Financial Analyst III

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

JOB SUMMARY

ONEOK is seeking a highly motivated individual to join the Refined Products & Crude (RP&C) Planning team. This role works closely with all RP&C departments and requires excellent customer service and effective communication.

This role is hybrid:
Office (Tulsa or Dallas) - Monday, Tuesday, and Thursday
Remote - Wednesday and Friday

Supports in understanding the financial performance of assets and enabling informed decision-making and strategic planning. This role is responsible for analyzing financial data, preparing reports and supporting the monthly flash and annual budget process to ensure accurate financial planning and performance tracking.

Actively contribute to the decision-making process throughout the organization by delivering accurate, timely and consistent analysis, insights and recommendations; in addition to driving innovation and continuous improvement through the development of value-add forecasting, analytical tools and collaboration across ONEOK's business.

• Forecasting / budgeting
• Reporting and variance analysis
• Partner with cross-functional teams
• Evaluate current processes and make recommendations for enhancements

Job Profile Summary

Perform advanced level activities related to compiling, analyzing and preparing complex financial planning models and information pertaining to forecasting and the annual plan for the Refined Products & Crude Segment.

Essential Functions and Responsibilities

• Compile data and prepare models that simulate forecasting trends including, but not limited to:
  • Volume
  • Price
  • Spreads
  • Financial ratios
• Research 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, 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

• 5 - 8 years 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 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 or
• Certified Public Accountant (CPA) preferred or
• 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 in and around office facilities and job sites system wide

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 [email protected] or call 1-855-663-6547​. #LI-HYBRID

Expected Salary Range

$87,000.00 - $131,000.00