Lead Analyst - Corporate Finance

Corporate Finance - Energy Transfer Family of Partnerships Careers
DALLAS, TX Full Time
POSTED ON 1/19/2023 CLOSED ON 6/8/2023

Job Posting for Lead Analyst - Corporate Finance at Corporate Finance - Energy Transfer Family of Partnerships Careers

Summary:

Sunoco is seeking a Lead Analyst to join its Corporate Finance team. As a member of the team, the Analyst will apply advanced knowledge of business and financial principles to help grow and optimize Sunoco’s business. The Analyst will perform detailed analysis of mergers, acquisitions, and dispositions as well as strategically important corporate finance and investor relations projects.  This high-profile position is a key part of the business development and investor relations function and works directly with key leaders to develop, optimize, and communicate the company’s strategic direction. The Analyst should enjoy working in a fast-paced, high-visibility role that provides opportunities to interact with various stakeholders internally and externally including the executive leadership, investors, research analysts, and rating agencies.

 

Essential Duties and Responsibilities

  • Assume an active role in the identification and evaluation of acquisition and growth opportunities
  • Participate in customary due diligence efforts including the evaluation of information from various sources (data rooms, financial statements, contracts, internal resources, etc.) for use in economic modeling and structuring transactions
  • Perform thorough evaluations of acquisition targets using various methodologies including sum-of-the parts, comparable company, precedent transaction, and discounted cash flow analyses, among others
  • Assist in the preparation of various transaction documents including due diligence logs, bid materials, board presentations, and approval memos
  • Assist in the preparation of investor communications and disclosure materials during quarterly reporting periods and in general execution of the investor relations strategy
  • Assist with other core treasury, corporate finance, and capital markets functions

Required Skills 

  • Proven financial modeling and valuation capabilities
  • Ability to translate technical / financial information into effective strategic messaging
  • Capital markets acumen with understanding of the functioning of equity and debt capital markets
  • Ability to apply equity market knowledge to construct communication strategies and narratives for investors that are clear and compelling
  • Critical thinking with strong analytical skills and attention to detail
  • Executive presence with a clear thought process and ability to communicate, verbally and in written form, when faced with uncertainty to support sound decision making
  • Ability to logically evaluate and navigate complex, nuanced, and ambiguous situations
  • Advanced ability to use standard business software applications such as Microsoft Word, Excel, and Power Point, among others

 

Desired Education/Certifications and Experience

  • Bachelor’s degree in Finance, Economics, Accounting or other discipline and 8 years of experience.
  • MBA or CFA designation preferred
  • 8 years working in mergers and acquisitions and/or capital markets-oriented roles, investor relations experience a plus
  • Extensive experience developing financial models for forecasting and valuation  – investment banking, corporate or equity research preferred
  • Experience communicating and presenting to executive level leadership a plus

 

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

 

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Salary.com Estimation for Lead Analyst - Corporate Finance in DALLAS, TX
$183,217 to $293,414
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