Corporate Financial Planning & Analysis Manager

Job Summary

CITGO Petroleum Corporation seeks a Corporate Financial Planning & Analysis Manager to work in Houston, TX. Charged with analyzing and communicating the product of the financial model, the role will run alternative scenarios, develop reports, and devise tools to communicate results to senior leadership, with a particular focus on the forecast implications for liquidity and debt covenants. The manager will engage the Controller and other finance department management as necessary to address related issues.

MINIMUM EDUCATION:

Bachelor’s degree in Accounting, Business, or Engineering

MINIMUM EXPERIENCE:

8 years of progressively responsible experience with each of the following:

• Supervising a finance team, including directing work, conducting performance reviews, training and developing employees, and conflict resolution.
• Analysis, reporting, and making recommendations of the financial model to senior leaders.
• Developing, optimizing, and implementing efficient Financial Planning & Analysis (FP&A) processes.
• Working in cross‑functional teams across the organization.
• Creating comprehensive solutions using Oracle Planning and Budgeting Cloud Service for financial planning and budgeting needs.
• Developing KPIs, operational, analytical, and executive dashboards, and variance analysis.
• Collaborating with and presenting to multiple stakeholders across the organization, including C‑Suite.
• Oracle FP&A solutions including Planning and Budgeting Cloud Service (PBCS), Financial Reporting, Data Management, Smart View, and Narrative Reporting.
• SAP, SAP Business Planning and Consolidation (BPC), and Hyperion Strategic Finance (HSF).
• Reviewing and maintaining the financial model, including forecasting, model logic, and data integrity.

• Analysis, Reporting & Recommendations
  • This position is charged with analyzing and communicating the financial model product, running alternative scenarios, developing reports, and devising tools to communicate results to senior leadership.
  • Maintains focus on forecast implications for liquidity and debt covenants.
  • Engages the Controller and other finance department management as necessary to address related issues.
• FP&A Processes & Cross‑Functional Collaboration
  • Develops and optimizes FP&A processes.
  • Extensive experience working with cross‑functional teams, including FP&A, Controllers, IT, and C‑Suite.
  • Creates what‑if scenarios for liquidity and debt covenants and for financial and operational reporting.
• Budgeting/Forecasting System
  • Designs and implements a comprehensive cloud‑based solution using Oracle Planning and Budgeting Cloud Service (PBCS).
  • Eliminates the need for spreadsheets in planning and budgeting.
  • Plans across all financial statements (revenues, expenses, balance sheet).
  • Phases in all business units (Corporate, refining, non‑refining) into the system.
  • Analyzes internal and external reporting needs, builds reports, and delivers dashboards.
  • Manages KPI development, dashboards, and variance analysis.
• Systems Knowledge
  • Extensive experience with Oracle FP&A solutions (PBCS, Financial Reporting, Data Management, Smart View, Narrative Reporting).
  • Knowledge of SAP, BPC, and HSF, with ability to extract data, load into Oracle PBCS, and validate data integrity.
• Model Maintenance
  • Continuously reviews the financial model, focusing on the forecast period, ensuring model logic and data integrity.
  • Performs periodic hierarchy maintenance, updates data mappings, and modifies financial/operational reports to capture changes.
  • Implements enhancements for monthly actual, plan, forecast data loads, volume/price analysis, and variance reporting.
• Personnel & Documentation
  • Leads a team of 3–5 direct reports, directing work, conducting performance reviews, training/developing employees, and resolving conflicts.
  • Develops documentation and trains administrators, power users, and end users in FP&A tools and processes.
• Presentation & Stakeholder Management
  • Prepares financial results for presentation to senior executive leadership, including what‑if liquidity and debt covenant scenarios, acquisition/divestiture scenarios.