Financial Analyst

1 week ago


San Antonio, United States HEP Services LLC Full time
Job DescriptionJob Description

Duties/Responsibilities:

  • Financial Planning & Analysis
    • Assist in preparing analysis and presentations for quarterly forecasts and annual budgets to communicate to senior executives and the Board of Directors the financial results and outlook of the company
    • Preparation of Board presentations and Earnings Call materials
    • Maintain assigned models on a monthly basis to ensure accuracy and consistency.
    • Prepare, validate, and summarize various key reporting metrics for use by various HEP teams
    • Assist with enhancing the finance department’s ability to utilize financial systems to improve efficiency and accuracy
  • Treasury
    • Provide management with funding and liquidity analysis and recommendations regarding the strategy around long-term financial stability and capital for growth projects
    • Support financing initiatives central to HEP’s growth, including equity and debt transactions, joint venture capital raises, and M&A
    • Support with HEP’s (and its JVs) various credit agreements
  • Ad Hoc Projects
    • Utilize critical thinking to develop and communicate ad hoc financial and business analysis.

Required Skills/Abilities:

  • Advanced Excel skills and strong PowerPoint skills
  • Strong attention to detail
  • Strong ownership of deliverables
  • Ability to work on multiple projects while delivering on deadlines
  • Intermediate ability to build & dissect existing models
  • Intermediate familiarity with Planning/Data Analytics/Consolidation software
  • General understanding of lines of businesses and industry, general knowledge of upstream/midstream/downstream and willingness to follow industry news
  • Basic knowledge of macroeconomics
  • Strong analytical, interpersonal, verbal, and written communication skills
  • Ability to manage multiple project streams at the same time and meet time sensitive deadlines

Education and Experience:

  • Undergraduate degree in finance, accounting, or economics
  • Master’s degree in finance, accounting, or economics is a plus
  • Working to earn CPA or CFA certification is a plus
  • 2-5 years of work experience working at a top energy company or financial institution is a plus
  • Advanced Experience in Microsoft Excel and PowerPoint

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