Financial Planning Analyst

Overview

FP&A is a pivotal function that reports aggregated corporate results on a monthly/quarterly/annual basis to senior management, which is used across the organization to measure financial performance, decision-making, and course correcting activities.

The Financial Planning and Analysis Analyst will research, analyze, organize, compile and report on financial and operational data to provide insights to senior management. This position will have a strong understanding of the data, trends and operational benchmarks that measure financial performance. A successful analyst will prepare reports, develop insights, and craft communications and presentations for Sr. Management, Board of Directors and other Murphy USA departments.

• Assist with developing communications around monthly business reviews, annual planning and forecasting processes using data-driven decision making.
• Help develop scalable financial reporting processes by working with functional leaders and other teams.
• Research budget variances, communicating with multiple departments in the organization – collaboration skills are a must.
• Ad-hoc financial reporting as requested by senior management.
• Assist with reporting around the Annual Financial Plan and 3-5-year business view.
• Assist with monitoring of department level G&A budgets along with monthly reporting and quarterly forecasting responsibilities.
• Preparation and monitoring of Capital spending along with monthly variance reporting.
• Preparation and continual improvement of summary financial information relevant to BOD level reporting.
• Assist with monthly update and Outlook process, providing a rolling monthly view of the fiscal year's key financial and performance metrics.
• Develop and maintain working capital and cash flow models, consistent with actual and forecast.
• Calculate and monitor KPI performance relative to incentive plans.
• Perform any other related duties as required or assigned.

• This role requires a strong understanding of financial statements, ability to parse, organize, and develop insights from large datasets, excellent interpersonal and communication skills, keen attention to detail, ability to work in fast-paced deadline-oriented environment. Strong analytical skills are required, and experience is preferred with respect to organizing and summarizing financial information in written and tabular form. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four-year college degree, plus 0 to 6 months related experience and/or training, or equivalent combination of education and experience.

• Written, oral and interpersonal communications skills are required, with an attention to detail to create effective presentations for internal audiences. The ability to effectively communicate information is paramount in response to questions in person-to-person and small group situations with customers, clients, public and other employees of the organization. It will be necessary to read, analyze, and understand general business/company related articles and professional journals coupled with the ability to speak effectively before groups of customers or employees.
  
  Written reports and general business correspondence are also important to this role.

• Ability to calculate figures and amounts such as discounts, interest, CAGR, WACC, percentages, and other often used financial ratios or concepts.

• Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, or diagram formats.

• Not indicated.

• Chartered Financial Analyst (CFA), Certified Public Accountant (CPA)

• Advanced:
  Presentation/PowerPoint, Spreadsheet
• Intermediate:
  Accounting, Word Processing, SQL
• Basic: 10-Key, Alphanumeric Data Entry, Contact Management, Database