Financial Analyst

Howard Energy Partners; San Antonio (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Howard Energy Partners seeks a Financial Analyst to support forecasting, budgeting, and board presentation work. You will maintain corporate models and provide ad‑hoc analytics to inform senior leadership decisions.

The role covers domestic and international finance and treasury management, with exposure to equity and debt transactions and M&A activities as part of growth initiatives.

Qualifications

• Master's degree in finance, accounting, or economics is a plus.
• 0-5 years of accounting or finance experience is preferred.
• CPA or CFA certification is a plus.

Responsibilities

• Assist in forecasting and budgeting processes and prepare materials for executives and the Board.
• Prepare Board presentations and Earnings Call materials.
• Maintain and validate financial models monthly for accuracy.

Skills

Forecasting

Budgeting

Excel proficiency

PowerPoint

Analytical thinking

Communication

Education

Master's degree in finance/accounting/economics

CPA/CFA a plus

Tools

Planning/Data Analytics software

Consolidation software

Job description

Overview

The Financial Analyst supports key activities such as forecasting, budgeting, preparing Board presentations, and earnings call preparation. This position handles ad‑hoc business analytics and maintains corporate models. Responsibilities will extend to domestic and international finance and treasury management.

Duties/Responsibilities

• Assists in preparing analysis and presentations for quarterly forecasts and annual budgets to communicate financial results and outlook to senior executives and the Board of Directors.
• Prepares Board presentations and Earnings Call materials.
• Maintains assigned models monthly to ensure accuracy and consistency.
• Prepares, validates, and summarizes various key reporting metrics for use by various HEP teams.
• Assists with enhancing the finance department’s ability to utilize financial systems to improve efficiency and accuracy.
• Provides management with funding and liquidity analysis and recommendations regarding the strategy around long‑term financial stability and capital for growth projects.
• Supports financing initiatives central to HEP’s growth, including equity and debt transactions, joint venture capital raises, and M&A.
• Provides support with HEP’s (and its JVs) various credit agreements.
• Develops and maintains cash flow projections.
• Conducts liquidity and distribution analysis, ensuring debt compliance.
• Manages rating agency relationships and engages in capital market activities.
• Supports FP&A and Treasury functions, including forecasting, budgeting, variance analysis, debt compliance, and long‑term planning.
• Supports corporate and business development teams on M&A and business development projects, as needed.
• Utilizes critical thinking to develop and communicate ad‑hoc financial and business analysis.
• Performs other related duties as assigned.

Required Skills/Abilities

• Strong foundation in finance.
• Excellent analytical and problem‑solving skills.
• Strong interpersonal, verbal, and written communication skills.
• Ability to manage multiple project streams at the same time and meet time‑sensitive deadlines.
• Advanced Excel and PowerPoint skills.
• Strong attention to detail.
• Strong ownership of deliverables.
• Ability to build & dissect existing models.
• Intermediate familiarity with Planning/Data Analytics/Consolidation software.
• Intermediate understanding of lines of businesses and industry, general knowledge of upstream/midstream/downstream and willingness to follow industry news.
• Basic knowledge of macroeconomics.

Education and Experience

• Master’s degree in finance, accounting, or economics is a plus.
• 0‑5 years of accounting or finance work experience, a plus if at a top energy company or financial institution.

Certifications

• CPA or CFA certification is a plus.

Physical Demands and Hazards for Office Employees

This position requires prolonged periods of sitting, frequent computer use, occasional lifting of office supplies, and may involve travel.

Equal Opportunity Employer

Howard Energy Partners is an equal opportunity employer. If you need additional information, have questions, or need accommodations, please reach out to the Human Resources department at 210‑298‑2222.

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.