Corporate Financial Planning Specialist
4 weeks ago
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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