Financial Planning & Analysis Specialist

We need to produce HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. No Job ID etc. Remove boilerplate. Must preserve all substantive info. We need to parse the posting. Content: Intro paragraph: "Valero is the best-in-class producer of essential fuels and products that are foundational to modern life. We invite you to join our ~10,000 employees to drive exceptional results for our company, the energy industry and our community. 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.. At Valero, We Are Committed To Advancing The Future Of Energy Through Innovation, Ingenuity And Unmatched Execution. You Can Help Achieve This Goal If You Can 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." Then bullet-like sentences: "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 provides 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. Performs 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." Then location: "Job Accounting/Tax/Audit Primary Location: US-TX-San Antonio Job Posting Sep 28, 2026, 10:47:28 AM Unposting Date Ongoing" Then Minimum Requirements: "Able and willing to work on-site, in-person at the Valero San Antonio location, required.Bachelor’s or higher level degree in Accounting, Finance, or Accounting Information Systems required.5 years of accounting, equivalent public accounting, and / or accounting systems experience required.CPA or CPA candidate required." Preferred Requirements: "Master’s degree in Accounting preferred.Public accounting, accounting systems, or equivalent experience preferred.Experience in refining industry preferred." Benefits: list: "Competitive Pay and Annual Bonus Program100% match on 401(K) up to 7%, with immediate vestingCompany-sponsored Pension PlanComprehensive Healthcare and Wellness ProgramsOnsite Daycare CenterOnsite Employee and Family Wellness Centers (Physician & Pediatrician)Onsite PharmacyState-of-the-art 24-hour Fitness Center free for employees and spouses with access to Tennis and Basketball FacilitiesOnsite cafeteria open for breakfast and lunchSprawling campus with walking paths and access to biking trails Benefits described above are highlights only, subject to an employee’s eligibility and work location. Position level and salary will be commensurate with qualifications and experience." Then more text: "Valero's employees and team-focused culture drive our success. We’re invested in our dedicated workforce through a comprehensive, customizable benefits package, while supporting a caring culture that delivers a rewarding work environment built on teamwork, excellence and career growth. To explore the ways we build a stronger team, visit Valero.com/Careers . Valero is an EEO Employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to legally protected status, including race, color, religion, sex, national origin, age, disability, protected veteran or any other status protected by applicable federal, state or local laws. Please be advised, if you are viewing this position on a website that lists an estimated salary rate/range, it was not provided by Valero. Valero’s market specific salary rate/range will be provided during the recruiting process and tends to be higher than what is estimated by such websites." We need to remove boilerplate: EEO, legal, etc. Also remove navigation/cookie etc. Also remove application instructions (none). Remove duplicated lines. We need to decide sections. We have content for About the role: The introductory paragraph describing role and responsibilities? Could be "About the role". We can put a paragraph summarizing 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. At Valero, we are committed to advancing the future of energy through innovation, ingenuity, and unmatched execution. You can help achieve this goal by inputting 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." That's substantive. Responsibilities: list of duties: many bullet-like sentences. We can create

• items. List them: - 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; performs quality control on all presentations. - Assist with ongoing 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. Also note "This position is salaried exempt status, which means you are not eligible for overtime pay." That could go under Pay or maybe a note. Since Pay section only if posting actually states them. It does state salaried exempt status, not eligible for overtime. That's about pay type. Could include in Pay section: "Salaried exempt position (not eligible for overtime pay)". However they also said "Position level and salary will be commensurate with qualifications and experience." That's vague; we should not create Pay section if only vague. But we have specific statement about exempt status. That is substantive. So we can include Pay section with that detail. Schedule: Not mentioned. No schedule info. So omit. Requirements: Minimum Requirements: "Able and willing to work on-site, in-person at the Valero San Antonio location, required. Bachelor’s or higher level degree in Accounting, Finance, or Accounting Information Systems required. 5 years of accounting, equivalent public accounting, and/or accounting systems experience required. CPA or CPA candidate required." Qualifications: Could be Preferred Requirements? Usually Qualifications includes both required and preferred? But we have separate sections: Requirements (minimum) and Qualifications (preferred). We'll put minimum under Requirements, preferred under Qualifications. Skills: Not explicitly listed; maybe we can infer from responsibilities but better not to invent. So omit Skills if no explicit. Benefits: list benefits. We need to format benefits as
  • . The benefits list includes many items; we need to split them. Benefits text: "Competitive Pay and Annual Bonus Program100% match on 401(K) up to 7%, with immediate vestingCompany-sponsored Pension PlanComprehensive Healthcare and Wellness ProgramsOnsite Daycare CenterOnsite Employee and Family Wellness Centers (Physician & Pediatrician)Onsite PharmacyState-of-the-art 24-hour Fitness Center free for employees and spouses with access to Tennis and Basketball FacilitiesOnsite cafeteria open for breakfast and lunchSprawling campus with walking paths and access to biking trails" We need to separate items. Likely each benefit separated by missing spaces. We'll parse: - 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 We'll output those. Also note "Benefits described above are highlights only, subject to an employee’s eligibility and work location." That's a note; we can include as a

    after list. Now we need to output HTML fragment only, no markdown fences. Structure:

    About the role

    ...

    Responsibilities

    • ...
    ...

    Requirements

    • ...
    ...

    Qualifications

    • ...
    ...

    Benefits

    • ...
    ...

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

    Pay

    Salaried exempt position (not eligible for overtime pay).

    We should not include Schedule. Check for any duplicated content: Ensure we didn't repeat. Now ensure we preserve all substantive info: Did we miss any? The location: "Primary Location: US-TX-San Antonio". Should we include? It's location info; could be part of About the role or Requirements? It's not a requirement but location. Could be included in About the role as a note. The instructions: do not put Job ID/requisition numbers as headings — fold minor metadata into a short

    or drop it. Location is minor metadata; we could include in a short

    after About the role or in Requirements? Probably better to include a short paragraph after About the role: "Location: San Antonio, TX (onsite)." But we must not invent. We have "Primary Location: US-TX-San Antonio". Also "Able and willing to work on-site, in-person at the Valero San Antonio location, required." That's already in Requirements. So location is covered there. We also have "Job Accounting/Tax/Audit" maybe job family; not needed. We have "Job Posting Sep 28, 2026, 10:47:28 AM Unposting Date Ongoing" - metadata, drop. We have "Position level and salary will be commensurate with qualifications and experience." That's vague; we should not create Pay section with that; we already have Pay section about exempt status. The commensurate statement is vague; we should not include as it's filler? It's not specific; but it's still substantive? It says salary will be commensurate with qualifications and experience. That's generic; but it's still info. However instructions: never emit a heading followed by filler/placeholder text (e.g. "commensurate with