Financial Analyst II

Financial Analyst II

Location: Tulsa, OK 74136

Duration: Full time - Permanent

Shift/Schedule: 8:00 AM – 5:00 PM, Monday – Friday (flexibility required)

Local candidates preferred

Job Responsibilities

• Perform a broad range of financial planning and analysis for assigned entities
• Monitor financial data, plans, forecasts, and budgets to determine trends
• Perform grant-related pre- and post-award functions including revenue/expense analysis, reporting, and reconciliations
• Assist departmental leaders with preparation and review of annual operating budget
• Review budget submissions for accuracy and reasonableness
• Participate in budget planning meetings
• Conduct monthly actual-to-budget comparisons to identify concerns and improvement opportunities
• Prepare and interpret complex financial analyses and reports
• Compile and synthesize financial information for financial statement review
• Maintain accurate financial reports and deliverables
• Prepare monthly reconciliations for general ledger accounts
• Resolve discrepancies with appropriate personnel
• Prepare and post journal entries
• Perform financial analysis during month-end and close processes
• Present financial statements, budgets, and analyses to service line leaders
• Serve as the go-to person for finance-related questions
• Participate in special projects as assigned
• Use independent judgment in planning operations and making decisions

Requirements

• Bachelor's Degree in Accounting (minimum)
• 5–7 years of related experience in financial systems
• Strong Excel skills (advanced level required)
• Ability to develop and utilize PC-based spreadsheets
• Ability to communicate effectively within a team
• Ability to review financial information including variance and budget analyses
• Ability to make recommendations to leadership
• Experience preparing, analyzing, and presenting financial data
• Detail-oriented with strong understanding of finance processes

Preferences

• CPA certification
• Experience with budget preparation and analysis
• Familiarity with Epic or Workday
• PowerPoint skills for reporting and presentations
• Degree in Accounting, Finance, or related field

Prepare, analyze, and present financial statements, budgets, and analyses to service line leaders. Serve as the go-to person for finance-related questions. Must have advanced Excel skills; familiarity with Epic or Workday preferred. PowerPoint skills are a plus for reporting/presentations. Perform financial analysis during month-end and close processes. Expected to be highly detail-oriented and understand the ins and outs of finance.