Financial Analysis Associate II

Sempra Infrastructure•Houston, TX

19h

About The Position

Duties and Responsibilities Prepares accurate and meaningful reports to support partners in achieving their financial and business objectives while ensuring compliance with standards and procedures. Validates monthly reporting dashboards, ensuring data accuracy and relevance. Provides transparency on costs and drivers, and communicates risks and opportunities related to budget targets. Prepares data-driven presentations based on defined requirements. Identifies and reports financial data issues and their impact (e.g. to productivity, compliance, etc.) and recommends potential solutions. Researches strategies and makes recommendations for forward financial planning, considering industry trends and best practices. Performs other duties as assigned. Qualifications Required Qualifications Education Typically requires a 4 year degree in a relevant field, or equivalent combination of relevant education and experience. Experience Typically requires 2 years of related experience. Knowledge, Skills and Abilities Financial Planning - Ability to analyze and evaluate financial plans, budgets, and forecasts to ensure effective resource allocation and support long-term organizational objectives. Skilled in leveraging financial data and predictive models to optimize expenditure, savings strategies, and investment decisions for improved financial performance. Financial Analysis - Analyzes the financial statements and data to provide insights about the financial performance and position of the organization over time. Financial Regulatory Reporting - Financial reporting is a standard accounting practice that uses financial statements to disclose a company's financial information and performance over a particular period, usually on an annual or quarterly basis. Financial Modeling - Designing mathematical models and analyzing data to estimate the financial performance and value of a company or investment, involves analyzing historical financial data, projecting future scenarios, and measuring the variance between projections and actual performance. Financial Research - The gathering, analysis and interpretation of financial data, information, and trends to gain insights and make informed decisions regarding investments, financial strategies, risk management, and other financial activities. Documents Management - Creating, distributing, using, maintaining and disposition of recorded information maintained as evidence of business activities and transactions. Financial Budgeting - Creating and managing a budget for an organization or a project, analyzing financial data, making informed decisions about resource allocation, and tracking expenses to ensure financial stability and growth. Financial Forecasting - A financial forecast is an estimate of future financial outcomes for a company or project, usually applied in budgeting, capital budgeting and / or valuation. Depending on context the term may also refer to listed company (quarterly) earnings guidance. Variance Analysis - Analyzing the difference between actuals and some predetermined measure such as a budget, plan or rolling forecast. Regulatory Compliance - Ensuring an organization's adherence to laws, regulations, guidelines and specifications relevant to its business processes.

Requirements

Typically requires a 4 year degree in a relevant field, or equivalent combination of relevant education and experience.
Typically requires 2 years of related experience.
Financial Planning - Ability to analyze and evaluate financial plans, budgets, and forecasts to ensure effective resource allocation and support long-term organizational objectives. Skilled in leveraging financial data and predictive models to optimize expenditure, savings strategies, and investment decisions for improved financial performance.
Financial Analysis - Analyzes the financial statements and data to provide insights about the financial performance and position of the organization over time.
Financial Regulatory Reporting - Financial reporting is a standard accounting practice that uses financial statements to disclose a company's financial information and performance over a particular period, usually on an annual or quarterly basis.
Financial Modeling - Designing mathematical models and analyzing data to estimate the financial performance and value of a company or investment, involves analyzing historical financial data, projecting future scenarios, and measuring the variance between projections and actual performance.
Financial Research - The gathering, analysis and interpretation of financial data, information, and trends to gain insights and make informed decisions regarding investments, financial strategies, risk management, and other financial activities.
Documents Management - Creating, distributing, using, maintaining and disposition of recorded information maintained as evidence of business activities and transactions.
Financial Budgeting - Creating and managing a budget for an organization or a project, analyzing financial data, making informed decisions about resource allocation, and tracking expenses to ensure financial stability and growth.
Financial Forecasting - A financial forecast is an estimate of future financial outcomes for a company or project, usually applied in budgeting, capital budgeting and / or valuation. Depending on context the term may also refer to listed company (quarterly) earnings guidance.
Variance Analysis - Analyzing the difference between actuals and some predetermined measure such as a budget, plan or rolling forecast.
Regulatory Compliance - Ensuring an organization's adherence to laws, regulations, guidelines and specifications relevant to its business processes.

Responsibilities

Prepares accurate and meaningful reports to support partners in achieving their financial and business objectives while ensuring compliance with standards and procedures.
Validates monthly reporting dashboards, ensuring data accuracy and relevance.
Provides transparency on costs and drivers, and communicates risks and opportunities related to budget targets.
Prepares data-driven presentations based on defined requirements.
Identifies and reports financial data issues and their impact (e.g. to productivity, compliance, etc.) and recommends potential solutions.
Researches strategies and makes recommendations for forward financial planning, considering industry trends and best practices.
Performs other duties as assigned.

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