Financial Analyst II - Financial Planning

at ONEOK, Inc in Tulsa, Oklahoma, United States

Job Description

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


Job Profile Summary

Perform intermediate level actives 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 calculate information that simulate forecasting trends including, but not limited to:

+ Volume

+ Price

+ Spread

+ Financial ratios

+ Research variances and provide explanations and documentation to explain the validity of variances between plan, forecast and actual figures

+ Review and 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

+ Assist with the deliverables of financial information including, but not limited to:

+ Financial reports

+ Board of Directors presentations

+ Investor presentations

+ Assist with the development and review of modeling operational, economic, management and accounting data

+ Assists with the research and development of information that will be provided to employees from auditing firms, management, and others concerning planning, accounting processes, various financial reports, and forecasts


+ Bachelor’s Degree in finance, accounting, or other related field and/or equivalent formal education including the following job-related experience:

Work Experience

+ 3 – 5 years related work experience 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)

+ 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 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 and/or meetings

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 to other company offices, facilities and job sites


+ 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 or call 1-85

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Job Posting: JC242583957

Posted On: Jun 24, 2023

Updated On: Jul 20, 2023

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