterly forecasts, and long-range financial plans at both asset-level and consolidated levels
• Partner with operating teams to translate operational data into accurate, actionable financial projections
• Continuously refine forecasting methodologies, assumptions, and models to improve accuracy and reliability
• Support scenario planning and sensitivity analysis to evaluate potential business outcomes and risks
• Collaborate with accounting and operations teams to ensure alignment between forecasts and operational realities

Performance Analysis:

• Analyze financial and operational performance against budget and forecast, identifying key variances and underlying drivers
• Develop, maintain, and enhance dashboards and KPI reporting to provide timely insights to senior leadership and asset teams
• Interpret complex financial data and trends to deliver actionable recommendations for performance improvement
• Collaborate cross-functionally with operations, accounting, and corporate strategy to support decision-making and optimize business performance
• Identify opportunities for cost optimization, operational efficiencies, and revenue enhancement

Reporting:

• Prepare and deliver monthly management reporting packages, including profit and loss statements, cash flow reporting, capital expenditure analysis, and return on investment metrics
• Ensure accuracy, consistency, and timeliness of all financial reporting deliverables
• Support reporting requirements for lenders, joint venture partners, and other internal and external stakeholders
• Prepare presentation materials for senior leadership, including board-level reporting and executive summaries
• Continuously improve reporting processes through automation and enhanced data visualization tools

Team Leadership and Development:

• Manage and mentor FP&A Analyst(s), providing guidance, coaching, and professional development opportunities
• Foster a collaborative team environment that encourages learning, accountability, and high performance
• Delegate responsibilities effectively while maintaining oversight of deliverables and quality standards
• Build FP&A processes, controls, and best practices as the function grows

Systems and Process Improvement:

• Drive process improvements and automation initiatives to enhance efficiency and data accuracy
• Support evaluation and implementation of financial planning and ERP systems and tools
• Partner with IT and accounting teams on system upgrades, integrations, and optimization
• Leverage technology to improve forecasting accuracy, reporting capabilities, and analytical insights
• Lead adoption of AI-powered tools and workflows to increase FP&A efficiency and analytical depth

Required Skills and Abilities

• Strong proficiency in financial modeling, forecasting, and data analysis techniques, with the ability to build and maintain complex financial models
• Advanced Excel skills required (financial modeling, complex formulas, pivot tables, data manipulation)
• Demonstrated fluency with AI tools (ChatGPT, Claude, Copilot, or similar) for financial analysis, modeling, report generation, and problem-solving required
• Solid understanding of financial principles, including GAAP, financial statements, variance analysis, and key performance indicators
• Experience with ERP systems (SAP, Oracle, or similar); systems implementation or upgrade experience strongly preferred
• Ability to synthesize large volumes of financial and operational data into clear, actionable insights
• Strong analytical and problem-solving skills with a proactive approach to identifying trends, risks, and opportunities
• Excellent communication and interpersonal skills, with the ability to effectively present complex financial concepts to both financial and non-financial stakeholders, including executive leadership
• Demonstrated leadership and mentoring capabilities with ability to develop and motivate team members
• High attention to detail and commitment to accuracy, consistency, and data integrity
• Ability to manage multiple priorities and deadlines in a fast-paced, dynamic environment
• Strong organizational and time management skills with the ability to prioritize work effectively
• Business partnering mindset with ability to work collaboratively across functions
• Willingness to learn and apply new tools, including AI, automation, and data visualization technologies, to enhance reporting and analysis

Education and Experience

• Bachelor's degree in Finance, Accounting, Economics, or related field required; MBA or CFA designation a plus
• Minimum of 5-7 years of progressive experience in FP&A, corporate finance, or related finance and accounting roles
• Oil and gas industry experience required (upstream E&P strongly preferred)
• Prior experience managing or mentoring junior team members required
• Demonstrated experience in a lead FP&A role with responsibility for budgeting, forecasting, and management reporting
• Understanding of upstream oil and gas cost structures, performance metrics, and economics
• Experience with international operations, PSC structures, or joint venture accounting a plus
• Knowledge of financial planning software (Adaptive Insights, Anaplan, or similar) a plus

What Makes This Role Unique

• Direct partnership with CFO, CAO, and executive leadership team
• Exposure to diverse operations including domestic (Texas) and international assets (Kurdistan Region of Iraq)
• Opportunity to build and shape the FP&A function within a lean, entrepreneurial organization
• Part of the broader Hillwood/Perot family office ecosystem with exposure to diverse energy assets
• Balance of strategic planning and hands-on execution in a collaborative, high-impact environment

Compensation

• Competitive base salary commensurate with experience
• Annual performance-based bonus opportunity
• Comprehensive benefits package (see below)

Benefits Highlights

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Flexible Spending Accounts (FSA)
• Health Savings Accounts (HSA)
• Vacation time
• Sick time
• Holidays
• Paid family caregiver leave
• Mental health and wellness resources
• Life Insurance
• Disability Insurance
• 401(k) with company match
• Tuition assistance
• Additional programs to support Associates and their families

EEO Statement

Hillwood is committed to providing Equal Opportunity in Employment, to all applicants and employees regardless of race, color, religion, gender, age, national origin, military status, veteran status, handicap, physical or mental disability, sexual orientation, gender identity, genetic information or any other characteristic protected by law.