Financial Analyst

Houston, TX, United States Trending

Job Description

Job Summary :

Reporting to the Manager, Financial Planning & Analysis, the Financial Analyst is responsible for budgeting, reporting and business analysis for the Process and Flow Technologies business unit.

Primary Responsibilities :

• Support the business during the annual planning process for the PFT business unit
• Oversee the monthly forecast process and related reporting
• Work with business leaders to review actual versus forecast performance
• Oversee monthly revenue / base margin month-to-date reporting
• Prepare monthly financial reporting package for management
• Assist in month-end close analysis
• Prepare ad-hoc data analysis and reports for business unit and corporate
• Assist business unit leadership with strategic analysis to drive value creation
• Identify and implement process improvements for the planning and forecasting process
• Coordination and reporting of POC related deliverables
• All other duties as assigned

Additional Information :

• Department : Accounting and Finance
• Reports to : Manager, Financial Planning & Analysis
• Position may or may not require travel
• Adheres to all HSE requirements

Education and Experience :

• Bachelor’s degree (Accounting / Finance preferred)
• Minimum of 3 years finance experience or equivalent

Technical Competencies :

• Strong Excel Skills
• Alteryx, SQL, Power BI experience is a plus
• Experience with Hyperion & SmartView is beneficial
• Oracle E-Business Suite and JD Edwards ERP experience is helpful

Job Specific Competencies :

• Excellent communication and organization skills
• Must be detail oriented with strong analytical skills
• Ability to analyze financial statements and identify variances and their underlying drivers
• Skilled in identifying trends and drawing conclusions from large amounts of data
• Ability to work in a team setting to meet deadlines and goals

Foundational Competencies - Individual :

• Integrity and Trust
• Perseverance
• Drive for Results
• Interpersonal Savvy
• Analytical
• Initiative-taking

Foundational Competencies - Team :

• Managing Diverse Relationships
• Building Effective Teams
• Managing and Measuring Work
• Effective Communication
• Business Acumen
• Perseverance
• Client-driven

Job Info

• Job Identification17351
• Job CategoryFinance
• Posting Date02 / 17 / 2023, 09 : 39 AM
• Job ScheduleFull time
• Job ShiftDay
• Locations 10353 Richmond Avenue, Houston, TX, 77042, US

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Summary

The Center for Innovations in Quality, Effectiveness and Safety (IQuESt) is seeking a financial analyst to join our team at Baylor College of Medicine and the Michael E DeBakey VA Medical Center in Houston, TX.

As the largest center for Health Services Research in the Southwest, our mission is to improve health and well-being through innovations in health care delivery.

The selected candidate will be an enthusiastic, detail-oriented individual who is passionate about contributing to the field of health services research.

Job Duties

• Analyzes and monitors budgets for compliance throughout the year, requests budget revisions.
• Monitors expenses and financial accounts.
• Performs account reconciliation and makes journal entries.
• Performs financial analysis and forecasts budgets; prepares routine and specialized financial reports.
• Interacts with all levels of personnel within the departments / division and other financial departments within the institution to resolve issues related to accounting transactions or reconciliation items.
• Assist with clearing out deficits, review and confirmation of payments and expenses, residual transfers, and closeout. Provides data to analyze department's cost of research and present to the department leadership.
• Meets with the Principal Investigators as needed to review research finance status.
• Oversees spending trends on post-award grant accounts to ensure that budgets are being adhered to and expenses are allowable.
• Meets with faculty as needed to proactively plan for spending and proper financial management of grant accounts including ensuring proper credits and debits have been applied to each account.

Prepares and reviews routine finance reports, or monthly or as needed.

Minimum Qualifications

• Bachelor’s degree in Finance or a related field.
• Two years of relevant experience.

Preferred Qualifications

• Master's degree in Finance or a related field.
• Research Administration-Post Award experience.
• Great organizational and communication skills needed.
• Computer / spreadsheet savvy.

Baylor College of Medicine requires employees to be fully vaccinated -subject to approved exemptions-against vaccine-preventable diseases including, but not limited to, COVID-19 and influenza.

Baylor College of Medicine is an Equal Opportunity / Affirmative Action / Equal Access Employer.

Controllers Financial Analyst

Requisition # 2023-7029 City Houston State Texas # of Openings 1

Our Favorite CITGO Perks are :

• Remote Work options available for eligible positions
• Options are department and / or location specific
• 9 / 80 Work Schedule Option (where applicable)
• Annual Vacation Incentive (40-120 hours of additional pay) for Eligible Employees
• Paid Vacation Time
• Company-Paid Holidays
• Parental Leave
• Excellent 401(k) Match
• Pension Plan
• Company-Paid Sick Leave and Long-Term Disability
• Medical, Dental, & Vision Plans; FSA and HSA options
• Company-Paid Life Insurance for Active Employees
• Healthy Rewards Program
• Service Awards Program
• Educational Assistance Plan
• Dependent Children Scholarships
• Reimbursement for Gym Membership
• Employee Discount Programs
• On-site Health Clinic
• On-site Cafeteria (select locations)
• On-site Credit Union and ATM (Corporate office only)
• On-site Fitness Center (select locations)

PLEASE NOTE ALL JOBS DO NOT QUALIFY FOR ALL PERKS

Relocation

Relocation Benefits are not available for this position.

Note

Employer will not sponsor visas for position

Job Summary

This position is responsible for completing complex financial processes. The base duties include working with the accounting supervisor to monitor and review transactions and accounting entries made by the analysts in the group, recording the more complex accrual entries, and reconciling general ledger account balances and inventory volumes while preparing correcting entries identified during that reconciliation.

Ensures existing accounting practice agree with GAAP (generally accepted accounting principles) and proposes improvements to those practices as needed.

This position will analyze financial results for the supervisor and manager of the department. This analysis will include, but is not limited to, hydrocarbon inventories;

purchases and sales; balance sheet accounts; required corrections; and errors and exceptions as identified. The employee will use their knowledge of GAAP, CITGO operations and CITGO financial processes as they relate to both corporate and business unit earnings to act as an analytical resource within the Controller’s organization (and within the business units when necessary).

Use creative thinking skills for problems solving. Perform analytical tasks independent of direct daily supervision. Act as backup to the Terminal & Pipeline Accounting Supervisor and the Pipeline Financial Analyst.

Minimum Qualifications

Degree :

Bachelor’s Degree in Accounting, Finance, or Economics.

The minimum number of years of job related experience required by this job is :

3 years.

List any specialized training or unique skills required :

Required :

• Perform broad financial analysis of results of operations.
• Prioritize duties when given multiple projects with limited supervision.
• Extensive computer skills : Intermediate Excel creation / use of Lookups and Pivot tables.
• Effective oral and written communication skills.

Preferred :

• Work with limited supervision.
• At least 2 years’ experience with SAP or a similar ERP application.

Job Duties

Monthly closing duties Assist Supervisor and Manager and department in reviewing transactions and accounting entries prepared by the analysts in the group.

Use knowledge of generally accepted accounting principles (GAAP) to review and analyze inventory movements and postings and determine relevant accruals needed.

Provide monthly reports to various groups including Supply, Financial Reporting, Internal Control, Compliance, Business Development, etc.

Provide mentorship and secondary review to inventory analysts.

Transaction and accounting analysis Collaborate with Operations to determine reasons for inventory volume variances at refineries, terminals, exchanges, and in-transit sites.

Maintain operating information which identifies the impact of inventory variations on CITGO earnings results. Analyze discrepancies between CITGO reported inventory and third-party inventory (if the CITGO inventory is not under CITGO physical control) for resolution.

Analyze monthly, quarterly, and yearly purchase and sales activity. Review volume changes, especially on related party activity, to ensure accurate reporting.

Perform continuous review and evaluation of transactions within assigned area to ensure recorded results are in agreement with GAAP.

General Ledger and Volume Reconciliations Prepare complex general ledger account reconciliations and assist in reviewing volume reconciliations performed by analysts.

Responsible for reviewing inventory volume reconciliations to analyze and reconcile discrepancies between CITGO SAP system reported inventory versus refineries, third party statements, or system in-transit plants for resolution.

Report findings and proposed process changes to department supervisor and region supply manager.

Terminal Agreement Revenue Reconciliation and Analysis Review and analyze customer system set ups to ensure agreement requirements are accurate for proper statement generation and revenue recognition.

Collaborate with Terminal Operations and Business Development personnel to confirm agreement validity and resolve customer statement discrepancies.

Prepare accruals, accounting transactions, adjustments, and complex calculations based on agreement formulas as needed. Prepare customer account reconciliations and provide direction for applying cash to customer accounts to Treasury and Accounts Receivables department.

Earnings Analysis Prepare and analyze comparison of current month results to prior month results as well as current estimated results.

Identify factors impacting those results. Prepare and present an analysis of actual expense compared to planned operations as required.

Special Projects / Reports Regulatory & SOX Compliance documentation and reporting requirements. External & Internal Audit supporting documentation requirements requested.

Perform report summarization and / or analysis as requested providing management with results and recommendations for improvements.

Special projects and analysis as requested by department supervisor and upper management.

Terminal Tank Gauge Observations Collaborate with Supply, Terminal Operations, Internal Auditors, and department Supervisor in leading an audit team to travel to CITGO terminal locations and conduct physical terminal inventory count observations.

Coordinate meetings and travel schedules, using best practices and latest measurement methods to manually prepare complex system calculations of physical inventory, conduct investigations on irregularities and variances between physical and system quantities, draft recommendations on corrective measures and advise terminal personnel, department supervisor and upper management of audit findings and successes.

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The Opportunity :

Reporting to the Director of Financial Reporting, this position performs various analyses and maintains reporting templates.

The position is located in the energy corridor in Houston, TX. The Financial Reporting Analyst has responsibility for preparing the company’s periodic SEC filings (Form 10-K, 10-Q and other SEC filings), internal financial reporting packages and working with the company’s external financial auditors.

The position requires an understanding of regulatory filing requirements, accuracy and timeliness in completion of deliverables and an application of knowledge to the company’s financial statements, footnote disclosures, MD&A and other areas of Financial Reporting.

About the Company :

Great Lakes Dredge & Dock Corporation is the largest provider of dredging, land reclamation and beach nourishment services in the United States, and the only U.

S. dredging company with international operations. With the largest and most diverse dredging fleet in the US, Great Lakes serves a wide range of customers including the US Army Corps of Engineers;

state, local and foreign governments; and private companies both international and domestic. Headquartered in Houston, TX GLDD has more than 200 pieces of dredging plant located strategically throughout North America and in various locations throughout the world.

We are currently seeking a Financial Analyst to join our team.

Responsibilities :

• Prepare periodic SEC filings (Form 10-K, 10-Q and other SEC filings) including schedules and supporting documentation
• Compile monthly and quarterly internal financial reporting packages
• Coordinate data requests and analysis with internal and external auditors
• Work closely with Investor Relations, Accounting, FP&A, and senior management in the preparation and tie-out of supporting materials for investor meetings and presentations for Board of Directors’ meetings
• Prepare monthly Statement of Cash Flow
• Prepare monthly journal entries and analyses related to leases and share-based compensation
• Assist in other technical accounting areas that may include, but are not limited to, revenue recognition, stock compensation, EPS, leases, and asset retirement obligations
• Research and resolve inquiries for the accounting department and senior management
• Routine communication with supervisors relating to SEC filings, financial close, issues and deliverables

Requirements :

• Bachelor's degree in accounting or finance. Public accounting experience, desirable
• CPA or parts passed, desirable
• 3-4 years of related experience
• Excellent interpersonal, organization, and communication skills (written and verbal)
• Detail-oriented
• Ability to work collaboratively in a team environment and manage competing priorities
• Demonstrate understanding of accounting processes, procedures and internal controls
• Ability to handle sensitive and confidential information
• Intermediate to advanced Excel skills and proficiency in PowerPoint and Word, required
• Power BI or similar dashboarding tool experience, desirable

Benefits :

• Competitive salary with annual performance and salary reviews
• Medical, Dental, Prescription, Life and LTD insurance plans
• 401(k) program that provides 100% company matching of the first 6% of employee contributions, immediate vesting and profit-sharing contributions by the company based on company's annual performance.

Great Lakes Dredge & Dock Company is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of and will not be discriminated against on the basis of gender, sexual orientation, gender identity, race, color, ethnicity, national origin, religion, age, veteran status, disability status, genetic information or any other protected category.

PI223662370

Who we are!

Schwan’s Company, a U.S. affiliate of the global lifestyle company CJ CheilJedang Corporation, is a leading U.S. manufacturer and marketer of quality foods offered through retail-grocery and food-service channels.

Its many popular brands include Red Baron

Tony’s

Big Daddy’s

Villa Prima ™ and Freschetta

pizza; Mrs. Smith’s

and Edwards

desserts; and Pagoda

Asian-style snacks. To learn more about Schwan’s, visit www.schwanscompany.com .

We are hiring a Sr Financial Analyst for our manufacturing facilities in the Houston, TX area (Deer Park & Pasadena).

What you will get from us :

• Opportunity to work in a growing segment of a major food manufacturer and showcase your leadership and technical skills to make a big impact on the profitable growth of Schwan’s Company.
• Opportunities for career growth with a well-established food company.
• A culture focused on ensuring the health, safety and well-being of its employees.
• Support and mentorship from team members who are authentic, good-natured and highly skilled.
• Competitive wages, incentive pay and a comprehensive package of benefits.

Responsibilities :

• This position under limited supervision is responsible for conducting and documenting complex financial analysis projects
• Reports analyzes forecasts and interprets financial operating data. This may include profit / loss analysis cost analysis market niche reporting regional performance assessments customer proposals rate of return depreciation and any other ad-hoc analysis of interest to management
• Participates in the preparation and compilation of the annual financial plan which may include functional area specific modeling time-series analysis and graphic presentation of both operating and financial data
• Prepares complex financial analysis reports in a timely and accurate manner; and completes individual analytical projects in satisfactory manner given abstract project guidelines
• Interprets and applies policies and procedures to new situations
• Advises on and recommends to management desirable operational adjustments and interprets budget to actual variance
• May perform ROI analysis investments
• Develops operating metrics
• Reviews performance to plan and conduct prior year's variance analysis
• Reviews business unit financial statements and policies to ensure compliance with corporate policies and guidelines
• Assists other Finance and organizational areas with financial matters as required and may serve as a mentor and evaluator of more junior team members

What we need from you :

• The desire to make a meaningful difference. Must be self-motivated with the ability to work independently. We need someone who competes to win!
• Authentic leader : direct communicator, able to build strong relationships across the company, with all levels.
• Must have great collaboration skills, with the ability to effectively work closely with cross-functional teams.

Education : Bachelor’s degree or equivalent

Years of Related Experience : Typically, has 5-7 years related experience

Knowledge / Skills / Abilities :

• Advanced PC skills including Windows and the Microsoft Office Suite;
• advanced understanding of financial analysis and accounting policies procedures programs and processes;
• solid communication and interpersonal skills;
• proficient use of automated general ledger systems and reporting tools (SAP, SQL, Cognos, ReportNet, and BEx);
• advanced skills in the development of financial ratios and comparative analysis;
• thorough understanding of general accounting principles and accepted standards;
• Demonstrated ability to provide assistance with mentoring and / or evaluation of more junior team members.

The employing subsidiaries of Schwan’s Company are Equal Employment Opportunity Employers. All qualified applicants will receive consideration for employment without regard to disability, age, race, color, religion, gender, vet status, national origin or other protected class.