Financial Analyst – Financial Planning & Analysis

Job Description

Associate Analyst – Finance | Energy Transfer

The Tone:
This is a full-time role at Energy Transfer, a large organization recognized as one of America’s best large employers. The company is dedicated to responsibly and safely delivering America’s energy. This role is crucial for providing essential analytical and technical support across various functions within the finance department, contributing to the company’s financial planning, reporting, and overall success.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, normal office working conditions (likely Dallas, TX)

• Team: Finance Department, supporting corporate finance, planning, budgeting, and forecasting.
• Mission: To provide analytical and technical support to enable effective financial performance management and reporting.
• Tech Stack: MS Excel, IBM Cognos TM1 (willingness to learn required), SAP (preferred)

What You’ll Actually Do
• Reporting: Assist in preparing monthly, quarterly, and annual performance management reports for senior management.
• Planning & Forecasting: Support the company-wide annual planning process and the subsequent monthly forecasting process.
• Analysis: Provide corporate and G&A expense variance analysis, comparing budget vs. actual, quarter vs. quarter, and current year vs. prior year.
• System Support: Provide support for TM1 production and development environments, including maintaining existing dimensions and managing user access and security.
• External Reporting: Provide support for earnings releases, 10-K, 10-Q, and other external financial reporting activities.

The Must-Haves
• Background: Bachelor’s degree or equivalent work experience; a degree in Finance, MIS, or Mathematics is preferred.
• Experience: 0-2 years of relevant job-related experience.
• Skills: Must be highly proficient with MS Excel, possess demonstrated analytical and problem-solving skills, and have high-level communication skills, both verbal and written.
• Bonus: IBM Cognos TM1 experience is preferred (with a required willingness to learn), and SAP experience is also preferred.