Financial Analyst III

AAON•Tulsa, OK

1d•Onsite

About The Position

The Financial Analyst III provides advanced financial analysis and reporting to support strategic decision-making and operational efficiency. The role interprets financial data, prepares detailed reports, and assists with budgeting and forecasting. It delivers insights and recommendations to help improve financial performance and achieve departmental objectives. The posting also describes Financial Analyst roles in Commercial Finance and Procurement. The Commercial Finance analyst partners with commercial and business unit teams on pricing, sales performance, revenue, and margin analysis, supporting forecasting, reporting, and business decisions. The Procurement analyst partners with sourcing and supply chain teams on purchasing, direct material costs, cost reduction, financial planning, forecasting, and reporting. These roles work with cross-functional teams and perform their duties primarily in an office setting. The Commercial Finance and Procurement roles may occasionally enter manufacturing or operational areas, where noise levels may vary and personal protective equipment may be required. The position descriptions note that responsibilities may change and that reasonable accommodations may be made to support employees in performing essential functions.

Requirements

Bachelor’s degree in Accounting, Finance, Economics, or a related discipline, or an equivalent combination of education and experience.
At least 5 years of experience in financial analysis, reporting, and budgeting, or an equivalent combination of education and experience.
Strong understanding of financial reporting, budgeting, and variance analysis.
Advanced analytical and problem-solving skills and attention to detail.
Excellent communication skills, including the ability to present complex financial concepts clearly.
Ability to manage multiple priorities and deadlines in a fast-paced environment.
Proficiency in Microsoft Excel and financial modeling techniques.
Ability to collaborate across teams and adapt to changing business needs.
Frequent computer use and ability to sit for extended periods while analyzing data and preparing reports.
Ability to focus on detailed work and manage multiple projects and deadlines.

Nice To Haves

Experience with ERP systems and advanced financial modeling.
Familiarity with SAP or similar platforms.
CPA or CFA certification.
For the Commercial Finance role: experience in manufacturing, industrial, or operational environments.
For the Commercial Finance role: experience supporting pricing, forecasting, or sales performance analysis.
For the Procurement role: experience in a manufacturing or supply chain environment.
For the Procurement role: an advanced degree or certifications.

Responsibilities

Analyze financial data and trends to support business planning and performance improvement.
Prepare and present monthly, quarterly, and annual financial reports and variance analyses.
Assist in developing budgets and forecasts aligned with organizational goals.
Conduct profitability analysis and support internal and external reporting requirements.
Collaborate with cross-functional teams to resolve discrepancies and improve financial processes.
Maintain and enhance financial models and reporting tools for accuracy and efficiency.
Support audits and compliance activities by providing documentation and analysis.
Participate in process improvement initiatives to streamline reporting and close cycles.
Partner with commercial and business unit teams on pricing decisions, sales performance, and revenue growth initiatives.
Analyze bookings, backlog, shipments, and pricing trends to identify risks, opportunities, and actionable insights.
Evaluate customer opportunities, pricing actions, and commercial terms through financial analysis.
Prepare recurring reports and dashboards on revenue, margins, and key business drivers.
Support forecasting, planning, and reforecasting for sales and margin expectations.
Analyze variances between actual results, plans, and prior periods, and communicate key drivers.
Partner with sourcing and supply chain teams on purchasing decisions and cost management initiatives.
Analyze direct material spending, purchase price variances, and cost trends.
Support forecasting, planning, and month-end close processes related to procurement and material costs.
Track cost reduction initiatives and report realized savings.
Improve reporting processes, data quality, analytical tools, and financial process efficiency.
Provide ad hoc analysis and business cases for strategic initiatives and business decisions.
Perform other duties as assigned.