Financial Analyst - Planning

Tallgrass; Denver (CO); On-site; USD 74,000 - 93,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Tuition Reimbursement

Paid time off

Job summary

Tallgrass is seeking an FP&A professional to own expense forecasts, build consolidated reporting, and deliver monthly financials to owners and investors. You will collaborate with various business units to analyze variances and support strategic decisions.

The role requires 1–3 years of FP&A experience, strong Excel/Power BI skills, and the ability to work with confidential data. Denver, CO-based, with non-traditional hours as needed.

Qualifications

• 1–3 years of experience in FP&A or financial services; energy industry a plus.
• Fundamental understanding of finance and accounting concepts.
• Advanced MS Office; Excel, Word, PowerPoint; good analytical skills.
• Experience with SQL databases, Power BI, and similar analytics tools is a plus.

Responsibilities

• Own and forecast expenses for assigned business units; produce monthly reports for owners and investors.
• Develop consolidated reporting views to support variance analysis and reviews.
• Maintain relationships with business unit owners and provide insights on financial activity.
• Update capital project forecasts and perform variance analysis with Project Accounting/Controls.
• Assist with monthly earnings and forecast, annual budgets, and long-range planning.

Skills

MS Office

SQL

Power BI

Education

Bachelor’s degree in Finance or Accounting

Tools

Microsoft Fabric

Job description

Primary Purpose

The Planning and Analysis department owns key budgeting and forecasting processes, including data retrieval, organization of data, compiling reports and dashboards, and monitoring Key Performance Indicators (KPI’s) to support decision making.

• Own expense forecasts for assigned business units; create monthly financial reports distributed to owners and investors.
• Build consolidated reporting views combining business unit operational and capital data to support variance analysis and management reviews.
• Maintain relationships with various business unit owners throughout the company, providing insights into operational and financial activity.
• Update monthly capital project forecasts and perform variance analysis in coordination with Project Accounting and Project Controls.
• Assist with preparation of the monthly earnings and forecast report, annual budgets and long-range financial plan reporting and analytics.
• Assist with zero based budgeting effort on an annual basis.
• Create databases to track cost reporting, analytics and provide insights to management.
• Maintain and administer reporting databases and data models, including implementation and enforcement of data quality checks, validation rules and reconciliation procedures to ensure accuracy and completeness of reporting.
• Design and develop interactive and customized Power BI or similar reports and executive dashboards that surface key KPIs, trends and actionable insights for finance and operations stakeholders.
• Analyze and prepare ad hoc financial data to identify trends, variances and opportunities for improvement. Prepare analyses that support strategic decision making.
• Assist with company-wide budget process.
• Own and assist with various system enhancements and monthly processes to support forecasting and budgeting.
• Speak clearly, both in person and by telephone, using a high level of verbal skills and listen carefully. Foster and maintain relationships enterprise wide.
• Maintain a regular, dependable attendance and a consistently high level of performance.
• Will work non-traditional hours as needed.
• Maintain a high regard for personal safety, for the safety of company assets and employees, and the general public.
• Other daily, weekly, monthly, or special project duties as identified and defined.
• Other duties as assigned.

Primary Purpose

The Planning and Analysis department owns key budgeting and forecasting processes, including data retrieval, organization of data, compiling reports and dashboards, and monitoring Key Performance Indicators (KPI’s) to support decision making.

Essential Duties & Responsibilities

• Own expense forecasts for assigned business units; create monthly financial reports distributed to owners and investors.
• Build consolidated reporting views combining business unit operational and capital data to support variance analysis and management reviews.
• Maintain relationships with various business unit owners throughout the company, providing insights into operational and financial activity.
• Update monthly capital project forecasts and perform variance analysis in coordination with Project Accounting and Project Controls.
• Assist with preparation of the monthly earnings and forecast report, annual budgets and long-range financial plan reporting and analytics.
• Assist with zero based budgeting effort on an annual basis.
• Create databases to track cost reporting, analytics and provide insights to management.
• Maintain and administer reporting databases and data models, including implementation and enforcement of data quality checks, validation rules and reconciliation procedures to ensure accuracy and completeness of reporting.
• Design and develop interactive and customized Power BI or similar reports and executive dashboards that surface key KPIs, trends and actionable insights for finance and operations stakeholders.
• Analyze and prepare ad hoc financial data to identify trends, variances and opportunities for improvement. Prepare analyses that support strategic decision making.
• Assist with company-wide budget process.
• Own and assist with various system enhancements and monthly processes to support forecasting and budgeting.
• Speak clearly, both in person and by telephone, using a high level of verbal skills and listen carefully. Foster and maintain relationships enterprise wide.
• Maintain a regular, dependable attendance and a consistently high level of performance.
• Will work non-traditional hours as needed.
• Maintain a high regard for personal safety, for the safety of company assets and employees, and the general public.
• Other daily, weekly, monthly, or special project duties as identified and defined.
• Other duties as assigned.

Education

• Bachelor’s degree from an accredited institution in Finance, Accounting, or a related discipline.

Experience/Specific Knowledge

• 1-3 years of experience in financial services, FP&A or other relevant experience, energy industry a plus.
• Fundamental understanding of finance and accounting concepts.
• Intermediate to advanced level in MS Office applications that may include but are not limited to Excel, Word, Access, PowerPoint and Outlook.
• SQL database, Power BI, and/or Microsoft Fabric skills a plus.
• Experience with Oracle Cloud ERP/EPM a plus.
• Strong analytical, problem solving, and organizational skills.
• Effective communication skills.
• Team oriented.
• Strong attention to detail.
• Must be able to work with confidential and sensitive information in a professional manner.

Physical Demands

All of the physical requirements listed below are those that may be necessary for an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Sitting; standing; walking or moving throughout facility; driving; talking; seeing (specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus); hearing; feeling; bending or stooping; squatting or crouching; reaching; kneeling; pushing; pulling; lifting up to 25 lbs.
• Minimal safety hazards; general office working conditions.
• Must be able to sit for prolonged periods of time.
• The employee is regularly required to use hands to type, touch, handle, or feel. The employee is required to talk and hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk and climb or balance. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.

Working Conditions

• Required to carry a cell phone and be available to respond during working and non-working hours.
• The successful candidate will be required to clear a drug screen and a complete background check, including credit report for certain positions, after an offer has been extended and prior to being employed.

Supervisory Responsibility

• No

Compensation

• The annual salary range for this position will be $74,200-$92,700/yr.

Other Responsibilities

• The above statements describe the general nature and level of work being performed. This position may perform other duties as assigned.

About Us

Tallgrass was named one of the Top Workplaces USA and highlighted in Colorado's Top Workplaces for the past seven consecutive years. Tallgrass is a leading energy infrastructure company focused on safely, reliably, and sustainably delivering the energy and services that power our nation and enable our quality of life.

At Tallgrass, we value our teams and strive to create an environment where employees feel respected, and their contributions are valued. We aim to support employees' physical, mental, and financial well-being through a comprehensive Total Rewards Program.

• Industry competitive pay.
• Health insurance package options that include Flexible Spending & Health Savings Accounts.
• Infertility Coverage.
• Parental Leave.
• 401(k) with up to a 6% match that vests immediately plus an employer discretionary contribution of up to 4%.
• Wellness Programs and Mental Health Resources.
• Employer-paid life insurance, short-term disability, and long-term disability coverage.
• Critical Illness & Accident Insurance.
• Vacation, sick days, paid caregiver leave, volunteer and bereavement paid time off.
• Identity theft protection.
• Annual discretionary bonus.
• Generous Tuition Reimbursement Program.
• Company-paid holidays and floating holidays.
• Company vehicle (if applicable).
• Employee discounts; vehicles, tires, cellular plans, and more.
• Networking and employee engagement events.
• Personal development to grow your career with us based on your strengths and interests.

Application Deadline

Recruiting timelines vary by position; however, all Tallgrass positions accept applications for at least five business days from the posting date. This position is open and still accepting applications.

Compensation

Compensation ranges are provided in good faith based on what we anticipate when researching wages for this position at the state and national levels. We may ultimately pay more or less than the posted range. This salary range may also be modified in the future.

EEO Statement

Tallgrass complies with all Equal Employment Opportunity (EEO) affirmative action laws and regulations. Tallgrass does not discriminate on the basis of age, race, religion, color, sex, national origin, marital status, genetic information, sexual orientation, gender Identity and expression, disability, veteran status, pregnancy status, or other status protected by law.