Financial Analyst-Planning

Tallgrass•Lakewood, CO

3d•Onsite

About The Position

The Planning and Analysis department owns key budgeting and forecasting processes, including data retrieval, organization of data, compiling reports and dashboards, and monitoring Key Performance Indicators (KPI’s) to support decision making.

Requirements

Bachelor’s degree from an accredited institution in Finance, Accounting, or a related discipline
1-3 years of experience in financial services, FP&A or other relevant experience, energy industry a plus
Fundamental understanding of finance and accounting concepts
Intermediate to advanced level in MS Office applications that may include but are not limited to Excel, Word, Access, PowerPoint and Outlook
SQL database, Power BI, and/or Microsoft Fabric skills a plus
Experience with Oracle Cloud ERP/EPM a plus
Strong analytical, problem solving, and organizational skills
Effective communication skills
Team oriented
Strong attention to detail
Must be able to work with confidential and sensitive information in a professional manner

Responsibilities

Own expense forecasts for assigned business units; create monthly financial reports distributed to owners and investors
Build consolidated reporting views combining business unit operational and capital data to support variance analysis and management reviews
Maintain relationships with various business unit owners throughout the company, providing insights into operational and financial activity
Update monthly capital project forecasts and perform variance analysis in coordination with Project Accounting and Project Controls
Assist with preparation of the monthly earnings and forecast report, annual budgets and long-range financial plan reporting and analytics
Assist with zero based budgeting effort on an annual basis
Create databases to track cost reporting, analytics and provide insights to management
Maintain and administer reporting databases and data models, including implementation and enforcement of data quality checks, validation rules and reconciliation procedures to ensure accuracy and completeness of reporting
Design and develop interactive and customized Power BI or similar reports and executive dashboards that surface key KPIs, trends and actionable insights for finance and operations stakeholders
Analyze and prepare ad hoc financial data to identify trends, variances and opportunities for improvement. Prepare analyses that support strategic decision making
Assist with company-wide budget process
Own and assist with various system enhancements and monthly processes to support forecasting and budgeting
Speak clearly, both in person and by telephone, using a high level of verbal skills and listen carefully.
Foster and maintain relationships enterprise wide
Maintain a regular, dependable attendance and a consistently high level of performance
Will work non-traditional hours as needed
Maintain a high regard for personal safety, for the safety of company assets and employees, and the general public
Other daily, weekly, monthly, or special project duties as identified and defined
Other duties as assigned