Budget and Forecasting Analyst I, II, III, or Senior

Tri-State Generation and Transmission Association•Westminster, CO

14h

About The Position

The Budget and Forecasting Analyst role supports enterprise financial forecasting and budgeting. At the Senior level, the analyst leads forecasting and budgeting initiatives, designs and optimizes forecasting systems, performs high-level financial analysis, advises senior leadership, mentors junior analysts, and leads cross-functional projects to align forecasts with organizational strategy. Candidates with less experience may be hired at Analyst I, II, or III level. One position is available and will be filled at one of four job grades based on the selected candidate’s qualifications and experience and Tri-State’s business needs. The role develops and maintains financial forecasts and forecasting tools, supports monthly reporting and budget activities, and works with internal stakeholders to ensure forecast data integrity. Regular, reliable, and predictable performance of essential functions is required because Tri-State provides continuous electric service. Working overtime at any time of day or week is also an essential function. Travel may be required.

Requirements

Bachelor of Science or Bachelor of Arts in Accounting, Finance, Economics, or an equivalent combination of experience and/or education.
Working knowledge of computers, computerized accounting systems, forecasting tools, Excel, Word, PowerPoint, Outlook, Microsoft Teams, and other software.
General knowledge of generally accepted accounting principles.
Ability to communicate effectively verbally and in writing.
Ability to organize and manage meetings effectively.
Ability to maintain confidentiality.
Ability to perform detailed work accurately and on time.
Strong organization and time-management skills in a deadline-driven environment.
Ability to perform all essential functions of the position.
Willingness to work overtime as required.
Willingness to travel as required.

Nice To Haves

Knowledge of Oracle forecasting products.
General knowledge of electric and cooperative utility operations.
Knowledge of electric utility accounting.

Responsibilities

Lead the development and refinement of financial forecasts, including balance sheet, income statement, and cash flow projections.
Design, enhance, and maintain forecasting models and tools.
Facilitate monthly reporting processes, including variance analysis.
Compile, organize, and communicate results for monthly, quarterly, and annual reports and presentations.
Drive quality assurance for data inputs and outputs.
Maintain and enhance forecasting-system documentation and procedures.
Drive process improvements.
Lead information-gathering sessions with cross-functional teams to ensure forecast data integrity.
Perform trend analysis to inform forecasting assumptions.
Maintain the FERC chart of accounts within the forecasting system.
Process, analyze, and validate forecasting application inputs and outputs.
Facilitate monthly meetings with internal stakeholders to discuss forecast adjustments.
Participate in monthly informational meetings and prepare summaries for management.
Support the budget manager with budgeting and forecasting duties, including data compilation, analysis, and presentation of findings to senior management.
Lead forecasting-application troubleshooting, maintenance, and enhancement projects.
Provide technical guidance and mentorship to junior analysts and support a culture of continuous learning and analytical excellence.
Participate in ad hoc analytical requests and special projects as assigned.
Perform other related duties as assigned.

Benefits

Medical insurance
Dental insurance
Vision insurance
Health Savings Account (HSA)
Flexible Spending Accounts (FSA)
Tuition reimbursement
Flexible work schedules, including compressed work week and telecommuting opportunities to work remotely up to 40%
Life insurance
401(k)
Long-term disability
Short-term disability
Employee Assistance Program (EAP)
Paid leave benefits