What are the responsibilities and job description for the Financial Planning Analyst position at Matheson Tri-Gas?

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

Matheson is an Equal Opportunity Employer that complies with the laws and regulations set forth under EEOC. Qualified applicants will receive consideration for employment without regard to their race, color, Religion, national origin, sex, protected veteran status, or disability EOE AA M/F/VET/Disability

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