Sr Analyst – Financial Planning & Analysis at Energy Transfer

Houston, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

19 Jun, 26

Salary

0.0

Posted On

21 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Financial Analysis, Forecasting, Budgeting, Financial Reporting, Excel Modeling, Communication, Time Management, Joint Venture Reporting, External Document Preparation, Market Analysis, Accounting Entry Analysis

Industry

Oil and Gas

Description

Energy Transfer, recognized by Forbes as one of America's best large employers, is dedicated to responsibly and safely delivering America’s energy. We are driven to inspire our employees to create superior value for our customers, our investors, a sustainable future and giving back to the community where we have long-standing commitments to causes including MD Anderson Children’s Cancer Hospital, The Salvation Army, American Heart Association, Ronald McDonald House and many more. We value all of our employees who make our growth and success possible. We are proud to offer industry leading compensation, comprehensive benefits, 401(k) match with additional profit sharing, PTO and abundant career opportunities. Come join our award winning 11,000 strong organization as we fuel the world and each other! Summary Analyst – Financial Planning and Analysis 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. This candidate will need the ability to operate in a fast paced, collaborative environment, and will work closely with multiple groups across the Partnership. This position will be based in our Houston office. Primarily Roles & 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 budget · Prepare analysis, forecasts, and budgets for delivery and presentation to our joint venture partners · Build a productive relationship 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 Required Experience/Education: Bachelor’s degree in finance or accounting preferred or equivalent work experience Ability to communicate clearly, verbally, and written Strong Excel modeling skills Time-management skills; ability to handle multiple projects, meet deadlines and function independently and efficiently in a fast-paced environment 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 Required experience is commensurate with the selected job level: 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 Working Conditions: Usually, normal office working conditions Must be able to remain in a stationary position 50%25 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, as well as extreme temperature conditions and loud machinery, and require appropriate personal protective equipment

Responsibilities

This role involves being a key team member responsible for forecasting, budgeting, and analyzing the financial results of margin-generating activities, while also supporting joint venture financial reporting and budget presentations. Primary duties include assisting with budget and forecast creation, preparing monthly/quarterly financial reports for senior leadership, and maintaining forecasting models.