Associate Financial Analyst / Financial Analyst

Energy Transfer • Dallas, TX

1d

About The Position

The Operations FP&A team is seeking an Associate Financial Analyst or Financial Analyst to support financial planning, forecasting, close, accruals, reporting, and special projects across Operations. The role provides broad exposure to operating expense and maintenance capital, meaningful ownership early in a finance career, and opportunities to improve reporting and processes using enterprise planning, reporting, and automation tools. It combines analytical work with cross-functional partnership and is systems-heavy, though it is not an IT role.

The position supports recurring FP&A responsibilities and varied special projects, with increasing complexity, ownership, and stakeholder exposure as capabilities develop. It provides hands-on development with Power BI, Power Query, Alteryx, SAP/S4, and TM1/Planning Analytics, and a foundation for growth within FP&A and Finance. The selected level—Associate Financial Analyst or Financial Analyst—will be based on education, relevant experience, and demonstrated capabilities.

Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, Mathematics, or a related analytical discipline, or equivalent experience.
• 0–2 years of experience.
• Advanced Microsoft Excel skills.
• Strong analytical, organizational, and problem-solving capabilities.
• Ability to manage multiple priorities, work to deadlines, and communicate risks or roadblocks early.
• Strong written and verbal communication skills, including the ability to explain financial information to non-finance partners.
• Initiative, curiosity, attention to detail, and a demonstrated willingness to investigate issues and drive work to completion.

Nice To Haves

• Generally 0–2 years of relevant experience, including qualified new graduates, for the Associate Financial Analyst level; generally 3–5 years of relevant experience and greater independence and ownership for the Financial Analyst level.
• Previous experience or coursework in FP&A, finance, accounting, audit, project controls, cost control, or another analytical field.
• Experience with forecasting, budgeting, accruals, or capital-versus-expense analysis.
• Experience with Microsoft PowerPoint, SAP/S4, or TM1/Planning Analytics/PAfE.
• Midstream energy industry experience.
• Prior experience with Power BI, Power Query, Alteryx, project/WBS processes, SAP/S4, and TM1/Planning Analytics is not required; the role offers opportunities to build or expand capability in these areas.

Responsibilities

• Support operating expense and Maintenance Capital forecasting and analyze actual results against forecast, budget, and prior expectations.
• Own preparation and coordination of the monthly management reporting book, including data validation, variance analysis, commentary coordination, quality review, and distribution.
• Partner with ROW, Ad Val, Finance, Accounting, and other internal stakeholders to identify financial trends, understand cost drivers, and improve forecast accuracy.
• Communicate emerging risks, roadblocks, and potential impacts to deliverable dates in a timely manner.
• Support the annual budgeting process for operating expense and Maintenance Capital.
• Assist field and Finance partners with project budget submissions, analysis, validation, and reporting.
• Provide analysis and coordination for recurring financial reviews and planning activities.
• Own recurring accrual review, coordination, and upload processes, including investigating and resolving exceptions.
• Partner with Accounting and business stakeholders to improve accrual completeness, accuracy, and process consistency.
• Provide analytical and financial support for audits, reclassifications, carryover reviews, and related Finance requests.
• Own cost-center hierarchy maintenance and validate the impact of changes on financial reporting structures.
• Develop and maintain reports and other analytical solutions using Power BI, Planning Analytics Workspace, and other required systems.
• Identify opportunities to automate recurring processes, reduce manual effort, improve data quality, and strengthen controls.
• Use SAP/S4 and TM1/Planning Analytics/PAfE to support forecasting, reporting, analysis, and data validation.
• Support field users with WBS-related questions and processes while coordinating with teams responsible for WBS creation and routing.
• Perform ad hoc financial analysis and support special projects for Operations FP&A and Finance.
• Organize cross-functional work, manage deliverables and deadlines, and keep projects moving through proactive follow-up.
• Take on increasingly complex analysis, projects, and stakeholder exposure as capabilities develop.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level