Associate Analyst / Analyst - Operations Maintenance Capital FP&A

Energy Transfer; Houston (TX); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

World-class compensation

Benefits

401(k) match

Profit sharing

PTO

Job summary

Energy Transfer is seeking a Financial Analyst to track operational expenses, forecast results, and perform variance analysis. You will assist with maintenance Capital and O&M planning, and collaborate with field analysts and project managers to budget and forecast effectively.

The role emphasizes developing dashboards, reporting, and cost-saving initiatives while supporting monthly, quarterly, and annual performance processes.

Qualifications

• Bachelor's degree in finance, accounting, or business (or equivalent).
• 0-2 years for Associate, 2-5 years for Analyst, 5-8 years for Sr Analyst experience.
• Demonstrated analytical, organizational, and problem-solving skills.
• Proficiency with MS Excel and PowerPoint.

Responsibilities

• Perform detailed variance analysis of actual results vs plan and forecast.
• Coordinate with accounting to ensure accurate financial reporting.
• Develop and maintain dashboards and KPI reports for senior management.
• Assist in budgeting, forecasting, and long-range planning.

Skills

MS Excel

PowerPoint

Strong analytical skills

Communication skills

Self-starter

Education

Bachelor's degree in finance, accounting, or business

Tools

IBM Cognos TM1

Power BI

Alteryx

SAP

Power Query

Pivot Tables

Job description

Energy Transfer , a Fortune 50 organization, recognized by Forbes as one of America's best large employers , is dedicated to responsibly and safely delivering America’s energy . We are driven to inspire our employees to create superior value for our customers, our investors, a sustainable future and giving back to the community where we have long-standing commitments to causes including MD Anderson Children’s Cancer Hospital, The Salvation Army, American Heart Association, Ronald McDonald House and many more. Come join our award winning 10,000 strong organization as we fuel the world and each other!

This position comes with world class compensation, benefits, 401(k) match, profit sharing, and PTO.

Position Summary:

The Financial Analyst is responsible for tracking financial performance of operations expense, forecasting, and variance analysis. Assists and supports short and long-term Maintenance Capital and O&M expense planning activities.

Essential Duties And Responsibilities:

• Perform detailed variance analysis of actual financial results versus plan, forecast, and key performance metrics for maintenance capital projects
• Identify trends in variances and make recommendations for financial improvement and optimization to management
• Work closely with accounting to ensure accurate financial reporting
• Coordinate with field analysts, operations management, and project managers to accurately budget and forecast projects and expenses
• Develop and maintain financial dashboards and key performance indicator (KPI) reports to provide real-time insights to senior management
• Collaborate with cross-functional teams to develop and implement cost-saving initiatives and process improvements
• Develop and maintain long-range planning models to forecast future financial performance and support strategic decision-making
• Appropriately categorize projects as Growth, Maintenance, or Expense in accordance with Energy Transfer’s corporate capitalization guidelines
• Assist in the preparation of monthly, quarterly, and annual performance management reporting for Joint Ventures
• Conduct comprehensive financial modeling to support strategic initiatives, including mergers and acquisitions, capital investments, and market expansion.
• Support the company-wide annual planning process and subsequent monthly forecasting process
• Increase productivity and efficiency by developing automated reports and processes
• Provide support for earnings releases, 10-K, 10-Q, and other external financial reporting
• Contribute to overall Corporate Financial Planning and Analysis team goals as needed

Requirements:

Education and/or Experience, Knowledge, Skills & Abilities: To Perform This Job Successfully, An Individual Must Be Able To Perform Each Essential Job Duty Satisfactorily. The Requirements For This Position Are Listed Below:

• Bachelor's degree or equivalent work experience. Bachelor's degree in finance, accounting, or business preferred
• Associate Analyst - 0-2 years; Analyst - 2-5 years; Sr Analyst - 5-8 years of related work experience
• Demonstrated analytical, organizational, and problem-solving skills
• Must be highly proficient with MS Excel and PowerPoint
• Highly organized with the ability to perform multiple tasks
• Self-starter with ability to learn quickly
• Proactively seek out continuous improvement opportunities
• Take initiative in leading projects and driving results
• Excellent communication skills, both verbal and written
• IBM Cognos TM1, Power BI, Alteryx, SAP, Power Query, Pivot Tables experience preferred

Working Conditions:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

• Usually, normal office working conditions.
• Must be able to remain in a stationary position 50% of the time due to prolonged periods of sitting or standing.
• Occasional overnight travel may be required.
• Occasional visits to industrial/manufacturing settings, which may include exposure to various materials and chemicals, as well as extreme temperature conditions and loud machinery, and require appropriate personal protective equipment.