Sr Analyst – Financial Planning & Analysis

About the role

This position will be a key member of a small team responsible for the forecasting, budgeting, and financial results analysis of Energy Transfer’s margin-generating activities, as well as supporting joint venture financial reporting and budget presentations. The candidate will operate in a fast-paced, collaborative environment and work closely with multiple groups across the Partnership. This position is based in our Houston office.

Responsibilities

• Assist in the creation of the forecasts and annual budgets for revenue/margin-generating activities.
• Prepare monthly and quarterly financial reports and presentations, including the Quarterly Financial Analysis package utilized by senior leadership in preparation for our quarterly earnings call.
• Maintain and improve Excel-based models utilized for generating forecasts and budgets.
• Prepare analysis, forecasts, and budgets for delivery and presentation to our joint venture partners.
• Build productive relationships with commercial, accounting, and operations groups.
• Assist with the preparation of quarterly external documents, including the 10-Q and 10-K filings.
• Understand and estimate the potential financial impact of changing market conditions and trends.
• Analyze, understand, and explain monthly accounting entries.
• Support the FP&A Director and the Vice President of Finance in responding to requests and ad-hoc analysis required from internal and external customers.

Requirements

• Bachelor’s degree in finance or accounting preferred or equivalent work experience.
• Ability to communicate clearly, verbally, and in writing.
• Strong Excel modeling skills.
• Time-management skills; ability to handle multiple projects, meet deadlines, and function independently and efficiently in a fast-paced environment.

Qualifications

• The Specialist/Analyst level requires a Bachelor’s degree or equivalent experience and 2-5 years of relevant job-related experience.
• The Senior Specialist/Analyst level requires a Bachelor’s degree or equivalent experience and 5-8 years of relevant job-related experience.
• The Lead Specialist/Analyst level requires a Bachelor’s degree or equivalent experience and 8+ years of relevant job-related experience.

Preferred Experience

• 3 or more years of relevant financial analyst experience, preferably within the energy industry.
• Master’s degree in business administration or a related field.

Working Conditions

• Usually, normal office working conditions.
• Must be able to remain in a stationary position 50% of the time due to prolonged periods of sitting or standing.
• Occasional overnight travel may be required.
• Occasional visits to industrial/manufacturing settings, which may include exposure to various materials and chemicals, extreme temperature conditions, and loud machinery, requiring appropriate personal protective equipment.

Benefits

• Industry-leading compensation.
• Comprehensive benefits.
• 401(k) match with additional profit sharing.
• Paid time off (PTO).
• Abundant career opportunities.