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Financial Analyst

HEP Services LLC
San Antonio, TX Full Time
POSTED ON 6/27/2024 CLOSED ON 8/15/2024

What are the responsibilities and job description for the Financial Analyst position at HEP Services LLC?

Duties/Responsibilities:

  • Financial Planning & Analysis
    • Assist in preparing analysis and presentations for quarterly forecasts and annual budgets to communicate to senior executives and the Board of Directors the financial results and outlook of the company
    • Preparation of Board presentations and Earnings Call materials
    • Maintain assigned models on a monthly basis to ensure accuracy and consistency.
    • Prepare, validate, and summarize various key reporting metrics for use by various HEP teams
    • Assist with enhancing the finance department’s ability to utilize financial systems to improve efficiency and accuracy
  • Treasury
    • Provide management with funding and liquidity analysis and recommendations regarding the strategy around long-term financial stability and capital for growth projects
    • Support financing initiatives central to HEP’s growth, including equity and debt transactions, joint venture capital raises, and M&A
    • Support with HEP’s (and its JVs) various credit agreements
  • Ad Hoc Projects
    • Utilize critical thinking to develop and communicate ad hoc financial and business analysis.

Required Skills/Abilities:

  • Advanced Excel skills and strong PowerPoint skills
  • Strong attention to detail
  • Strong ownership of deliverables
  • Ability to work on multiple projects while delivering on deadlines
  • Intermediate ability to build & dissect existing models
  • Intermediate familiarity with Planning/Data Analytics/Consolidation software
  • General understanding of lines of businesses and industry, general knowledge of upstream/midstream/downstream and willingness to follow industry news
  • Basic knowledge of macroeconomics
  • Strong analytical, interpersonal, verbal, and written communication skills
  • Ability to manage multiple project streams at the same time and meet time sensitive deadlines

Education and Experience:

  • Undergraduate degree in finance, accounting, or economics
  • Master’s degree in finance, accounting, or economics is a plus
  • Working to earn CPA or CFA certification is a plus
  • 2-5 years of work experience working at a top energy company or financial institution is a plus
  • Advanced Experience in Microsoft Excel and PowerPoint

Experience

Preferred
  • Advanced Experience in Microsoft Excel and PowerPoint
  • Strong analytical, interpersonal, verbal, and written communication skills
  • 2-5 years of work experience working at a top energy company or financial institution

Education

Required
  • Bachelors or better in Finance

Licenses & Certifications

Preferred
  • Cert Financial Planner

Skills

Preferred
  • Team Player
  • Microsoft Excel
  • Financial Analysis
  • Critical Thinking
  • Commitment
  • Collaboration
  • Complex Problem Solving
  • Active Learning

Behaviors

Preferred
  • Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
  • Team Player: Works well as a member of a group
  • Enthusiastic: Shows intense and eager enjoyment and interest
  • Dedicated: Devoted to a task or purpose with loyalty or integrity

Motivations

Preferred
  • Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
  • Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
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