Job Title: 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 aProductst 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
Additional Details:
- 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