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Phillips 66

Advisor III, Refining FP&A - Lake Charles

Career Insights for Financial Planner / Investment Consultant

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What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$101,525 / year median in Louisiana

-1% projected decline

Explore Career

Job Description

Advisor III, Refining FP&A

  • Lake Charles
Location:

Westlake, LA, US, 70669

Job Field:

Accounting/Finance Phillips 66 & YOU

  • Together we can fuel the future As Advisor III, Refining FP&A
  • Lake Charles, you will provide management with financial and operational information/analysis to optimize the business performance and drive continuous improvement.

This position offers the opportunity to work closely with senior leaders, providing expert analysis and insights that inform key decisions across theanization. You'll be part of a collaborative team environment w your analytical skills and business acumen will help drive continuous improvement and operational excellence. What You'll Do Lead financial and economic analysis to support strategic decisions across refining operations.

Develop business cases, build financial models, and interpret key trends to guide planning and performance discussions.

Prepare and coordinate reports that connect operational results, economic insights, and performance metrics into actionable guidance for leaders.

Conduct research using primary data sources to identify patterns, evaluate project feasibility, and assessment performance.

Support planning, budgeting, and forecasting processes while ensuring alignment with financial policies, regulations, and best practices.

Work closely with operations, commercial teams, business development, and financial services to deliver insights that improve business outcomes.

Analyze variances, review asset performance, prepare financials for operated assets, and contribute to annual budgets and presentations.

Advise stakeholders on ing established processes and help them navigate complex financial information.

Support others in using data systems and tools effectively to enhance the quality and utility of financial insights.

Continue building your expertise by staying current on industry trends, analytical techniques, and emerging technologies. What You'll Bring

  • Required Legally authorized to work in the job posting country
    Bachelor's Degree in accounting, finance, or a related field
    3 or more years of experience working in economic, financial, or statistical analysis
    Intermediate or greater proficiency working in financial modeling, data analysis, and reporting tools such as SAP, FR&P, and Excel What Makes You Stand Out
  • Preferred Experience working in the Energy industry, specifically refining
    Self-starter that can operate independently and in a team environment
    Strong analytical skills with the ability to recognize key issues / problems in the early stages and determine the appropriate course of action Compensation Range This position has a base salary range of $125,100
  • $152,900.

At Phillips 66, we are committed to pay transparency and competitive, equitable compensation. Each role is assigned a salary grade with a defined pay range, benchmarked against industry peers. W a candidate offer falls within the posted range depends on the candidate's experience, skills, and alignment with the role's requirements. Offers are made to ensure internal equity and market competitiveness. Our compensation programs are designed to reward performance and support career growth. Total Rewards At Phillips 66, providing access to high quality programs and care for you and your family is important to us. Maintaining a culture of well-being — physical, emotional, social, and financial — is essential for a high-performinganization. When we are at our best, we are poised to deliver exceptional results — personally and professionally. Benefits for certain eligible, full-time employees include: Annual Variable Cash Incentive Program (VCIP) bonus

8% 401k company match

Cash Balance Account pension

Medical, Dental, and Vision benefits with an annual company contribution to a Health Savings Account for employees on HDHP

Total well-being programs and incentives, including Employee Assistance Plan, well-being reimbursement, and backup family care services Phillips 66 has more than 140 years of experience in providing the energy that enables people to dream bigger and go farther, faster. We are committed to improving lives, and that is our promise to our employees and our communities. We are sustained by the backgrounds and experiences of our diverse teams, which reflect who we are, the environment we create and how we work together. We have been recognized by the Human Rights Campaign, U.S. Department of Labor and the Military Times for our continued commitment to inclusive practices and policies in the hiring and retention of those in the LGBTQ+ community and military veterans. Our company is built on values of safety, honor and commitment. We call our cultural mindset Our Energy in Action, which we define through four simple, intuitive behaviors: We work for the greater good, cultivate an environment of trust, seek different perspectives and pursue excellence. Learn more about Phillips 66 and how we are working to meet the world's energy needs today and tomorrow, by ing phillips66.com. To be considered In order to be considered for this position you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the requisition closing date of 09/10/2026. Candidates for regular U.S. positions must be a U.S. citizen or national, or an alien admitted as permanent resident, refugee, asylee or temporary resident under 8 U.S.C. 1160(a) or 1255(a)(1). Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire. Phillips 66 is an Equal Opportunity Employer

Benefits

  • 401(k) Plans
  • Health Insurance
  • Dental Insurance
  • Vision Insurance