Financial Planning Analyst - Irving TX

Matheson Tri-Gas; Irving (TX); On-site; USD 85,000 - 105,000; Full time

Job summary

Matheson Tri-Gas is seeking a Financial Planning Analyst to conduct comprehensive financial analysis across all business units and zones. You will develop P&L analyses, build DCF models for capital projects, and support budgeting and forecasting processes.

The role involves creating executive presentations and monthly financial reports for senior management. Ideal candidates will have 2+ years in Finance or Accounting, a Finance/Accounting/Economics degree (MBA preferred), and strong PowerPoint

Qualifications

• Bachelor's degree in Finance, Accounting, or Economics (MBA preferred).
• Minimum 2 years of experience in Finance or Accounting.
• Strong communication and presentation skills; expert PowerPoint.
• Ability to work with senior management and cross-functional teams.

Responsibilities

• Conduct financial analysis and build P&L analyses across units and zones.
• Develop and present financial projections and capital project analyses.
• Support budgeting, forecasting, and annual plan processes.
• Prepare executive, board, and investor-style presentations.
• Create standard monthly/quarterly financial reports.

Skills

PowerPoint

Communication

Critical thinking

Problem solving

Teamwork

MS Office

Executive interaction

Education

Bachelor's degree in Finance/Accounting/Economics

MBA (preferred)

Tools

MS PowerPoint

MS Excel

MS Word

Job description

Financial Planning Analyst

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 Senior Vice President of
Corporate Finance & Planning, work with the other members of the FP&A
Team, and interact other members of the Senior Management Team. This role will
allow the individual the opportunity to develop a broad-based understanding of
the industry.

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

Education

• Bachelor's Degree Required
• Finance, Accounting, Economics
• Recent bachelor's degree or MBA in Business/Finance

Work Experience

Minimum of 2 years of experience in Finance or Accounting required

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
• Willingness to work past normal work hours on occasion

Pay Range: $85,000 to $105,000

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