Senior Settlement Analyst

Jobtailor

Houston (TX)

On-site

USD 120,000 - 160,000

Full time

5 days ago

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Job summary

Jobtailor in Houston seeks an experienced Energy Settlements Analyst to own ISO settlements, accruals, and invoicing for a growing portfolio. The role focuses on accurate calculations, variance analysis, and clear communication with internal teams and external auditors.

Candidates should have 5+ years in energy settlements, CPA credentials preferred, and strong Excel/SQL skills. Power BI and ERP (NetSuite/SAP) exposure are advantageous in a SOX-controlled environment.

Qualifications

> Bachelor's degree in accounting or a closely related field with a substantive accounting concentration.
> Five or more years of progressive experience in energy settlements, including hands-on responsibility for ISO market settlements.
> Demonstrated experience settling long-term power purchase agreements, including reading contract language and independently building required calculations.
> Working knowledge of ISO market design, tariff structure, and settlement timelines, including dispute and recalculation processes.
> Strong revenue accounting foundation, including accruals, journal entries, reconciliations, and month-end close discipline.
> Advanced Excel skills, including large-dataset work, complex formulas, and pivot-based analysis.
> SQL proficiency sufficient to query, join, and validate settlement and market data independently.
> Certifications such as CPA preferred; experience in SOX environment and external audit support.
> Experience with Power BI or similar BI tools; exposure to ISO/RTO markets (CAISO, ERCOT, WECC).
> Familiarity with energy accounting platforms and ERP integration (NetSuite or SAP).
> Exposure to renewable energy credits and environmental attribute tracking.

Responsibilities

Own the monthly ISO settlement cycle for energy assets and validate all statements.
Reconcile charge codes, meter data, scheduling invoices, and related accruals.
Prepare and issue customer invoices; review counterparty invoices and track receivables/payables.
Investigate variances and drive resolution; document disputes with ISO and counterparties.
Provide settlement insights to Commercial, Operations, and Finance; maintain controls per SOX.
Build dashboards for settlement and market data analysis; mentor analysts joining the team.

Skills

Energy settlements

Revenue accounting

Advanced Excel

SQL proficiency

Attention to detail

Mentoring

Clear communication

CPA knowledge

Education

Bachelor's degree in accounting or related field

Tools

Power BI

ETRM

NetSuite

SAP

AI Tools

Job description

Own the monthly ISO settlement cycle for Fervo's generating assets
Validate initial, recalculation, and final settlement statements
Reconcile charge codes, meter and telemetry data, and scheduling coordinator invoices
Confirm energy, ancillary services, congestion, and uplift charges
Calculate and validate settlements under long-term power purchase agreements and related commercial contracts
Interpret contract terms and translate them into accurate monthly invoices and accruals
Prepare and issue customer invoices; review counterparty invoices and statements; track receivables and payables through cash collection
Investigate variances between expected and settled amounts and drive resolution
Identify, document, and pursue settlement disputes with the ISO, scheduling coordinators, and counterparties
Maintain records of dispute status, exposure, and outcomes
Deliver settlement-based revenue accruals, journal entries, and reconciliations on the close calendar
Explain month-over-month variances and support revenue recognition conclusions with reviewable workpapers
Maintain and operate settlement controls in line with SOX requirements
Serve as a primary point of contact for external auditors and internal control testing
Help design controls as the company scales
Build and maintain queries, models, and dashboards for settlement and market data analysis
Replace manual spreadsheet-bound steps with repeatable, documented processes
Help select and implement settlement system capabilities as the portfolio grows
Provide settlement insight to Commercial, Operations, and Finance
Document settlement procedures and calculation methodologies
Act as a knowledge resource and informal mentor for analysts joining the team

Requirements

Bachelor's degree in accounting or a closely related field with a substantive accounting concentration
Five or more years of progressive experience in energy settlements, including hands-on responsibility for ISO market settlements
Demonstrated experience settling long-term power purchase agreements, including reading contract language and independently building required calculations
Working knowledge of ISO market design, tariff structure, and settlement timelines, including dispute and recalculation processes
Strong revenue accounting foundation, including accruals, journal entries, reconciliations, and month-end close discipline
Advanced Excel skills, including large-dataset work, complex formulas, and pivot-based analysis
SQL proficiency sufficient to query, join, and validate settlement and market data independently
Exceptional attention to detail and ability to explain complex settlement results clearly in writing and conversation
Preferred: Active CPA license or CPA candidate with exams substantially complete
Preferred: Experience operating within a SOX control environment and supporting external audit
Preferred: Power BI or comparable BI tooling experience
Preferred: Exposure to ISO/RTO markets such as CAISO, ERCOT, or WECC bilateral markets, and to geothermal, renewable, or storage asset settlement
Preferred: Experience with Bid-to-Bill Systems, ETRM, energy accounting platforms, and ERP integration such as NetSuite or SAP
Preferred: Familiarity with renewable energy credits, resource adequacy, and environmental attribute tracking and settlement
Preferred: Python or comparable scripting experience for data automation
Preferred: Experience using or building with AI tools such as Claude or ChatGPT

Core Competencies

Demonstrates expertise in energy settlements, including ISO market settlements and long-term power purchase agreements, with strong capabilities in revenue accounting, data analysis, and compliance with SOX requirements. Proficient in advanced Excel and SQL for data validation and reporting, while effectively communicating complex settlement results.

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