Financial Analyst

Financial Analyst I – Roles & Responsibilities

The Financial Analyst I supports the Controller and leadership team through accurate financial reporting, insightful analysis, dashboard development, month-end close support, and day-to-day accounting assistance. This role helps ensure timely, reliable, and actionable financial information is available to guide sound business decisions across the organization.

Roles

As a Financial Analyst I at Welty Energy, you are expected to:

• Support the Controller with monthly, quarterly, and annual financial reporting, analysis, and close activities.
• Prepare, maintain, and improve recurring financial reports, dashboards, and management reporting packages.
• Assist with budgeting, forecasting, variance analysis, and financial planning processes.
• Analyze financial results and key performance indicators to identify trends, risks, and opportunities.
• Support daily and monthly accounting activities, including journal entries, accruals, account reconciliations, and general ledger analysis.
• Assist with accounts receivable and accounts payable processes, reporting, and issue resolution as needed.
• Help ensure the accuracy, completeness, and timeliness of financial data across systems and reports.
• Support the preparation of schedules, analyses, and documentation for internal and external audit requests.
• Partner with functional leaders to provide reporting and analysis that supports operational and strategic decision-making.
• Maintain organized financial files, workpapers, and supporting documentation.
• Contribute to the development, standardization, and automation of finance and accounting processes.
• Complete additional duties and special projects assigned by your manager.

Responsibilities

In addition to your role-specific tasks, you are responsible for:

• Delivering accurate, timely, and meaningful financial information to support business decisions.
• Maintaining strong attention to detail and a high degree of accuracy in all reports, analyses, and accounting activities.
• Managing multiple priorities and meeting deadlines in a fast-paced environment.
• Supporting continuous improvement in reporting, dashboards, workflows, and financial processes.
• Building effective working relationships across finance, operations, and leadership teams.
• Upholding internal controls, company policies, and financial compliance requirements.
• Supporting a collaborative, professional, and high-performance work environment.

Expectations

You are expected to:

• Model Welty Core Values and OPTIC behaviors (Openness, Passion, Teamwork, Integrity, Customer Centricity).
• Demonstrate professionalism, accountability, and sound judgment in all work.
• Communicate clearly and effectively with team members and leaders across the organization.
• Take ownership of assignments and follow through with consistency and reliability.
• Maintain confidentiality and integrity when handling financial information.
• Share knowledge, support team learning, and contribute to cross-functional collaboration.
• Continue developing technical skills, including proficiency in Excel, financial systems, and reporting tools.

Qualifications

You should bring:

• A bachelor’s degree in accounting, finance, business, mathematics, or a related field.
• 1–5 years of relevant experience in financial analysis, accounting, FP&A, or related finance roles.
• Proficiency in Excel; experience with ERP or financial systems such as Deltek Vantagepoint is a plus.
• Strong analytical, organizational, and problem-solving skills.
• Strong written and verbal communication skills.
• A solid understanding of financial statements, reporting, budgeting, forecasting, and basic accounting principles.
• The ability to learn new systems, tools, and processes with limited supervision.

Who Will Be Successful in This Role

You will be successful in this role if you:

• Enjoy working in a finance and accounting environment that requires both analytical thinking and attention to detail.
• Are comfortable balancing recurring responsibilities with ad hoc reporting and analysis requests.
• Communicate clearly and professionally with both financial and non-financial stakeholders.
• Take ownership of your work and follow through on deadlines and commitments.
• Are organized, dependable, and committed to producing accurate work.
• Look for opportunities to improve processes, reporting, and efficiency.
• Value teamwork, accountability, and continuous improvement.