Financial Planning Associate Jobs in Houston, TX at Lucas Group, A Korn Ferry Company

Title: Financial Planning Associate

Company: Lucas Group, A Korn Ferry Company

Location: Houston, TX

Lucas Group, a Korn Ferry company, has partnered with our client in the oil and energy industry on their search for aFinancial Planning Associate.The ideal candidate will be ready for a new challenge and able to support the internal finance team and its many responsibilities. This is an excellent opportunity for candidates with finance, FP&A, or investment banking expertise to work for a premier oil & gas company. The position is hybrid with a flex schedule.

Scope of Responsibilities:

Support team with initiating, tracking, and advancing objectives such as budgeting, forecasting, M&A, capital deployment, and evaluating external financing

Help build annual budgets and forecasts, and conduct variance analysis

Formulate analysis and recommendations that can help predict the economic environment. Simplify complex situations to help management make decisions.

Prepare presentations and memos that disclose financials for review

Update the internal corporate model as actual numbers are received from accounting

Skills Needed:

Experience in financial analysis, corporate finance, accounting, banking

Proficient in MS Excel, PowerPoint, and Word

3 Statement financial models and comparable analysis

Excellent written and oral communication skills, able to present effectively

Oil and Gas experience preferred, ideally in upstream

Educational & Work Requirements:

Degree: Accounting, Finance, or similar Degree

Work Experience: 4+ years of related experience

Title: Financial Planning Associate

Location: Houston, TX (Hybrid)

Client Industry: Oil & Energy

Lucas Group ID: 510516625


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About Lucas Group, A Korn Ferry Company