FP&A Analyst II: Budgets, Forecasts & Strategic Insights

UGI Energy Services; Philadelphia (Philadelphia County); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Paid Vacation time

9 Paid Holidays

Medical plan, prescription, dental,, &

Life insurance

401(k) matched savings plan

Tuition Reimbursement

Parental and volunteer time

Job summary

UGI Energy Services, LLC is seeking an Analyst II – Financial Planning to partner with one or more company segments, understand business drivers, and present risks, opportunities and recommendations to the FP&A team.

The analyst will assist in preparing accurate budgets, forecasts and financial summaries, analyze variances, and communicate drivers to support strategic decisions by senior leadership.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field preferred.
• Minimum 2 years’ experience in a related field.
• MBA, CPA or CMA a plus.
• Hyperion Planning and/or SmartView experience a plus.

Responsibilities

• For the business segments or planning components responsible for, assist in the preparation of forecasts, budgets, operating statistics and/or related analysis. This includes loading and retrieving data from the Hyperion system for business segment or Corporate use.
• Analyze, prepare and summarize actual results and recommendations for financial plans, forecasts, margin, expenses and capital expenditures.
• Assist in the development of detailed financial analysis and provide key financial information and analysis in support of executive management decision making and strategy.
• Help to prepare monthly & quarterly presentations of financial and business results for senior leadership or other departments as needed.
• Participate in special projects and analysis, including daily cash forecasting and bank reporting.

Skills

Financial analysis

Advanced Excel

Planning & prioritizing

Analytical thinking

Communication skills

Attention to detail

Interpersonal skills

Education

Bachelor's degree in Finance/Accounting/Economics

MBA/CPA/CMA a plus

Tools

Hyperion Planning

SmartView

Job description

UGI Energy Services, LLC is seeking an Analyst II – Financial Planning to partner with one or more company segments, understand business drivers, and present risks, opportunities and recommendations to the FP&A team.

The analyst will assist in preparing accurate budgets, forecasts and financial summaries, analyze variances, and communicate drivers to support strategic decisions by senior leadership.