Senior Financial Planning Analyst

Tri Star Energy is currently seeking an experienced, dedicated, and data oriented Senior Financial Planning Analyst to join our FP&A team at our Store Support Center in Nashville, TN.

Tri Star Energy has been recognized as one of Nashville’s top workplaces for the last 6 years in a row and is continuing to build out an amazing team of high impact professionals. If you are looking for an opportunity to be a part of a team of talented analysts, increase your visibility and impact across an enterprise, and deepen your cross functional tactical and strategic skill sets, we want you to join us to keep the streak alive!

Benefits of Working at Tri Star Energy:

• Competitive Compensation Structure
• Affordable Healthcare Insurance
• Tuition Reimbursement
• Credentialing Support
• HSA Contributions & Matching
• PTO & Community Service Days
• Employee Discounts and Perks
• 401K Matching/Immediate Vesting
• Corporate Chaplaincy Program
• Flex Remote Policy
• Employee Assistance Program/Tri Star Cares

Summary:

The Senior Financial Planning Analyst (Sr FP&A Analyst) is responsible for performing financial planning and analysis functions for the Tri Star Energy. This is a highly visible role that has line of sight into all financial components of the organization and actively presents and provides risk analysis and financial recommendations for executive leadership, as well as the enterprise at-large.

Primary Responsibilities:

• Conducts quantitative analyses of information affecting all areas of the company’s operations.
• Assists in establishing, monitoring, and enforcing company financial policies and procedures.
• Proactively monitors and provides status of financial condition of the company by collecting, interpreting, and reporting key financial data and analysis.
• Performs due diligence and valuation of potential mergers & acquisitions and return on investment analysis for capital expenditure projects.
• Supports departments across the organization by identifying and budgeting for resources needed to carry out planned projects and effectively meet desired results.
• Assists in the preparation of quarterly board materials and other key company presentations.
• Builds and maintains economic financial model of the long-term corporate strategy.
• Monitors loan covenants to ensure compliance.
• Advises management on matters of fiscal procedure, potential risk, and importance to the organization.
• Involved in the implementation and development of BI and Data Visualization software and related applications.
• Maintains confidentiality of company, client, employee, and vendor information.
• Reacts productively to change.
• Performs other duties as assigned.

Requirements:

• Bachelor’s Degree in Accounting, Finance, Economics, Strategy, or related field
• 3+ years professional experience in Accounting, Financial Analysis, or Wealth Management
• 2+ years professional experience using modern, advanced financial software systems
• Advanced Level MS Excel skills
• Advanced verbal and written communication capabilities, with the ability to adapt appropriately to different audiences

Preferred Qualifications:

• Master’s Degree in Accounting, MBA in Finance, Business Analytics, or related graduate degree concentration
• Current professional credential such as: CPA, CFA, or similar
• 3+ years professional experience in a dedicated Corporate FP&A role
• 1+ years professional experience in financial services
• Experience with predictive analytics, data science, data warehousing, business intelligence, decision support, data visualization, financial modeling, economic forecasting, due diligence analysis, mergers & acquisitions, cash flow forecasting, vendor management, treasury management, CapEx, reporting development, or financial systems implementation is highly valued.
• Experience with End-to-End Cloud Based Software such as: PDI Enterprise Management, Qlik Data Management & Analytics, Power BI, and OneStream