Budget and Forecasting Analyst , II, III, or Senior

Overview

The Senior Budget and Forecasting Analyst is a strategic financial expert responsible for leading enterprise-wide forecasting and budgeting initiatives. This role designs and optimizes forecasting systems, conducts high-level financial analysis, and advises senior leadership. The Senior Analyst mentors junior analysts, leads cross-functional projects, and ensures alignment between financial forecasts and organizational strategy. This position demands exceptional analytical acumen, leadership, and a deep understanding of utility industry dynamics.

There is one position available and the position will be filled at one of four job grade levels:
Budget and Forecasting Analyst I (job grade
7);
Budget and Forecasting Analyst II (job grade
8);
Budget and Forecasting Analyst III (job grade
9); or Senior Budget and Forecasting Analyst (job grade 10). This decision will be based on the qualifications and experience of the candidate selected, and Tri-State business needs at the time of hire. Those with less experience will be hired at the Budget and Forecasting Analyst I, II, or III job grade level, as appropriate.

Senior Budget and Forecasting Analyst Hiring Salary Range: $109,000–$139,000
Budget and Forecasting Analyst III Hiring Salary Range: $98,000–$124,000
Budget and Forecasting Analyst II Hiring Salary Range: $88,000–$111,000
Budget and Forecasting Analyst I Hiring Salary Range: $80,000–$99,000

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

• Lead the development and refinement of financial forecasts, including balance sheet, income statement, and cash flow projections
• Design, enhance, and maintain forecasting models and tools
• Facilitate monthly reporting processes, including variance analysis
• Compile, organize and communicate results for monthly, quarterly, and annual reports and presentations
• Drive quality assurance on data inputs and outputs
• Maintain and enhance documentation and procedures for the forecasting systems
• Drive process improvements
• Lead information gathering sessions with cross-functional teams to ensure forecast data integrity
• Perform trend analysis to inform forecasting assumptions
• Maintain the FERC chart of accounts within the forecasting system
• Process, analyze, and validate forecasting application inputs and outputs
• Facilitate monthly meetings with internal stakeholders to discuss forecast adjustments
• Participate in monthly informational meetings and prepare summaries for management
• Support budget manager with budgeting and forecasting duties, including data compilation, analysis, and presenting findings to senior management
• Lead forecasting application troubleshooting, maintenance, and enhancement projects
• Provide technical guidance and mentorship to junior analysts, fostering a culture of continuous learning and analytical excellence
• Participate in ad hoc analytical requests and special projects as assigned
• 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.

• Perform other related duties as assigned.

• 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.
• Time management: ability to successfully plan and implement objectives within established timelines and work schedules.
• Ability to analyze problems and develop effective solutions at both strategic and functional levels.
• Demonstrate behavior consistent with company values.
• Excellent interpersonal and communication skills.
• Continuously deliver timely and accurate reports…