JOB SUMMARYThe Senior FP&A Analyst supports the financial planning, forecasting, reporting, and analysis activities for the organization's oil refining operations. This role is responsible for preparing and maintaining weekly margin forecasts, reconciling monthly financial results to actuals, supporting annual budgeting processes, and providing financial insight into refinery performance, operating costs, margins, capital spend, and key business drivers.
This position partners closely with Refining Operations, Commercial, Accounting, Supply, and Finance leadership to analyze performance trends, explain variances, identify risks and opportunities, and support data-driven decision-making. The role also provides support for ad-hoc analysis, special projects, and process improvement initiatives designed to enhance reporting accuracy, improve forecast efficiency, streamline workflows, and strengthen financial controls.
All activities will be performed in support of the strategy, and vision of the organization. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. All activities must be in compliance with Equal Employment Opportunity laws, HIPAA, ERISA, and other regulations, as appropriate.
EDUCATION AND EXPERIENCE- 4 year / Bachelor's Degree (Required)
- In lieu of the above education requirements, an equivalent combination of education and experience may be considered.
- Four (4) or more years Experience in a related field (Required)
- Advanced Excel and financial modeling experience required.
- Experience with financial systems, ERP platforms, planning tools, Power BI, or other reporting and analytics tools preferred.
- No Licensure or Certification Required.
JOBREQUIREMENTS- Supports the weekly refining margin forecast process, including updates to key assumptions, price curves, throughput, yield, operating cost, and margin drivers.
- Analyzes weekly forecast changes and provides clear explanations of movements in margin, volumes, pricing, operating expenses, and other key financial metrics.
- Performs monthly reconciliation of forecasted results to actual financial performance, identifying and explaining variances by refinery, product, cost category, and business driver.
- Partners with Accounting and Refining Operations to validate actual results, investigate discrepancies, and ensure alignment between operational performance and financial reporting.
- Supports the annual budgeting process for refinery operations, including coordination of assumptions, preparation of budget templates, review of submissions, and consolidation of financial plans.
- Assists in developing budget and forecast presentations for senior management, including variance commentary, risks and opportunities, and key operational and financial assumptions.
- Maintains and enhances complex Excel models used for weekly forecasting, monthly reporting, annual budgeting, variance analysis, and ad-hoc financial evaluation.
- Prepares monthly, quarterly, and annual financial reporting packages for refinery leadership and corporate finance.
- Conducts variance analysis of financial and operational data, including margin, throughput, yields, pricing, operating expenses, capital spend, and other key refinery performance indicators.
- Supports ad-hoc financial analysis related to refinery performance, commercial initiatives, cost management, capital projects, turnaround activity, operational changes, and strategic business decisions.
- Identifies opportunities to improve forecasting accuracy, streamline reporting processes, automate recurring analysis, and enhance the efficiency of FP&A workflows.
- Collaborates with cross-functional teams to improve data integrity, reporting consistency, and visibility into key financial and operational metrics.
- Reviews budget and forecast submissions for accuracy, reasonableness, and alignment with business assumptions.
- Provides financial insight and analytical support to help leadership evaluate risks, opportunities, and performance improvement initiatives.
- Develops clear, concise presentations and analysis for senior management.
- Performs other duties as assigned.
Knowledge, Skills, and Abilities- Strong understanding of financial planning, budgeting, forecasting, and variance analysis.
- Advanced Excel modeling and analytical skills.
- Ability to translate complex operational and financial data into clear business insights.
- Strong attention to detail with the ability to reconcile large data sets and identify key drivers of variance.
- Ability to manage recurring deliverables under tight deadlines, including weekly forecasts, monthly close support, and annual budget cycles.
- Strong communication and presentation skills, including the ability to summarize financial results for operational and executive audiences.
- Demonstrated ability to support process improvement, automation, and efficiency initiatives.
- Ability to partner effectively across Finance, Accounting, Operations, Commercial, and Supply teams.
- Strong problem-solving, organization, and project management skills.
CORE COMPETENCIESCHANGE AGILITY (LEVEL 2 SUPPORTING):Identifies, initiates, and adapts to organizational changes that foster enhanced effectiveness, efficiency, safety, and ultimately business results.
COLLABORATION (LEVEL 2 SUPPORTING):Sees connection points across the organization and partners effectively with others to achieve common goals.
DECISION MAKING (LEVEL 2 SUPPORTING):Selects a course of action to reduce risk and uncertainty and create optimal outcomes.
DRIVE FOR RESULTS (LEVEL 2 SUPPORTING):Drives to achieve challenging performance objectives.
TEAM BUILDING (LEVEL 2 SUPPORTING):Builds trust, fosters openness, and provides support. As the manager of a team, selects and motivates a strong team.
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