Operational Budget and Forecast Analyst I, II, III or Senior

Responsible for supporting the budgeting and forecasting processes, including capital and O&M variance analysis, data validation, and user support across budgeting applications. This role contributes to forecast accuracy and provides analytical support to the Sr Manager Forecasting and Budgeting and other senior leaders.

Note: There is one position available, and this position will be filled at one of four job grade levels: Operational Budget and Forecast Analyst I, job grade 6; Operational Budget and Forecast Analyst II, job grade 7; Operational Budget and Forecast Analyst III, job grade 8 or Senior Operational Budget and Forecast Analyst, job grade 10. This decision will be based on the qualifications and experience of the selected candidate and Tri-State business needs at the time of hire.

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

Senior Operational Budget and Forecast Analyst

Hiring Salary Range: $109,000-$139,000

Operational Budget and Forecast Analyst III

Hiring Salary Range: $88,000-$111,000

Operational Budget and Forecast Analyst II

Hiring Salary Range: $80,000-$99,000

Operational Budget and Forecast Analyst I

Hiring Salary Range: $72,000-$88,000

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

Budgeting & Forecasting Support

• Assist departments in preparing operating and capital budgets and forecasts, providing guidance and explanations as needed.
• Support users across the organization in utilizing budgeting and forecasting applications.
• Collaborate with VP, Senior Manager, and Forecast and Budget Manager to review monthly forecasts.
• Validate data across applications prior to rolling forecast preparation.
• Assist in compiling, analyzing, and interpreting financial data for oral and written presentations.

Variance Analysis & Reporting

• Review monthly capital and operating variance reports prior to distribution.
• Update variance explanations and discuss deviations with responsible personnel.
• Partner with the Project Accounting team to review actuals vs. budget and ensure accurate accounting.
• Monitor and cross-check data entry for accuracy and completeness.
• Maintain well-documented procedures for budgeting and forecasting processes.

Presentation & Communication

• Review and assist in the preparation of presentation materials for leadership and board meetings.
• Communicate financial insights clearly and effectively to stakeholders.

Compliance & Ethics

• Demonstrate compliance with electric utility industry regulations, including NERC Reliability Standards, Environmental and Employment Law, and Corporate Policy C-54.
• Promote ethical behavior and alignment with Tri-State’s core values and cooperative principles.

Operational Reliability

• Ensure consistent and reliable performance of essential duties.
• Be available for overtime as needed to support Tri-State’s continuous service obligations.

NONESSENTIAL FUNCTIONS

• Perform other related duties as assigned

SUCCESS FACTORS/JOB COMPETENCIES: 

• Strong planning and time management skills.
• Analytical thinking and problem-solving at both strategic and functional levels.
• Excellent interpersonal and communication skills.
• Ability to deliver timely, accurate reports and continuously improve processes.
• Team-oriented mi