Senior Financial Analyst

** only for candidates local to bay area, ca**

details

requisition

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…