Financial Analyst

*************BAY AREA CALIFORNIA BASED CANDIDATES ONLY* NO C2C***********

Details

Requisition ID: Sedaa4550

Title: Sr. Financial Analyst

Rate: 75 to 95k annually

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 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

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 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 + Data QA/QC

Assignment 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.

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 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 experience)

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

Desired Qualifications

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 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

Key Skills & Capabilities

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

• Strong financial and analytical skillset focused on investment decision-makingAbility to connect:
• Analytical outputs → portfolio impacts
• Financial constraints → scenario
• outcomesPortfolio 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

______________________________________________

Job Title: Financial Analyst
Work location: San Jose, CA (Hybrid)

Job id - 3442

Pay - 30k- 60k/Annum 

Description:

LOOKING FOR LOCAL CANDIDATES CURRENTLY RESIDING LOCAL TO BAY AREA/WORK LOCATION-SAN JOSE. ASSIGNMENT IS HYBRID AND MOSTLY REMOTE BUT REQUIRED ON-SITE AS NEEDED IN SAN JOSE. PG&E LAPTOP TO BE ISSUED OR CAN USE PERSONAL LAPTOP. PERSONAL PHONE REQUIRED AND WITH MANAGER PRIOR APPROVAL A PRE-DETERMINED AMOUNT FOR CELL AND INTERNET CAN BE EXPENSED MONTHLY.

TOP THINGS LOOKING FOR:

1. Power BI
2. Excel
3. AO

TOP SKILL SET LOOKING FOR IN A CANDIDATE:

1. Excel

• Perform credit risk evaluation of commercial customer accounts to assess credit worthiness, assure sufficient securitization and mitigate bad debt exposure.
• Assess existing financial and utility specific data sources to develop risk profiles, predictive behavior models, and screening schemes (i.e. External reports: Credit Risk Monitoring, Dunn & Bradstreet Business Information Reports & Benchmarking/Best Practices of other Utilities. Internal Reports: Accounts Receivables CC-0044, Billing Risk and Deposits Report CC-5744.
• Analyze portfolio and vintage performance of existing commercial customers.
• Work to Streamline Credit policies/procedures via automated solutions, process improvements and outreach efforts with partners throughout the Company.
• Support Accounts Receivables Unit, Commercial Deposit & Fraud Unit, Bankruptcy Supervisors to ensure Credit Operations & Credit Policy goals and metrics are met.
• Identify, evaluate, and segment risk (Identify specific payment behaviors of commercial customers. Evaluate and analyze payment behaviors of current commercial customer base and develop customer segmentation of credit treatment based on customer's risk).

Minimum Qualifications:

• Bachelors Degree in Finance or Business Administration or an equivalent
• Combination of education and experience (one year of relevant work experience may be substituted for one year of college education)
• At least one year of education/training or experience in Corporate Credit Risk
• Analysis, Root Cause Analysis and Understanding Financial Statements
• A minimum of 2 years of finance related job experience such as Loan Officer,
• Risk Management, Financial Management, or Credit Risk Management
• Pacific Gas and Electric Company is an AA/EEO employer that actively pursues and hires a diverse workforce.

Keywords:

• Public Utility, Green Energy, Green Job, Green Jobs, Renewable Energy
• Corporate Credit Risk Analysis Course, Root Cause Analysis & Understanding
• Financial Statements Course