Financial Planning Analyst

Matheson Tri-Gas, Inc.; Irving (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading company in the gas industry is seeking a Financial Planning Analyst to conduct financial analysis and modeling. This role involves interaction with senior executives and requires strong analytical skills, proficiency in financial modeling, and excellent communication abilities. Candidates should possess a Bachelor's degree in Finance, Accounting, or Economics and have at least 2 years of relevant experience. This position offers a unique opportunity to gain insights into the industry and contribute to key financial decisions.

Qualifications

• Minimum of 2 years of experience in Finance or Accounting required.
• Recent Bachelor's degree or MBA in Business / Finance is preferred.

Responsibilities

• Conduct financial analysis and modeling for capital projects.
• Assist with forecasting and budgeting during the annual process.
• Prepare executive presentations and financial reports.

Skills

Critical thinking

Problem solving

Excellent written and verbal communications

Team player

Expert MS PowerPoint skills

Education

Bachelor's Degree in Finance, Accounting, or Economics

Associate's Degree (Preferred)

MBA in Business / Finance (Preferred)

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

• 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

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

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

Move / Traverse

Stationary Position / Seated

Transport / Lifting

N / A

Transport / Carrying

N / A

Exerting Force / Pushing

N / A

N / A

Ascend / Descend

N / A

N / A

Position Self / Stooping

N / A

Position Self / Kneeling

N / A

Position Self / Crouching

N / A

Position Self / Crawling

N / A

Reaching

N / A

Grasping

N / A

Feeling

N / A

Communicate / Talking

Communicate / Hearing

Repetitive Motions

Coordination

N / A

Travel Requirements

Brief Description

Rarely

Very rarely

Mental Demands

Working Condition

Rarely

Occasionally

Frequently

Constantly

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

Create a job alert for this search

Financial Planning Analyst • Irving, TX, US