Financial Planning & Analysis Analyst

Key Responsibilities

• Financial Analysis and Modeling
• Support monthly variance analysis comparing actual results to budget and forecast
• Conduct ad hoc financial and operational analyses as requested by management
• Perform sensitivity analyses and scenario modeling to support strategic decision-making
• Auxiliary investment evaluation and return analysis for capital projects and M&A opportunities
• Analyze production, pricing, and cost data to identify trends and drivers of financial performance

Budgeting and Forecasting Support

• Gather inputs from operations, accounting, and other departments to support budget and forecast development
• Update financial models with actual results and revised assumptions
• Maintain forecast schedules and coordinate submission timelines across teams
• Track capital expenditures and operating expenses against budget
• Support preparation of annual budget materials and quarterly forecast updates
• Document key assumptions and methodology for budgets and forecasts

Management Reporting and Data Management

• Create and maintain executive dashboards and visualizations using Excel, Power BI, or other tools
• Ensure accuracy and consistency of data across reporting systems
• Support preparation of board materials, lender reports, and other stakeholder deliverables
• Maintain organized files and documentation for all reporting deliverables
• Respond to data requests and inquiries from management and other departments

Process Improvement and Systems Support

• Identify opportunities to automate routine reporting and analysis tasks
• Support implementation and optimization of financial planning and ERP systems
• Aid in data integrity initiatives and reconciliation projects
• Contribute ideas for improving FP&A processes, tools, and efficiency
• Apply AI tools to streamline workflows, enhance analysis quality, and increase output efficiency

Collaboration and Learning

• Partner with accounting, operations, and commercial teams to understand business drivers and gather information
• Develop understanding of oil and gas operations, cost structures, and industry dynamics
• Participate in cross-functional projects and strategic initiatives
• Build relationships across the organization to support effective analysis and reporting

Qualifications

• Strong analytical and problem-solving skills with ability to work with large datasets
• Advanced Excel proficiency required (formulas, pivot tables, lookups, data manipulation)
• Demonstrated fluency with AI tools (ChatGPT, Claude, Copilot, or similar) for data analysis, modeling, research, and productivity required
• Solid understanding of financial statements, accounting principles, and financial analysis techniques
• Strong attention to detail with commitment to accuracy and data integrity
• Excellent organizational and time management skills with ability to meet deadlines
• Effective written and verbal communication skills with ability to present data clearly
• Intellectually curious with eagerness to learn about the business and industry
• Self-motivated and proactive with ability to work independently and as part of a team
• Comfortable working in a fast-paced environment with shifting priorities
• Proficiency with Microsoft Office suite (Excel, PowerPoint, Word)
• Experience with data visualization tools (Power BI, Tableau) or financial planning software a plus
• Familiarity with ERP systems (SAP, Oracle, or similar) a plus
• Ability to leverage AI tools to accelerate analysis, improve accuracy, and enhance productivity