Energy Transfer rating
9.1
Based on 62 frontline employees who took The Breakroom Quiz
2nd of 74 rated oil and gas companies
Job description
Description - External
Summary:
This position will be responsible for compiling, tracking, analyzing, and reporting of budget information for The Midland Basin Area. Primary responsibilities of this role will include but are not limited to compiling and reviewing data for accuracy, tracking trends in financial data, analyzing and reporting budget numbers, identifying and resolving variances, and making recommendations to management regarding the analysis completed. Furthermore, this role will work with other field coordinators in compiling and trending data for each regional office.
Essential Functions:
- Update, report, communicate, and submit recommendations to management regarding forecast models utilizing current financial and operational assumptions
- Meet regularly with regional operational management teams to ensure proper assumptions for monthly, quarterly and annual forecasts
- Compile, analyze, and report on segment operating data
- Assist in preparation of budgets, forecasts, and long-range plans as well as analysis of variances to budgets, forecasts and prior year results
- Prepare and consolidate financial presentations and operating metrics for senior management team
- Coordinate with accounting during the month end close process to ensure results are recorded properly for internal reporting purposes
Required Skills (External)
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:
- Professional verbal and written communication skills
- Ability to work independently and with a team
- Experience with preparing annual budgeting for O&M, and Capital projects and entering each into TM1
- Experience identifying and entering quarterly accruals for Project Manager.
- Experience with SAP a plus
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:
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.
- 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.
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Frequently asked questions
Q: What skills or qualities help someone succeed as a Financial Analyst?
A: To succeed as a Financial Analyst, key technical skills include proficiency in financial modeling, data analysis, and financial statement analysis, as well as expertise in tools like Excel, financial software, and data visualization platforms. Soft skills such as strong communication, problem-solving, and analytical abilities, along with attention to detail and the ability to work under pressure, are also crucial for success in this role. By combining these technical and soft skills, Financial Analysts can effectively interpret financial data, identify trends, and provide actionable insights that drive business growth and inform strategic decision-making.
Q: What is the career path for a Financial Analyst?
A: A Financial Analyst's typical career progression involves starting as a Junior Financial Analyst, where they assist in financial modeling, data analysis, and reporting, before advancing to a Senior Financial Analyst role, where they lead projects, develop financial models, and provide strategic insights. As they gain experience, they can move into mid-level roles such as Financial Planning and Analysis Manager, where they oversee financial planning, budgeting, and forecasting, and develop expertise in areas like financial modeling, data visualization, and business acumen. With significant experience and expertise, Financial Analysts can transition into senior leadership roles, such as Director of Finance or Chief Financial Officer, or pursue specialized roles like Investment Banking or Portfolio Management.
