Financial Analyst II - Financial Planning

ONEOK•Tulsa, OK

2d•Onsite

About The Position

Perform intermediate level activities related to compiling, analyzing, and preparing complex financial planning models and information pertaining to forecasting and the annual plan for various company departments, business segments, and/or corporate planning. The final grade and wage will be commensurate with background, skills, and experience.

Requirements

Bachelor's Degree in finance, accounting, or other related field and/or equivalent formal education including the following job-related experience:
3 - 5 years related work experience
Forecasting and analysis experience
Experience interpreting and applying generally accepted accounting methods and procedures
Experience in use of software such as: Microsoft Excel, Word, Access, PowerPoint and/or Hyperion Planning or Hyperion Strategic Finance (HSF)
Experience and/or training related to: Economic forecasting/modeling and planning and forecasting functions, Energy industry economics and financial analysis functions
Communication/interpersonal skills
Commodity marketing
Financial risk management
Report writing
Experience researching, composing, reconciling, and preparing reports, studies, forecasts, financial models and correspondence applicable to position
Experience reading and analyzing financial statements and company and investor correspondence
Experience interacting, advising, and communicating effectively
Experience working in a team environment
Experience developing and presenting information to individuals and groups
Knowledge of areas related to finance and treasury
Ability to interpret and apply financial planning and analysis methods and procedures
Ability to apply math, algebra, and statistical methods
Ability to prioritize work load and deliverables
Ability to communicate and/or exchange information; conduct oral presentations and/or meetings

Nice To Haves

Certified Management Accountant (CMA) preferred
Certified Public Accountant (CPA) preferred
Certified Corporate FP&A Professional preferred

Responsibilities

Compile data and calculate information that simulate forecasting trends including, but not limited to: Volume, Price, Spread, Financial ratios.
Research variances and provide explanations and documentation to explain the validity of variances between plan, forecast, and actual figures.
Review and perform calculations and/or analyses including, but not limited to: Forecasted verses actual expense, Projections/forecasts, Financial ratios, Investment opportunities, Working capital requirements, Rates of return, Financial statements, Industry specific financial schedules, Dividends and distributions, Corporate overhead expenses, Capital expenditures.
Assist with the deliverables of financial information including, but not limited to: Financial reports, Board of Directors presentations, Investor presentations.
Assist with the development and review of modeling operational, economic, management, and accounting data.
Assists with the research and development of information that will be provided to employees from auditing firms, management, and others concerning planning, accounting processes, various financial reports, and forecasts.