WHAT WE NEED YOU TO HAVE (MINIMUM QUALIFICATIONS):

• Bachelor’s Degree; preferably in Finance, Accounting, Economics or related field
• 3+ years of experience developing, designing, or administering successful financial processes, reports, and/or tools; or experience managing financials for consulting projects for utilities, state energy offices, state/local governments, and/or regional non-profits
• Experience with business intelligence software such as Costpoint, Hyperion, Cognos, PowerBI, Alteryx, or similar

WHAT WOULD BE USEFUL (PREFERRED QUALIFICATIONS):

• Experience working on investor-owned utility or Regional Energy Network programs in California that provide energy efficiency and demand response services
• Knowledge of the utility and energy efficiency, demand response, and distributed energy resource programs and markets in California

PROFESSIONAL SKILLS YOU WILL USE:

• Advanced knowledge and experience working with Microsoft Excel (or similar spreadsheet software) including proficiency in formulas, equations, functions, pivot tables, VBA, macros and other automation
• Proficiency in other Office applications (such as Word, PowerPoint, Outlook, etc.)
• Advanced analytical skills and experience with Power BI (or similar data visualization tool)
• Sound business ethics, including the protection of proprietary and confidential information

• Manage budgets across multiple programs, analyze forecasted budget spend rates, develop and implement reports that provide critical budget details to program management teams.
• Monitor the financial performance of programs and contracts: run rates, profitability analysis, budget variance; prepare monthly forecasts for large energy efficiency/DSM projects
• Prepare and update client-facing forecasts, unbilled analysis, and variance reports on a regular basis
• Meet with internal and external clients on a monthly and ad-hoc basis to review budgets, spending, forecasts, and variances
• Coordination with program managers to develop and maintain portfolio-level performance forecasts and trend analysis
• Tracking of contractual Key Performance Indicators (KPIs) and coordinating with program and portfolio managers on any necessary corrective action plans