Sr Specialist - Corporate Finance and M&A

Energy Transfer LP; Pennsylvania; On-site; USD 140,000 - 190,000; Full time

Job summary

Energy Transfer is seeking a Senior Specialist in Corporate Finance and Mergers & Acquisitions to support growth initiatives and strategic transactions. The role involves leading due diligence, building complex financial models, and communicating analysis to senior leadership.

You will interact with executives, legal, investment teams, and target management in a high-visibility environment. The ideal candidate has 3–5 years in M&A or corporate finance, strong valuation skills, and proficiency

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting or related field.
• MBA or CFA designation preferred.
• Minimum 3–5 years in mergers & acquisitions, capital markets, or corporate finance related roles.
• Experience building financial models for forecasting and valuation.

Responsibilities

• Identify and evaluate acquisition and growth opportunities.
• Lead due diligence and economic modeling for transactions.
• Perform valuations using methodologies including sum-of-the-parts, comps, precedent transactions, and DCF.
• Prepare transaction documents and investor communications.

Skills

Financial modeling

Valuation

Executive communication

Capital markets

Analytical thinking

Financial storytelling

Education

Bachelor’s degree in Finance/Economics/Accounting

MBA or CFA designation preferred

Tools

MS Word

MS Excel

PowerPoint

Job description

Sr Specialist - Corporate Finance and M&A

Sunoco LPis a leading energy infrastructure and fuel distribution master limited partnership operating across 32 countries and territories in North America, the Greater Caribbean, and Europe. The Partnership’s midstream operations include an extensive network of approximately 14,000 miles of pipeline and over 160 terminals. This critical infrastructure complements the Partnership’s fuel distribution operations, which distribute over 15 billion gallons annually to approximately 11,000 Sunoco and partner-branded retail locations, as well as independent dealers and commercial customers.

At Sunoco, we take great pride in what we do and wholeheartedly believe our employees drive success for our company and our customers. We are always looking for the best and brightest talent and we are committed to making your job a challenging and rewarding experience.

Summary

Sunoco is seeking a Senior Specialist to join its Corporate Finance and Mergers and Acquisitions team. As a member on the team, the Specialist will apply advanced knowledge of business, financial, and valuation principles to help grow and optimize Sunoco’s business. The Specialist will oversee and perform detailed analysis of mergers, acquisitions, and dispositions as well as strategically important corporate finance projects. This high-profile position works directly with key leaders to source opportunities and execute transactions critical to Sunoco’s growth. The Specialist should enjoy working in a fast-paced, high-visibility role that provides opportunities to interact with various stakeholders internally and externally including executive leadership, key members of the finance and commercial teams, financial and legal advisors, and target company managements.

Essential Duties and Responsibilities

Assume an active role in the identification and evaluation of acquisition and growth opportunities

Lead customary due diligence efforts including the evaluation of information from various sources (data rooms, financial statements, contracts, internal resources, etc.) for use in economic modelingandstructuring transactions

Perform thorough evaluations of acquisition targets using various methodologiesincluding sum-of-the parts, comparable company, precedent transaction, and discounted cash flow analyses, among others

Assist in thepreparation of various transaction documentsincluding due diligence logs, bid materials, board presentations, and approval memos

Assist in the preparation of investor communications and disclosure materials related to mergers and acquisitions

Potentially assist with other corporate finance and capital markets functions

Required Skills

Proven financial modeling and valuation capabilities

Ability to translate technical / financial information into effective strategic messaging

Capital markets acumen with understanding of the functioning of equity and debt capital markets

Ability to apply equity market knowledge to construct communication strategies and narratives for investors that are clear and compelling

Critical thinking with strong analytical skills and attention to detail

Executive presence with a clear thought process and ability to communicate, verbally and in written form, when faced with uncertainty to support sound decision making

Ability to logically evaluate and navigate complex, nuanced, and ambiguous situations

Advanced ability to use standard business software applications such as Microsoft Word, Excel, and Power Point, among others

Education and/or Experience, Knowledge, Skills & Abilities

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The requirements for this position are listed below:

Bachelor’s degree in Finance, Economics, Accounting or other business discipline

MBA or CFA designation preferred

Minimum of three to five years working in mergers and acquisitions, and/or capital markets or corporate finance-oriented roles

Extensive experience developing financial models for forecasting and valuation – investment banking, corporate or equity research

Experience communicating and presenting to executive level leadership a plus

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

An equal opportunity employer/disability/vet

Energy Transfer is an equal opportunity employer and does not discriminate against qualified applicants on the basis of actual or perceived race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law.

The nature and frequency of the above working conditions and requirements may vary depending on individual operational circumstances. Where feasible, the Partnership will make reasonable accommodations to qualified individuals with disabilities to enable them to perform the essential functions of the job.

DISCLAIMER

The statements listed in this job posting, which are subject to change, are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

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NEWTOWN SQUARE, Pennsylvania, United States

NEWTOWN SQUARE, Pennsylvania, United States

NEWTOWN SQUARE, Pennsylvania, United States

Energy Transfer is an equal opportunity employer and does not discriminate against qualified applicants on the basis of any actual or perceived legally protected characteristics under federal, state, or local law.
To view a notice describing federal equal opportunity laws.

If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, please contact the EEO Coordinator at 713-989-2247.This number is for reasonable accommodation requests only.