Analyst II - Financial Planning

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

Benefits offered by this job

3 weeks vacation

9 holidays

Medical plan

401(k) matched savings

Job summary

UGI Energy Services, LLC in the Mid-Atlantic region seeks an Analyst II – Financial Planning to partner with business segments, develop budgets and forecasts, and communicate variance drivers to the FP&A team.

Responsibilities include loading data in Hyperion, preparing monthly and quarterly presentations for senior leadership, and supporting strategic analysis with strong Excel and analytical skills.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field preferred.
• Minimum 2 years’ experience in a related field.

Responsibilities

• Prepare forecasts, budgets, operating statistics and related analysis using Hyperion data.
• Analyze actual results vs. plan and communicate variance drivers for business decisions.
• Develop detailed financial analysis to support executive decisions and strategy.
• Prepare monthly and quarterly presentations of financial results for senior leadership.

Skills

Financial analysis

Advanced Excel

Planning and prioritizing

Analytical thinking

Written communication

Attention to detail

Education

Bachelor’s degree in Finance/Accounting/Economics

Minimum 2 years in related field

MBA/CPA/CMA a plus

Tools

Hyperion Planning

SmartView

Excel (Advanced)

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.