Financial Analyst, Senior - Corporate Financial Planning and Analysis

#WeAreONEOK – Fortune 500 company. 100+ years in business. Leading midstream service provider. Safety first. Sustainable operations. Environmentally responsible. Employee focused.

JOB SUMMARY

Exciting opportunity on the Corporate Financial Planning and Analysis, FP&A, Team at ONEOK. The Corporate Financial Planning and Analysis Team is primarily responsible for managing the consolidated plan and forecast for ONEOK, developing slides for senior leadership and the Board of Directors, forecasting / analyzing corporate costs, and collaborating with stakeholders across all levels and areas of the company.

This role is hybrid at our Tulsa office:
Office - Monday, Tuesday and Thursday
Remote - Wednesday and Friday

Job Profile Summary

Provide expert level of knowledge and experience in the area and activities of preparing complex financial planning models, information pertaining to forecasting and the annual plan for various company departments and corporate planning.

Essential Functions and Responsibilities

• Develop and maintain financial models for the purpose of forecasting trends including, but not limited to:

• Volume
• Price
• Spreads
• Expenses
• Financial ratios

• Research, analyze and review variances and provide explanations and documentation to explain the validity of variances between plan, forecast and actual figures

• Collaborate with stakeholders across the company to develop forecasts.

• Verify, review, and/or perform calculations and/or analyses including, but not limited to:

• Forecasted versus actual expense
• Projections/forecasts
• Financial ratios
• Investment opportunities
• Working capital requirements
• Rates of return
• Financial statements
• Industry specific financial schedules
• Dividends
• Corporate overhead expenses
• Capital expenditures

• Compile, verify and/or review financial information including, but not limited to:

• Financial reports
• Board of Directors presentations
• Investor presentations

• Develop, analyze and/or model operational, economic, forecasting, management and accounting data

• Provide information and guidance to employees from auditing firms, management, and others concerning planning, accounting processes, various financial reports, and forecasts

• Evaluate current processes and make recommendations for enhancements

• Provide guidance and training to other employees as needed

Education

• Bachelor's Degree in finance, accounting, or other related field and/or an equivalent formal education including the following job-related experience:

Work Experience

• 6 - 10 years related work experience Forecasting and analysis experience

• Experience interpreting and applying generally accepted accounting methods and procedures

• Experience in use of software such as: Microsoft Excel, Word, Access, PowerPoint, and/or Hyperion Planning

• Experience interpreting and applying generally accepted accounting methods and procedures

• Experience with data visualization tools, such as Power BI, Spotfire, etc.

• Extensive experience and/or training related to:

• Economic forecasting/modeling and planning and forecasting functions
• Energy industry economics and financial analysis functions
• Communication/interpersonal skills
• Commodity marketing
• Financial risk management
• Report writing

• Experience researching, composing, reconciling, and preparing reports, studies, forecasts, financial models and correspondence applicable to position

• Experience reading and analyzing financial statements and company and investor correspondence

• Experience interacting, advising, and communicating effectively with all levels of an organization

• Experience working in a team environment

• Experience managing and prioritizing multiple projects.

• Experience developing and presenting information to individuals and groups

Knowledge, Skills and Abilities

• Knowledge of: areas related to finance and treasury
• Ability to: interpret and apply financial planning and analysis methods and procedures
• Ability to: apply math, algebra, and statistical methods
• Ability to: prioritize work load and deliverables
• Ability to: communicate and/or exchange information; conduct oral presentations

Licenses and Certifications

• Finance & Accounting\Certified Management Accountant (CMA) preferred
• Finance & Accounting\Certified Public Accountant (CPA) prefe