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Project Finance & Investment Director

Tulsa, OK

Project Finance & Investment Director


Position Summary: The Project Finance & Investment Director is responsible for overseeing the organization's financial modeling and strategy development, risk assessment, and reporting to support business growth and profitability. This role will also be responsible for supporting the financial planning, budgeting, forecasting, and analytical processes of the organization. This role reports to the CFO or designee and involves working closely with various departments to provide insightful financial analysis and strategic recommendations to senior management.

Essential Duties and Responsibilities:
  • Budgeting and forecasting
  • Complex financial analysis and planning
  • Regularly review and update forecasts based on actual performance and changes in business conditions
  • Analyze historical financial data and industry trends to create accurate projections
  • Provide insightful commentary on financial results and variances against budgets/forecasts
  • Assist in developing financial models to support decision-making processes
  • Work closely with senior management to align financial strategies with overall business objectives
  • Analyze and assess the financial impact of various business scenarios
  • Develop and maintain management dashboards to facilitate data-driven decision-making
  • Ensure accuracy and completeness of financial information presented to management
  • Develop and implement financial strategies to support project goals and objectives
  • Oversee the creation and management of project budgets, ensuring alignment with financial plans
  • Identify and secure funding from various sources, including equity, debt, and other financial instruments
  • Identify, assess, and mitigate financial risks associated with projects
  • Monitor and manage the financial performance of projects, ensuring adherence to budgets and financial plans
  • Prepare and present financial reports, forecasts, and analysis to senior management and stakeholders
  • Engage consistent with our mission and values

Education and Experience:
  • Bachelor’s degree in Finance, Accounting, Business, or related field (Master’s degree/MBA or CPA preferred)
  • Demonstrated experience in complex financial analysis, budgeting, forecasting, and project financing
  • Strong analytical skills and proficiency in financial modeling
  • Excellent communication and presentation skills
  • Advanced proficiency in Microsoft Excel and financial software/tools
  • Knowledge of accounting principles and financial regulations

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