Program Financial Analyst

Join a leading global provider of independent expert services in energy efficiency. As a Business/Program Analyst, you will provide analytical support for utility‑led energy efficiency incentive programs, collect and interpret program data, and contribute to strategic decisions. You will collaborate with cross‑functional teams, manage program databases, and drive continuous improvement in program processes and deliverables.

• Collect, compile, analyze, and interpret program and project‑level data, including energy savings, incentives, and application status.
• Develop, run, and maintain reports, processes, graphs, and dashboards to track key performance metrics, forecast energy savings, and manage budgets and client invoices.
• Prepare and present insights and recommendations to stakeholders, clients, and management.
• Streamline, document, and automate program processes for increased efficiency.
• Perform analyses to identify operational insights and causes.
• Manage and perform quality control on reports and analyses, enforcing QAQC processes to maintain data accuracy.
• Support backend processes for cadence reporting to clients and finance/accounting teams.
• Collaborate with program managers, clients, and stakeholders to gather requirements and provide analytical support.
• Assist with trade ally management and document role to ensure continuity of work.
• Manage small initiatives to completion and continuously improve backend tools and client deliverables.
• Support the creation of program documentation, including guidelines and manuals.
• Contribute to developing best practices and visual management tools for program analysis.
• Support forecasting and financial planning with program data insights.
• Collaborate with stakeholders to define analytical goals and metrics for success.
• Perform other tasks as needed.

• Bachelor’s degree in Engineering, Business, Analytics, or an analytical discipline.
• Minimum five years of experience compiling and analyzing data, producing data‑intensive reports, and supporting energy efficiency programs.
• High attention to detail and reporting precision.
• Proven experience with data analysis tools:
  Power BI (including programming), Oracle, SQL, Excel (advanced formulas, Pivot Tables, Data Management Tools), and MS Dynamics CRM.
• Advanced skills in MS Word, Excel, PowerPoint, Teams; experience with MS Power Automate is a plus.
• Familiarity with accounts payable and accounting concepts (invoicing, accruals, forecasting, etc.).
• Experience in large utility‑client bureaucracies.
• Demonstrated analytical abilities to develop and implement resolutions for business challenges.
• Ability to work well under pressure in time‑critical situations and be productive and self‑motivated during slow periods.
• Excellent oral and written communication skills, including customer service, phone, organizational, grammar, and spelling skills (occasional client‑facing engagement).
• Must be flexible, able to prioritize work assignments, and work both independently and as part of a team.

• 3-5 years of energy efficiency experience.
• Familiarity with energy savings analysis and modeling tools.
• Experience with data reconciliation applications (e.g., month‑end accounting reconciliations, accruals, inventory reconciliations).
• Prior participation in complex database management system projects.
• Experience with JIRA or similar IT project tracking programs.
• Prior project experience in data mining and/or analytics initiatives.
• Proactive approach to analytical tool and model development.
• Knowledge of utility and/or energy efficiency programs.
• Experience working with energy efficient products with a utility, government, non‑profit, or public agency.
• Positive, collaborative, and team‑oriented attitude.
• Passion for energy and sustainability.

Mid‑Senior level

Contract

Accounting/Auditing, General Business, and Finance

Business Consulting and Services, Utilities, and Utilities Administration