Financial Analyst I

Duties and Responsibilities

• Develop the monthly forecast.
• Analyze changes versus prior versions and provide inputs for discussion internally at HRC and during presentation to executives.
• Continuous improvements of the Financial Planning model.
• Prepare estimates on targets inventory level for crude and products and submit to IM provider as needed.
• Lead the biweekly IM inventory meeting.
• Work with logistics and operation’s coordinator to ensure all projections are updated.
• Work with Finance to understand liquidity requirements and needs; provide guidance to Senior Management on debt covenants, availability and other financing options.
• Cook with Treasury department in planning activities and models for cash forecasting.
• Prepare the Peer Analysis report and present to management on a quarterly basis.
• Keep management informed of competitor landscape, industry trends, research and forecasts that lead to new opportunities.
• Aid Engineering in the preparation, profitability analysis and tracking of capital projects.
• Alongside Accounting, consolidate the annual Budget for presentation and approval by senior management.
• Prepare monthly finance slides for the Planning Meeting, including working capital updates, inventory projections, and cash flow breakeven analysis.
• Cook coordinate quarterly executive presentations for senior leadership, managing finance slide updates and ensuring timely input from all contributing departments.
• Analyze departmental financial results and prepare executive-ready quarterly presentations across Crude Supply, Light Oils Marketing, and Asphalt Marketing business units.
• Identify relationships, patterns and factors that drive data sets using statistical methods such as regressions, correlations.
• Report hedging opportunities, risks, or recommendations from this analysis to Senior Management.
• Prepare the finance materials for the biweekly Flash update.

Education and Experience

• Bachelor’s degree in Business, Finance, Accounting, Engineering, or related fields.
• MBA preferred.
• One to three years’ refining or oil & gas related experience preferred.
• Additional education may substitute for experience.
• High degree of financial competence and ability to operate independently.
• Experience in analyzing financial statements and data mining.
• Expert Excel modeling and Power Point skills.