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Financial Analyst III

Company: Diverse Lynx
Location: Tulsa
Posted on: January 28, 2023

Job Description:

Title: Financial Analyst III
Location: Tulsa, OK (Hybrid)
Qualification : Bachelors degree
Type: Fulltime
Job description:

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 various company departments, business segments and/or corporate planning.
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


          • 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

                    Diverse Lynx LLC is an Equal Employment Opportunity employer. All qualified applicants will receive due consideration for employment without any discrimination. All applicants will be evaluated solely on the basis of their ability, competence and their proven capability to perform the functions outlined in the corresponding role. We promote and support a diverse workforce across all levels in the company.

Keywords: Diverse Lynx, Tulsa , Financial Analyst III, Accounting, Auditing , Tulsa, Oklahoma

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