Financial Planning & Analysis Specialist

About the role

As a Financial Planning & Analysis Specialist, you will assist with the preparation of the monthly plan and earnings forecasts, provide support for the annual budget process, and perform ad hoc analysis for management.

Responsibilities

• Input forward-looking income projections for business units across the organization in the enterprise budget and forecast system to generate consolidated operating income results for the monthly plan and earnings forecast.
• Create, design, and maintain ad-hoc reports that are low to moderate in complexity from enterprise financial systems or databases such as Analysis for Office (AO) and SAP.
• Interact with individuals across the organization to field questions and provide support during the monthly forecast and annual budget processes.
• Assist with variance analysis for management to explain changes in various drivers for actuals, budgets, and forecasts, including detailed monthly and quarterly analysis of actual results.
• Assist with preparation of presentations for management, including earnings forecast updates, Board presentations, and annual budget presentations. Perform quality control on all presentations.
• Assist with on-going maintenance of FP&A systems, databases, and reporting tools, including developing enhancements to improve the accuracy and timeliness of FP&A reporting.
• Assist with special projects and ad hoc financial analysis for management that is low to moderate in complexity, including price/volume analysis, “what-if” scenarios, and trend and change analysis for various key financial metrics.
• Assist with the creation of forward-looking financial statements by inputting actual, forecasted, and budgeted financial results in the department’s financial modeling tool.
• Assist with the modeling of emerging transactions that are low to moderate in complexity in the forecasted financial statements.

This position is salaried exempt status, which means you are not eligible for overtime pay.

Requirements

• Able and willing to work on-site, in-person at the Valero San Antonio location.
• Bachelor’s or higher level degree in Accounting, Finance, or Accounting Information Systems.
• 5 years of accounting, equivalent public accounting, and/or accounting systems experience.
• CPA or CPA candidate.

Preferred Qualifications

• Master’s degree in Accounting.
• Public accounting, accounting systems, or equivalent experience.
• Experience in refining industry.

Benefits

• Competitive pay and annual bonus program.
• 100% match on 401(K) up to 7%, with immediate vesting.
• Company-sponsored pension plan.
• Comprehensive healthcare and wellness programs.
• Onsite daycare center.
• Onsite employee and family wellness centers (physician & pediatrician).
• Onsite pharmacy.
• State-of-the-art 24-hour fitness center free for employees and spouses with access to tennis and basketball facilities.
• Onsite cafeteria open for breakfast and lunch.
• Sprawling campus with walking paths and access to biking trails.

Benefits described above are highlights only, subject to an employee’s eligibility and work location.