Operational Budget and Forecast Analyst I, II, or III

Job description

**Job Description:**
Responsible for supporting the preparation, review, and analysis of operating and capital budgets, financial forecasts, and variance reports.

This role provides analytical support to departments across the organization, ensures data accuracy in budgeting systems, and contributes to the development of financial reports and presentations.

Works under general supervision and collaborates closely with the Forecast and Budget team
**Note:**
There is one position available and the position will be filled at one of three job grade levels: Operational Budget and Forecast Analyst I, job grade 7 Operational Budget and Forecast Analyst II, job grade 8; or Operational Budget and Forecast Analyst III, job grade 9.

This decision will be based on the qualifications and experience of the candidate selected, 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, Health Savings Account (HSA), Flexible Spending Accounts (FSA), Tuition Reimbursement, Flexible Work Schedules including compressed work week and telecommuting opportunities to work remotely up to 40%, Life Insurance, 401K, Long Term Disability (LTD), Short Term Disability (STD), Employee Assistant Program (EAP) and Paid Leave Benefits.
**Operational Budget and Forecasting Analyst III**
Hiring Salary Range: $96,000-$121,000
**Operational Budget and Forecasting Analyst II**
Hiring Salary Range: $86,000-$108,000
**Operational Budget and Forecasting Analyst I**
Hiring Salary Range: $77,000-$96,000
Actual compensation offer to candidate may vary outside of the posted hiring salary range based upon work experience, education, and/or skill level.
**Responsibilities:**
**Budgeting & Forecasting Support**
+ Assist departments in entering and reviewing operating and capital budget data.
+ Provide basic support to users of budgeting and forecasting applications.
+ Help compile and organize financial data for monthly forecasts.
+ Validate data accuracy in budgeting systems prior to forecast preparation.
+ Assist in preparing summary reports and presentation materials.
**Variance Analysis & Reporting**
+ Review monthly variance reports for capital and operating budgets.
+ Update variance explanations and follow up with departments to clarify discrepancies.
+ Monitor data entry for accuracy and completeness across budgeting systems.
**Documentation & Process Support**
+ Maintain documentation of budgeting procedures and updates.
+ Support process improvements and ensure consistency in data handling and reporting.
+ Provide backup support to the budget and forecast team as needed.
**Compliance & Ethics**
+ Demonstrate awareness of and adherence to applicable utility regulations and company policies.
+ Exhibit professional behavior aligned with Tri-State’s values and cooperative principles.
**Operational Reliability**
+ Ensure consistent and reliable performance of essential duties.
+ Be available for overtime as needed to support Tri-State’s continuous service obligations.
**NONESSENTIAL FUNCTIONS**
+ Perform other related duties as assigned
**SUCCESS FACTORS/JOB COMPETENCIES:**
+ Strong organizational and time management skills.
+ Ability to work independently and collaboratively within a team.
+ Effective verbal and written communication skills.
+ Attention to detail and accuracy in financial data.
+ Proficiency in Microsoft Office applications, especially Excel.
+ Ability to learn and adapt to new systems and processes.
**Qualifications:**
Education and Training:
+ Bachelor’s degree in accounting, finance, or a related field, or equivalent combination of education and experience.
Knowledge, Skills, and Ability:
+ Working knowledge of accounting principles and financial reporting.
+ Familiarity with budgeting software and Microsoft Office Suite.
+ Ability to manage multiple tasks and meet deadlines.
+ Strong analytical and problem-solving skills.
+ Ability to maintain confidentiality and work in a deadline-driven environment.
Other:
+ Must be able to demonstrate that he/she can perform all the essential functions of the position.
+ Willingness to work overtime as required.
+ Willingness to travel as required.
**DESIRED JOB QUALIFICATIONS**
+ Knowledge of Oracle EPM, Oracle Fusion products are desirable.
+ General knowledge of electric and cooperative utilities operations.
+ Knowledge of electric utility accounting.
**About Us:**
Tri-State is a wholesale power supply cooperative, operating on a not-for-profit basis, with 43 members, including 40 utility electric distribution cooperative 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 more than a million electricity consumers across nearly 200,000 square miles of the West.
Tri-State was founded in 1952 by its member systems to provide a reliable, cost-based supply of electricity.

Headquartered in Westminster, Colo., approximately 1,200 people are employed by Tri-State across five states.
Tri-State's electricity is generated from coal, natural gas and hydropower, with a rapidly increasing supply generated from wind and solar.

Tri-State delivers power to its members through a transmission system that includes substation facilities, telecommunications sites and over 5,700 miles of high voltage transmission lines.

Tri-State's transformative Responsible Energy Plan is reducing emissions, increasing renewable resources, developing new energy services and delivering more flexibility for its members.
**Job Identification:** 481
**Job Category:** Budget and Forecast
**Posting Date:** 2025-09-22T14:30:46+00:00
**Job Schedule:** Full time
**Hiring Salary Range:** $77,000-121,000
**Locations:** 1100 W 116th Ave, Westminster, CO, 80234, US
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status.

Required Skill Profession

Other General