Financial Planning and Analysis Specialist

2 weeks ago


Houston, Texas, United States The Ladders Full time
Position Overview

This role is integral to supporting the leadership team in the Corporate Planning department by providing comprehensive financial analysis and insights. The position is designed to enhance the decision-making process for executive management through detailed assessments of current and historical financial performance, aiding in forecasts and long-term strategic planning.

Key Responsibilities
  • Financial Modeling: Develop and sustain intricate financial models while preparing presentation materials for the executive leadership and Board of Directors.
  • Operational Analysis: Execute thorough financial and operational evaluations of assets, strategic initiatives, investments, and potential acquisitions.
  • Reporting Support: Engage in monthly reporting processes, including budget versus actual analysis, financing strategies, hedging, and insurance matters.
  • Data Coordination: Collaborate with various departments to collect essential financial data for updating short-term forecasts and refining model assumptions.
  • Credit Facility Management: Assist in the amendment and renewal of credit facilities, working closely with the Accounting team on debt covenant calculations and compliance, as well as preparing documentation for banking discussions.
  • Business Development Support: Contribute to business development efforts by preparing valuations, business plans, capital structure strategies, and analyzing tax and accounting implications of different structures.
  • Dashboard Generation: Create financial and operational dashboards utilizing business intelligence tools to enhance data visualization.
  • Software Integration: Aid in the integration of financial planning and analysis (FP&A) software to streamline processes.
  • Process Improvement: Participate in initiatives aimed at enhancing current tasks and workflows.
  • Additional Duties: Undertake other related responsibilities as assigned.
Qualifications
  • Bachelor's degree in finance or a related discipline is essential.
  • Exceptional skills in financial modeling, along with strong presentation and communication abilities, both verbal and written.
  • Proficient in Microsoft Excel, including advanced functionalities and formulas.
  • Detail-oriented with a commitment to accuracy.
  • Adept at managing multiple projects concurrently and effectively prioritizing tasks.
  • Experience with financial planning tools such as Anaplan, Hyperion, Planful, or Quorum products is advantageous.
  • Familiarity with data visualization platforms like Power BI is preferred.
  • Prior experience in the energy sector is a plus.


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