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Job Description:

Responsible for internal and external financial statements to Board of Directors, enterprise management, enterprise staff, and external third parties. Responsible for reporting financial information in conformity with United States (US) Generally Accepted Accounting Principles (GAAP), the Securities and Exchange Commission (SEC), and the Federal Electric Regulatory Commission (FERC). Prepares and files reports in accordance with the SEC, research and tracks GAAP to FERC differences for reporting purposes, researches the potential impact on financial statements and disclosures of new GAAP accounting, SEC, and FERC standards/regulations, ensuring the main general ledger is GAAP compliant. Provides technical and oversight direction to the corporate accounting team as needed. Prepares written analyses and conclusions of monthly, quarterly, and annual financial reports for audit purposes.

**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.

SEC Financial Research and Reporting Specialist

Hiring Salary Range: $106,000-$135,000

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

Responsibilities:

+ Research, prepare, and perform multi-level consolidating financial statements (income statement, indirect cash flow statement, and balance sheet), ensure compliance with generally accepted accounting principles (GAAP), Federal Energy Regulatory Commission (FERC) guidelines (FERC Form 1), and Securities and Exchange Commission (SEC) requirements (10K, 10Q, 8K, proxy statements) for reporting to the Board, management, staff, and external reporting agencies.

+ Prepare required financial statements both for internal and external distribution, including footnotes and Management Discussion and Analysis (MD&A) for the periodic filings.

+ Research potential impact of new GAAP accounting, FERC accounting and SEC standards on financial statements and disclosures to assure that Tri-State is in compliance with GAAP, SEC, and FERC reporting requirements.

+ Research technical accounting issues and treatment to assure that Tri-State is in compliance with GAAP, providing technical assistance to team members and acting as liaison to other departments in order to facilitate the proper flow of information.

+ Research and assist in tracking GAAP to FERC differences, assuring all differences are appropriately captured and reconciled for FERC reporting requirements.

+ Collaborate with other functional groups and key contributors to the SEC reports to obtain the necessary information to draft the appropriate descriptions and wording for footnotes and other disclosures in the 10-K and 10-Qs including Legal, Finance, Tax, Financial Planning and Analysis (FP&A), Supply Chain, Operations, Information Technology (IT), Environmental, People Resources and Marketing.

+ Collaborate with Transmission Contracts, Rates & Policy group to provide appropriate information for FERC-filed OATT rates.

+ Coordinate information requests and prepare supporting documentation and analyses to support the financial statements, footnotes and MD&A disclosures, including disclosure checklists and tie-out binders.

+ Assist with detailed Xtensible Business Reporting Language (XBRL) and Inline (iXBRL) tagging of financial statements and footnotes.

+ Work with external auditors in conjunction with the annual year-end audit and interim reviews, providing flux analysis explanations to explain variances, preparing audit schedules and reports as required; collaborate with auditors to resolve accounting matters in a timely manner.

+ Resolve management and auditor review comments.

+ Determine impact of new accounting standards and regulations from the Emerging Issues Task Force (EITF), the Financial Accounting Standards Board (FASB), and internal controls implications related to the Sarbanes-Oxley Act (SOX).

+ Review contracts for proper revenue recognition and lease accounting treatment.

+ Continuously assess financial reporting and equity processes for improvements.

+ Prepare reports/analyses and participate in other projects as needed.

+ Ensure compliance with Sarbanes-Oxley Act (SOX) requirements.

+ Coordinate activities within the corporate accounting group with regards to the general ledger close process to facilitate a timely and efficient monthly close process.

+ Prepare written analyses and conclusions of monthly, quarterly and annual financial reports.

+ Plan, implement and assure compliance with procedures for all general ledger functions.

+ Advise employees and management of policies and procedures, FASB decisions and changing interpretations of generally accepted accounting principles and practices.

+ Prepare special reports, financial analysis, calculations, and allocations as required and make recommendations as appropriate.

+ Work to cross-train colleagues on tasks in order to maintain workload completion during absences.

+ Ensure adherence to contractual commitments and ensure transactions are recorded and are appropriate.

+ Adhere to and demonstrate compliance with appropriate electric utility industry regulatory requirements. Attain knowledge and remain knowledgeable of development in regulations, laws, standards and best practices applicable to the functional area including, but not limited to, Standards of Conduct, Environmental, Employment Law, NERC Reliability Standards and Safety. Must be familiar with, and comply with, all aspects of Corporate Policy C-54, Compliance.

+ Demonstrate behavior consistent with Tri-State’s culture embodied in the Cooperative principles and spirit and core values of technical competency, respect and dignity, accountability, integrity, trustworthiness, and servant leadership to empower or otherwise enable others to optimally perform their job responsibilities. Demonstrate and promote ethics and behaviors consistent with Tri-State’s culture, Board policies, and business practices. Understand and fulfill the role and responsibility for all compliance programs within the company.

+ 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.

Qualifications:

Education and Training

+ Bachelor's Degree in Accounting or related area.

Knowledge, Skills, and Ability:

+ Extensive working knowledge of accounting principles and practices, US GAAP.

+ Extensive knowledge of accounting allocation procedures, account validation rules and system interrelationships with general ledger.

+ Extensive knowledge of local, state, and federal regulations, as applicable to accounting, and tax and current accounting issues; knowledge of SEC reporting; knowledge of FERC accounting and reporting; Electric Utility accounting desired.

+ Ability to plan and organize workload, provided assistance, review and direct the work of others.

+ Ability to communicate effectively, both in writing and verbally with other employees at all levels of the company.

+ Extensive working knowledge of computers and software for accounting systems (Oracle EBS), and report writer applications (SAS, SAS FM).

+ Ability to perform detail work with a high degree of accuracy.

+ Strong teamwork and collaboration skills.

Experience:

+ Eight (8) years of related professional level accounting experience in general ledger.

+ Including two (2) years of senior or lead accountant experience.

Other:

+ Must be able to demonstrate that he/she can perform all of the essential functions of the position.

DESIRED JOB QUALIFICATIONS:

+ Experience with Oracle accounting software (Oracle Cloud Suite, Workiva Wdesk, BI Publisher, Oracle FCCS and EDM.)

+ Experience in utility accounting.

+ CPA or progress towards CPA preferred.

+ Advanced knowledge of Microsoft Excel, Word and PowerPoint.

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:** 533

**Job Category:** Finance and Accounting

**Posting Date:** 2025-12-12T22:25:19+00:00

**Job Schedule:** Full time

**Hiring Salary Range:** $106,000-$135,000

**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.