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Financial Planning Analyst

Irving, TX, United States

The Financial

Planning Analyst role will conduct financial analysis, primarily oriented on

Profit and Loss statements, across all Business Units and Zones in the Company.

This role will require interaction with senior executives to generate creative

methods of conveying business projects, strategy, and financial numbers through

PowerPoint presentations. The role will require extensive work on financial

modeling for the Company's major capital projects and acquisitions. Assistance

with Business Unit and Zone forecasting and budgeting during the annual budget

process will also be an integral part of this role. Other responsibilities of this role will be

product profitability analysis, competitive analysis, acquisition due

diligence, ad hoc financial analysis, and standard monthly financial reporting.

This Financial Planning Analyst role will report to the Director of Financial

Planning and Analysis, work with the other members of the FP&A Team, and

interact with senior level executives and the CEO. This role will allow the

individual the opportunity to develop a broad-based understanding of the

industry, including everything from Customer-facing to Back-office.

Responsibilities :

Possesses understanding of and ability to develop Discounted Cash Flow models

Develops Business Unit, Zone, and Retail Site level P&L analysis

Collects and analyzes data needed for management decisions

Conducts online research for competitive analysis, market trends, or other industry-related information

Assists with the M&A process to include valuation, financial due diligence, and post-close audits

Plays a key role in developing the Company's annual Forecast and Budget

Assists with capital project evaluation to include DCF modeling, approval presentations, and market research

Prepares executive, board, and investor style presentations

Develops a suite of standard financial reports on a monthly, quarterly, and/or annual basis

Requirements :

Reliable team player who performs high-quality work in achieving project deadlines

Ability to work in a professional environment, on a team, and with Senior Level Management

Uphold high level of confidence in dealing with sensitive company information

Excellent written and verbal communications

Critical thinking and problem solving skills

Expert MS PowerPoint skills is critical to position; requires working knowledge of MS office

General understanding of Accounting and Finance helpful

Perform other duties as assigned

Willingness to work past normal work hours on occasion

Education : Recent Bachelor's degree or MBA in Business/Finance; Minimum of 2-3 years of work experience in Finance/Accounting

Matheson is an Equal Opportunity Employer

that complies with the laws and regulations set forth under EEOC.. All

qualified applicants will receive consideration for employment without regard

to race, color, religion, sex, sexual orientation, gender identity, national

origin, disability or protected veteran status. EOE AA M/F/VET/Disability

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