Strategic FP&A Analyst: Budgeting, Forecasting & Insights

Valero; San Antonio (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive Pay

Annual Bonus Program

401(k) match

Pension Plan

Healthcare and Wellness Programs

Onsite daycare

Onsite Wellness Centers

Onsite Pharmacy

Fitness Center

Onsite cafeteria

Campus amenities

Job summary

Valero is seeking a Financial Planning & Analysis Specialist to support the monthly plan, earnings forecasts, and annual budget processes. The role involves preparing forward-looking income projections, building ad-hoc reports from AO and SAP, and collaborating across the organization to explain variances and deliver management presentations.

You'll perform ongoing FP&A system maintenance, enhance reporting accuracy, and work on low-to-moderate complexity projects, including scenario analysis

Qualifications

• Bachelor’s or higher degree in Accounting, Finance, or Accounting Information Systems.
• 5 years of accounting, equivalent public accounting, and/or accounting systems experience.
• CPA or CPA candidate.
• Master’s degree in Accounting preferred.
• Public accounting or accounting systems experience preferred.
• Experience in refining industry preferred.

Responsibilities

• Input forward-looking income projections for business units across the organization in the enterprise budget and forecast system to generate consolidated operating income results for the monthly plan and earnings forecast.
• Create, design, and maintain ad-hoc reports that are low to moderate in complexity from enterprise financial systems or databases such as Analysis for Office (AO) and SAP.
• Interact with individuals across the organization to field questions and provides support during the monthly forecast and annual budget processes.
• Assist with variance analysis for management to explain changes in various drivers for actuals, budgets, and forecasts, including detailed monthly and quarterly analysis of actual results.
• Assist with preparation of presentations for management, including earnings forecast updates, Board presentations, and annual budget presentations. Performs quality control on all presentations.
• Assist with on-going maintenance of FP&A systems, databases, and reporting tools, including developing enhancements to improve the accuracy and timeliness of FP&A reporting.
• Assist with special projects and ad hoc financial analysis for management that is low to moderate in complexity, including price/volume analysis, “what-if” scenarios, and trend and change analysis for various key financial metrics.
• Assist with the creation of forward-looking financial statements by inputting actual, forecasted, and budgeted financial results in the department’s financial modeling tool.
• Assist with the modeling of emerging transactions that are low to moderate in complexity in the forecasted financial statements.

Skills

Financial analysis

Forecasting

Variance analysis

Ad hoc analysis

Education

Bachelor’s degree in Accounting/Finance/Accounting Information Systems

CPA or CPA candidate

Master’s degree in Accounting (preferred)

Tools

Analysis for Office (AO)

SAP

Job description

Valero is seeking a Financial Planning & Analysis Specialist to support the monthly plan, earnings forecasts, and annual budget processes. The role involves preparing forward-looking income projections, building ad-hoc reports from AO and SAP, and collaborating across the organization to explain variances and deliver management presentations.

You'll perform ongoing FP&A system maintenance, enhance reporting accuracy, and work on low-to-moderate complexity projects, including scenario analysis