Financial Analyst-Planning

Tallgrass; Lakewood (CO); On-site; USD 65,000 - 95,000; Full time

Job summary

Tallgrass is seeking a Financial Planning & Analysis professional to own expense forecasts, build consolidated views for variance analysis, and partner with unit leaders across the organization. You will maintain capital project forecasts and support monthly earnings and annual budgeting processes.

The role requires 1–3 years in FP&A or related fields, a finance/accounting background, and proficiency in Excel and Power BI.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related discipline required.
• 1–3 years of experience in financial services, FP&A or similar; energy industry a plus.
• Strong foundation in finance and accounting concepts; ability to analyze data.
• Proficient in MS Office; SQL, Power BI, and Oracle Cloud experience considered a plus.
• Excellent communication, organization and attention to detail; able to handle confidential data.

Responsibilities

• Own expense forecasts for assigned units and prepare monthly financial reports.
• Create consolidated views for variance analysis and management reviews.
• Maintain relationships with business unit owners and provide insights.
• Update capital project forecasts and perform variance analyses with project teams.
• Assist with monthly earnings, annual budgets, and long-range planning.
• Develop databases to track cost reporting and provide actionable insights.
• Design Power BI dashboards surfacing KPIs and trends for stakeholders.
• Support company-wide budgeting processes and monthly forecasting cycles.
• Ensure data quality checks, validation rules, and reconciliation procedures.
• Communicate clearly and maintain high attendance and performance levels.

Skills

Analytical thinking

Attention to detail

Communication

Team oriented

Problem solving

Education

Bachelor's degree in Finance/Accounting

Tools

Power BI

Excel

SQL

Oracle Cloud ERP/EPM

Microsoft Fabric

Job description

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.

Responsibilities

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

Qualifications

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 25lbs.
• 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 re