Financial Business Analyst

The JPI Group; Des Moines (IA); On-site; USD 65,000 - 95,000; Full time

Job summary

The JPI Group in Des Moines, IA is seeking a Business Analyst to support our energy efficiency incentive programs by collecting, analyzing, and reporting program data. This role also collaborates with IT to manage and test program databases.

The ideal candidate has 3–5 years of data analysis experience, proficiency with Power BI and Excel, and strong communication skills to translate insights into actionable business decisions. Travel up to 10% may be required.

Qualifications

• Three to five years of experience compiling and analyzing data and producing data-intensive reports.
• Proven grasp of data analysis tools such as Power BI, Oracle, or commonly used data visualization tools.
• High degree of proficiency with Excel inclusive of pivot tables, data management tools, and advanced formulas and functions.

Responsibilities

• Data Management & Reporting: perform quality control checks, deliver weekly/monthly status reports, and compile energy efficiency program reports.
• Database Monitor: work with IT to ensure database configuration meets program needs and train administrators.
• Project requirements: identify gaps, support product development processes, and perform user acceptance/testing as needed.

Skills

Analytical thinking

Data analysis

Communication skills

Travel willingness

Education

Bachelor’s degree in analytic discipline

Tools

Power BI

Oracle

Excel (Pivot tables)

Data visualization tools

Job description

Business Analyst – Des Moines, IA Office

We are seeking a Business Analyst (BA) to join our team. The successful candidate will provide analytical support to our utility-led energy efficiency incentive programs by collecting, analyzing, and reporting program data. This role will also serve as the program’s point of contact with IT Teams to manage, improve, and test program databases. This position is based in our Des Moines, Iowa office.

Tasks May Include

Data Management & Reporting

• Perform a variety of quality control checks to maintain and assure the accuracy and consistency of data in tracking systems.
• Implement corrective actions as needed.
• Maintain existing reporting tools, identify enhancements, and track changes.
• Deliver weekly and monthly status reports.
• Submit regulatory transaction report(s) within agreed-upon delivery schedule and ensure they meet submission specifications.
• Compile and deliver ad hoc reports as needed.
• Compile reports on energy efficiency program, including energy savings, incentive calculations, technology cost impacts, and application processes/statuses.
• Assist with financial objectives by forecasting requirements; overseeing budgets; scheduling expenditures; analyzing variances; initiating corrective actions.
• Invoicing (deliver invoices for time & materials and variable compensation engagements; fixed contracts should be handled by an administrator and supervised by the analyst and manager).
• Deliver financial risk reports and support team in revenue recognition.

Database Monitor

• Work with IT to ensure database configuration meets the needs of the program (population of database lookup tables, identification of business requirements, and ensuring proper database configuration).
• Ensure administrators are trained on procedures for using tracking systems, operational reports, and batch tools.
• Identify gaps in systems/processes relative to business requirements and work to support team in delivering optimal solutions.
• Represent project needs by engaging and supporting in product development processes.
• Serve as stakeholder and communicate project business requirements.
• Perform and/or manage user acceptance and regression testing and populate test case documents to support product development process.

What We’re Asking

• Bachelor’s degree in analytic discipline, such as engineering, mathematics, statistics, or finance is strongly preferred.
• Three to five years of experience compiling and analyzing data and producing data-intensive reports.
• A proven and demonstrable grasp of data analysis tools such as Power BI, Oracle, or commonly used data visualization tools.
• High degree of proficiency with Excel inclusive of pivot tables, data management tools, and advanced formulas and functions.
• Ability to work in a fast-paced environment, managing multiple deliverables, and remaining flexible.
• Demonstrated analytical abilities to develop and implement resolutions for business challenges and issues.
• Excellent oral and written communications skills.
• Willingness and ability to travel, as required, up to approximately 10% of the year.

Preferred Skills

• 1–3 years energy efficiency experience.
• Prior experience in market research inclusive of market analysis, market assessment, and market segmentation.
• Familiarity with energy savings analysis and modeling tools.
• Proficiency and understanding of financial evaluation models including NPV, ROI, IRR, and net payback.
• Familiarity and experience with data reconciliation applications (e.g., month-end accounting reconciliations, accruals, inventory reconciliations, etc.).
• Prior project experience on developing IT business requirements and/or participating in complex database management system projects.
• Positive, collaborative, and team-oriented attitude.