Sr/Lead Financial Analyst

Colonial Group; Houston (TX); On-site; USD 110,000 - 160,000; Full time

Job summary

Boardwalk Pipelines, LP is seeking a Sr/Lead Financial Analyst to join our Owensboro, KY or Houston, TX office. You will lead financial planning, budgeting, and strategic analysis, partnering across departments to drive performance and provide actionable insights to Finance leadership.

The role requires 5+ years in Finance/FP&A, strong modeling and communication skills, and experience with ERP systems. This position is on-site with opportunities to influence key growth initiatives and regulatory

Qualifications

• Five or more years of progressive experience in Finance, Accounting, or FP&A.
• Strong background in financial analysis, forecasting, budgeting, strategic planning, and financial modeling.
• Experience leading cross-functional projects and process improvement initiatives.
• Experience supporting executive leadership with financial analysis and strategic recommendations.

Responsibilities

• Lead financial planning, forecasting, strategic analysis and other projects.
• Develop the annual budget, quarterly forecasts, and 5-year strategic financial plan.
• Prepare and report EBITDA forecasts and free cash flow projections.
• Support monthly close, analyze EBITDA results.
• Develop and maintain strategic financial models for growth, capital investments, and debt analysis.
• Lead cross-functional initiatives partnering with departments.
• Manage transactional and analytical accounting for Boardwalk Pipelines entities.
• Conduct monthly budget center reviews, variance reporting.
• Design and analyze financial and operational reports for management decisions.
• Present analyses to Finance leadership and executives.
• Prepare information for external customers and regulatory reporting.
• Assist in implementing and improving financial systems and tools.

Skills

Leadership

Project management

Analytical thinking

Financial modeling

Communication

Cross-functional collaboration

Budgeting

Forecasting

Microsoft Excel

Oracle ERP or similar

Education

Bachelor's in Finance or Accounting

CPA

CMA

MBA

Tools

Microsoft Excel

Oracle Enterprise Business Suite

Job description

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Boardwalk is a limited partnership operating in the midstream portion of the natural gas and natural gas liquidsindustry, providing transportation and storage services for our customers. Our 14,000 miles of pipeline and storage assets provide diverse market connectivity to producers and end-users who need reliable sources of natural gas for power generation, home heating or petrochemical feedstocks. We have the experience, knowledge, and flexibility to design service offerings and create system enhancements tailored to our customers’ needs throughout the 13 states in which we operate. As an organization focused on sustainability, we are committed to protecting the environment while delivering this energy source. This commitment is made to our customers, employees, and the communities in which we operate. We incorporate environmental stewardship, safety, and compliance into our day-to-day operations and seek to strengthen and support the communities we serve. Additional information about the company can be found online at www.bwpipelines.com.

We are currently looking for an Sr/Lead Financial Analyst for our Owensboro, KY or Houston, TX office.

The ideal candidate is proactive, organized, and driven to take ownership of their work. This individual is expected to independently manage projects, communicate progress effectively, anticipate challenges, and consistently deliver high-quality results.

We are looking for someone who enjoys solving complex problems, continuously improving processes, and serving as a trusted business partner to Finance leadership and the organization.

POSITION DESCRIPTION:

• Lead financial planning, forecasting, strategic analysis and other various projects
• Develop the annual budget, quarterly forecasts, and 5-year strategic financial plan
• Prepare, analyze, and report EBITDA forecasts, free cash flow projections, and other key financial metrics
• Support the monthly close process, analyze, and report on monthly EBITDA results
• Develop, maintain, and enhance strategic financial models supporting growth projects, capital investments, debt analysis, and business development initiatives
• Lead special projects and cross-functional initiatives while partnering with departments throughout the organization
• Manage transactional and analytical accounting for all Boardwalk Pipelines entities
• Conduct monthly budget center reviews, detailed account analyses, and variance reporting
• Design, develop, and analyze financial and operational reports to support management decision-making
• Generate and present financial analyses and recommendations to Finance leadership and executive management
• Prepare financial information and supporting analyses for external customers and federal regulatory reporting
• Assist in the implementation, enhancement, testing, and continuous improvement of financial systems and reporting tools
• Identify opportunities to improve financial processes, reporting efficiency, and overall department effectiveness
• Serve as a financial resource and mentor to other analysts while promoting best practices across the FP&A teams

REQUIRED SKILLS, KNOWLEDGE, AND EXPERIENCE:

• Demonstrated leadership abilities with the initiative to independently lead projects and drive results
• Proven ability to manage multiple priorities, meet strict deadlines, and maintain a highly organized approach to work
• Strong analytical, problem-solving, and critical thinking skills
• Ability to manage projects from concept through completion with minimal supervision
• Strong financial modeling, forecasting, budgeting, and analytical skills
• Excellent written and verbal communication skills with the ability to present financial information clearly to all levels of the organization
• Strong interpersonal skills with the ability to build relationships and collaborate across multiple departments
• Advanced proficiency in Microsoft Office Suite, particularly Microsoft Excel
• Experience with Oracle Enterprise Business Suite or other integrated financial systems

REQUIRED SKILLS, KNOWLEDGE, AND EXPERIENCE:

• Five (5) or more years of progressive experience in Finance, Accounting, or Financial Planning & Analysis
• Strong background in financial analysis, forecasting, budgeting, strategic planning, and financial modeling
• Experience leading cross-functional projects and process improvement initiatives
• Experience supporting executive leadership with financial analysis and strategic recommendations

REQUIRED EDUCATION:

• Bachelor's degree in Finance or Accounting

PREFERRED EDUCATION:

• CPA, CMA, or MBA preferred

ADDITIONAL INFORMATION:

Boardwalk Pipelines, LP, maintains a drug-free workplace and will require pre-employment drug & substance abuse testing before hiring.

Boardwalk Pipelines, LP, is an equal opportunity employer. All applicants will be considered for employment regardless of race, color, religion, age, sex, gender identity, national origin, veteran, or disability status.