SUMMARY:

The Senior Analyst - FP&A is responsible for tracking financial performance of Maintenance Capital expense, forecasting, and variance analysis. Assists and supports short and long-term Maintenance Capital and O&M expense planning activities.

EDUCATION AND/OR EXPERIENCE, KNOWLEDGE, SKILLS & ABILITIES:

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The requirements for this position are listed below:

• Undergraduate degree in finance, accounting, or business
• 3-5 years of experience in Financial Planning & Analysis, Cost Control, or related role
• Demonstrated analytical, organizational, and problem-solving skills
• Must be highly proficient with MS Excel and PowerPoint
• Highly organized with the ability to perform multiple tasks
• Self-starter with ability to learn quickly
• Excellent communication skills, both verbal and written
• IBM Cognos TM1 experience preferred

REQUIRED EXPERIENCE IS COMMENSURATE WITH THE SELECTED JOB LEVEL:

• The Associate Analyst level requires a Bachelor’s degree in Accounting, Finance or related business field and 0-2 years of relevant experience.
• The Analyst level requires a Bachelor’s degree in Accounting, Finance or related business field and 2-5 years of relevant experience.
• The Senior Analyst level requires a Bachelor’s degree in Accounting, Finance or related business field and 5-8 years of relevant experience.

SOFTWARE KNOWLEDGE:

• Proficient use of financial systems and analysis tools, including Microsoft Excel and PowerBI with the ability to manipulate and analyze data.
• SAP Experience or related ERP preferred.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Perform detailed variance analysis of actual financial results versus plan, forecast, and key performance metrics
• Identify trends in variances and make recommendations for financial improvement and optimization to management
• Work closely with accounting to ensure accurate financial reporting
• Coordinate with field analysts, operations management, and project managers to accurately budget and forecast projects
• Appropriately categorize projects as Growth, Maintenance, or Expense in accordance with Energy Transfer’s corporate capitalization guidelines
• Assist in the preparation of monthly, quarterly, and annual performance management reporting of Maintenance Capital for executives, Board of Directors, and investor groups
• Support the company-wide annual Maintenance Capital planning process and subsequent monthly forecasting process
• Increase productivity and efficiency by developing automated reports and processes
• Provide support for earnings releases, 10-K, 10-Q, and other external financial reporting
• Contribute to overall Corporate Financial Planning and Analysis team goals as needed

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

• 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.
• Up to 5% overnight travel may be required.
• Occasional visits to industrial/manufacturing settings, which may include exposure to various materials and chemicals, as well as extreme temperature conditions and loud machinery, and require appropriate personal protective equipment