Job description

Primary Purpose: The Planning and Analysis department owns key budgeting and forecasting processes, including data retrieval, organization of data, compiling reports and dashboards, and monitoring Key Performance Indicators (KPI’s) to support decision making. Essential Duties & Responsibilities: • Own expense forecasts for assigned business units; create monthly financial reports distributed to owners and investors • Build consolidated reporting views combining business unit operational and capital data to support variance analysis and management reviews • Maintain relationships with various business unit owners throughout the company, providing insights into operational and financial activity • Update monthly capital project forecasts and perform variance analysis in coordination with Project Accounting and Project Controls • Assist with preparation of the monthly earnings and forecast report, annual budgets and long-range financial plan reporting and analytics • Assist with zero based budgeting effort on an annual basis • Create databases to track cost reporting, analytics and provide insights to management • Maintain and administer reporting databases and data models, including implementation and enforcement of data quality checks, validation rules and reconciliation procedures to ensure accuracy and completeness of reporting • Design and develop interactive and customized Power BI or similar reports and executive dashboards that surface key KPIs, trends and actionable insights for finance and operations stakeholders • Analyze and prepare ad hoc financial data to identify trends, variances and opportunities for improvement. Prepare analyses that support strategic decision making • Assist with company-wide budget process • Own and assist with various system enhancements and monthly processes to support forecasting and budgeting • Speak clearly, both in person and by telephone, using a high level of verbal skills and listen carefully. Foster and maintain relationships enterprise wide • Maintain a regular, dependable attendance and a consistently high level of performance • Will work non-traditional hours as needed • Maintain a high regard for personal safety, for the safety of company assets and employees, and the general public • Other daily, weekly, monthly, or special project duties as identified and defined • Other duties as assigned Education: • Bachelor’s degree from an accredited institution in Finance, Accounting, or a related discipline Experience/Specific Knowledge: • 1-3 years of experience in financial services, FP&A or other relevant experience, energy industry a plus • Fundamental understanding of finance and accounting concepts • Intermediate to advanced level in MS Office applications that may include but are not limited to Excel, Word, Access, PowerPoint and Outlook • SQL database, Power BI, and/or Microsoft Fabric skills a plus • Experience with Oracle Cloud ERP/EPM a plus • Strong analytical, problem solving, and organizational skills • Effective communication skills • Team oriented • Strong attention to detail • Must be able to work with confidential and sensitive information in a professional manner Physical Demands: All of the physical requirements listed below are those that may be necessary for an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Sitting; standing; walking or moving throughout facility; driving; talking; seeing (specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus); hearing; feeling; bending or stooping; squatting or crouching; reaching; kneeling; pushing; pulling; lifting up to 25 lbs. • Minimal safety hazards; general office working conditions. • Must be able to sit for prolonged periods of time. • The employee is regularly required to use hands to type, touch, handle, or feel. The employee is required to talk and hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk and climb or balance. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Working Conditions: • Required to carry a cell phone and be available to respond during working and non-working hours. • The successful candidate will be required to clear a drug screen and a complete background check, including credit report for certain positions, after an offer has been extended and prior to being employed. Supervisory Responsibility: • No Compensation: • The annual salary range for this position will be $74,200-$92,700/yr. Other responsibilities: • The above statements describe the general nature and level of work being performed. This position may perform other duties as assigned.

Requirements

Must-haves

Own expense forecasts for assigned business units; create monthly financial reports distributed to owners and investors
Build consolidated reporting views combining business unit operational and capital data to support variance analysis and management reviews
Maintain relationships with various business unit owners throughout the company, providing insights into operational and financial activity
Update monthly capital project forecasts and perform variance analysis in coordination with Project Accounting and Project Controls
Assist with preparation of the monthly earnings and forecast report, annual budgets and long-range financial plan reporting and analytics
Assist with zero based budgeting effort on an annual basis
Create databases to track cost reporting, analytics and provide insights to management
Design and develop interactive and customized Power BI or similar reports and executive dashboards that surface key KPIs, trends and actionable insights for finance and operations stakeholders
Analyze and prepare ad hoc financial data to identify trends, variances and opportunities for improvement. Prepare analyses that support strategic decision making
Assist with company-wide budget process
Own and assist with various system enhancements and monthly processes to support forecasting and budgeting
Speak clearly, both in person and by telephone, using a high level of verbal skills and listen carefully. Foster and maintain relationships enterprise wide
Maintain a regular, dependable attendance and a consistently high level of performance
Will work non-traditional hours as needed
Maintain a high regard for personal safety, for the safety of company assets and employees, and the general public
Other daily, weekly, monthly, or special project duties as identified and defined
Other duties as assigned
Bachelor’s degree from an accredited institution in Finance, Accounting, or a related discipline
Fundamental understanding of finance and accounting concepts
Intermediate to advanced level in MS Office applications that may include but are not limited to Excel, Word, Access, PowerPoint and Outlook
Strong analytical, problem solving, and organizational skills

Nice-to-haves

1-3 years of experience in financial services, FP&A or other relevant experience, energy industry a plus
SQL database, Power BI, and/or Microsoft Fabric skills a plus
Experience with Oracle Cloud ERP/EPM a plus

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

sql

Platform: oracle-cloud
Effort: medium

Benefits

Benefits detected in the listing.

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