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

Tri-State Generation and Transmission Association•Westminster, CO

5d•Hybrid

About The Position

The Senior Budget and Forecasting Analyst is a strategic financial expert responsible for leading enterprise-wide forecasting and budgeting initiatives. This role designs and optimizes forecasting systems, conducts high-level financial analysis, and advises senior leadership. The Senior Analyst mentors junior analysts, leads cross-functional projects, and ensures alignment between financial forecasts and organizational strategy. This position demands exceptional analytical acumen, leadership, and a deep understanding of utility industry dynamics. Those with less experience will be hired at the Budget and Forecasting Analyst I, II, or III job grade level, as appropriate. Note: There is one position available and the position will be filled at one of four job grade levels: Budget and Forecasting Analyst I, job grade 7; Budget and Forecasting Analyst II, job grade 8, Budget and Forecasting Analyst III, job grade 9; or Senior Budget and Forecasting Analyst, job grade 10. This decision will be based on the qualifications and experience of the candidate selected, and Tri-State business needs at the time of hire.

Requirements

BS/BA 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, both verbal and written.
Ability to effectively organize and manage meetings.
Ability to maintain confidentiality.
Ability to perform detailed work with a high degree of accuracy in a timely manner.
Must be very well organized and able to manage time effectively in a deadline driven environment.
Must be able to demonstrate that he/she can perform all the essential functions of the position.
Willingness to work overtime as required.
Willingness to travel as required.

Nice To Haves

Knowledge of Oracle forecasting products is desirable.
General knowledge of electric and cooperative utilities 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 on data inputs and outputs
Maintain and enhance documentation and procedures for the forecasting systems
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 budget manager with budgeting and forecasting duties, including assistance with data compilation, analysis, and present findings to senior management
Lead forecasting application troubleshooting, maintenance, and enhancement projects
Provide technical guidance and mentorship to junior analysts, providing 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
401K
Long Term Disability (LTD)
Short Term Disability (STD)
Employee Assistant Program (EAP)
Paid Leave Benefits