Business Analyst

The Corporate; Oakland (CA); Hybrid; USD 85,000 - 125,000; Full time

Job summary

The Corporate in Oakland, CA is seeking a skilled Business Analyst for Integrated Grid Planning. You will support development and execution of multi-year electric investment plans, performing data-driven analysis, preparing reports, and maintaining portfolio records across SAP, Foundry, GIS, and Copperleaf platforms.

Collaborate with Finance, Asset Management, Engineering, Planning, and Operations to gather data, validate it, and deliver insights that guide investment decisions and process

Qualifications

• Experience analyzing datasets and developing insights using Excel and Power BI.
• Strong organizational skills with documentation and record-keeping.
• Understanding of financial concepts such as cost, risk, budgeting, or investment planning.
• Experience supporting portfolio management, capital planning, or investment planning processes.
• Experience with enterprise systems such as SAP, Foundry, GIS, Copperleaf.

Responsibilities

• Perform analysis on moderately complex data models using various reporting and data sources.
• Collect, organize, analyze, and validate data to support business, operational, and investment planning activities.
• Develop reports, dashboards, metrics, and ad-hoc analyses to support portfolio planning and business decisions.
• Support portfolio-level analysis of capital investment plans, including evaluation of cost, risk, benefit, and funding considerations.
• Assist in development of investment scenarios, planning assumptions, and portfolio recommendations.
• Support reporting and analysis for portfolio optimization outputs and planning tools (e.g., Copperleaf).
• Extract, analyze, and reconcile data from SAP, Foundry, GIS, and other planning platforms.
• Build and maintain automated data routines, reporting processes, and dashboards.

Skills

Excel

Power BI

Data analysis

Dashboard reporting

Cross-functional collaboration

Tools

SAP

Foundry

GIS

Copperleaf

Job description

Location

Oakland, CA (Hybrid: at least 2 days per week onsite at Oakland General Office)

Assignment Overview

The Integrated Grid Planning (IGP) organization is seeking a professional to support the development and execution of multi-year electric investment plans. This role focuses on business analysis, portfolio planning support, reporting, process improvement, and data-driven decision support. You will work with cross-functional teams to analyze data, support investment planning activities, maintain portfolio records, and translate complex information into actionable insights for stakeholders.

Responsibilities

• Perform analysis on moderately complex data models using a variety of reporting and data sources.
• Collect, organize, analyze, and validate data to support business, operational, and investment planning activities.
• Develop reports, dashboards, metrics, and ad-hoc analyses to support portfolio planning and business decisions.
• Support portfolio-level analysis of capital investment plans, including evaluation of cost, risk, benefit, and funding considerations.
• Assist in the development and refinement of investment scenarios, planning assumptions, and portfolio recommendations.
• Support reporting and analysis associated with portfolio optimization outputs and planning tools (e.g., Copperleaf).
• Respond to ad-hoc data requests and support operational analysis activities.
• Partner with Finance, Asset Management, Engineering, Planning, and Operations teams to gather information, align assumptions, and support planning initiatives.
• Build and maintain automated data routines, reporting processes, and dashboards to improve efficiency and data quality.
• Perform data validation, reconciliation, and QA/QC activities to ensure accuracy, consistency, and auditability of portfolio data and reporting.
• Track, document, and maintain records of investment, portfolio, and planning changes across multiple planning cycles.
• Support business process documentation, requirements gathering, and process improvement initiatives.
• Maintain project, portfolio, and planning documentation within SharePoint and other enterprise repositories.
• Assist with cataloging, documentation, and data management activities across multiple IGP initiatives.
• Extract, analyze, and reconcile data from enterprise systems such as SAP, Foundry, GIS, and other planning platforms.
• Identify opportunities for automation, standardization, and process efficiencies.
• Participate on project teams and support governance reviews, stakeholder meetings, and reporting activities.

Desired Qualifications

• Experience analyzing datasets and developing insights using Excel, Power BI, or similar tools.
• Strong organizational skills with experience managing documentation, records, and supporting multiple concurrent initiatives.
• Understanding of financial concepts such as cost, risk, budgeting, capital planning, or investment planning.
• Experience supporting portfolio management, business planning, capital planning, or investment planning processes.
• Experience working with enterprise systems such as SAP, Foundry, GIS, Copperleaf, or similar platforms.
• Experience extracting, validating, and analyzing data from multiple enterprise systems.
• Experience developing reports, KPIs, dashboards, and performance metrics.
• Familiarity with business process documentation, requirements gathering, and process improvement activities.
• Experience in utility, energy, infrastructure, engineering, or other regulated industries preferred.
• Demonstrated willingness and ability to learn new tools, technologies, and business processes.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint), SharePoint, and Power BI.

Key Skills & Capabilities

• Strong analytical and problem‑solving skills.
• Exceptional organizational skills and attention to detail.
• Ability to maintain accurate documentation, records, and audit trails.
• Ability to work with large datasets and multiple enterprise systems.
• Effective written and verbal communication skills.
• Ability to translate business needs into data‑driven analyses and recommendations.
• Strong collaboration skills and ability to work across cross‑functional teams.
• Adaptability and willingness to learn new tools and technologies, including Copperleaf, Foundry, and other planning platforms.
• Ability to manage multiple priorities in a fast‑paced environment.

Success Criteria

• Delivers accurate, timely, and actionable analysis, reporting, and planning support.
• Maintains high standards for data quality, documentation, change tracking, and auditability.
• Effectively supports cross‑functional stakeholders through responsive analysis, reporting, and communication.
• Identifies opportunities to improve processes, reporting, automation, and data management.
• Demonstrates strong organizational skills and successfully manages multiple priorities and initiatives.
• Quickly learns and effectively utilizes new tools, systems, and business processes.