Budget and Forecasting Analyst I, II, III, or Senior

About the role

The Senior Budget and Forecasting Analyst is a strategic financial expert responsible for leading enterprise-wide forecasting and budgeting initiatives. This role designs and optimizes forecasting systems, conducts high-level financial analysis, and advises senior leadership.

Responsibilities

• Lead the development and refinement of financial forecasts, including balance sheet, income statement, and cash flow projections
• Design, enhance, and maintain forecasting models and tools
• Facilitate monthly reporting processes, including variance analysis
• Compile, organize and communicate results for monthly, quarterly, and annual reports and presentations
• Drive quality assurance on data inputs and outputs
• Maintain and enhance documentation and procedures for the forecasting systems
• Drive process improvements
• Lead information gathering sessions with cross-functional teams to ensure forecast data integrity
• Perform trend analysis to inform forecasting assumptions
• Maintain the FERC chart of accounts within the forecasting system
• Process, analyze, and validate forecasting application inputs and outputs
• Facilitate monthly meetings with internal stakeholders to discuss forecast adjustments
• Support budget manager with budgeting and forecasting duties, including assistance with data compilation, analysis, and present findings to senior management
• Lead forecasting application troubleshooting, maintenance, and enhancement projects
• Provide technical guidance and mentorship to junior analysts, providing a culture of continuous learning and analytical excellence
• Participate in ad hoc analytical requests and special projects as assigned

Requirements

This position demands exceptional analytical acumen, leadership, and a deep understanding of utility industry dynamics. Those with less experience will be hired at the Budget and Forecasting Analyst I, II, or III job grade level, as appropriate.

Qualifications

• Education and Training: BS/BA Accounting, Finance, Economics, or an equivalent combination of experience and/or education
• Knowledge, Skills, And Ability: Working knowledge of computers, computerized accounting systems, forecasting tools, Excel, Word, PowerPoint, Outlook, Microsoft Teams and other software
• General knowledge of generally accepted accounting principles
• Ability to communicate effectively, both verbal and written
• Ability to effectively organize and manage meetings
• Ability to maintain confidentiality
• Ability to perform detailed work with a high degree of accuracy in a timely manner
• Must be very well organized and able to manage time effectively in a deadline driven environment

Skills

Working knowledge of Oracle forecasting products is desirable. General knowledge of electric and cooperative utilities operations. Knowledge of electric utility accounting.

Benefits

Tri-State recognizes the value of a highly-engaged and committed workforce and provides an excellent benefits program that includes:

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Health Savings Account (HSA)
• Flexible Spending Accounts (FSA)
• Tuition Reimbursement
• Flexible Work Schedules including compressed work week and telecommuting opportunities to work remotely up to 40%
• Life Insurance
• 401K
• Long Term Disability (LTD)
• Short Term Disability (STD)
• Employee Assistant Program (EAP)
• Paid Leave Benefits

Pay

Senior Budget and Forecasting Analyst Hiring Salary Range: $109,000-139,000

Budget and Forecasting Analyst III Hiring Salary Range: $98,000-$124,000

Budget and Forecasting Analyst II Hiring Salary Range: $88,000-$111,000

Budget and Forecasting Analyst I Hiring Salary Range: $80,000-$99,000

Actual compensation offer to candidate may vary outside of the posted hiring salary range based upon work experience, education, and/or skill level.

Schedule

Full time

Locations

1100 W 116th Ave, Westminster, CO, 80234, US