Financial Planning Analyst

Western International Gas & Cylinders, Inc.; Irving (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Financial Planning Analyst to conduct in-depth financial analysis and support strategic decision-making. This role involves preparing detailed Profit and Loss statements, developing financial models, and presenting findings to senior executives. The ideal candidate will have a strong background in finance or accounting, excellent analytical skills, and proficiency in PowerPoint for creating impactful presentations. Join a dynamic team that values collaboration and offers the opportunity to work closely with leadership on major capital projects and budgeting processes, enhancing your understanding of the industry.

Qualifications

• Minimum 2 years of experience in Finance or Accounting required.
• Strong understanding of financial modeling and analysis techniques.

Responsibilities

• Conduct financial analysis and prepare P&L statements for various units.
• Assist in capital project evaluations and the M&A process.

Skills

Financial Analysis

Discounted Cash Flow Modeling

PowerPoint Presentations

Data Analysis

Competitive Analysis

Budgeting

Critical Thinking

Problem Solving

Communication Skills

Education

Associate's Degree in Finance

Bachelor's Degree in Finance

Bachelor's Degree in Accounting

Bachelor's Degree in Economics

Tools

Microsoft PowerPoint

Microsoft Office

Job description

The Financial Planning Analyst role will conduct financial analysis, primarily oriented on Profit and Loss statements across all Business Units and Zones in the Company. This role will require interaction with senior executives to generate creative methods of conveying business projects, strategy, and financial numbers through PowerPoint presentations. The role will require extensive work on financial modeling for the Company’s major capital projects and acquisitions. Assistance with Business Unit and Zone forecasting and budgeting during the annual budget process will also be an integral part of this role. Other responsibilities of this role will be product profitability analysis, competitive analysis, acquisition due diligence, ad hoc financial analysis, and standard monthly financial reporting. The Financial Planning Analyst role will report to the Vice President of Finance, work with the other members of the FP&A Team, and interact with senior level executives and the CEO. This role will allow the individual the opportunity to develop a broad-based understanding of the industry, including everything from Customer-facing to Back-office.

Essential Functions

1. Possesses understanding of and ability to develop Discounted Cash Flow models
2. Develops Business Unit, Zone, and Retail Site level P&L analysis
3. Collects and analyzes data needed for management decisions
4. Conducts online research for competitive analysis, market trends, or other industry-related information
5. Assists with the M&A process to include valuation, financial due diligence, and post-close audits
6. Plays a key role in developing the Company’s annual Forecast and Budget
7. Assists with capital project evaluation to include DCF modeling, approval presentations, and market research
8. Prepares executive, board, and investor style presentations
9. Develops a suite of standard financial reports on a monthly, quarterly, and/or annual basis

Required for All Jobs

Performs other duties as assigned.

Complies with all policies and standards.

QUALIFICATIONS

Education

Associate's Degree or Bachelor's Degree in Finance, Accounting, Economics (Required)

Work Experience

Minimum of 2 years of experience in Finance or Accounting (Required)

Knowledge, Skills and Abilities

1. Reliable team player who performs high-quality work in achieving project deadlines
2. Ability to work in a professional environment, on a team, and with Senior Level Management
3. Uphold high level of confidence in dealing with sensitive company information
4. Excellent written and verbal communications
5. Critical thinking and problem solving skills
6. Expert MS PowerPoint skills is critical to position; requires working knowledge of MS office
7. General understanding of Accounting and Finance helpful
8. Willingness to work past normal work hours on occasion

Licenses and Certifications

None specified.

PHYSICAL DEMANDS/WORKING CONDITIONS

A thorough completion of this section is needed for compliance with legal standards such as the Americans with Disabilities Act. The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Travel Requirements

Rarely.

Mental Demands

NA.

The Company is an Equal Opportunity Employer that complies with the laws and regulations set forth under EEOC. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. EOE AAM/F/VET/Disability