Financial Planning Analyst / Sr. Analyst

The Financial Planning Analyst / Sr. Analyst role supports the Products Pipelines business unit by delivering financial analysis, planning services, and market analytical support. The position focuses on segment asset performance, recurring earnings reporting, and volume and margin analytics to assist commercial management planning and review activities.

Role Reporting and Scope

This role reports to the Manager of Financial Planning and provides financial analysis, planning services, and market analytical support to the Products Pipelines business unit. The selected candidate will contribute to recurring reporting cycles and planning activities that support business performance review.

Key Responsibilities

• Provide financial analysis, planning services, and market analytical support for the Products Pipelines business unit.
• Track and analyze performance of segment assets, emphasizing market factors and operating efficiencies.
• Coordinate and compile a weekly and bi-weekly flash earnings report for the segment.
• Coordinate and prepare weekly, monthly, and quarterly volume and margin reports.
• Support commercial management personnel with report and analysis development for monthly earnings review, quarterly business reviews, annual budgets, and long-range outlooks.
• Perform other duties as assigned.
• Position level (Financial Planning Analyst versus Sr. Analyst) will be determined based on the experience and job skills of the successful candidate.

Requirements

• Finance/Accounting/Economics degree and minimum one to three years of accounting or finance experience (preferred).
• Working knowledge of refined product pipeline and terminal logistics (preferred).
• CPA or MBA (preferred).
• Strong technical proficiency in business systems, including Excel, Access, VBA, and Lawson or another general ledger system.
• Self-starter with strong organizational skills and outstanding communication skills.
• Ability to work in a team environment, take direction from supervisor(s), lead personnel, focus attention on details, follow work rules, and adhere to established work schedules.

Location and Onsite Details

Houston, TX (onsite)

Related Technologies

• Excel
• Access
• VBA
• Lawson
• General ledger system