FP&A Analyst

Heritage Petroleum, LLC

Evansville (IN)

On-site

USD 65,000 - 90,000

Full time

4 days ago

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Benefits offered by this job

401(k) matching

Dental insurance

Employee assistance program

Flexible schedule

Health insurance

Health savings account

Life insurance

Paid time off

Referral program

Vision insurance

Job summary

Heritage Petroleum, LLC in Evansville, IN seeks an FP&A Analyst to support budgeting, forecasting, reporting, and financial planning. You will develop models, analyze variances, monitor KPIs, and provide actionable insights for profit growth.

collaboration with Sales, Operations, and Executive leadership is essential. The role requires strong Excel, data analysis, and communication skills, with 2–5 years in finance, and a bachelor’s in accounting or finance (MBA/CPA preferred).

Qualifications

Bachelor's degree in Accounting or Finance required; MBA or CPA preferred.
2-5 years of experience in financial analysis, budgeting, forecasting, and reporting.
Advanced proficiency in Microsoft Excel with large data handling.
Ability to communicate complex financial concepts to non-financial stakeholders.
Strong business partnering skills and cross-department collaboration.

Responsibilities

Prepare annual budgets, monthly forecasts, and long-range plans.
Analyze performance via variance, trend analyses, and KPI reporting.
Compile, analyze, and report sales data and business metrics.
Forecast revenue, gross margin, and operating expenses.
Develop and maintain financial models for strategic initiatives.
Support CRM administration, data integrity, and reporting initiatives.
Collaborate with Sales, Operations, Accounting, and Exec leadership.

Skills

Advanced Excel

Financial modeling

Analytical thinking

Cross-functional partnering

Communication skills

Education

Bachelor's degree in Accounting or Finance

MBA or CPA preferred

Tools

ERP systems

CRM systems

BI tools

Job description

The FP&A Analyst is responsible for supporting the Company's financial planning, forecasting, budgeting, and reporting processes. This position partners closely with sales leadership and other business leaders to provide financial insights, analyze business performance, identify opportunities for improvement, and support strategic decision-making. The FP&A Analyst will develop financial models, prepare forecasts and budgets, analyze trends and variances, monitor key performance indicators, calculate sales commissions, and deliver actionable recommendations to drive profitable growth.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Prepare annual budgets, monthly forecasts, and long-range financial plans.
Analyze financial and operational performance through variance analysis, trend analysis, and KPI reporting.
Compile, analyze, and report sales data and business performance metrics.
Compare daily, MTD, YTD, and LTM sales and profitability results.
Review actual results against budget, forecast, prior year, and other performance benchmarks.
Forecast revenue, gross margin, operating expenses, and other key financial metrics.
Develop and maintain financial models to support strategic initiatives and business decisions.
Facilitate the tank ROI process and provide analysis on investment performance.
Calculate sales commissions and provide support for commission-related inquiries.
Support CRM administration, reporting, and data integrity initiatives.
Analyze cost-to-serve metrics and profitability by territory, customer, and product line.
Prepare and present monthly and quarterly management reports.
Assist with month-end close activities, financial reporting, and ad hoc analysis.
Collaborate with cross-functional teams including Sales, Operations, Accounting, and Executive Leadership.

REQUIRED SKILLS/ABILITIES

Advanced Microsoft Excel skills including Pivot Tables, Power Query, XLOOKUP, and financial modeling.
Strong analytical, quantitative, and problem-solving skills.
Ability to interpret large datasets and communicate insights effectively.
Excellent verbal, written, and presentation skills.
Strong organizational skills and attention to detail.
Ability to manage multiple priorities in a fast-paced environment.
Business acumen and understanding of financial statements.
Ability to communicate financial information to non-financial audiences.
Experience working with ERP, CRM, and business intelligence systems.
High level of confidentiality, professionalism, and integrity.

QUALIFICATIONS AND EDUCATION REQUIREMENTS

Bachelor’s Degree in Accounting or Finance required; MBA or CPA preferred
2-5 years of experience in financial analysis, budgeting, forecasting, financial reporting, and related finance or accounting functions
Strong analytical skills with the ability to transform large datasets into actionable business recommendations
Advanced proficiency in Microsoft Excel, including experience managing and analyzing large volumes of data
Ability to communicate complex financial concepts and insights effectively to non-financial stakeholders
Strong business partnering skills with the ability to work independently and collaborate across multiple departments
Excellent attention to detail, organizational skills, and commitment to accuracy
Strong communication, problem-solving, and decision-making skills

PHYSICAL CHARACTERISTICS

While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel; reach with hands and arms, and talk or hear. The employee is required to stand, walk, climb or balance, and stoop, kneel or crouch. The employee must be capable of lifting and/or moving up to 40 pounds.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those of an office. Noise level in the work environmental is normally moderate. Typically the duties are performed indoors, during the day and some overtime may be required. Occasional travel may be required.

Job Type: Full-time

BENEFITS