#WeAreONEOK – Fortune 500 company. 100+ years in business. Leading midstream service provider. Safety first. Sustainable operations. Environmentally responsible. Employee focused.
JOB SUMMARY
Job Profile Summary
Perform intermediate level actives related to compiling, analyzing and preparing complex financial planning models and information
pertaining to forecasting and the annual plan for various company departments, business segments and/or corporate planning.
Essential Functions and Responsibilities
- Compile data and calculate information that simulate forecasting trends including, but not limited to:
- Volume
- Price
- Spread
- Financial Ratios
- Research variances and provide explanations and documentation to explain the validity of variances between plan, forecast and actual figures
- Review and perform calculations and/or analyses including, but not limited to:
- Forecasted verses actual expense
- Projections/forecasts
- Financial ratios
- Investment opportunities
- Working capital requirements
- Rates of return
- Financial statements
- Industry specific financial schedules
- Dividends and distributions
- Corporate overhead expenses
- Capital expenditures
- Assist with the deliverables of financial information including, but not limited to:
- Financial reports
- Board of Directors presentations
- Investor Presentations
- Assist with the development of information that will be provided to employees from auditing firms, management and other concerning planning, accounting processes, various financial reports, and forecasts
- Compile and/or review financial information including but not limited to (as specified by position):
- Forecasted versus actual expenses
- Financial reports
- Reconciliation reports
- Board of Directors presentations
- Investor presentations
- Assist with the development and review of modeling operational, economic, management and accounting data
- Assists with the research and development of information that will be provided to employees from auditing firms, management, and others concerning planning, accounting processes, various financial reports, and forecasts
Education
- Bachelor's Degree in finance, accounting, or other related field and/or equivalent formal education including the following job-related experience:
Work Experience
- 3-5 years related work experience Forecasting and analysis experience
- Experience in use of software such as Microsoft Excel, Word Access, PowerPoint and/or Hyperion Planning or Hyperion Strategic Finance (HSF)
- Experience and/or training related to:
- Economic forecasting/modeling and planning and forecasting functions
- Energy industry economics and financial analysis functions
- 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
- Experience working in a team environment
- 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: communicate and/or exchange information, conduct oral presentations and/or meetings
- Ability to: apply math, algebra, and statistical methods
- Ability to: prioritize work load and deliverables
Licenses and Certifications
- Certified Public Accountant preferred or
- Certified Management Accountant preferred
- Certified Corporate FP&A Professional preferred
Strength Factor Rating - Physical Demands/Requirements
- Sedentary Work - Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
Strength Factor Description - Physical Demands/Requirements
- Standing: Remaining on one's feet in an upright position at a work station without moving about (Occasionally)
- Walking: Moving about on foot (Frequently)
- Sitting: Remaining in a seated position (Constantly)
- Lifting: Raising or lowering an object from one level to another (includes upward pulling) (Occasionally)
- Carrying: Transporting an object, usually holding it in the hands or arms, or on the shoulder (Occasionally)
- Pushing: Exerting force upon an object so that the object moves away from the force (Occasionally)
- Pulling: Exerting force upon an objec