Financial Analyst – Sales Financial Analysis

Job Description

Associate Analyst – Finance | Sunoco LP

The Tone:
This is a full-time role at Sunoco LP, located in Dallas, TX. Sunoco LP operates as part of Energy Transfer, an 11,000-strong organization recognized by Forbes as one of America’s best large employers. The company is dedicated to responsibly and safely delivering America’s energy, fostering employee growth, and contributing to the community through long-standing commitments to various causes. This role is crucial for supporting one of the company’s operating segments by providing vital financial analysis to the Sales Organization. The Associate Analyst plays a key part in driving performance and ensuring the financial health of the business.

The TL;DR
• Role: Early Career
• Location: In-person, Dallas, TX

• Team: Supports one of three operating segments and works collaboratively with business leadership and the larger finance team.
• Mission: Provide financial analysis to the Sales Organization to identify industry trends, increase performance, and support strategic initiatives.
• Tech Stack: Microsoft Excel, PowerBI, SAP Experience or related ERP

What You’ll Actually Do
• Financial Reporting & Projections: Collaborate with business leadership and the broader finance team to prepare financial reports, budgets, and projections that align with overall company objectives.
• Performance Analysis: Identify and research outliers impacting business performance, track risks and opportunities against plans, and develop key performance measures to make strategic recommendations to management.
• Trend Analysis: Analyze historical and forward-looking spending trends to provide insights that can improve business performance.
• Management Reporting: Create and enhance management reports for both existing and acquired businesses to effectively track and monitor their performance.

The Must-Haves
• Background: Bachelor’s degree in finance, accounting, or a related business field. This is an early career position focused on financial analysis.
• Experience: Minimum 0-2 years of relevant work experience. Requires solid problem-solving and analytical skills, including the ability to clearly link financial results to operational performance drivers.
• Skills: Detail-oriented with excellent organizational and communication skills. Demonstrated ability to perform under pressure and respond quickly to ad hoc needs. Proficient use of financial systems and analysis tools, including Microsoft Excel, with the ability to manipulate and analyze data.
• Bonus: SAP Experience or related ERP preferred.