Asset Analyst

The Financial Analyst II will perform intermediate level actives related to compiling, analyzing and preparing complex financial planning models and information pertaining to forecasting and the annual plan for various company departments, business segments and/or corporate planning. Duties will include:

• Compile data and calculate information that simulate forecasting trends including, but not limited to:
  • Volume
  • Price
  • Spread
  • Financial ratios
• Research variances and provide explanations and documentation to explain the validity of variances between plan, forecast and actual figures
• Review and perform calculations and/or analyses including, but not limited to:
  • Forecasted verses actual expense
  • Projections/forecasts
  • Financial ratios
  • Investment opportunities
  • Working capital requirements
  • Rates of return
  • Financial statements
  • Industry specific financial schedules
  • Dividends and distributions
  • Corporate overhead expenses
  • Capital expenditures
• Assist with the deliverables of financial information including, but not limited to:
  • Financial reports
  • Board of Directors presentations
  • Investor presentations
• Assist with the development and review of modeling operational, economic, management and accounting data
• Assists with the research and development of information that will be provided to employees from auditing firms, management, and others concerning planning, accounting processes, various financial reports, and forecasts

Education

• Bachelor's Degree in finance, accounting, or other related field and/or equivalent formal education

Experience

• 3 - 5 years related work experience Forecasting and analysis experience
• Experience interpreting and applying generally accepted accounting methods and procedures
• Experience in use of software such as: Microsoft Excel, Word, Access, PowerPoint and/or Hyperion Planning or Hyperion Strategic Finance (HSF)
• Experience and/or training related to:
• Economic forecasting/modeling and planning and forecasting functions
• Energy industry economics and financial analysis functions
• Communication/interpersonal skills
• Commodity marketing
• Financial risk management
• Report writing
• Experience researching, composing, reconciling, and preparing reports, studies, forecasts, financial models and correspondence applicable to position
• Experience reading and analyzing financial statements and company and investor correspondence
• Experience interacting, advising, and communicating effectively
• Experience working in a team environment
• Experience developing and presenting information to individuals and groups

Licenses and Certifications

• Finance & Accounting\Certified Management Accountant (CMA) preferred
• Finance & Accounting\Certified Public Accountant (CPA) preferred
• Finance & Accounting\Certified Corporate FP&A Professional preferred

Knowledge, Skills, and Abilities

• Knowledge of: areas related to finance and treasury
• Ability to: interpret and apply financial planning and analysis methods and procedures
• Ability to: apply math, algebra, and statistical methods
• Ability to: prioritize work load and deliverables
• Ability to: communicate and/or exchange information; conduct oral presentations and/or meetings