Senior Financial Analyst

**ONLY FOR CANDIDATES LOCAL TO BAY AREA, CA**

Details Requisition ID: Sedaa4550 Title: Sr. Financial Analyst Rate: 75 to 95k annuall Location: Oakland, CA ONLY CANDIDATES LOCAL AND CURRENTLY RESIDING IN THE BAY AREA/NEAR WORK LOCATION-OAKLAND GO. ASSIGNMENT IS HYBRID AND REQUIRED ON-SITE AT OAKLAND GO 2 DAYS PER WEEK. CLIENT LAPTOP WILL BE ISSUED. ENSURE CANDIDATE HAS A SUPPLIER OR PERSONAL LAPTOP TO START IF CLIENT LAPTOP IS NOT READY. ANY ADDITIONAL EQUIPMENT NEEDED TO BE PROVIDED BY SUPPLIER.

TOP THINGS LOOKING FOR:

Top three qualifications or attribut es:

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

hip Technical Skills Set

• Experience with capital planning and enterprise systems (SAP preferred; exposure to Copperleaf, Foundry, or similar tools a pl
• us)Strong Excel and Power BI skills for modeling, analysis, and portfolio-level report
• ingExperience with multi-year investment planning, scenario analysis, or portfolio optimizat
• ionAbility to work with large, complex datasets and connect outputs to financial and planning decisi

ons Soft Skills

• 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
• Strong cross-functional collaboration (preferably across Finance, Engineering, and Planning teams)Attention to detail + Data QA

/QC Assignment Overview The Integrated Grid Planning (IGP) organization is seekin g a Senior Portfolio Planning & Investment Ana lyst 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 supp ort. Responsibil ities - Perform analysi s on complex data m odels, requiring customized reporting and data interpretation - Develop and apply metrics to gene rate recommendations related to business strategy and investment deci sions; present findings to leadership - Con duct portfolio-level ana lysis of capital investment plans, including evaluatio n of cost, risk, and benefit trad eoffs - Support development and refinemen t of multi-year investment scen arios under varying financial constraints - Translate optimization outputs (e.g., Copperleaf) into clear, actionable ins ights that inform investment decisions - Connect analytical result s to financial envelopes, funding constraints, and executive decision-making needs - Apply knowledg e of capital planning, lifecycle costing, and financial dr ivers 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 main tain portfolio dashboards, reports, and analytical tools (Power BI, Excel)Per form data validation and QA/QC to ensure accuracy, consistency, and auditability of outputs - Sup port executive-level reporting, scenario comparisons, and governance re

• viewsAnalyze 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 repoting

Minimum Qualifications Bachelor’s degree in Business, Finance, Economics, Engineering, or related field (or equivalent exper ience) 4+ years of relevant expe rience in financial analysis, capital planning, portfolio analysis, investment decision support, or related expe rience Desired Qualifications Experience ana lyzing large, complex d atasets and developing insights using tools such as Excel, Power BI, or similar Strong understand ing of:Financial str uctures (cost, risk, be nefits)Portfolio tradeoffs and investment prioritization Capital programs and lifecycle cost a nalysis - Experie nce in utility, energy, or regulated infrastructure envir onments - Familiarit y with portfolio optimization and scenario modelin g tools (e.g., Copperleaf)Experience supp orting investment planning or capital portfolio management pr ocesses - Proficiency in MS Office Suite (Word, Excel, PowerPoin t) and P ower BI - Exposure to enterprise systems s uch as SAP, Foundry, or similar pl atforms - Proven ability to translate complex analytical output s into clear, decision-ready i nsights - Demonstrated proficienc y with financial/metrics reporting Key Skills & Capabilities Ability to think at the portfolio/syst em level (not just project-level reporting ) - Strong financial and analytical skillset focused on investment decision-makingAbility to connect: - Analytical ou tputs → portfolio impacts - Financial constr aints → scenario - outcomesPortfolio re sults → executive d ecisions - Strong communication skills, with experience sup porting leadership-facing deli verables Detail-oriented with f ocus on data quality, consistency, and audi tability - Broad knowl edge of analytical methods, modeling approaches, and problem-solving te chnique s - Strong quantitative and qualitative analysi s skills to support business and investment recommendations - Ef fective presentation and stakeholder comm Success Criteria (what good lo oks like) Delivers clear, defensible portfolio insights that support investment decisions Translates complex analytical outp uts into concise, leadership-ready material s - Ensures accuracy, consistency, and tra ceability across portfolio data and reporting - Proactively id entifies tradeoffs, risks, and optimization oppo rtunities #J-18808-Ljbffr Socket.dev