Financial Analyst III - Financial Planning

ONEOK • Tulsa, OK

3d • $87,000 - $131,000

About The Position

#WeAreONEOK – Fortune 500 company. 100+ years in business. Leading midstream service provider. Safety first. Sustainable operations. Environmentally responsible. Employee focused. JOB SUMMARY Job Profile Summary Perform advanced 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. Essential Functions and Responsibilities Compile data and prepare models that simulate forecasting trends including, but not limited to: Volume Price Spreads Financial ratios Research and review variances and provide explanations and documentation to explain the validity of variances between plan, forecast and actual figures Verify, review, and/or 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 Compile, verify and/or review financial information including, but not limited to: Financial reports Board of Directors presentations Investor presentations Develop, analyze and/or model operational, economic, management and accounting data Provide information and guidance to employees from auditing firms, management, and others concerning planning, accounting processes, various financial reports, and forecasts Evaluate current processes and make recommendations for enhancements Provide guidance and training to other employees as needed Provide expertise in the application of enterprise performance management software Education Bachelor's Degree in finance, accounting, or other related field and/or an equivalent formal education including the following job-related experience:

Requirements

• 5 - 8 years 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)
• Extensive 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 managing and prioritizing multiple projects
• 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

Nice To Haves

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

Responsibilities

• Compile data and prepare models that simulate forecasting trends including, but not limited to: Volume Price Spreads Financial ratios
• Research and review variances and provide explanations and documentation to explain the validity of variances between plan, forecast and actual figures
• Verify, review, and/or 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
• Compile, verify and/or review financial information including, but not limited to: Financial reports Board of Directors presentations Investor presentations
• Develop, analyze and/or model operational, economic, management and accounting data
• Provide information and guidance to employees from auditing firms, management, and others concerning planning, accounting processes, various financial reports, and forecasts
• Evaluate current processes and make recommendations for enhancements
• Provide guidance and training to other employees as needed
• Provide expertise in the application of enterprise performance management software

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level