Job Description

Team player wanted! As a member of the Long Term Financial Forecast team, you will be responsible for full financial modeling of Income Statement, Balance Sheet, and Cash Flow to support strategic planning and regulatory needs. This involves the preparation, maintenance, and analysis of the long-term financial model and forecasts, translating complex results into clear insights for senior leaders and the Board of Directors. This position works closely with Tri-State’s Resource Planning, Accounting, Corporate Finance, and Senior Management leaders to update assumptions and perform scenario analysis that informs decision making.

Note There is one position available, and this position will be filled at one of four job grade levels: Financial Analyst I; job grade 7; Financial Analyst II, job grade 8; Financial Analyst III; job grade 9 or Senior Financial 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 Analyst

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

Financial Analyst III

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

Financial Analyst II

Hiring Salary Range: $88,000-$111,000

Financial 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.

• Foster teamwork and create a transparent and communicative environment.
• Maintain, support, and continuously improve the software model using complex logic and formulas to provide accurate, timely, and dependable results/deliverables.
• Build relationships and partner with other departments to ensure accurate and up-to-date assumptions, inputs, and modeling methodologies.
• Document processes and assumptions clearly for both modeling procedures and scenario creation.
• The ability to troubleshoot and solve problems.
• Prepare presentations and reports for staff, management, senior management, and members of the Board of Directors.
• Act as a trusted financial partner for the business providing dependable information to enable informed decision making.
• Prepare and analyze long-term financial forecast scenarios and provide data, in support of our Electric Resource Plan, regulatory filings, lender and rating agency requests, management and senior management strategic initiatives, Board requests and other areas as required.
• Enhance the model, analysis, reporting, and presentations to meet the dynamic needs of the business.
• Assist in the review of the annual Operations and Maintenance and Capital budgets.
• Assist with representing Tri-State, as requested, on various committees regarding financial forecasting and other areas.
• Prepare reports and complete special projects as assigned.
• Adhere to company policies, programs and procedures as well as Critical Infrastructure Protection (CIP), Western Electricity Coordinating Council (WECC), Federal Energy Regulatory Commission (FERC), Southwest Power Pool (SPP), North American Electric Reliability Corporation (NERC), and Midwest Reliability Organization (MRO) standards and Equal Employment Opportunity (EEO) laws and regulations.

Education and Training

• Bachelor’s degree in finance, accounting, economics, engineering or related discipline; or equivalent relevant experience.

• Preferred Master’s degree in related field, CPA, or CFA

Knowledge, Skills, and Ability:

• Thorough understanding of financial statements and their interrelated nature.

• Experience with both operations and capital forecasting.

• Ability to analyze complex, technical data and prepare concise, accurate reports and presentations.

• Must be organized and possess exceptional attention to detail and analysis skills yet understand and articulate the big picture.
• Advanced proficiency in Microsoft Office suite.
• Strong Microsoft Excel or modeling skills, including the ability to use embedded “IF” formulas, complex lookups, pivot tables, and data visualization.
• Ability to plan and carry out work independently and as a team, setting priorities and meeting deadlines. Need a highly motivated self-starter.

• Excellent oral and written communications skills.

Experience:

• Eight plus (8+) years of progressive related experience including financial forecasting, accounting, finance, economics, or power utility resource planning. Note The above requirements describe the experience and education qualifications for the Senior Financial Analyst. Those with less experience will be hired at the I, II or III job grade level.

Other:

• Willingness to travel as needed. Estimated travel is less than 5% annually.

• Flexibility to work overtime if and as required.

• Must be able to demonstrate that they can perform all the essential functions of the position.

DESIRED JOB QUALIFICATIONS

• Utilities industry knowledge highly desired.
• Knowledge generation and transmission systems desired.
• Knowledge of Utilities International UIPlanner financial planning model desired.
• Understanding of FERC accounting standards and reporting.
• Understanding of FERC rate setting and formulary rate calculations preferred.

Tri-State is a wholesale power supply cooperative, operating on a not-for-profit basis, with electric distribution cooperatives and public power district members in four states: Colorado, Nebraska, New Mexico and Wyoming. Together with its members, Tri-State delivers reliable, affordable and responsible power and energy services to nearly a million electricity consumers across roughly 200,000 square miles of the West.

Founded in 1952 by its member systems to provide a reliable, cost-based supply of electricity, Tri-State is now headquartered in Westminster, Colo., employing approximately 1,000 people across five states.

Tri-State's electricity is generated from coal, natural gas, hydropower, wind, and solar. This power reaches members via a transmission system that includes substation facilities, telecommunications sites and almost 6,000 miles of high voltage transmission lines.

As a member-owned and -governed cooperative, every member has a voice and an equal vote in the future of Tri-State.