Analyst-Budgeting, Forecasting and Capital Planning
About The Position
The Analyst; Budgeting, Forecasting & Capital Planning is an important entry-to-mid-level role within the Finance team at LV Petroleum. This position supports the company’s financial planning, budgeting, forecasting, capital planning, and performance analysis processes. The Analyst; Budgeting, Forecasting & Capital Planning will work with financial data to help leadership understand business performance, identify trends, and make informed decisions in the dynamic petroleum industry. This is a great opportunity for a motivated early-career professional looking to build strong analytical skills and gain exposure to strategic finance in the energy sector.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field.
- 1–3 years of relevant experience in financial analysis, FP&A, accounting, or business intelligence.
- Strong proficiency in Microsoft Excel (advanced formulas, pivot tables, charts, and financial modeling).
- Solid understanding of financial statements (P&L, Balance Sheet, Cash Flow) and key financial metrics.
Nice To Haves
- Experience with data visualization tools (Power BI, Tableau) or ERP systems is a plus.
- Previous exposure to the oil & gas or energy industry is preferred but not required.
- Strong analytical and problem-solving skills with high attention to detail.
- Ability to manage multiple tasks and meet tight deadlines in a fast-paced environment.
- Good communication skills — able to present findings clearly to both technical and non-technical audiences.
- Team player with a proactive and positive attitude.
- Curiosity and eagerness to learn about forecasting, capital planning, and the petroleum business.
- Comfort working with large datasets and turning numbers into actionable insights.
Responsibilities
- Support the development and maintenance of annual budgets, quarterly forecasts, and long-range financial plans.
- Perform monthly variance analysis comparing actual results to budget and forecast, explaining key drivers and recommending corrective actions.
- Assist in the preparation and updating of financial forecasts, incorporating business assumptions, market trends, and operational inputs specific to petroleum operations.
- Participate in capital planning activities, including the evaluation of capital projects, preparation of authorization for expenditure (AFE) requests, and tracking of project costs versus budget.
- Build and maintain financial models to support forecasting, capital investment decisions, ROI analysis, and scenario modeling.
- Prepare clear and accurate financial reports, dashboards, and presentations for management regarding performance, forecasts, and capital allocation.
- Conduct ad-hoc financial analysis on topics such as cost optimization, pricing, inventory management, and capital project performance.
- Collaborate with Accounting, Operations, Supply Chain, and other departments to gather accurate data for forecasting and capital planning processes.
- Help maintain and improve FP&A tools and templates (Excel, Power BI, etc.) used for budgeting, forecasting, and capital planning.
- Participate in special projects such as process automation, investment analysis, or long-term strategic planning initiatives.
Benefits
- Competitive base salary
- Comprehensive benefits including health, dental, vision, and retirement plans.
- Hands-on experience and mentorship to support career growth in finance.
- Exposure to senior leadership and strategic projects in the energy sector.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
