Lead Finance Analyst

Delek US Holding Inc; Brentwood (TN); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

401K match

Medical benefits from day one

Calm app access

Performance-based incentives

Bonus payouts

Job summary

Delek US Holdings is seeking a Lead Finance Analyst to serve as a strategic and analytical leader within the Finance organization. You will lead scenario modeling, financial decision support, diligence, and board reporting for high-priority initiatives.

Reporting to the VP of Finance, you will partner with executive leadership to evaluate investments, capital projects, and strategic opportunities. This hands-on role requires building sophisticated models, guiding cross-functional diligence, and

Qualifications

• 4 year / Bachelor's Degree Finance, Accounting, Economics, Business, Engineering, or related field (Required)
• 8-10 years of relevant experience (Required)
• Meaningful experience in investment banking, private equity, corporate development, transaction advisory, or financial due diligence
• Demonstrated experience building sophisticated financial models and evaluating strategic alternatives
• Experience leading or supporting transaction, diligence, investment, capital project, or other complex analytical workstreams
• Strong understanding of financial statements, cash flow, valuation, investment returns, capital structure, and key accounting concepts
• Advanced proficiency in Microsoft Excel and PowerPoint
• Ability to translate complex financial and operational information into clear, actionable recommendations
• Strong executive-level written, verbal, and presentation skills
• Ability to operate in ambiguity, changing priorities, and time-sensitive decisions
• CFA or CFA Level 1 completion (Preferred)
• Experience evaluating M&A transactions, capital projects, partnerships, financing alternatives, or portfolio optimization opportunities (Preferred)
• Experience presenting analyses and recommendations to CEOs, CFOs, investment committees, Boards, private equity sponsors, lenders, or other senior decision-makers (Preferred)
• Experience managing, coaching, or developing analysts and other finance professionals (Preferred)
• Familiarity with enterprise planning, ERP, business intelligence, and financial data platforms (Preferred)
• Experience connecting investment or transaction models to budgets, forecasts, and post-investment performance measurement (Preferred)

Responsibilities

• Partner with senior leaders to evaluate strategic opportunities, investments, and enterprise priorities
• Structure complex business questions into clear analytical frameworks and decision alternatives
• Develop financial analyses evaluating economic, strategic, and risk implications
• Translate information into concise, executive-ready recommendations
• Develop materials for executive leadership and Board discussions
• Provide analytical support for CEO & CFO priorities and special projects
• Support diligence for capital projects, acquisitions, divestitures, partnerships, investments
• Establish disciplined modeling standards and documentation
• Coordinate inputs across Finance, Operations, Commercial, Corporate Development, Accounting, and other functions
• Develop integrated scenarios linking assumptions to revenue, EBITDA, cash flow, and returns

Skills

Financial modeling

Executive communication

Excel & PowerPoint

Strategic finance

Investment analysis

Education

Bachelor's degree in Finance, Accounting, Economics, Business, Engineering, or related field

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

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Are you looking for a career in a dynamic and innovative company that values versatility, growth, and teamwork? Look no further than Delek US Holdings!

WHAT IS DELEK? WHAT DO WE DO?

We are a boutique-sized diversified downstream energy company with a range of assets, including petroleum refining and logistics.

Our refineries in Texas, Arkansas, and Louisiana have a combined crude capacity of 302,000 barrels per day

Our logistics business currently owns and operates 720 miles of crude and product pipelines, a 600-mile crude oil gathering system, and storage tanks and terminals.

DELEK BENEFITS:

We offer fantastic benefits that include up to a 10% match on 401K on your hire start, with a vesting timeline of only one year, along with medical benefits that start on day one with a 30% premium rebate annually! We value your well-being and all employees now have access to the Calm app for FREE, which is used for meditation, stress management, and better sleep. Through our performance management program, you can earn additional annual incentives as you set and achieve goals. Our pay for performance culture motivates our employees to improve Delek's year-over-year company, business unit, and individual results. With some of the highest bonus payouts in recent years, we know that our success is due to our talented and dedicated team. We are looking for individuals like you to help us continue this momentum and bring new ideas to the table. At Delek, you will have the opportunity to make an impact and grow your career in a supportive and innovative environment.

JOB SUMMARY

The Lead Finance Analyst will serve as a key strategic and analytical leader within the Finance organization, responsible for leading scenario modeling, financial decision support, diligence and board reporting support for the organization’s highest-priority initiatives.

Reporting to the Vice President of Finance, this role will partner closely with executive leadership and cross-functional teams to evaluate major investments, capital projects, transactions, commercial opportunities, and other strategic initiatives. The Lead Finance Modeling Analyst will also provide analytical and financial support for CEO & CFO priorities and special projects, translating complex or ambiguous business questions into structured analyses and clear recommendations.

This is a highly visible, hands-on role requiring a combination of rigorous financial analysis, transaction experience, business judgment, and executive communication. The successful candidate will be equally comfortable building sophisticated financial models, leading cross-functional diligence processes, challenging key assumptions, and presenting recommendations to senior leadership.

Candidates with backgrounds in investment banking, private equity, corporate development, transaction advisory, strategic finance, or similarly rigorous financial environments will be considered for this position.

All activities will be performed in support of the strategy, and vision of the organization. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. All activities must be in compliance with Equal Employment Opportunity laws, HIPAA, ERISA, and other regulations, as appropriate.

EDUCATION AND EXPERIENCE

• 4 year / Bachelor's Degree Finance, Accounting, Economics, Business, Engineering, or related field (Required)
• 8-10 years of relevant experience (Required)
• Meaningful experience in one or more of the following:
  • Investment banking
  • Private equity or infrastructure investing
  • Corporate development
  • Transaction advisory or financial due diligence firm
  • Advanced FP&A or investment analysis within a complex operating organization
• Demonstrated experience building sophisticated financial models and evaluating strategic alternatives from the ground up
• Experience leading or supporting transaction, diligence, investment, capital project, or other complex analytical workstreams
• Strong understanding of financial statements, cash flow, valuation, investment returns, capital structure, and key accounting concepts
• Advanced proficiency in Microsoft Excel and PowerPoint
• Demonstrated ability to translate complex financial and operational information into clear, actionable recommendations
• Strong executive-level written, verbal, and presentation skills
• Ability to operate effectively in an environment characterized by ambiguity, changing priorities, and time-sensitive decisions
• Demonstrated judgment, discretion, and integrity when working with confidential and market-sensitive information
• CFA or CFA Level 1 completion (Preferred)
• Experience evaluating M&A transactions, capital projects, partnerships, financing alternatives, or portfolio optimization opportunities (Preferred)
• Experience presenting analyses and recommendations to CEOs, CFOs, investment committees, Boards, private equity sponsors, lenders, or other senior decision-makers (Preferred)
• Experience managing, coaching, or developing analysts and other finance professionals (Preferred)
• Familiarity with enterprise planning, ERP, business intelligence, and financial data platforms (Preferred)
• Experience connecting investment or transaction models to budgets, forecasts, and post-investment performance measurement (Preferred)

JOB REQUIREMENTS

Strategic Finance & Decision Support

• Partner with the Vice President of Finance, CEO, CFO and other senior leaders to evaluate strategic opportunities, investments, and enterprise priorities
• Structure complex and often ambiguous business questions into clear analytical frameworks and decision alternatives
• Develop financial analyses that evaluate the economic, strategic, and risk implications of potential decisions
• Translate complex financial and operational information into concise, executive-ready recommendations
• Develop presentations, decision materials, and financial analyses for executive leadership and, as appropriate, Board-level discussions
• Provide responsive analytical support for CEO & CFO along with other executive leadership priorities, special projects, and emerging business opportunities
• Support financial and commercial diligence for significant capital projects, acquisitions, divestitures, partnerships, investments, commercial opportunities, and other strategic initiatives
• Establish the financial diligence approach, key questions, analytical workstreams, information requirements, and decision criteria for major projects
• Coordinate inputs across Finance, Operations, Commercial, Corporate Development, Engineering, Accounting, Treasury, Tax, Legal, Technology, and other functional areas
• Evaluate historical and projected financial performance, cash flow, capital requirements, working capital, contractual economics, operating assumptions, market conditions, and potential synergies
• Identify key risks, opportunities, dependencies, and sensitivities that could materially affect project economics, valuation, timing, financing requirements, or execution
• Synthesize diligence findings into a comprehensive Finance perspective and clear recommendation for executive decision-making
• Develop sophisticated financial models supporting strategic investments, transactions, capital allocation, and other enterprise decisions
• Build integrated scenarios connecting operational and commercial assumptions to revenue, EBITDA, cash flow, capital expenditures, working capital, financing requirements, leverage, and investment returns
• Develop base, upside, downside, stress, delay, and alternative-structure scenarios to evaluate potential outcomes
• Perform valuation, sensitivity, break-even, return, payback, accretion/dilution, liquidity, and other financial analyses as appropriate
• Evaluate the impact of changes in pricing, volume, costs, timing, financing, capital requirements, market conditions, and other key assumptions
• Independently challenge and pressure-test assumptions provided by business and functional teams
• Establish disciplined modeling standards, including transparent assumptions, source documentation, scenario definitions, version control, and review processes

CORE COMPETENCIES

CHANGE AGILITY (LEVEL 3 APPLYING)

Identifies, initiates, and adapts to organizational changes that foster enhanced effectiveness, efficiency, safety, and ultimately business results.

COLLABORATION (LEVEL 3 APPLYING)

Sees connection points across the organization and partners effectively with others to achieve common goals.

DECISION MAKING (LEVEL 3 APPLYING)

Selects a course of action to reduce risk and uncertainty and create optimal outcomes.

DRIVE FOR RESULTS (LEVEL 3 APPLYING)

Drives to achieve challenging performance objectives.

TEAM BUILDING (LEVEL 3 APPLYING)

Builds trust, fosters openness, and provides support. As the manager of a team, selects and motivates a strong team.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin, disability status, protected veteran status, or any other characteristic protected by law. Equal Opportunity Employer/Disabled/Veterans.

BECOME PART OF THE ENERGY

It's an exciting time to join Delek. We're on a mission to attract, retain, and engage the best and brightest talent - those who are great team players and leaders who make it their first priority to serve.

• We are performance driven
• We value a passion for excellence
• We value teamwork
• We value and reward hard work and dedication

Delek US offers the opportunity to provide you with more than a job – we want to help you build a career.

Since our inception, our ability to hire the right people for the job has served us well, resulting in an impressive record of consistent growth and profitability. With more than 3,500 employees in nine states, we have brought together a diverse team of professionals passionate about investing their time and expertise in one of the most dynamic downstream energy companies in the market today.