Financial Analyst-Planning

Tallgrass•Lakewood, CO

About The Position

The Planning and Analysis department owns key budgeting and forecasting processes, including retrieving and organizing data, compiling reports and dashboards, and monitoring KPIs to support decision-making. The Financial Analyst owns expense forecasts for assigned business units, prepares financial reporting and analysis, supports budgeting and long-range planning, and maintains reporting databases and data models. The role works with business unit owners and partners across the company to provide insights into operational and financial activity and to support management reviews and strategic decisions. The position also develops interactive reports and executive dashboards, performs variance and ad hoc analysis, and supports system enhancements and monthly forecasting and budgeting processes. The role requires dependable attendance, strong performance, discretion with confidential information, and availability outside regular working hours as needed. It has no supervisory responsibilities. The work is performed under general office conditions with minimal safety hazards; prolonged sitting is required, and the employee may need to carry a cell phone and respond during working and non-working hours.

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.
Fundamental understanding of finance and accounting concepts.
Intermediate to advanced proficiency with MS Office applications, which may include Excel, Word, Access, PowerPoint, and Outlook.
Strong analytical, problem-solving, and organizational skills.
Effective communication skills and a team-oriented approach.
Strong attention to detail.
Ability to work with confidential and sensitive information professionally.
Ability to meet the physical requirements described, including prolonged sitting and lifting or moving up to 25 pounds.
Ability to carry a cell phone and respond during working and non-working hours.
Must clear a drug screen and complete a background check after an offer and before employment; a credit report may be included for certain positions.

Nice To Haves

Experience in the energy industry.
SQL database, Power BI, and/or Microsoft Fabric skills.
Experience with Oracle Cloud ERP/EPM.

Responsibilities

Own expense forecasts for assigned business units and create monthly financial reports distributed to owners and investors.
Build consolidated reporting views that combine business unit operational and capital data to support variance analysis and management reviews.
Maintain relationships with business unit owners throughout the company and provide 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 the monthly earnings and forecast report, annual budgets, and long-range financial plan reporting and analytics.
Assist with the annual zero-based budgeting effort and the company-wide budget process.
Create databases to track cost reporting and analytics and provide insights to management.
Maintain and administer reporting databases and data models, including data quality checks, validation rules, and reconciliation procedures.
Design and develop interactive, customized Power BI or similar reports and executive dashboards that surface 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, and prepare analyses supporting strategic decisions.
Own and assist with system enhancements and monthly processes supporting forecasting and budgeting.
Communicate clearly, listen carefully, and foster and maintain relationships enterprise-wide.
Maintain dependable attendance and a consistently high level of performance.
Work non-traditional hours as needed and maintain regard for personal safety, company assets, employees, and the general public.
Perform other daily, weekly, monthly, or special project duties as identified, as well as other duties as assigned.

Benefits

Health insurance package options, including Flexible Spending and Health Savings Accounts.
Infertility coverage.
Parental leave.
401(k) with up to a 6% match that vests immediately, plus an employer discretionary contribution of up to 4%.
Wellness programs and mental health resources.
Employer-paid life insurance and short- and long-term disability coverage.
Critical illness and accident insurance.
Vacation, sick days, paid caregiver leave, volunteer and bereavement paid time off.
Identity theft protection.
Annual discretionary bonus.
Tuition reimbursement.
Company-paid holidays and floating holidays.
Company vehicle, if applicable.
Employee discounts on vehicles, tires, cellular plans, and more.
Networking and employee engagement events.
Personal development opportunities to grow a career based on strengths and interests.
Industry-competitive pay.