Analyst-Budgeting, Forecasting and Capital Planning

Key Responsibilities

• Support the development and maintenance of annual budgets, quarterly forecasts, and long-range financial plans
• Perform monthly variance analysis comparing actual results to budget and forecast, explaining key drivers and recommending corrective actions
• Absorb and update financial forecasts, incorporating business assumptions, market trends, and operational inputs specific to petroleum operations
• Participate in capital planning activities, including the evaluation of capital projects, preparation of authorization for expenditure (AFE) requests, and tracking of project costs versus budget
• Build and maintain financial models to support forecasting, capital investment decisions, ROI analysis, and scenario modeling
• Prepare clear and accurate financial reports, dashboards, and presentations for management regarding performance, forecasts, and capital allocation
• Conduct ad-hoc financial analysis on topics such as cost optimization, pricing, inventory management, and capital project performance
• Collaborate with Accounting, Operations, Supply Chain, and other departments to gather accurate data for forecasting and capital planning processes
• Maintain and improve FP&A tools and templates (Excel, Power BI, etc.) used for budgeting, forecasting, and capital planning
• Participate in special projects such as process automation, investment analysis, or long-term strategic planning initiatives

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or a related field
• 1-3 years of relevant experience in financial analysis, FP&A, accounting, or business intelligence
• Strong proficiency in Microsoft Excel (advanced formulas, pivot tables, charts, and financial modeling)
• Experience with data visualization tools (Power BI, Tableau) or ERP systems is a plus
• Solid understanding of financial statements (P&L, Balance Sheet, Cash Flow) and key financial metrics
• Previous exposure to the oil & gas or energy industry is preferred but not required

Qualifications & Experience

• Strong analytical and problem-solving skills with high attention to detail
• Ability to manage multiple tasks and meet tight deadlines in a fast-paced environment
• Good communication skills — able to present findings clearly to both technical and non-technical audiences
• Team player with a proactive and positive attitude
• Curiosity and eagerness to learn about forecasting, capital planning, and the petroleum business
• Comfort working with large datasets and turning numbers into actionable insights

Benefits

• Competitive base salary
• Comprehensive benefits including health, dental, vision, and retirement plans
• Hands-on experience and mentorship to support career growth in finance
• Exposure to senior leadership and strategic projects in the energy sector

About the Role

The Analyst; Budgeting, Forecasting & Capital Planning is an important entry-to-mid-level role within the Finance team at LV Petroleum. This position supports the company's financial planning, budgeting, forecasting, capital planning, and performance analysis processes. The Analyst; Budgeting, Forecasting & Capital Planning will work with financial data to help leadership understand business performance, identify trends, and make informed decisions in the dynamic petroleum industry. This is a great opportunity for a motivated early-career professional looking to build strong analytical skills and gain exposure to strategic finance in the energy sector.

Company

LV Petroleum, LLC is an equal opportunity employer.