Financial Planning Analyst II — Budgets & Forecasts

UGI Corporation; Wyomissing (Berks County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Paid Vacation

9 Paid Holidays

Medical, dental, vision, life

401(k) matched savings

Tuition Reimbursement

Job summary

UGI Energy Services, LLC is seeking an Analyst II – Financial Planning to act as a business partner across company segments, developing budgets, forecasts and financial summaries. The role supports planning and communicates variance drivers to aid business decisions.

The analyst will prepare timely plans, forecasts and analyses, and present findings to senior leadership. Strong Excel and Hyperion skills, plus attention to detail, are essential.

Qualifications

• Experience in financial analysis, reporting and planning.
• Ability to plan, organize and prioritize workload to meet deadlines.
• Demonstrates analytical, conceptual and problem-solving skills.

Responsibilities

• Prepare forecasts, budgets, and operating statistics; load/retrieve data from Hyperion for planning.
• Analyze actual results vs plans and prepare recommendations for financial plans and capital expenditures.
• Assist in presenting monthly/quarterly financial results to senior leadership and other departments.

Skills

Financial analysis

Advanced Excel

Prioritization

Communication skills

Attention to detail

Education

Bachelor’s degree in Finance, Accounting, Economics or related field

MBA or CMA/CPA a plus

Tools

Hyperion Planning

SmartView

Job description

UGI Energy Services, LLC is seeking an Analyst II – Financial Planning to act as a business partner across company segments, developing budgets, forecasts and financial summaries. The role supports planning and communicates variance drivers to aid business decisions.

The analyst will prepare timely plans, forecasts and analyses, and present findings to senior leadership. Strong Excel and Hyperion skills, plus attention to detail, are essential.