Sr Analyst – Financial Planning & Analysis

Energy Transfer LP; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) match with profit sharing

PTO

Comprehensive benefits

Job summary

A leading energy company is seeking an Analyst for Financial Planning and Analysis to support forecasting, budgeting, and financial results analysis. The role involves collaboration with various teams to prepare financial reports and build strong relationships. Ideal candidates will have a Bachelor's degree in finance or accounting and strong Excel skills, with 3+ years of financial analysis experience preferred. This position is based in Houston, Texas.

Qualifications

• 3+ years of relevant financial analyst experience within the energy industry preferred.
• Master's degree in business administration is a plus.

Responsibilities

• Assist in the forecasts and annual budgets for revenue/margin-generating activities.
• Prepare financial reports and presentations for senior leadership.
• Maintain and improve excel-based models for generating forecasts.

Skills

Strong Excel modeling skills

Clear communication

Time-management skills

Education

Bachelor's degree in finance or accounting

Job description

Energy Transfer, recognized by Forbes as one of America's best large employers, is dedicated to responsibly and safely delivering America's energy. We are driven to inspire our employees to create superior value for our customers, our investors, a sustainable future and giving back to the community where we have long‑standing commitments.

We value all of our employees who make our growth and success possible. We are proud to offer industry‑leading compensation, comprehensive benefits, 401(k) match with additional profit sharing, PTO and abundant career opportunities.

Come join our award‑winning 11,000strong organization as we fuel the world and each other!

Summary

Analyst - Financial Planning and Analysis

This position will be a key member of a small team responsible for the forecasting, budgeting and financial results analysis of Energy Transfer's margin‑generating activities, as well as supporting joint venture financial reporting and budget presentations. This candidate will need the ability to operate in a fast‑paced, collaborative environment and will work closely with multiple groups across the Partnership. This position will be based in our Houston office.

Primarily Roles & Responsibilities:

• Assist in the creation of the forecasts and annual budgets for revenue/margin‑generating activities
• Prepare monthly and quarterly financial reports and presentations, including the Quarterly Financial Analysis package utilized by senior leadership in preparation for our quarterly earnings call
• Maintain and improve excel‑based models utilized for generating forecasts and budget
• Prepare analysis, forecasts, and budgets for delivery and presentation to our joint venture partners
• Build a productive relationship with commercial, accounting, and operations groups
• Assist with the preparation of quarterly external documents, including the 10‑Q and 10‑K filings
• Understand and estimate the potential financial impact of changing market conditions and trends
• Analyze, understand, and explain monthly accounting entries
• Support the FP&A Director and the Vice President of Finance in responding to requests and ad‑hoc analysis required from internal and external customers

Required Experience/Education:

• Bachelor's degree in finance or accounting preferred or equivalent work experience
• Ability to communicate clearly, verbally, and written
• Strong Excel modeling skills
• Time‑management skills; ability to handle multiple projects, meet deadlines and function independently and efficiently in a fast‑paced environment

Preferred Experience:

• 3 or more years of relevant financial analyst experience, preferably within the energy industry
• Master's degree in business administration or a related field

Required experience is commensurate with the selected job level:

• The Specialist/Analyst level requires a Bachelor's degree or equivalent experience and 2‑5 years of relevant job‑related experience
• The Senior Specialist/Analyst level requires a Bachelor's degree or equivalent experience and 5‑8 years of relevant job‑related experience
• The Lead Specialist/Analyst level requires a Bachelor's degree or equivalent experience and 8+ years of relevant job‑related experience

Working Conditions:

• Usually, normal office working conditions
• Must be able to remain in a stationary position 50% of the time due to prolonged periods of sitting or standing
• Occasional overnight travel may be required
• Occasional visits to industrial/manufacturing settings, which may include exposure to various materials and chemicals, as well as extreme temperature conditions and loud machinery, and require appropriate personal protective equipment