Current jobs related to Financial Planning Manager - Dallas, Texas - Sunoco LP
-
Financial Planning Specialist
2 weeks ago
Dallas, Texas, United States Spectrum Financial Group Full timeJob OverviewSpectrum Financial Group is a leading financial services firm offering comprehensive investment advice to clients in all stages of life.Key ResponsibilitiesEvaluate clients' financial goals and objectivesConduct financial feasibility analyses and provide recommendationsDevelop and implement investment plans and strategiesBuild and maintain strong...
-
Financial Planning Support Associate
2 weeks ago
Dallas, Texas, United States Cetera Financial Group Full timeAbout the RoleCetera Financial Group is seeking a highly skilled and detail-oriented Financial Planning Support Associate to join our team. As a key member of our financial services team, you will play a critical role in supporting our financial planning consultants and clients.Key ResponsibilitiesPrepare and review new account paperwork in a timely and...
-
Financial Planning Manager
7 days ago
Dallas, Texas, United States Hillwood Investment Properties Full timeHillwood Investment Properties is seeking a seasoned Financial Planning & Analysis (FP&A) professional to lead our team as a Manager.The ideal candidate will have a strong background in financial planning, analysis, and reporting, with a proven track record of providing strategic insights and recommendations to senior leadership.Key responsibilities will...
-
Financial Planning Support Associate I
2 weeks ago
Dallas, Texas, United States Cetera Financial Group Full timeAbout the RoleCetera Financial Group is seeking a highly skilled and detail-oriented Financial Planning Support Associate I to join our team. As a key member of our support team, you will play a critical role in ensuring the smooth operation of our financial planning services.Key ResponsibilitiesPrepare and review new account paperwork in an accurate and...
-
Financial Planning Support Associate I
2 weeks ago
Dallas, Texas, United States Cetera Financial Group, Inc. Full timeJob SummaryCetera Financial Group, Inc. is seeking a Financial Planning Support Associate I to handle client inquiries and correspondence. This role will also prepare client review materials and reports.Key ResponsibilitiesAssist Financial Planning Consultants with client communication, including coordination of meetings and maintenance of account...
-
Financial Planning Support Associate I
2 weeks ago
Dallas, Texas, United States Cetera Financial Group, Inc. Full timeJob DescriptionAt Cetera Financial Group, Inc., we are seeking a highly skilled and detail-oriented Financial Planning Support Associate I to join our team. As a key member of our financial services team, you will play a vital role in supporting our Financial Planning Consultants in delivering exceptional client service.Key Responsibilities:Prepare and...
-
Financial Reporting Manager
3 weeks ago
Dallas, Texas, United States GuideStone Financial Full timeJob SummaryGuideStone Financial seeks a highly skilled Financial Reporting Manager to oversee the financial reporting function, ensuring timely and accurate reports that meet the needs of executives, management, and trustees.Key ResponsibilitiesSupervise staff and review production of financial statements and reportsCoordinate external audit and assist in...
-
Strategic Financial Planning Manager
3 weeks ago
Dallas, Texas, United States Xanitos Full timeJob Title: Strategic Financial Analysis and Planning ManagerXanitos is seeking a highly skilled Strategic Financial Analysis and Planning Manager to join our team. As a key member of our organization, you will play a critical role in shaping the direction of our company by combining financial analysis and planning with strong business acumen.Key...
-
Strategic Financial Planning Manager
2 weeks ago
Dallas, Texas, United States Xanitos Full timeJob Title: Strategic Financial Analysis & Planning ManagerXanitos is seeking a highly skilled Strategic Financial Analysis & Planning Manager to join our team.Job Summary:We are looking for a strategic thinker who can combine financial analysis and planning with strong business acumen to help shape the direction of our company. The successful candidate will...
-
Financial Planning and Analysis Manager
2 weeks ago
Dallas, Texas, United States Goldman Sachs Full timeAbout Goldman SachsGoldman Sachs is a leading global financial services firm providing investment banking, securities, and investment management services to a diverse client base. Our commitment to hiring and training outstanding leaders has enabled us to execute a business strategy focused on exceptional client service and superior long-term financial...
-
Strategic Financial Planning Manager
4 weeks ago
Dallas, Texas, United States AppFolio Full timeJob Title: Strategic Financial Planning ManagerWe are seeking a highly skilled Strategic Financial Planning Manager to join our FP&A team at AppFolio. As a key member of our finance team, you will be responsible for building, managing, and maintaining key financial models that drive the company's strategic decisions.Key Responsibilities:Develop and maintain...
-
Strategic Financial Planning Manager
4 weeks ago
Dallas, Texas, United States AppFolio Full timeJob Title: Strategic Financial Planning ManagerWe are seeking a highly skilled Strategic Financial Planning Manager to join our FP&A team at AppFolio. As a key member of our finance team, you will be responsible for building, managing, and maintaining key financial models that drive the company's strategic decisions.Key Responsibilities:Develop and maintain...
-
Financial Planning and Analysis Manager
2 weeks ago
Dallas, Texas, United States Goldman Sachs Full timeAbout Goldman SachsGoldman Sachs is a leading global financial services firm providing investment banking, securities, and investment management services to a diverse client base. Our business principles are rooted in integrity, excellence, innovation, and teamwork, enabling us to execute a business strategy focused on exceptional client service and superior...
-
Financial Planning and Analysis Manager
7 days ago
Dallas, Texas, United States Korn Ferry US Full timeAbout the RoleKorn Ferry US is seeking a highly skilled Financial Planning and Analysis Manager to join our team. As a key member of our global digital finance team, you will be responsible for providing financial analysis and planning support to drive business growth and success.Key ResponsibilitiesDevelop and maintain financial models and forecasts to...
-
Financial Planning and Analysis Manager
3 weeks ago
Dallas, Texas, United States Charger Logistics Inc Full time{"title": "FP&A Specialist", "description": "Join Our Team as a Financial Planning and Analysis SpecialistCharger Logistics Inc. is a world-class asset-based carrier with a strong presence across North America. With over 20 years of experience in providing top-notch logistics solutions, we have transformed into a world-class transport provider and continue...
-
Senior Financial Reporting Manager
7 days ago
Dallas, Texas, United States GuideStone Financial Full timeFinancial Reporting Leadership RoleGuideStone Financial seeks a skilled Financial Reporting Manager to lead our financial reporting function. As a key member of our team, you will be responsible for supervising the preparation of external financial statements and internal management reports. Your expertise in GAAP and financial reporting will ensure the...
-
Senior Financial Reporting Manager
7 days ago
Dallas, Texas, United States GuideStone Financial Full timeJob SummaryGuideStone Financial seeks a highly skilled Financial Reporting Manager to oversee the financial reporting function, including external financial statement preparation and internal management reporting. The ideal candidate will have a strong background in financial reporting, excellent leadership skills, and the ability to work effectively with...
-
Strategic Financial Planning Manager
4 weeks ago
Dallas, Texas, United States AppFolio, Inc Full timeAbout the RoleWe are seeking a highly skilled Strategic Financial Planning Manager to join our FP&A team at AppFolio, Inc. As a key member of our finance organization, you will play a critical role in driving strategic decisions and informing business growth strategies.Key ResponsibilitiesDevelop and maintain complex financial models to support strategic...
-
Senior Financial Operations Manager
3 hours ago
Dallas, Texas, United States Financial Additions Full timeWe are seeking a seasoned Senior Financial Operations Manager to oversee financial planning, budgeting, and forecasting for our hospitality industry client.Key Responsibilities:Financial Statement Preparation: Ensure timely and accurate preparation of financial statements, including balance sheets, income statements, and cash flow statements.Budgeting and...
-
Financial Planning and Analysis Manager
1 week ago
Dallas, Texas, United States CarGurus Full timeAbout the RoleThe FP&A team at CarGurus is seeking an experienced Financial Planning and Analysis Manager to help shape the future of CarOffer. As a key member of the team, you will partner with the CarOffer team to drive decision-making and results through detailed financial analysis and modeling.Reporting to the Director of Financial Planning and Analysis,...
Financial Planning Manager
2 months ago
Sunoco LP is a prominent energy infrastructure and fuel distribution master limited partnership operating across 47 U.S. states, Puerto Rico, Europe, and Mexico. The Partnership's midstream operations encompass an extensive network of approximately 9,500 miles of pipeline and over 100 terminals.
This vital infrastructure supports the Partnership's fuel distribution activities, serving around 10,000 convenience stores, independent dealers, commercial clients, and distributors.
At Sunoco, we take immense pride in our work and firmly believe that our employees are the key to our success and that of our customers.
We are continually seeking exceptional talent and are dedicated to providing a challenging and rewarding work experience.
Position Summary:
As a lead financial analyst, the selected candidate will oversee the forecasting, budgeting, and analysis of Sunoco's pipeline segment.
This role demands the ability to thrive in a fast-paced, collaborative environment, working closely with our Accounting, Operations, Business Development, and Commercial teams.
This position requires strong business insight, outstanding communication skills, and meticulous attention to detail.Key Responsibilities:
Core responsibilities include:
- Revenue forecasting and pipeline analysis
- Strategic planning and data management
- Collaboration with midstream operations, supply & trading, and the FP&A team to deliver financial reporting, budgets, and projections that align with broader company objectives
- Maintenance of monthly recurring reports to support segment results analysis
- Variance analysis of actual versus forecasted operating results during the monthly close process
- Preparation of monthly and long-term forecasts
- Identification of key performance drivers and opportunities
- Enhancement of management reporting on existing and acquired businesses to monitor performance
Qualifications:
Education and Experience:
To excel in this role, candidates must demonstrate the ability to perform each essential job duty satisfactorily.
Requirements include:
- Bachelor's degree in finance, accounting, or a related business field
- Analyst level: 2-5 years of experience
- Senior Analyst level: 5-8 years of experience
- Lead Analyst level: 8+ years of experience
- Strong problem-solving and analytical skills, with the ability to clearly connect financial results to operational performance drivers
- Proficiency in financial modeling, forecasting techniques, and data analysis tools
- Detail-oriented with excellent organizational and communication skills
- Proven ability to perform in a fast-paced environment and respond swiftly to ad hoc requests
- Proficient in financial systems and analysis tools, including Microsoft Excel for data manipulation and analysis
- Experience with SAP and Salesforce or related ERP systems preferred
- Up to 5% travel may be required
Working Conditions:
The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this job.
Must be able to remain in a stationary position 50% of the time due to prolonged periods of sitting or standing.
Occasional overnight travel may be necessary.Occasional visits to industrial/manufacturing settings may occur, which could involve exposure to various materials and chemicals, as well as extreme temperature conditions and loud machinery, necessitating appropriate personal protective equipment.
Sunoco LP is an equal opportunity employer and does not discriminate against qualified applicants based on race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law.DISCLAIMER:
The statements listed in this job posting, which are subject to change, are intended to describe the general nature and level of work being performed by individuals assigned to this role.
They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel classified in this position.