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
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
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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