Analyst – Financial Planning & Analysis
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- Accounting and Finance
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- Jul 02, 2025 Post Date
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- 2510002311 Requisition #
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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, American Heart Association, 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 11,000 strong organization as we fuel the world and each other!
Summary
Analyst – Financial Planning and Analysis
This position will be a key member of a small team responsible for the forecasting, budgeting and financial results analysis of Energy Transfer’s margin generating activities, as well as supporting joint venture financial reporting and budget presentations. This candidate will need the ability to operate in a fast paced, collaborative environment, and will work closely with multiple groups across the Partnership. This position will be based in our Houston office.
Primarily Roles & Responsibilities:
· Assist in the creation of the forecasts and annual budgets for revenue/margin-generating activities
· Prepare monthly and quarterly financial reports and presentations, including the Quarterly Financial Analysis package utilized by senior leadership in preparation for our quarterly earnings call
· Maintain and improve excel-based models utilized for generating forecasts and budget
· Prepare analysis, forecasts, and budgets for delivery and presentation to our joint venture partners
· Build a productive relationship with commercial, accounting, and operations groups
· Assist with the preparation of quarterly external documents, including the 10-Q and 10-K filings
· Understand and estimate the potential financial impact of changing market conditions and trends
· Analyze, understand, and explain monthly accounting entries
· Support the FP&A Director and the Vice President of Finance in responding to requests and ad-hoc analysis required from internal and external customers
Required Experience/Education:
- Bachelor’s degree in finance or accounting preferred or equivalent work experience
- Ability to communicate clearly, verbally, and written
- Strong Excel modeling skills
- Time-management skills; ability to handle multiple projects, meet deadlines and function independently and efficiently in a fast-paced environment
Preferred Experience:
- 2 or more years of relevant financial analyst experience, preferably within the energy industry
- Master’s degree in business administration or a related field
Required experience is commensurate with the selected job level:
- The Specialist/Analyst level requires a Bachelor’s degree or equivalent experience and 2-5 years of relevant job related experience
- The Senior Specialist/Analyst level requires a Bachelor’s degree or equivalent experience and 5-8 years of relevant job related experience
- The Lead Specialist/Analyst level requires a Bachelor’s degree or equivalent experience and 8+ years of relevant job related experience
Working Conditions:
- 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
An equal opportunity employer/disability/vet
Energy Transfer 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.