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Financial Business Analyst

The JPI Group

Business Analyst – Des Moines, IA Office

We are seeking a Business Analyst (BA) to join our team. The successful candidate will provide analytical support to our utility-led energy efficiency incentive programs by collecting, analyzing, and reporting program data. This role will also serve as the program’s point of contact with IT Teams to manage, improve, and test program databases. This position is based in our Des Moines, Iowa office.

Tasks May Include

Data Management & Reporting

  • Perform a variety of quality control checks to maintain and assure the accuracy and consistency of data in tracking systems.
  • Implement corrective actions as needed.
  • Maintain existing reporting tools, identify enhancements, and track changes.
  • Deliver weekly and monthly status reports.
  • Submit regulatory transaction report(s) within agreed-upon delivery schedule and ensure they meet submission specifications.
  • Compile and deliver ad hoc reports as needed.
  • Compile reports on energy efficiency program, including energy savings, incentive calculations, technology cost impacts, and application processes/statuses.

Project Management / Financial

  • Assist with financial objectives by forecasting requirements; overseeing budgets; scheduling expenditures; analyzing variances; initiating corrective actions.
  • Invoicing (deliver invoices for time & materials and variable compensation engagements; fixed contracts should be handled by an administrator and supervised by the analyst and manager).
  • Deliver financial risk reports and support team in revenue recognition.

Database Monitor

  • Work with IT to ensure database configuration meets the needs of the program (population of database lookup tables, identification of business requirements, and ensuring proper database configuration).
  • Ensure administrators are trained on procedures for using tracking systems, operational reports, and batch tools.
  • Identify gaps in systems/processes relative to business requirements and work to support team in delivering optimal solutions.
  • Represent project needs by engaging and supporting in product development processes.
  • Serve as stakeholder and communicate project business requirements.
  • Perform and/or manage user acceptance and regression testing and populate test case documents to support product development process.

What We’re Asking

  • Bachelor’s degree in analytic discipline, such as engineering, mathematics, statistics, or finance is strongly preferred.
  • Three to five years of experience compiling and analyzing data and producing data-intensive reports.
  • A proven and demonstrable grasp of data analysis tools such as Power BI, Oracle, or commonly used data visualization tools.
  • High degree of proficiency with Excel inclusive of pivot tables, data management tools, and advanced formulas and functions.
  • Ability to work in a fast-paced environment, managing multiple deliverables, and remaining flexible.
  • Demonstrated analytical abilities to develop and implement resolutions for business challenges and issues.
  • Excellent oral and written communications skills.
  • Willingness and ability to travel, as required, up to approximately 10% of the year.

Preferred Skills

  • 1–3 years energy efficiency experience.
  • Prior experience in market research inclusive of market analysis, market assessment, and market segmentation.
  • Familiar with various ETL tools – for transforming different sources of data into analytics data stores (R, Python, JavaScript).
  • Familiarity with energy savings analysis and modeling tools.
  • Proficiency and understanding of financial evaluation models including NPV, ROI, IRR, and net payback.
  • Familiarity and experience with data reconciliation applications (e.g., month-end accounting reconciliations, accruals, inventory reconciliations, etc.).
  • Prior project experience on developing IT business requirements and/or participating in complex database management system projects.
  • Positive, collaborative, and team-oriented attitude.
Vacancy posted 4 days ago
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