Analyst II - Financial Planning

UGI Corporation; Wyomissing (Berks County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Paid Vacation

9 Paid Holidays

Medical, dental, vision, life

401(k) matched savings

Tuition Reimbursement

Job summary

UGI Energy Services, LLC is seeking an Analyst II – Financial Planning to act as a business partner across company segments, developing budgets, forecasts and financial summaries. The role supports planning and communicates variance drivers to aid business decisions.

The analyst will prepare timely plans, forecasts and analyses, and present findings to senior leadership. Strong Excel and Hyperion skills, plus attention to detail, are essential.

Qualifications

• Experience in financial analysis, reporting and planning.
• Ability to plan, organize and prioritize workload to meet deadlines.
• Demonstrates analytical, conceptual and problem-solving skills.

Responsibilities

• Prepare forecasts, budgets, and operating statistics; load/retrieve data from Hyperion for planning.
• Analyze actual results vs plans and prepare recommendations for financial plans and capital expenditures.
• Assist in presenting monthly/quarterly financial results to senior leadership and other departments.

Skills

Financial analysis

Advanced Excel

Prioritization

Communication skills

Attention to detail

Education

Bachelor’s degree in Finance, Accounting, Economics or related field

MBA or CMA/CPA a plus

Tools

Hyperion Planning

SmartView

Job description

A subsidiary of UGI Corporation, UGI Energy Services supplies and markets natural gas, liquid fuels, renewable natural gas, and electricity to 42,000 customer locations across the Mid-Atlantic and Northeastern US. We are a supplier, marketer, and midstream services provider - one backed by 135 years of natural gas experience, plus our own expanding energy infrastructure. Along with buying and selling energy commodities at the wholesale level, UGIES owns and operates key midstream natural gas assets.

We offer comprehensive benefits, some of which are:

Paid Vacation time starts with 3 weeks off

9 Paid Holidays

Medical plan, prescription, dental, vision, life insurance

401(k) matched savings plan

Tuition Reimbursement

Job Summary

The Analyst II – Financial Planning is a business partner who develops an understanding of one or several Company business segments and presents risks, opportunities and recommendations to the FP&A team. The analyst supports the Company’s financial resource planning and the analysis of actual results against the plan. The analyst will be responsible for preparation of accurate and timely budgets, forecasts and financial summaries, and for communicating variance drivers to support business decisions.

Duties and Responsibilities

• For the business segments or planning components responsible for, assist in the preparation of forecasts, budgets, operating statistics and/or related analysis. This includes loading and retrieving data from the Hyperion system for business segment or Corporate use.
• Analyze, prepare and summarize actual results and recommendations for financial plans, forecasts, margin, expenses and capital expenditures.
• Assist in the development of detailed financial analysis and provide key financial information and analysis in support of executive management decision making and strategy.
• Help to prepare monthly & quarterly presentations of financial and business results for senior leadership or other departments as needed.
• Participate in special projects and analysis, including daily cash forecasting and bank reporting.

Knowledge, Skills and Abilities

• Experience with financial analysis, reporting and financial planning including associated advanced excel skills.
• Proven ability to plan, organize and prioritize own workload to ensure deadlines are met.
• Demonstrates conceptual, analytical, and problem-solving skills.
• Strong interpersonal and written communication skills.
• Attention to detail and accuracy of work.

Education and Experience

• Bachelor’s degree in Finance, Accounting, Economics or related field preferred.
• Minimum 2 years’ experience in a related field.
• MBA, CPA or CMA a plus.
• Hyperion Planning and/or SmartView experience a plus.

UGI Energy Services, LLC is an Equal Opportunity Employer. The Company does not discriminate on the basis of race, color, sex, national origin, disability, age, gender identity, sexual orientation, veteran status, or any other legally protected class in its practices.