Valero Energy

Financial Planning & Analysis Specialist

Valero Energy • $80K — $110K *
San Antonio, TX 78228In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Must work on-site at Valero San Antonio location.
  • Bachelor's or higher degree in Accounting, Finance, or Accounting Information Systems.
  • 5 years of relevant accounting or accounting systems experience.
  • Certified Public Accountant (CPA) or CPA candidate is required.
  • Master's degree in Accounting preferred; experience in refining industry preferred.

Responsibilities

  • Prepare monthly earnings forecasts and budgets for business units.
  • Create and maintain ad-hoc financial reports from enterprise systems.
  • Support cross-organization interactions during budget processes.
  • Conduct variance analysis to explain discrepancies in financial drivers.
  • Prepare management presentations for earnings updates and budget reports.
  • Maintain and enhance FP&A reporting systems and tools.
  • Assist with special financial projects and low to moderate analysis.

Benefits

  • Competitive pay and annual bonus program.
  • 100% 401(K) match up to 7% with immediate vesting.
  • Company-sponsored pension plan.
  • Comprehensive healthcare and wellness programs.
  • Onsite daycare center and wellness clinics.
  • 24-hour fitness center with tennis and basketball facilities.
  • Onsite cafeteria services for employees.
Full Job Description
Description

As a Financial Planning & Analysis Specialist you will assist with the preparation of the monthly plan and earnings forecasts, provide support for the annual budget process, and perform ad hoc analysis for management..

  • Input forward-looking income projections for business units across the organization in the enterprise budget and forecast system to generate consolidated operating income results for the monthly plan and earnings forecast.
  • Create, design, and maintain ad-hoc reports that are low to moderate in complexity from enterprise financial systems or databases such as Analysis for Office (AO) and SAP.
  • Interact with individuals across the organization to field questions and provides support during the monthly forecast and annual budget processes.
  • Assist with variance analysis for management to explain changes in various drivers for actuals, budgets, and forecasts, including detailed monthly and quarterly analysis of actual results.
  • Assist with preparation of presentations for management, including earnings forecast updates, Board presentations, and annual budget presentations. Performs quality control on all presentations.
  • Assist with on-going maintenance of FP&A systems, databases, and reporting tools, including developing enhancements to improve the accuracy and timeliness of FP&A reporting.
  • Assist with special projects and ad hoc financial analysis for management that is low to moderate in complexity, including price/volume analysis, "what-if" scenarios, and trend and change analysis for various key financial metrics.
  • Assist with the creation of forward-looking financial statements by inputting actual, forecasted, and budgeted financial results in the department's financial modeling tool.
  • Assist with the modeling of emerging transactions that are low to moderate in complexity in the forecasted financial statements.


This position is salaried exempt status, which means you are not eligible for overtime pay.

Qualifications

Minimum Requirements:

  • Able and willing to work on-site, in-person at the Valero San Antonio location, required.
  • Bachelor's or higher level degree in Accounting, Finance, or Accounting Information Systems required.
  • 5 years of accounting, equivalent public accounting, and / or accounting systems experience required.
  • CPA or CPA candidate required.


Preferred Requirements:

  • Master's degree in Accounting preferred.
  • Public accounting, accounting systems, or equivalent experience preferred.
  • Experience in refining industry preferred.


Need more reasons to work for a company that is both professionally challenging and culturally rewarding? Take a look at some of our best-in-class benefits:

  • Competitive Pay and Annual Bonus Program
  • 100% match on 401(K) up to 7%, with immediate vesting
  • Company-sponsored Pension Plan
  • Comprehensive Healthcare and Wellness Programs
  • Onsite Daycare Center
  • Onsite Employee and Family Wellness Centers (Physician & Pediatrician)
  • Onsite Pharmacy
  • State-of-the-art 24-hour Fitness Center free for employees and spouses with access to Tennis and Basketball Facilities
  • Onsite cafeteria open for breakfast and lunch
  • Sprawling campus with walking paths and access to biking trails


Benefits described above are highlights only, subject to an employee's eligibility and work location.

Position level and salary will be commensurate with qualifications and experience.

Valero's employees and team-focused culture drive our success. We're invested in our dedicated workforce through a comprehensive, customizable benefits package, while supporting a caring culture that delivers a rewarding work environment built on teamwork, excellence and career growth. To explore the ways we build a stronger team, visit Valero.com/Careers.

Please be advised, if you are viewing this position on a website that lists an estimated salary rate/range, it was not provided by Valero. Valero's market specific salary rate/range will be provided during the recruiting process and tends to be higher than what is estimated by such websites.

*LI-LP1

About Valero Energy

Valero Energy Corporation (NYSE: VLO) is a Fortune 500 oil and gas refining and retail company based in San Antonio, Texas. The company owns and operates 18 refineries throughout the United States, Canada and the Caribbean with a combined throughput capacity of approximately 3.3 million barrels per day, making it the largest refiner in North America. Valero is also one of the nation's largest retail operators with more than 5,000 retail and branded wholesale outlets in the United States, Canada and the Caribbean under various brand names, including Valero, Diamond Shamrock, Ultramar, Shamrock, and Beacon. Valero Energy Corporation, through its subsidiaries, is an international manufacturer and marketer of transportation fuels, other petrochemical products and power. Valero subsidiaries employ approximately 10,500 people, and assets include 16 petroleum refineries with a combined throughput capacity of approximately 3 million barrels per day, 10 ethanol plants with a combined production capacity of 1.2 billion gallons per year, and a 50-megawatt wind farm. More than 7,300 outlets carry the Valero, Diamond Shamrock, Shamrock and Beacon brands in the United States and the Caribbean; Ultramar in Canada; and Texaco in the United Kingdom and Ireland. Valero is a Fortune 500 company based in San Antonio.

Valero Energy Careers

Join the dynamic team at Valero Energy, a leader in the energy sector and a beacon of innovation and sustainability. At Valero, we offer a plethora of job opportunities that pave the way for professional growth and personal achievement. Whether you're a seasoned professional or a recent graduate, Valero provides a platform to propel your career to new heights.

Work You’ll Do

At Valero Energy, every position plays a critical role in our mission to provide safe, reliable energy. Our team members are at the forefront of the energy industry, driving innovation and leading through example. By joining our team, you will collaborate with some of the brightest minds in the industry, using your skills to solve complex challenges and improve our operations.

Explore Our Job Opportunities

Valero Energy is constantly seeking talented individuals who are passionate about their careers and eager for new challenges. From engineering to financial services, our job opportunities span a wide range of disciplines. Explore positions that match your skills and interests on our Careers page, and take the first step towards a fulfilling career at Valero.

Internship Programs

Kickstart your career with a Valero internship. Our programs provide invaluable industry experience, networking opportunities, and the chance to work on meaningful projects. Interns at Valero are considered integral members of our team and are given responsibilities that challenge and enhance their academic learning.

Culture and Benefits

Valero Energy is committed to fostering a diverse and inclusive workplace. We believe that diversity fuels innovation and creates a stronger team. Our culture is built on leadership, respect, and integrity—values that have steered our company through decades of success. Employees enjoy competitive benefits, including health care, retirement plans, and diversity training programs designed to help them thrive both personally and professionally.

Professional Development

Investing in our employees’ growth is a priority at Valero. We offer a range of professional development opportunities, including leadership training, skills enhancement workshops, and continuous learning programs. Our goal is to ensure that every employee has the resources and support they need to reach their full potential.

Join Our Team

Are you ready to make a significant impact in the energy sector? We are hiring creative, curious, and motivated individuals to join our team. Search open positions, submit your resume, and prepare for an interview where you can showcase your unique qualifications. At Valero Energy, your career advancement is supported by robust training and development programs that encourage lifelong learning and professional growth.

Stay Connected

Keep up to date with the latest at Valero by reading our Careers blog. Gain insider perspectives, industry-leading insights, and practical tips to enhance your employment experience. Personalize your subscription to receive job alerts and news tailored to your preferences.

Valero Energy – Powering the Future

At Valero Energy, we’re not just a company; we’re a community. Together, we’re powering the future, committed to innovation, leadership, and the continuous growth of our team and our world. Join us in making a difference.

SEARCH VALERO JOBS

READ CAREERS BLOG

Learn more about Valero Energy
Size
9,813 employees
Market Cap
$46.8 billion
Industry
Energy & Utilities
Net Income
-$1.4 billion
Founded
1980
5 Year Trend
+8.5%
Revenue
$64.9 billion
NASDAQ
VLO
* Ladders Estimates

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