Sr Financial Analyst

CVR Energy; Sugar Land (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

CVR Energy, Inc. in Sugar Land, TX, seeks a Senior FP&A Analyst to support the Petroleum business. You will prepare detailed forecasts, analyze results, and produce ad hoc reports for senior management and the Board.

The role requires strong financial modeling, Excel expertise, and the ability to handle confidential information, with experience in energy downstream preferred. You will mentor junior analysts and work with cross-functional teams.

Qualifications

• 3+ years of Finance experience, including FP&A.
• Energy industry experience preferred, downstream.
• Strong financial planning, business operations, and strategic planning knowledge.
• Ability to review contracts and financial instruments in models.
• Proficient in MS Excel and financial modeling; able to protect confidential data.
• Experience with Oracle EPM planning and SmartView is a plus; training provided.
• Excellent written and verbal communication; able to present to varied audiences.
• Able to multi-task and prioritize in a fast-paced environment.

Responsibilities

• Partner with operational stakeholders to develop monthly EBITDA and free cash flow forecasts for the Petroleum business.
• Coordinate balance sheet and cash flow forecasts with Treasury.
• Prepare materials for monthly, quarterly, and annual reviews including variance analysis.
• Interpret market data and factors affecting forecasting and planning.
• Monitor energy market and corporate developments and analyze their impact.
• Design, develop, and maintain sophisticated financial models.
• Produce reports, charts, and dashboards; present findings to senior management.
• Mentor junior analysts and support special finance projects as needed.

Skills

FP&A analysis

Forecasting

Financial modeling

Advanced Excel

Generative AI in analysis

Written and verbal communication

Cross-functional collaboration

Confidentiality

Ability to travel

Education

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

Tools

Oracle EPM (Planning and SmartView)

MS Office Suite (Excel)

Job description

Description

POSITION SUMMARY

Under the direction of the Senior Manager of FP&A, this senior analyst-level position will support the Petroleum business and will be responsible for preparing detailed, time-sensitive forecasts and reports for senior management and the Board of Directors; analyzing forecast and actual financial results; and completing special projects and ad hoc reports for senior management. Requests may be time-sensitive with minimal advance notice. The incumbent will be required to maintain a comprehensive knowledge of company financial and operational performance, along with financial and strategic objectives. This position will handle non-public, proprietary information and must maintain strict confidentiality.

EDUCATION REQUIREMENTS

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.

EXPERIENCE REQUIREMENTS

• 3+ years of Finance experience, including FP&A.
• Energy industry experience preferred, particularly downstream.
• Demonstrated knowledge of financial planning, business operations, financial analysis and strategic planning.
• Demonstrated ability to review and interpret commercial agreements and financial instruments and incorporate the key terms into financial models and analyses.
• Working knowledge of accounting fundamentals, including the ability to review and understand journal entries.
• Advanced proficiency in MS Office Suite, with strong financial modeling skills in Excel.
• Demonstrated ability to use generative AI tools to accelerate analysis and prepare materials and models, while safeguarding confidential information; able to be productive with these tools from day one.
• Experience with Oracle EPM (formerly Hyperion) including Planning and SmartView, preferred; training will be provided.
• Ability to analyze and resolve complex problems.
• Ability to articulate complex information to a varied audience clearly and concisely.
• Excellent written and oral communication skills, including fluency in English.
• Demonstrated interpersonal skills and the ability to build effective working relationships with operations, commercial, and other finance partners.
• Ability to multi-task and prioritize projects to manage multiple priorities and deadlines in a fast-paced environment, adjusting schedules as needed to accommodate unexpected changes and meet business needs.
• Ability to work independently with minimal supervision, take ownership of assignments, and bring recommended solutions along with questions.
• Ability to travel, as needed.

MAJOR ACCOUNTABILITIES

• Partner with key operational stakeholders to develop monthly EBITDA and free cash flow forecasts and the annual budget for the Petroleum business.
• Coordinate with Treasury on balance sheet and cash flow forecasts for the Petroleum business.
• Prepare materials for monthly, quarterly, and annual management reviews, including variance analysis of actual results to forecast and budget.
• Interpret market and operational data (e.g. commodity prices, crack spreads, RINs, and product yields) and other factors affecting forecasting and financial planning.
• Monitor fundamental economic, energy industry, and corporate developments by analyzing information from various sources.
• Design, develop, and maintain sophisticated financial models.
• Produce detailed reports, graphs, charts, dashboards, and presentations that outline findings, explain risks, and recommend alternatives.
• Present oral and written reports on forecasts, variance analysis, and other analyses to senior management and operational stakeholders.
• Regularly communicate with the manager on work progress, concerns, questions, and opportunities for improvement.
• Help train and mentor junior and intermediate-level analysts.
• Support special finance projects and ad hoc requests as needed.

EXPECTED RESULTS

• Effective, timely, and professional reporting and presentations of forecasts, budget, and other financial planning and analysis results.
• Continuous improvement in analysis and in the reliability of planning, forecasting, and reporting processes.