Financial Analyst, Senior

Financial Analyst, Senior

Location: Oakland, CA

Onsite Flexibility: Hybrid - 2 days per week on-site

Contract Details

• Position Type: Contract
• Contract Duration: 6 months
• Start: June 22, 2026
• Pay Rate: $55.00-$62.00 / Hour (USD)
• Equipment: Laptop will be issued; candidates should have a supplier or personal laptop available to start if the client laptop is not ready. Any additional equipment needed is to be provided by the supplier. Calls and meetings to be conducted via MS Teams.
• Work Authorization: Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Job Summary

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.

We are looking for Senior to Expert-level analysts who can operate at a portfolio decision-support level , not just reporting or dashboard development. This role supports Integrated Grid Planning (IGP) and requires candidates who understand how capital investment portfolios are structured, evaluated, and optimized under financial constraints.

Top Three Qualifications or Attributes

• 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 leadership

Key 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

Required Skills

• Ability to think at the portfolio/system level (not just project-level reporting)
• Strong financial and analytical skillset focused on investment decision-making
• Ability to connect analytical outputs to portfolio impacts, financial constraints to scenario outcomes, and portfolio results to 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 communication skills
• 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

Technical Skills:

• Experience with capital planning and enterprise systems (SAP preferred; exposure to Copperleaf, Foundry, or similar tools a plus)
• Strong Excel and Power BI skills for modeling, analysis, and portfolio-level reporting
• Experience with multi-year investment planning, scenario analysis, or portfolio optimization
• Ability to work with large, complex datasets and connect outputs to financial and planning decisions

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 and Data QA/QC

Preferred Skills

• Experience analyzing large, complex datasets and developing insights using tools such as Excel, Power BI, or similar
• Strong understanding of financial structures (cost, risk, benefits), portfolio tradeoffs and investment prioritization, and capital programs and lifecycle cost analysis
• Experience in utility, energy, or regulated infrastructure environments
• Familiarity with portfolio optimization and scenario modeling tools (e.g., Copperleaf)
• Experience supporting investment planning or capital portfolio management processes
• Proficiency in MS Office Suite (Word, Excel, PowerPoint) and Power BI
• Exposure to enterprise systems such as SAP, Foundry, or similar platforms
• Proven ability to translate complex analytical outputs into clear, decision-ready insights
• Demonstrated proficiency with financial/metrics reporting

Education Requirements

• 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

Benefits

• Medical, Vision, and Dental Insurance Plans
• 401k Retirement Fund

Important Notes

• Local candidates only - applicants must be currently residing in the Bay Area / near the Oakland work location

About GTT

GTT is a minority-owned staffing firm and a subsidiary of Chenega Corporation, a Native American-owned company in Alaska. We highly value diverse and inclusive workplaces and support Fortune 500 organizations across banking, financial services, technology, life sciences, biotech, utilities, and retail sectors throughout the U.S. and Canada.

Job Number: 26-06930

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