Senior Financial Planning & Analysis Analyst jobs in United States
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United Petroleum Transports ยท 1 day ago

Senior Financial Planning & Analysis Analyst

United Petroleum Transports is committed to the Vision, Values, and Mission of the company, and they are seeking a Senior Financial Planning & Analysis Analyst to support their financial planning and decision-making processes. This role involves developing financial models, analyzing business performance, and providing insights to drive strategic initiatives and operational efficiency.

Transportation

Responsibilities

Assist in the preparation of annual budgets, quarterly forecasts, and long-range financial plans
Perform detailed variance analysis and provide explanations for financial performance versus budget and forecast
Develop and maintain complex financial models to support business decisions and scenario planning in collaboration with the team
Partner with cross-functional teams to provide financial insights and recommendations for strategic projects
Monitor key performance indicators (KPIs) and prepare executive-level reports and presentations
Support month-end and quarter-end close processes with accurate and timely financial analysis
Identify opportunities for process improvements and automation within FP&A functions
Collaborate and quarterback cross functional initiatives as needed
Establish and maintain UPT based dashboards with existing software or through procurement efforts from third-party providers
Support process changes and champion change management
Monitor, review, and direct change on internal business processes
Use networking resources within industry on best practices
Carries out duties assigned by management as required

Qualification

Financial modelingFinancial analysisERP systemsExcelBI toolsCommunication skillsProblem-solvingCritical thinkingInterpersonal skills

Required

Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred
3+ years of progressive experience in financial analysis, planning, or related roles
Advanced proficiency in Excel and financial modeling; experience with ERP systems and BI tools (e.g., SAP, Oracle, Power BI) preferred
Strong analytical, problem-solving, and critical-thinking skills
Excellent communication and presentation abilities with experience influencing senior leadership
Excellent verbal and written communication skills
Ability to prioritize and manage multiple processes and projects
Self-starter with detail-oriented work habits
Able to maintain confidentiality
Good interpersonal skills; able to work well with wide range of individuals
Demonstrate dependability through good attendance and adherence to timelines and schedules

Preferred

MBA or CFA preferred
Experience with ERP systems and BI tools (e.g., SAP, Oracle, Power BI) preferred

Company

United Petroleum Transports

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United Petroleum Transports is a transportation company specializing in chemical transport services.

Funding

Current Stage
Late Stage

Leadership Team

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Matt Herndon
President and Chief Executive Officer
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Company data provided by crunchbase