Analyst II - Financial Planning (Wyomissing, PA, US, 19610)
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Before you apply
LocationWyomissing, PA, US, 19610
Typefull-time
SeniorityMid
Experience2+ yrs
DepartmentFinancial Planning
Company size10,000+ people
First seenNov 7, 2026 · 14h ago
Verified live14h ago
At a glanceSummarised by Seekless from the posting.
Minimum 2 years' experience in a related field
Experience with financial analysis, reporting and financial planning including associated advanced excel skills
Proven ability to plan, organize and prioritize own workload to ensure deadlines are met
Demonstrates conceptual, analytical, and problem-solving skills
Strong interpersonal and written communication skills
Attention to detail and accuracy of work
Bachelor's degree in Finance, Accounting, Economics or related field preferred
MBA a plus
CPA or CMA a plus
Hyperion Planning and/or SmartView experience a plus
Skills
Hyperion
SmartView
Excel
Benefits
Paid vacation
Paid holidays
Medical insurance
Dental insurance
Vision insurance
Life insurance
Parental leave
Volunteer time
401(k)
Tuition reimbursement
Requisition Number: 31069
About the company
A subsidiary of UGI Corporation, UGI Energy Services supplies and markets natural gas, liquid fuels, renewable natural gas, and electricity to 42,000 customer locations across the Mid-Atlantic and Northeastern US. We are a supplier, marketer, and midstream services provider - one backed by 135 years of natural gas experience, plus our own expanding energy infrastructure. Along with buying and selling energy commodities at the wholesale level, UGIES owns and operates key midstream natural gas assets.
Benefits
We offer comprehensive benefits, some of which are:
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Paid Vacation time starts with 3 weeks off
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9 Paid Holidays
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Medical plan, prescription, dental, vision, life insurance
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Paid parental and volunteer time
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401(k) matched savings plan
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Tuition Reimbursement
Job Summary
The Analyst II – Financial Planning is a business partner who develops an understanding of one or several Company business segments and presents risks, opportunities and recommendations to the FP&A team. The analyst supports the Company’s financial resource planning and the analysis of actual results against the plan. The analyst will be responsible for preparation of accurate and timely budgets, forecasts and financial summaries, and for communicating variance drivers to support business decisions.
Duties and Responsibilities
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For the business segments or planning components responsible for, assist in the preparation of forecasts, budgets, operating statistics and/or related analysis. This includes loading and retrieving data from the Hyperion system for business segment or Corporate use.
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Analyze, prepare and summarize actual results and recommendations for financial plans, forecasts, margin, expenses and capital expenditures.
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Assist in the development of detailed financial analysis and provide key financial information and analysis in support of executive management decision making and strategy.
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Help to prepare monthly & quarterly presentations of financial and business results for senior leadership or other departments as needed.
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Participate in special projects and analysis, including daily cash forecasting and bank reporting.
Knowledge, Skills and Abilities
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Experience with financial analysis, reporting and financial planning including associated advanced excel skills.
•
Proven ability to plan, organize and prioritize own workload to ensure deadlines are met.
•
Demonstrates conceptual, analytical, and problem-solving skills.
•
Strong interpersonal and written communication skills.
•
Attention to detail and accuracy of work.
Education and Experience
•
Bachelor’s degree in Finance, Accounting, Economics or related field preferred.
•
Minimum 2 years’ experience in a related field.
•
MBA, CPA or CMA a plus.
•
Hyperion Planning and/or SmartView experience a plus.
Legal
UGI Energy Services, LLC is an Equal Opportunity Employer. The Company does not discriminate on the basis of race, color, sex, national origin, disability, age, gender identity, sexual orientation, veteran status, or any other legally protected class in its practices.
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