Advisor, Strategy & Planning

Jobtailor; Washington (District of Columbia); On-site; USD 97,000 - 155,000; Full time

Job summary

Jobtailor is seeking a strategic analytics professional to lead and translate Utilities-focused objectives into measurable initiatives and dashboards. You will drive cross-functional alignment, analyze performance trends, and support budgeting, forecasting, and business case development in a fast-paced environment.

The role requires strong Excel/PowerPoint skills, excellent communication, and experience with BI tools like Power BI or Tableau.

Qualifications

• 2–7 years of experience in strategy, analytics, management consulting, corporate planning, utility operations, finance, or a related field
• Strong analytical, critical thinking, and problem-solving skills
• Experience working with large, complex datasets and translating findings into practical business recommendations
• Advanced proficiency in Excel and PowerPoint
• Strong written, verbal, and presentation skills with the ability to communicate complex concepts clearly
• Experience in the utility, energy, infrastructure, or other regulated industries preferred
• Experience using Power BI, Tableau, or similar business intelligence and dashboarding tools preferred
• MBA, CFA, or another relevant professional designation preferred

Responsibilities

• Support the annual and multi-year strategic planning process for the Utilities business
• Translate business objectives into measurable goals, initiatives, and performance metrics
• Monitor progress against strategic priorities and identify areas requiring attention or intervention
• Help communicate strategic priorities and drive alignment across the organization
• Analyze business, customer, operational, regulatory, and financial performance trends
• Conduct in-depth analyses to uncover root causes, identify opportunities, and evaluate emerging risks
• Develop recommendations and mitigation strategies to support business decisions
• Support scenario planning, forecasting, and business case development
• Build and maintain executive, business unit, and functional performance dashboards
• Monitor leading and lagging indicators to support informed decision-making
• Identify opportunities to streamline and automate reporting processes
• Prepare executive-ready presentations, reporting, and strategic recommendations
• Partner closely with Finance, Operations, Regulatory, Customer Experience, Growth, and other key stakeholders
• Support special projects and strategic initiatives that advance Utilities business objectives

Skills

Analytical skills

Critical thinking

Problem solving

Written communication

Verbal communication

Cross-functional collaboration

Education

Bachelor's degree

MBA

CFA

Tools

Power BI

Tableau

Dashboarding tools

Job description

• Support the annual and multi-year strategic planning process for the Utilities business
• Translate business objectives into measurable goals, initiatives, and performance metrics
• Monitor progress against strategic priorities and identify areas requiring attention or intervention
• Help communicate strategic priorities and drive alignment across the organization
• Analyze business, customer, operational, regulatory, and financial performance trends
• Conduct in-depth analyses to uncover root causes, identify opportunities, and evaluate emerging risks
• Develop recommendations and mitigation strategies to support business decisions
• Support scenario planning, forecasting, and business case development
• Build and maintain executive, business unit, and functional performance dashboards
• Monitor leading and lagging indicators to support informed decision-making
• Identify opportunities to streamline and automate reporting processes
• Prepare executive-ready presentations, reporting, and strategic recommendations
• Partner closely with Finance, Operations, Regulatory, Customer Experience, Growth, and other key stakeholders
• Support special projects and strategic initiatives that advance Utilities business objectives

Requirements

• Bachelor's degree in Business, Economics, Engineering, Finance, Mathematics, or a related discipline
• 2-7 years of experience in strategy, analytics, management consulting, corporate planning, utility operations, finance, or a related field
• Strong analytical, critical thinking, and problem-solving skills
• Experience working with large, complex datasets and translating findings into practical business recommendations
• Advanced proficiency in Excel and PowerPoint
• Strong written, verbal, and presentation skills with the ability to communicate complex concepts clearly
• Ability to manage multiple priorities and work effectively in a collaborative, cross-functional environment
• Experience in the utility, energy, infrastructure, or other regulated industries preferred
• Experience using Power BI, Tableau, or similar business intelligence and dashboarding tools preferred
• MBA, CFA, or another relevant professional designation preferred

Core Competencies

Demonstrates expertise in strategic planning, analytics, and performance measurement within the Utilities sector. Proficient in developing actionable insights from complex datasets and communicating strategic recommendations effectively.

Highest-signal resume keywords

• Strategic Planning
• Data Analysis
• Performance Metrics
• Business Intelligence Tools
• Cross-Functional Collaboration

Hard Skills

• Data Analysis
• Performance Metrics
• Scenario Planning
• Forecasting
• Business Case Development
• Complex Dataset Management
• Root Cause Analysis
• Mitigation Strategies
• Excel ProficiencyPowerPoint Proficiency

Soft Skills

• Analytical Skills
• Critical Thinking
• Problem-Solving
• Written Communication
• Verbal Communication

Certifications & Qualifications

• MBA
• CFA

Industry Keywords

• Utilities
• Energy
• Infrastructure
• Regulated Industries
• Corporate Planning

Tools & Technologies

• Power BI
• Tableau
• Dashboarding Tools