Financial Planning Analyst - Irving TX

Matheson•Irving, TX

4d•Onsite

About The Position

The Financial Planning Analyst role will conduct financial analysis, primarily oriented on Profit and Loss statements across all Business Units and Zones in the Company. This role will require interaction with senior executives to generate creative methods of conveying business projects, strategy, and financial numbers through PowerPoint presentations. The role will require extensive work on financial modeling for the Company’s major capital projects and acquisitions. Assistance with Business Unit and Zone forecasting and budgeting during the annual budget process will also be an integral part of this role. Other responsibilities of this role will be product profitability analysis, competitive analysis, acquisition due diligence, ad hoc financial analysis, and standard monthly financial reporting. The Financial Planning Analyst role will report to the Senior Vice President of Corporate Finance & Planning, work with the other members of the FP&A Team, and interact other members of the Senior Management Team. This role will allow the individual the opportunity to develop a broad-based understanding of the industry.

Requirements

Bachelor’s Degree Required in Finance, Accounting, Economics.
Recent bachelor’s degree or MBA in Business/Finance.
Minimum of 2 years of experience in Finance or Accounting required.
Reliable team player who performs high-quality work in achieving project deadlines.
Ability to work in a professional environment, on a team, and with Senior Level Management.
Uphold high level of confidence in dealing with sensitive company information.
Excellent written and verbal communications.
Critical thinking and problem solving skills.
Expert MS PowerPoint skills is critical to position; requires working knowledge of MS office.
General understanding of Accounting and Finance helpful.
Willingness to work past normal work hours on occasion.

Responsibilities

Conduct financial analysis, primarily oriented on Profit and Loss statements across all Business Units and Zones in the Company.
Generate creative methods of conveying business projects, strategy, and financial numbers through PowerPoint presentations.
Perform extensive financial modeling for the Company’s major capital projects and acquisitions.
Assist with Business Unit and Zone forecasting and budgeting during the annual budget process.
Conduct product profitability analysis.
Perform competitive analysis.
Assist with acquisition due diligence.
Perform ad hoc financial analysis.
Prepare standard monthly financial reporting.
Develop Discounted Cash Flow models.
Develop Business Unit, Zone, and Retail Site level P&L analysis.
Collect and analyze data needed for management decisions.
Conduct online research for competitive analysis, market trends, or other industry-related information.
Assist with the M&A process to include valuation, financial due diligence, and post-close audits.
Play a key role in developing the Company’s annual Forecast and Budget.
Assist with capital project evaluation to include DCF modeling, approval presentations, and market research.
Prepare executive, board, and investor style presentations.
Develop a suite of standard financial reports on a monthly, quarterly, and/or annual basis.
Perform other duties as assigned.
Comply with all policies and standards.