Senior Financial Planning & Analysis Analyst

UNITED PETROLEUM TRANSPORTS INC•Oklahoma City, OK

2h•Onsite

About The Position

The Senior Financial Planning & Analysis Analyst plays a critical role in supporting the organization’s financial planning, analysis, and decision-making processes. This position is responsible for developing financial models, analyzing business performance, and providing actionable insights to drive strategic initiatives and operational efficiency.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred.
3+ years of progressive experience in financial analysis, planning, or related roles.
Advanced proficiency in Excel and financial modeling; experience with ERP systems and BI tools (e.g., SAP, Oracle, Power BI) preferred.
Strong analytical, problem-solving, and critical-thinking skills.
Excellent communication and presentation abilities with experience influencing senior leadership.
Excellent verbal and written communication skills
Ability to prioritize and manage multiple processes and projects
Self-starter with detail-oriented work habits
Able to maintain confidentiality
Good interpersonal skills; able to work well with wide range of individuals
Demonstrate dependability through good attendance and adherence to timelines and schedules
Sitting for long periods of time, walking, finger dexterity, feeling, repetitive motions, and talking, hearing and visual activity.
Occasional lifting (up to 20 pounds).

Nice To Haves

MBA or CFA preferred.
experience with ERP systems and BI tools (e.g., SAP, Oracle, Power BI) preferred.

Responsibilities

Assist in the preparation of annual budgets, quarterly forecasts, and long-range financial plans.
Perform detailed variance analysis and provide explanations for financial performance versus budget and forecast.
Develop and maintain complex financial models to support business decisions and scenario planning in collaboration with the team.
Partner with cross-functional teams to provide financial insights and recommendations for strategic projects.
Monitor key performance indicators (KPIs) and prepare executive-level reports and presentations.
Support month-end and quarter-end close processes with accurate and timely financial analysis.
Identify opportunities for process improvements and automation within FP&A functions.
Collaborate and quarterback cross functional initiatives as needed
Establish and maintain UPT based dashboards with existing software or through procurement efforts from third-party providers.
Support process changes and champion change management.
Monitor, review, and direct change on internal business processes.
Use networking resources within industry on best practices.
Carries out duties assigned by management as required.