Financial Analyst IV - Corporate Planning

#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, business segments and/or corporate planning.

Essential Functions And Responsibilities

• Develop and maintain financial models that simulate business activities for the purpose of forecasting trends including, but not limited to:
• Volume
• Price
• Spreads
• Financial ratios
• Research, analyze and review variances and provide explanations and documentation to explain the validity of variances between plan, forecast and actual figures
• Verify, review, and/or 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
• 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
• Provide expertise in the application of enterprise performance management software
  
  

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
• 3 - 5 years related work experience direct 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 or Hyperion Strategic Finance (HSF)
• 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
• 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

• Certified Management Accountant (CMA) preferred
• Certified Public Accountant (CPA) 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 object so that the object moves toward the force (includes jerking) (Occasionally)
• Climbing: Ladders, Stairs (Occasionally)
• Balancing: Maintaining body equilibrium to prevent falling (Occasionally)
• Stooping: Bending the body downward and forward by bending the spine at the waist (Occasionally)
• Kneeling: Bending the legs at the knees to come to rest on the knee or knees (Occasionally)
• Crouching: Bending the body downward and forward by bending the legs and spine (Occasionally)
• Crawling: Moving about on the hands and arms in any direction (Occasionally)
• Reaching: Extending hands and arms in any direction (Constantly)
• Handling: Seizing, holding, grasping, turning or otherwise working with the hand or hands (Manual Dexterity) (Constantly)
• Fingering: Picking, pinching or otherwise working with the fingers primarily (Finger Dexterity) (Constantly)
• Feeling: Perceiving such attributes of objects/materials as size, shape, temperature, texture, movement or pulsation by receptors in the skin, particularly those of the finger tips (Constantly)
• Talking: Expressing or exchanging ideas/information by means of the spoken word (Frequently)
• Hearing: Perceiving the nature of sound by the ear (Frequently)
• Tasting/Smelling: (Occasionally)
• Near Vision: Clarity of vision at 20 inches or less (Constantly)
• Far Vision: Clarity of vision at 20 feet for more (Frequently)
• Depth Perception: Three-dimensional vision; ability to judge distances and spatial relationships so as to see objects where and as they actually are (Frequently)
• Vision: Color - The ability to identify and distinguish colors (Constantly)
  
  

Working Conditions/Environment

• Employee is subject to inside environmental conditions
  
  

Working Conditions

• Well lighted, climate controlled areas (Constantly)
• Frequent repetitive motion (Constantly)
• CRT (Computer Monitor(s)) (Constantly)
  
  

Travel

• Travel to office facilities required
  
  

Driving

• Based on assigned tasks, employee may be assigned a company vehicle requiring the applicable driver's license
  
  

ONEOK is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, sex, pregnancy, sexual orientation, age, religion, creed, national origin, gender identity, disability, military/veteran status, genetic information or any other categories protected by applicable law.

The job description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of ONEOK.

ONEOK is committed to making our workplace accessible to individuals with disabilities and will provide reasonable accommodations, upon request, for individuals to participate in the application and hiring process. To request an accommodation email HRSolutions@ONEOK.com or call 1-855-663-6547 .

Expected Salary Range

$105,000.00 - $157,000.00