Financial Analyst-Planning

The Planning and Analysis department owns key budgeting and forecasting processes, including data retrieval, organization of data, compiling reports and dashboards, and monitoring Key Performance Indicators (KPI's) to support decision making.
Education:

• Bachelor's degree from an accredited institution in Finance, Accounting, or a related discipline

Financial Analyst-Planning (Finance)

The Planning and Analysis department owns key budgeting and forecasting processes, including data retrieval, organization of data, compiling reports and dashboards, and monitoring Key Performance Indicators (KPI's) to support decision making.
Education:

• Bachelor's degree from an accredited institution in Finance, Accounting, or a related discipline

• 1-3 years of experience in financial services, FP&A or other relevant experience, energy industry a plus
• Fundamental understanding of finance and accounting concepts
• Intermediate to advanced level in MS Office applications that may include but are not limited to Excel, Word, Access, PowerPoint and Outlook
• SQL database, Power BI, and/or Microsoft Fabric skills a plus
• Experience with Oracle Cloud ERP/EPM a plus
• Strong analytical, problem solving, and organizational skills
• Effective communication skills
• Team oriented
• Strong attention to detail
• Must be able to work with confidential and sensitive information in a professional manner

All of the physical requirements listed below are those that may be necessary for an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Sitting; standing; walking or moving throughout facility; driving; talking; seeing (specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus); hearing; feeling; bending or stooping; squatting or crouching; reaching; kneeling; pushing; pulling; lifting up to 25 lbs.
• Minimal safety hazards; general office working conditions.
• Must be able to sit for prolonged periods of time.
• The employee is regularly required to use hands to type, touch, handle, or feel. The employee is required to talk and hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk and climb or balance. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.

• Required to carry a cell phone and be available to respond during working and non-working hours.
• The successful candidate will be required to clear a drug screen and a complete background check, including credit report for certain positions, after an offer has been extended and prior to being employed.

• No

• The annual salary range for this position will be $74,200-$92,700/yr.

• The above statements describe the general nature and level of work being performed. This position may perform other duties as assigned.

• Own expense forecasts for assigned business units; create monthly financial reports distributed to owners and investors
• Build consolidated reporting views combining business unit operational and capital data to support variance analysis and management reviews
• Maintain relationships with various business unit owners throughout the company, providing insights into operational and financial activity
• Update monthly capital project forecasts and perform variance analysis in coordination with Project Accounting and Project Controls
• Assist with preparation of the monthly earnings and forecast report, annual budgets and long-range financial plan reporting and analytics
• Assist with zero based budgeting effort on a annual basis
• Create databases to track cost reporting, analytics and provide insights to management
• Maintain and administer reporting databases and data models, including implementation and enforcement of data quality checks, validation rules and reconciliation procedures…