Financial Forecast Analyst I, II, III or Senior

Responsible for financial forecasting and modeling, serving as the owner of the Oracle EPM (Hyperion) forecasting system. Partners cross‑functionally to ensure accurate forecasts, analyze trends and variances, and deliver actionable insights that support strategic decisions. This role drives continuous improvement of forecasting processes, data integrity, and model performance.

Note : There is one position available, and this position will be filled at one of four job grade levels: Financial Forecast Analyst I; job grade 6; Financial Forecast Analyst II, job grade 7; Financial Forecast Analyst III; job grade 9 or Senior Financial Forecast Analyst; job grade 10. This decision will be based on the qualifications and experience of the selected candidate and Tri-State business needs at the time of hire.

Tri-State recognizes the value of a highly engaged and committed workforce and provides an excellent benefits program that includes : Medical Insurance, Dental Insurance, Vision Insurance, Flexible Work Schedules including compressed work week and telecommuting opportunities to work remotely up to 40%, Health Savings Account (HSA), Flexible Spending Accounts (FSA), Tuition Reimbursement, Life Insurance, Retirement Option, Long Term Disability (LTD), Short Term Disability (STD), Employee Assistant Program (EAP) and Paid Leave Benefits.

Senior Financial Forecast Analyst

Hiring Salary Range: $109,000-$139,000

Financial Forecast Analyst III

Hiring Salary Range: $98,000-$124,000

Financial Forecast Analyst II

Hiring Salary Range: $80,000-$99,000

Financial Forecast Analyst I

Hiring Salary Range: $72,000-$88,000

Actual compensation offer to candidate may vary outside of the posted hiring salary range based upon work experience, education and/or skill level.

• Lead financial modeling for the current forecast, long term forecasts, strategic modeling scenarios, Electric Resource Plan scenarios, and tariff-regulated member program evaluations.
• Lead the on-going design, testing and implementation of the Energy Management instance of Oracle Enterprise Performance Management (Hyperion) system, making updates as necessary to continually meet business needs.
• Maintain, update, test and implement middleware software related to forecast processes
• Ensure the Oracle EPM forecasting system is continually updated with current data: proactively manage timeliness and accuracy of forecast inputs.
• Identify trends, develop forecasts and make recommendations for forecast improvements.
• Develop, maintain and monitor forecasting metrics using a continuous improvement mindset.
• Develop and maintain financial forecasting processes, procedures and workflows, implementing improvements as possible.
• Assist with development and maintenance of Energy Management department budgets; work with Energy Management leadership to review variances and adjust forecasts as necessary
• Maintain an in-depth knowledge of Tri-State’s structure and operations including its resources, obligations, rates, and Member programs.
• Initiate, organize and facilitate effective communication and alignment among all functional areas whose information flows to and from the Energy Management forecasts.
• Make recommendations to improve forecast relevancy, accuracy and performance.
• Work with Load Forecasting and Resource Planning to ensure timely and reasonable forecast results; review and analyze forecast outputs for accuracy as compared to inputs; flag changes that may require additional review; research flagged forecast items as necessary.
• Complete ad-hoc data analysis, making recommendations based upon results.
• Fulfill data requests in an accurate and timely manner, providing appropriate level of context and detail.
• Assist with maintenance of Tri-States WREGIS and MRETS systems for accepting, tracking, transferring and retiring Renewable Energy Certificates (RECs) and assist with annual green energy compliance reporting.
• Ensure adherence to critical infrastructure requirements.
• Represent Tri-State on various external committees, as required
• Because Tri-State is an electric utility with continuous service obligations to its customers, regular, reliable, and predictable performance of the essential functions and responsibilities is an essential function of the job.

• Because Tri-State has an obligation to provide continuous, reliable electric service to its customers, the ability to work overtime at any time of the day or week is considered an essential function of the job.
  

OTHER DUTIES AND RESPONSIBILITIES

• Perform other related duties as assigned
  

SUCCESS FACTORS/JOB COMPETENCIES:

• Planning: ability to think ahead and plan within timelines and resources; develop scopes, plan and schedule work; set priorities and goals; anticipate and adjust for problems; evaluate workloads; measure and evaluate performance against established goals.
• Is detail-oriented and provides quality work products within prescribed deadlines.
• Time management: ability to successfully plan and implement objectives within established timelines and work schedules.
• Problem-solving: Ability to analyze problems and develop effective solutions at both strategic and functional levels.
• Critical Thinking and professional curiosity.
• Demonstrate behavior consistent with company values.
• Excellent interpersonal and communication skills.
• Strong team player accomplishes tasks by working with others and being a good team player. Recognizes how his/her decisions may impact others; seeks input from others.
• Computer proficiency in operating a personal computer and standard business office applications including Microsoft Office suite, databases, and other related applications.
• Ability to work independently, with minimal direction as a highly motivated self-starter.

Education and Training

Knowledge, Skills, and Ability:

• Knowledge of finane, accounting or financial forecasting.
• Excellent written and verbal communication skills.
• Highly skilled in the use of personal computers including standard suite of business office applications including database and spreadsheet applications.
• Must have the ability to analyze complex technical data and prepare concise, accurate reports.
• Must have excellent problem-solving skills.
• Must possess the ability to efficiently and effectively organize and delegate work and must also possess the ability and willingness to lead others to accomplish objectives.
• Must work effectively with others within and outside the Energy Management functional area as well as with external vendors, consultants and cooperatives.

• Must be able and willing to take initiative and work independently.
  

Experience:

• Eight (8) years of progressive, relevant experience, with at least two (2) years in the electric power industry. Note : The above requirements describe the experience and education qualifications for the Senior Financial Forecast Analyst. Those with less experience will be hired at the I, II or III job grade level.
  

Other:

• Willingness to travel, as required. Estimated travel is less than 5% annually.
Must be able to demonstrate that he/she can perform all of the essential functions of the position.

DESIRED JOB QULAIFICATIONS:

• Proficiency with Oracle EPM.
• Advanced Microsoft Excel skills, including the ability to do pivot tables, graph, perform vlookups and other complex formulas.
• Knowledge of the electric utility industry.