Manager - Corporate Planning

ONEOK Services Company LLC; Dallas (TX); On-site; USD 127,000 - 191,000; Full time

Job summary

ONEOK is seeking a seasoned FP&A professional to lead corporate planning for the Permian region, developing forecasts, annual plans and long-range outlooks. You will translate producer contracts, commercial terms, and operational drivers into validated models for executives.

Responsibilities include coordinating plans, supervising staff, preparing board and investor presentations, and delivering insightful analyses to guide strategic decisions in a safe, compliant energy company.

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• 6–10 years in forecasting and financial analysis.
• Experience with Hyperion Planning or HSF.
• Strong communication and presentation skills.

Responsibilities

• Coordinate the preparation of company plans and forecasts.
• Supervise employees engaged in those activities.
• Analyze financial data to assess proposals and assumptions.
• Prepare reports and presentations for Board of Directors and investors.
• Develop and maintain complex budgeting and forecasting models.
• Support executives with strategic decision making.
• Communicate financial results to management and auditors.

Skills

Financial planning

Forecasting

Financial analysis

Budgeting

Leadership

Presentation skills

Excel

Hyperion Planning

CPA/CMA knowledge

Education

Bachelor's Degree in finance or accounting

Tools

Hyperion Planning/HSF

Excel

Word

PowerPoint

Access

Job description

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

JOB SUMMARY

Lead corporate planning and financial analysis activities for the Permian region, including development of monthly forecasts, annual plans, long-range (5-year) outlooks, and monthly margin accruals. Provide financial insight through a detailed understanding of producer contract terms, commercial agreements, volume assumptions, and operational drivers to validate planning models, assess business performance, and support commercial and executive leadership in making informed strategic and operational decisions.

Job Profile Summary

Manage corporate planning activities, such as: complex financial planning models, forecasting models, and the annual plan for the various company departments and business segments.

Essential Functions and Responsibilities

• Coordinate the preparation of company plans and forecasts.
• Supervise employees engaged in those activities.
• Analyze statistical and financial data to determine probable effects of proposals and assumptions.
• Provide information and assistance to management, employees, auditors, and others relative to financial plans and analysis, forecasts, variance explanations, reporting instructions, statistical data, economic studies, policies, and procedures.
• Compile, prepare, verify, and/or approve information and reports including, but not limited to: Financial plans, forecasts, and reports.
• Board of Directors presentations.
• Investor Relation presentations.
• Economic studies.
• Revenue and expense forecast alternatives.
• Financial statements.
• Where applicable responsible for the performance and development of employees in their organization.

Education

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

Work Experience

Work Experience 6 - 10 years related work experience Forecasting and analysis experience 3 - 5 years related work experience direct experience 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: Planning and forecasting calculations Economic forecasting/modeling Energy industry economics and financial analysis functions Financial analysis Financial risk management Company organizational structure and departmental functions Company operations, business drivers and markets Communication skills Report writing Experience analyzing and evaluating budgets and forecasts and defining short and long range financial effects on company programs and policies Experience researching and preparing financial plans, forecasts, economic studies, financial data, and correspondence Experience prioritizing work to meet deadlines Experience reviewing and interpreting financial plans and forecasts, lease agreements, regulations, legal opinions, contracts, company policies and procedures, manuals, reports, and correspondence Experience interacting, advising, and communicating effectively Experience developing information and conducting group and individual presentations Knowledge, Skills and Abilities Ability to: apply math, advanced algebra, and statistics Ability to: lead, direct, and/or supervise; knowledge of personnel policies and procedures Ability to: communicate and/or exchange written and verbal information and instructions; conduct oral presentations and/or meetings Licenses and Certifications Certified Management Accountant (CMA) preferred or Certified Public Accountant (CPA) preferred or 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 at 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 Travel in and around office facilities system wide. Driving 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 [e-mail] or call 1-855-663-6547.

Expected Salary Range $127,000.00 - $191,000.00

At ONEOK (NYSE: OKE), we deliver energy products and services vital to an advancing world. We are a leading midstream operator that provides gathering, processing, fractionation, transportation, storage and marine export services. Through our approximately 60,000-mile pipeline network, we transport the natural gas, natural gas liquids (NGLs), refined products and crude oil that help meet domestic and international energy demand, contribute to energy security and provide safe, reliable and responsible energy solutions needed today and into the future. As one of the largest integrated energy infrastructure companies in North America, ONEOK is delivering energy that makes a difference in the lives of people in the U.S. and around the world.