Tri Star Energy
Senior Financial Planning Analyst
Tri Star Energy, Nashville, Tennessee, United States, 37247
Tri Star Energy
Senior Financial Planning Analyst – Executive FP&A team, Store Support Center, Nashville, TN. 1 week ago | $120,000 – $120,000.
Benefits
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 Senior Financial Planning Analyst (Sr FP&A Analyst) performs financial planning and analysis functions for Tri Star Energy. Highly visible role with line of sight into all financial components and actively presents risk analysis and financial recommendations for executive leadership and the enterprise at large.
Primary Responsibilities
Conduct quantitative analyses of information affecting all areas of the company’s operations.
Assist in establishing, monitoring, and enforcing company financial policies and procedures.
Proactively monitor and provide status of financial condition of the company by collecting, interpreting, and reporting key financial data and analysis.
Perform due diligence and valuation of potential mergers & acquisitions and return on investment analysis for capital expenditure projects.
Support departments across the organization by identifying and budgeting for resources needed to carry out planned projects and effectively meet desired results.
Assist in the preparation of quarterly board materials and other key company presentations.
Build and maintain economic financial model of the long-term corporate strategy.
Monitor loan covenants to ensure compliance.
Advise 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.
Maintain confidentiality of company, client, employee, and vendor information.
React productively to change.
Perform 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 Software.
Experience within the Retail, Fuel, Oil, or Supply Chain industries.
About Us Tri Star Energy is a growing, local, family-owned company with about two thousand employees and 175+ locations, based in Nashville, TN. With Wholesale, Commercial, and Retail Convenience Store services, we are the Mid-State’s premier convenience retailer and one of the leading fuel distributors in the Southeast. Tri Star Energy has been recognized as one of Nashville’s top workplaces for the last 6 years in a row. Our retail brands, Twice Daily, Sudden Service, White Bison, and Hightail are well known throughout the region as providing a differentiated food and fuel experience that is second to none for our #1 priority; our Guests.
Tri Star Energy and the TSE Brands’ mission is to build lasting relationships by serving our community. Our people are driven by our core values:
Strive for Balance, Expect Achievement, Have Integrity, Be Committed, and Be a Servant Leader . Join our awesome team and be a part of setting a new bar for an industry on the rise.
Tri Star Energy is an equal opportunity employer and hires without regard to race, color, religion, sex, age, national origin, disability, sexual orientation, gender identity or expression, marital status, veteran status, genetics, or any other category protected under applicable law.
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Benefits
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 Senior Financial Planning Analyst (Sr FP&A Analyst) performs financial planning and analysis functions for Tri Star Energy. Highly visible role with line of sight into all financial components and actively presents risk analysis and financial recommendations for executive leadership and the enterprise at large.
Primary Responsibilities
Conduct quantitative analyses of information affecting all areas of the company’s operations.
Assist in establishing, monitoring, and enforcing company financial policies and procedures.
Proactively monitor and provide status of financial condition of the company by collecting, interpreting, and reporting key financial data and analysis.
Perform due diligence and valuation of potential mergers & acquisitions and return on investment analysis for capital expenditure projects.
Support departments across the organization by identifying and budgeting for resources needed to carry out planned projects and effectively meet desired results.
Assist in the preparation of quarterly board materials and other key company presentations.
Build and maintain economic financial model of the long-term corporate strategy.
Monitor loan covenants to ensure compliance.
Advise 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.
Maintain confidentiality of company, client, employee, and vendor information.
React productively to change.
Perform 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 Software.
Experience within the Retail, Fuel, Oil, or Supply Chain industries.
About Us Tri Star Energy is a growing, local, family-owned company with about two thousand employees and 175+ locations, based in Nashville, TN. With Wholesale, Commercial, and Retail Convenience Store services, we are the Mid-State’s premier convenience retailer and one of the leading fuel distributors in the Southeast. Tri Star Energy has been recognized as one of Nashville’s top workplaces for the last 6 years in a row. Our retail brands, Twice Daily, Sudden Service, White Bison, and Hightail are well known throughout the region as providing a differentiated food and fuel experience that is second to none for our #1 priority; our Guests.
Tri Star Energy and the TSE Brands’ mission is to build lasting relationships by serving our community. Our people are driven by our core values:
Strive for Balance, Expect Achievement, Have Integrity, Be Committed, and Be a Servant Leader . Join our awesome team and be a part of setting a new bar for an industry on the rise.
Tri Star Energy is an equal opportunity employer and hires without regard to race, color, religion, sex, age, national origin, disability, sexual orientation, gender identity or expression, marital status, veteran status, genetics, or any other category protected under applicable law.
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