Financial Planning Analyst

Matheson Tri-Gas

United States, Texas, Irving

May 17, 2025

JOB
SUMMARY

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. The Financial Planning Analyst role will report to the Vice
President of Finance, 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.

Essential
Functions

Essential Function

* 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

Required for All Jobs
*	Performs other duties as assigned
*	Complies with all policies and standards

QUALIFICATIONS

Education
Education Level	Education Details	Req/ Pref
Associate's Degree
Bachelor's Degree	Finance, Accounting, Economics	Required

Work Experience
Experience	Experience Details	Required/ Preferred
2+ years	Minimum of 2 years of experience in Finance or Accounting	Required
1-3 years
3-5 years
4-6 years

Knowledge,
Skills and Abilities

* 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

Licenses and Certifications
Licenses/Certifications	Licenses/Certification Details	Time Frame	Required/ Preferred

PHYSICAL DEMANDS/WORKING CONDITIONS
Physical Demands Category:

Physical Demands
A thorough completion of this section is needed for compliance with legal standards such as the Americans with Disabilities Act. The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Physical Demand	N/A	Rarely	Occasionally	Frequently	Constantly	Weight
Stationary Position				Yes
Move/Traverse					Yes
Stationary Position/Seated					Yes
Transport/Lifting	N/A
Transport/Carrying	N/A
Exerting Force/Pushing	N/A
Exerting Force/Pulling	N/A
Ascend/Descend	N/A
Balancing	N/A
Position Self/Stooping	N/A
Position Self/Kneeling	N/A
Position Self/Crouching	N/A
Position Self/Crawling	N/A
Reaching			Yes
Handling	N/A
Grasping	N/A
Feeling	N/A
Communicate/Talking			Yes
Communicate/Hearing			Yes
Repetitive Motions				Yes
Coordination	N/A

Travel Requirements
Estimated Amount	Brief Description
Rarely	Very rarely

Mental Demands
Working Condition	NA	Rarely	Occasionally	Frequently	Constantly

The Company 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