Corporate Financial Planning Specialist

4 days ago


San Antonio, Texas, United States Vaco Full time

Job Summary

We are seeking a highly skilled Corporate Financial Planning and Analysis Manager to support both the Corporate Financial Planning & Analysis (FP&A) and treasury functions. The ideal candidate will have a solid foundation in finance/accounting, possess exceptional analytical, problem-solving, and communication skills, and be capable of delivering outstanding results in a fast-paced environment.

Key Responsibilities

  • Prepare, validate, and summarize key reporting metrics highlighting trends and implications
  • Assist in preparation of quarterly forecasts, annual budgets, etc. for senior management and the Board of Directors
  • Provide management with funding & liquidity analysis and recommendations regarding the strategy around working capital, long-term capital structure planning and financing for growth projects and M&A
  • Coordinate across the company (Cost Controls, Treasury, Commercial, Financial Accounting), to drive the budgeting and forecasting processes for HEP and its JVs
  • Assist with debt reporting and compliance of multiple debt agreements
  • Create internal/external presentations (Investors, Rating Agencies, Banks, etc.)
  • Support capital market initiatives central to corporate growth, including debt refinancing's, capital raises, M&A and capital structure analysis
  • Help manage and develop team of analysis

Requirements

  • Bachelor's degree in Business, Finance or Accounting
  • 10+ years of overall Finance/Accounting experience
  • Advanced financial modeling experience
  • Treasury and /or project finance experience - a plus
  • Solid Microsoft Excel and PowerPoint skills
  • Comfortable working in a fast-paced environment
  • CPA, CFA or MBA - a plus
  • Bilingual English/Spanish - a plus


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