Analyst - Settlements

2 weeks ago


Kansas City, Missouri, United States Energy Transfer Full time

Energy Transfer, recognized by Forbes as one of America's best large employers, is dedicated to responsibly and safely delivering America's energy. We are driven to inspire our employees to create superior value for our customers, our investors, a sustainable future and giving back to the community where we have long-standing commitments to causes including MD Anderson Children's Cancer Hospital, The Salvation Army, The American Red Cross, Ronald McDonald House and many more.

We value all of our employees who make our growth and success possible. We are proud to offer industry leading compensation, comprehensive benefits, 401(k) match with additional profit sharing, PTO and abundant career opportunities.

Come join our award winning 12,000 strong organization as we fuel the world and each other

Summary:

The Analyst - Settlements role is the bridge between our Marketing and Accounting divisions. Responsibilities include but are not limited to monitoring contract allocation and performance, accurate invoicing of customers, completing month-end reconciliations, and communicating with customers and internal teams. A successful candidate must have a solid understanding of accounting and strong customer service skills. Qualified candidates must be a self-starter, have a strong work ethic and work with minimal supervision. Attention to detail is very important.

Essential Duties & Responsibilities:

  • Enter and confirm all movement information into Right Angle for generation of invoices through order actualization.
  • Confirm all transactions are valued and troubleshoot any valuations that did not process properly.
  • Execute timely and accurate billing of external customers.
  • Update and maintain posted prices in Right Angle.
  • Resolve payable and receivable billing disputes and manage all unplanned fees.
  • Monitor individual and shared inboxes for internal and external inquiries.
  • Act as customer service representative and provide support to internal and external customers.
  • Complete various month-end processes and reconciliations
  • Review and validate data for monthly P&L Statement
  • Cross-train with others on the Analyst team to be available and flexible to assist in areas as needed for complete coverage of duties.
  • Be proactive in communicating with customers, Marketers and Schedulers, Cash Management team, and other members of the Analyst team.
  • Be able to perform extremely well during highly stressful and volatile market environments.
  • Take initiative to solve problems with minimal interaction needed from other teams.
  • Review work processes to identify more efficient means to complete Analyst responsibilities.

Requirements:

Education and/or Experience, Knowledge, Skills & Abilities:

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The requirements for this position are listed below:

  • Degree in Accounting/Finance or related business field
  • Microsoft Office Suite skills with emphasis on Excel skills
  • Openlink Right Angle experience is a plus.

Required experience is commensurate with the selected job level:

  • The Specialist/Analyst level requires a Bachelor's degree and 2-5 years of relevant job related experience
  • The Senior Specialist/Analyst level requires a Bachelor's degree and 5-8 years of relevant job related experience
  • The Lead Specialist/Analyst level requires a Bachelor's degree and 8+ years of relevant job related experience

Working Conditions:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

  • Usually, normal office working conditions.
  • 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 required.
  • Occasional visits to industrial/manufacturing settings, which may include exposure to various materials and chemicals, as well as extreme temperature conditions and loud machinery, and require appropriate personal protective equipment.

Equal Opportunity Employer/Disability/Vet

DISCLAIMER: The above statements, which are subject to change, are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

"An equal opportunity employer/disability/vet The Partnership is an equal opportunity employer and does not discriminate against qualified applicants on the basis of any actual or perceived legally protected characteristics under federal, state, or local law. The nature and frequency of the above working conditions and requirements may vary depending on individual operational circumstances. Where feasible, the Partnership will make reasonable accommodations to qualified individuals with disabilities to enable them to perform the essential functions of the job. 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 people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. "


  • Analyst - Settlements

    2 weeks ago


    Kansas City, United States Energy Transfer Full time

    Accounting and FinanceEnergy Transfer, recognized by Forbes as one of America's best large employers, is dedicated to responsibly and safely delivering America's energy. We are driven to inspire our employees to create superior value for our customers, our investors, a sustainable future and giving back to the community where we have long-standing...


  • Kansas City, United States ThinkBAC Consulting Full time

    Mid-Senior Energy Trading Settlements Analyst - Renewables Energy Storage (BESS)This is an opportunity to join an industry-leading renewable energy venture and IPP with strong private equity backing that is focused on the development/execution of dynamic utility-scale energy storage projects. They are at the forefront of the industry, have accumulated over...

  • Analyst - Settlements

    2 weeks ago


    Kansas City, MO, United States Energy Transfer Full time

    Energy Transfer, recognized by Forbes as one of America's best large employers, is dedicated to responsibly and safely delivering America's energy. We are driven to inspire our employees to create superior value for our customers, our investors, a sustainable future and giving back to the community where we have long-standing commitments to causes including...

  • Analyst - Settlements

    2 weeks ago


    Kansas City, MO, United States Energy Transfer Full time

    Energy Transfer, recognized by Forbes as one of America's best large employers, is dedicated to responsibly and safely delivering America's energy. We are driven to inspire our employees to create superior value for our customers, our investors, a sustainable future and giving back to the community where we have long-standing commitments to causes including...


  • Kansas City, MO, United States Energy Transfer Full time

    Energy Transfer, recognized by Forbes as one of America's best large employers, is dedicated to responsibly and safely delivering America's energy. We are driven to inspire our employees to create superior value for our customers, our investors, a sustainable future and giving back to the community where we have long-standing commitments to causes including...

  • Settlements Analyst

    3 weeks ago


    Rapid City, United States South Dakota Staffing Full time

    Settlements AnalystLocation: Rapid City, South DakotaPosition summary: The Energy Imbalance Market (EIM) Settlements Analyst supports the financial settlement operations of the California Independent System Operator's (CAISO) Energy Imbalance Market. This role involves validating settlement data, analyzing charge codes, resolving discrepancies, and ensuring...

  • Settlements Analyst

    13 hours ago


    Rapid City, South Dakota, United States Black Hills Energy Full time

    Job SpecificationsBlack Hills Energy is people powered and purpose driven. Our team uses the power of energy to improve life for over one million customers in 800+ communities across the West and Midwest. We seek talented, caring people who embody our core values and contribute to a culture of inclusion and growth. As an organization, we believe the best...


  • Jersey City, United States Lenmar Consulting Inc. Full time

    A financial services firm in Jersey City is seeking an Estate Operations Analyst to manage the settlement of client accounts post passing. This role requires reviewing legal documentation, processing distributions to heirs, and ensuring compliance with procedures. Ideal candidates will have internship or 1 year experience in finance, expertise in MS Office,...


  • Jersey City, United States Lenmar Consulting Full time

    A financial services firm is seeking an Estate Operations Analyst in Jersey City, NJ, to ensure the accurate settlement of client accounts following a client's passing. Responsibilities include reviewing estate-related documentation like death certificates and wills, and processing distributions to beneficiaries. Candidates should have up to 1 year...


  • Jersey City, United States Axelon Services Corporation Full time

    Business Analyst Fg / New Business Consultant Structured SettlementsLocation: Jersey City, NJPay: 6 MonthsKey Responsibilities:Provide day-to-day operational and case execution support to the Structured Settlements sales team and SS consultants. Manage quote-related activity, including responding to routine case inquiries, facilitating rate lock-ins,...