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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