NEW JOB OPENING
SENIOR FINANCIAL ANALYST
IN Oakland, CA, USA!

Required Education

• Bachelor’s degree in Business, Finance, Economics, Engineering, or related field (or equivalent experience)



Required Experience:

• 4+ years of relevant experience in financial analysis, capital planning, portfolio analysis, investment decision support, or related experience

• Experience with capital planning, investment analysis, or portfolio-level decision support (not just reporting)

• Experience with multi-year investment planning, scenario analysis, or portfolio optimization

• Experience in utility, energy, or regulated infrastructure environments



Preferred Experience:

• Experience analyzing large, complex datasets and developing insights using tools such as Excel, Power BI, or similar

• Experience with capital planning and enterprise systems (SAP preferred; exposure to Copperleaf, Foundry, or similar tools a plus)



Required Knowledge & Skills

• Strong understanding of financial structures (cost, risk, benefits) and investment tradeoffs under constraints

• Ability to translate complex analytical outputs into clear, decision-ready insights for leadership

• Ability to work with large, complex datasets and connect outputs to financial and planning decisions

• Strong structured problem-solving, with ability to evaluate tradeoffs and develop decision options

• Ability to connect data financial constraints portfolio decisions executive outcomes

• Effective communication and storytelling skills for leadership-facing deliverables

• Attention to detail + Data QA/QC

• Capital programs and lifecycle cost analysis

• Familiarity with portfolio optimization and scenario modeling tools (e.g., Copperleaf)

• Proven ability to translate complex analytical outputs into clear, decision-ready insights

• Demonstrated proficiency with financial/metrics reporting

• Ability to think at the portfolio/system level (not just project-level reporting)

• Strong financial and analytical skillset focused on investment decision-making



Preferred Knowledge & Skills

• Strong cross-functional collaboration (preferably across Finance, Engineering, and Planning teams)



Senior Financial Analyst Overview

The Integrated Grid Planning (IGP) organization is seeking a Senior Portfolio Planning & Investment Analyst to support the development of optimized, multi-year electric investment plans. This role focuses on portfolio-level analysis, evaluating financial tradeoffs, and translating analytical outputs into clear, decision-ready insights for leadership. Ideal candidates bring experience in capital planning, financial analysis, and investment decision support.



Job Responsibilities

• Perform analysis on complex data models, requiring customized reporting and data interpretation

• Develop and apply metrics to generate recommendations related to business strategy and investment decisions; present findings to leadership

• Conduct portfolio-level analysis of capital investment plans, including evaluation of cost, risk, and benefit tradeoffs

• Support development and refinement of multi-year investment scenarios under varying financial constraints

• Translate optimization outputs (e.g., Copperleaf) into clear, actionable insights that inform investment decisions

• Connect analytical results to financial envelopes, funding constraints, and executive decision-making needs

• Apply knowledge of capital planning, lifecycle costing, and financial drivers to support portfolio evaluations

• Partner with cross-functional teams (Finance, Asset Management, Engineering, Planning) to align inputs and assumptions, and assist in the reporting of financial and operational metrics

• Develop and maintain portfolio dashboards, reports, and analytical tools (Power BI, Excel)

• Perform data validation and QA/QC to ensure accuracy, consistency, and auditability of outputs

• Support executive-level reporting, scenario comparisons, and governance reviews

• Analyze current processes to identify and implement automation and efficiency opportunities.

• Provide decision support to senior management in the creation of financial and operational metrics and reports

• Other ad hoc analyses and reporting



Ability to connect:

• Analytical outputs portfolio impacts

• Financial constraints scenario outcomes

• Portfolio results executive decisions

• Strong communication skills, with experience supporting leadership-facing deliverables

• Detail-oriented with focus on data quality, consistency, and auditability

• Broad knowledge of analytical methods, modeling approaches, and problem-solving techniques

• Strong quantitative and qualitative analysis skills to support business and investment recommendations

• Effective presentation and stakeholder comm

• Success Criteria (what good looks like)

• Delivers clear, defensible portfolio insights that support investment decisions

• Translates complex analytical outputs into concise, leadership-ready materials

• Ensures accuracy, consistency, and traceability across portfolio data and reporting

• Proactively identifies tradeoffs, risks, and optimization opportunities

• **Only those lawfully authorized to work in the designated country associated with the position will be considered.**

• **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**