Tri-State Generation and Transmission Association, Inc. Budget and Forecasting Analyst I, II or III (IRC27153) in Westminster, Colorado
This position is responsible for assisting with variance reporting and analysis, supporting users with all analysis tools available in the Hyperion applications, support of forecasting and budget processes in near-term forecasting department and maintenance of the daily forecast reporting tool.
Note: There is one position available, and the position will be filled at one of three job grades: Budget and Forecasting Analyst I (job grade NB17), Budget and Forecasting Analyst II (job grade NB19), or Budget and Forecasting Analyst III (job grade NB21). This decision will be based on the qualifications and experience level of the selected candidate as well as Tri-State business needs at the time of hire.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:
- Balance daily imports from various applications including Tri-State Operations and Maintenance forecast, Capital forecast, and Oracle Projects into reporting tool.
- Support users in ad hoc reporting tool, data entry into forecast application and drill through to general ledger (GL).
- Update the RUS, RCN, and project hierarchies in budget and forecast software.
- Prepare monthly variance reports for Senior Vice Presidents (SVP's).
- Assist departments in the preparation of department budgets and forecasts including explanations as needed.
- Assist with update of variance explanations and discuss apparent deviations from budget with personnel responsible for budget.
- Assist with preparation of the cross application cost code spending report ensuring data validity, accuracy and reasonableness.
- Provide support to senior analysts and assist with budgets and forecasts including data compilation, analysis and interpretation of information in oral and written presentations
- Assists with budget preparation and presentations as needed.
- Assist with preparation and review of presentations and reports for senior management and members of the Board of Directors as needed.
- Monitor, cross check and provide quality control on data entry.
- Participate in ad hoc analytical requests and special projects as assigned
- Adhere to and demonstrate compliance with appropriate electric utility industry regulatory requirements. Attain knowledge and remain knowledgeable of development in regulations, laws, standards and best practices applicable to the functional area including, but not limited to, Standards of Conduct, Environmental, Employment Law, NERC Reliability Standards and Safety. Must be familiar with, and comply with, all aspects of Corporate Policy C-54, Compliance
- Demonstrate behavior consistent with Tri-State's culture embodied in the Cooperative principles and spirit and core values of technical competency, respect and dignity, accountability, integrity, trustworthiness, and servant leadership to empower or otherwise enable others to optimally perform their job responsibilities
- Demonstrate and promote ethics and behaviors consistent with Tri-State's culture, Board policies, and business practices. Understand and fulfill the role and responsibility for all compliance programs within the company
- Because Tri-State is an electric utility with continuous service obligations to its customers, regular, reliable, and predictable performance of the essential functions and responsibilities is an essential function of the job
- Because Tri-State has an obligation to provide continuous, reliable electric service to its customers, the ability to work overtime at any time of the day or week is considered an essential function of the job.
SUCCESS FACTORS/JOB COMPETENCIES:
- Planning: ability to think ahead and plan within timelines and resources; develop scopes, plan and schedule work; set priorities and goals; anticipate and adjust for problems; evaluate workloads; measure and evaluate performance against established goals.
- Time management: ability to successfully plan and implement objectives within established timelines and work schedules.
- Ability to analyze problems and develop effective solutions at both strategic and functional levels.
- Demonstrate behavior consistent with company values.
- Excellent interpersonal and communication skills.
- Continuously deliver timely and accurate reports and analysis, and demonstrate continuous improvement.
- Strong team player: accomplishes tasks by working with others and being a good team player. Recognizes how his/her decisions may impact others; seeks input from others.
- Computer proficiency in operating a personal computer and standard business office applications including Microsoft Office suite, databases, and other related applications.
- Ability to work independently, with minimal direction as a highly motivated self-starter.
REQUIRED JOB QUALIFICATIONS:
Education and Training:
- Bachelor of Science in Business Administration, Accounting, Finance, Economics or an equivalent combination of experience and/or education.
Knowledge, Skills, and Ability:
- Strong knowledge of budgeting and forecasting process.
- Strong working knowledge of computers, computerized accounting systems, forecasting tools, Excel, Word, PowerPoint and other software.
- General knowledge of the operation of electric and cooperative utilities.
- Ability to communicate effectively, both verbal and written.
- Ability to effectively organize and manage meetings.
- Ability to maintain confidentiality.
- Ability to perform detail 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.
- Working knowledge of automated systems and ability to assist in their development.
The Budget and Forecasting Analyst III requires a minimum of five (5) to Eight (8) years of progressive related experience in accounting, budgeting, or financial forecasting. Those with less experience will be hired at the Budget and Forecasting Analyst I or II level, as appropriate.
- Must be able to demonstrate that he/she can perform all of the essential functions of the position.
- Willingness to work overtime as required.
- Willingness to travel as required.
DESIRED JOB QUALIFICATIONS:
- Knowledge of Hyperion products.
- Strong knowledge of electric and cooperative utilities operations.
- Knowledge of electric utility accounting.
- Knowledge of plant and construction accounting.
PHYSICAL AND MENTAL DEMANDS: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Physical demands: While performing the duties of this position, the incumbent is required to sit for long periods of time and occasionally stand, walk, stoop, bend, reach above and below shoulder level and push/pull objects of varying weights, and lift up to twenty-five pounds. Incumbent is frequently required to use hands and fingers to handle, or feel objects, or controls, talk and hear.
- Mental demands: While performing the duties of this job, the incumbent is required to read, write, perform basic math, analyze data and reports, exercise judgment, develop plans, procedures and goals, and present information to others and work under pressure.
- Work Environment: While performing the duties of this position, the incumbent is exposed to a moderate level of noise. All of the duties are performed indoors and at a desk, operating office equipment.
Job Title: Budget and Forecasting Analyst I, II or III (IRC27153)
Location: Westminster, CO, US
Base Location: Headquarters - Westminster, CO
Amount of Travel: Up to 10%
Equal Opportunity Employer – Minority/Female/Disabled/Veteran