Job Description

Job Location OK Oklahoma City - Oklahoma City, OK 73129 Position Type Full Time Education Level 4 Year Degree Job Category Accounting

United Petroleum Transports

Title: Senior Financial Planning & Analysis Analyst

Department Finance

Location: OKC

Reports To Senior Manager of FP&A

FLSA: Exempt

Job Objectives

Embrace, promote, and achieve the Vision, Values and Mission of the company, and assist in meeting the Owner’s plan each year. UPT is committed to the Guiding Principles of the Responsible Care initiative and anticipates that all employees will share our commitment by conducting themselves consistent with those principles to make the industry even safer for our employees and communities.

The Senior Financial Planning & Analysis Analyst plays a critical role in supporting the organization’s financial planning, analysis, and decision-making processes. This position is responsible for developing financial models, analyzing business performance, and providing actionable insights to drive strategic initiatives and operational efficiency.

Key Responsibilities

• Assist in the preparation of annual budgets, quarterly forecasts, and long-range financial plans.
• Perform detailed variance analysis and provide explanations for financial performance versus budget and forecast.
• Develop and maintain complex financial models to support business decisions and scenario planning in collaboration with the team.
• Partner with cross-functional teams to provide financial insights and recommendations for strategic projects.
• Monitor key performance indicators (KPIs) and prepare executive-level reports and presentations.
• Support month-end and quarter-end close processes with accurate and timely financial analysis.
• Identify opportunities for process improvements and automation within FP&A functions.
• Collaborate and quarterback cross functional initiatives as needed
• Establish and maintain UPT based dashboards with existing software or through procurement efforts from third-party providers.

• Support process changes and champion change management.
• Monitor, review, and direct change on internal business processes.
• Use networking resources within industry on best practices.

Additional Responsibilities:

• Carries out duties assigned by management as required.

Qualifications

Minimum

Qualifications for Consideration

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred.
• 3+ years of progressive experience in financial analysis, planning, or related roles.
• Advanced proficiency in Excel and financial modeling; experience with ERP systems and BI tools (e.g., SAP, Oracle, Power BI) preferred.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent communication and presentation abilities with experience influencing senior leadership.

Knowledge, Skills and Abilities:

• Excellent verbal and written communication skills

• Ability to prioritize and manage multiple processes and projects
• Self-starter with detail-oriented work habits
• Able to maintain confidentiality
• Good interpersonal skills; able to work well with wide range of individuals
• Demonstrate dependability through good attendance and adherence to timelines and schedules

Physical Requirements:

• Sitting for long periods of time, walking, finger dexterity, feeling, repetitive motions, and talking, hearing and visual activity.
• Occasional lifting (up to 20 pounds).

Working Conditions:

• Normal office environment. This role routinely uses standard office equipment such as computers, phones, and copier/printer/scanners.
• Estimated travel is less than 5%.