Financial Analyst I

DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Develop the monthly forecast. Analyze changes versus prior versions and provide inputs for discussion internally at HRC and during presentation to executives. Continuous improvements of the Financial Planning model.
• Prepare estimates on targets inventory level for crude and products and submit to IM provider as needed.
• Lead the biweekly IM inventory meeting. Work with logistics and operation's coordinator to ensure all projections are updated.
• Work with Finance to understand liquidity requirements and needs; provide guidance to Senior Management on debt covenants, availability and other financing options.
• Coordinate with the Treasury department in planning activities and models for cash forecasting.
• Prepare the Peer Analysis report and present to management on a quarterly basis. Keep management informed of competitor landscape, industry trends, research and forecasts that lead to new opportunities.
• Assist Engineering in the preparation, profitability analysis and tracking of capital projects
• Alongside Accounting, consolidate the annual Budget for presentation and approval by senior management.
• Prepare monthly finance slides for the Planning Meeting, including working capital updates, inventory projections, and cash flow breakeven analysis.
• Coordinate quarterly executive presentations for senior leadership, managing finance slide updates and ensuring timely input from all contributing departments
• Analyze departmental financial results and prepare executive-ready quarterly presentations across Crude Supply, Light Oils Marketing, and Asphalt Marketing business units.
• Identify relationships, patterns and factors that drive data sets using statistical methods such as regressions, correlations. Report hedging opportunities, risks, or recommendations from this analysis to Senior Management.
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  Prepare the finance materials for the biweekly Flash update.

  
  

EDUCATION AND EXPERIENCE

Bachelor's degree in Business, Finance, Accounting, Engineering, or related fields. MBA preferred. One to three years' refining or oil & gas related experience preferred. Additional education may substitute for experience. High degree of financial competence and ability to operate independently. Experience in analyzing financial statements and data mining. Expert Excel modeling and Power Point skills.