Financial Analyst III

AAON, Inc.•Tulsa, OK

3d•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 focused on Commercial Finance and Procurement. The Commercial Finance analyst supports pricing, revenue, sales performance, and margin decisions, partnering with commercial and business unit teams to improve forecast accuracy, reporting visibility, and alignment between commercial strategy and financial outcomes. The Procurement analyst partners with sourcing and supply chain teams to support purchasing and cost management decisions, financial planning, forecasting, and performance analysis related to direct materials and procurement activities. The roles are primarily office-based and involve regular collaboration with Finance and cross-functional teams. Some work may involve operational or manufacturing areas, where noise levels can vary and personal protective equipment may be required. The position includes frequent computer use and extended sitting, with occasional standing and walking for meetings, presentations, or operational reviews.

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 for the Financial Analyst III role.
Strong understanding of financial reporting, budgeting, and variance analysis.
Advanced analytical and problem-solving skills, with attention to detail.
Excellent communication skills and 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 effectively across teams and adapt to changing business needs.
For the Commercial Finance role: Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field, or equivalent background; at least 4 years of experience in financial planning and analysis, commercial finance, or related analytical finance roles.
For the Commercial Finance role: Strong analytical and financial modeling skills; ability to connect business activity to financial outcomes; strong attention to detail; effective written and verbal communication; organizational, problem-solving, and collaboration skills; ability to manage priorities and analyze large data sets.
For the Procurement role: Bachelor’s degree in Finance, Accounting, Business, or a related field, or equivalent background; at least 3 years of experience in financial analysis, accounting, or related roles.
For the Procurement role: Strong analytical and problem-solving skills; ability to connect procurement activities to financial performance; effective communication; attention to detail; ability to manage priorities, work across functions, analyze large data sets, and focus on process efficiency.

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: 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, ensuring alignment 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 required documentation and analysis.
Participate in process improvement initiatives to streamline reporting and close cycles.
Partner with commercial and business unit teams to support 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 structured financial analysis.
Prepare recurring reporting and dashboards to improve visibility into revenue, margins, and key business drivers.
Support forecasting, planning, and reforecasting processes for sales and margin expectations.
Analyze variances between actual results, plan, and prior periods, and communicate key drivers and implications.
Align commercial assumptions with operational and financial outcomes in collaboration with cross-functional teams.
Improve reporting processes, data quality, and analytical tools; provide ad hoc analysis and business cases for strategic initiatives.
Partner with sourcing and supply chain teams to support purchasing decisions and cost management initiatives.
Analyze direct material spending, purchase price variances, and cost trends to identify risks and opportunities.
Support forecasting, planning, and month-end close processes related to procurement and material costs.
Prepare financial reporting comparing actual results to budget, forecast, and prior periods.
Track and evaluate cost reduction initiatives and provide visibility into realized savings.
Improve reporting processes and data accuracy; identify issues, recommend solutions, and resolve discrepancies with cross-functional teams.
Support continuous improvement efforts and provide ad hoc analysis for business decisions and strategic initiatives.
Perform other duties as assigned.