Hybrid FP&A Analyst II - Financial Planning

UGI Energy Services; Wyomissing (Berks County); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

3 weeks paid vacation

9 paid holidays

Medical plan

Prescription, dental, vision, life保险

401(k) matched savings plan

Tuition Reimbursement

Paid parental and volunteer time

Job summary

UGI Energy Services, LLC is seeking an Analyst II – Financial Planning to partner with business segments, develop budgets and forecasts, and present risks and opportunities to the FP&A team. You will prepare accurate financial summaries and communicate variance drivers to support strategic decisions.

The role focuses on budgeting, forecasting, and financial analysis with responsibilities spanning monthly reporting and ad-hoc analyses for senior leadership in a hybrid work environment at the

Qualifications

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

Responsibilities

• Assist in preparing forecasts, budgets, operating statistics and related analyses, loading data from Hyperion.
• Analyze and summarize actual results and recommendations for plans, forecasts, margins and capex.
• Develop detailed financial analyses and provide information for executive decision making.
• Prepare monthly and quarterly presentations of financial results for leadership.
• Participate in special projects including daily cash forecasting and bank reporting.

Skills

Advanced Excel

Financial analysis

Forecasting

Communication

Attention to detail

Education

Bachelor's degree in Finance/Accounting/Economics

MBA/CPA/CMA is a plus

Tools

Hyperion Planning

SmartView

Job description

UGI Energy Services, LLC is seeking an Analyst II – Financial Planning to partner with business segments, develop budgets and forecasts, and present risks and opportunities to the FP&A team. You will prepare accurate financial summaries and communicate variance drivers to support strategic decisions.

The role focuses on budgeting, forecasting, and financial analysis with responsibilities spanning monthly reporting and ad-hoc analyses for senior leadership in a hybrid work environment at the