Financial Planning Analyst

Matheson Tri-Gas; Irving (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

An established industry player is seeking a Financial Planning Analyst to join their dynamic team. This role involves conducting in-depth financial analysis, including Profit and Loss statements across various business units. You will collaborate with senior executives to create impactful presentations and engage in financial modeling for major capital projects. The position offers a unique opportunity to gain a comprehensive understanding of the industry while contributing to forecasting, budgeting, and competitive analysis. If you are a detail-oriented professional with a strong finance background, this is the perfect chance to make a significant impact.

Qualifications

• Bachelor's degree in Finance, Accounting, or Economics required.
• 2+ years of experience in Finance or Accounting necessary.

Responsibilities

• Conduct financial analysis and prepare executive presentations.
• Assist with capital project evaluation and M&A processes.

Skills

Discounted Cash Flow models

P&L analysis

Data analysis

Competitive analysis

Financial modeling

Presentation skills

Accounting knowledge

Critical thinking

Problem solving

MS PowerPoint

Education

Bachelor's Degree in Finance

Associate's Degree

Tools

MS Office

Job description

JOB SUMMARY 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 Essential Function *Possesses understanding of and ability to develop Discounted Cash Flow models *Develops Business Unit, Zone, and Retail Site level P&L analysis *Collects and analyzes data needed for management decisions *Conducts online research for competitive analysis, market trends, or other industry-related information *Assists with the M&A process to include valuation, financial due diligence, and post-close audits *Plays a key role in developing the Company's annual Forecast and Budget *Assists with capital project evaluation to include DCF modeling, approval presentations, and market research *Prepares executive, board, and investor style presentations *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 Education Level Education Details Req/ Pref Associate's Degree Bachelor's Degree Finance, Accounting, Economics Required Work Experience Experience Experience Details Required/ Preferred 2+ years Minimum of 2 years of experience in Finance or Accounting Required 1-3 years 3-5 years 4-6 years Knowledge, Skills and Abilities *Reliable team player who performs high-quality work in achieving project deadlines *Ability to work in a professional environment, on a team, and with Senior Level Management *Uphold high level of confidence in dealing with sensitive company information *Excellent written and verbal communications *Critical thinking and problem solving skills *Expert MS PowerPoint skills is critical to position; requires working knowledge of MS office *General understanding of Accounting and Finance helpful *Perform other duties as assigned *Willingness to work past normal work hours on occasion *Education: Recent Bachelor's degree or MBA in Business/Finance Licenses and Certifications Licenses/Certifications Licenses/Certification Details Time Frame Required/ Preferred PHYSICAL DEMANDS/WORKING CONDITIONS Physical Demands Category: Physical Demands 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. Physical Demand N/A Rarely Occasionally Frequently Constantly Weight Stationary Position Yes Move/Traverse Yes Stationary Position/Seated Yes Transport/Lifting N/A Transport/Carrying N/A Exerting Force/Pushing N/A Exerting Force/Pulling N/A Ascend/Descend N/A Balancing N/A Position Self/Stooping N/A Position Self/Kneeling N/A Position Self/Crouching N/A Position Self/Crawling N/A Reaching Yes Handling N/A Grasping N/A Feeling N/A Communicate/Talking Yes Communicate/Hearing Yes Repetitive Motions Yes Coordination N/A Travel Requirements Estimated Amount Brief Description Rarely Very rarely Mental Demands Working Condition NA Rarely Occasionally Frequently Constantly 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 AA M/F/VET/Disability