Settlements Information Analyst

PG&E; Oakland (CA); Hybrid; USD 93,000 - 139,000; Full time

Job summary

PG&E in Oakland seeks an experienced professional to coordinate meter data operations and manage settlement systems within SIMI. You will work with PG&E, CAISO, and partner teams to ensure timely and accurate settlement processes and data validation.

The role is hybrid, located in Oakland, CA, with a Bay Area salary range and eligibility for incentive programs. Relevant experience in data analysis and IT systems is valued.

Qualifications

• Minimum: High School Diploma and 1 year of relevant work experience.
• 1–2 years in business systems and data analysis.
• 1–2 years SQL queries and Power BI reporting.
• 1–2 years Excel spreadsheets and Excel VBA.
• 1–2 years providing first-line production support for information systems.
• Bachelor's degree in business/engineering/environmental policy or equivalent.
• Ability to think strategically and solve complex problems.

Responsibilities

• Collaborate with partners to identify requirements and prioritize IT work.
• Support meter data setup for resources in electric supply portfolio.
• Submit accurate meter data to CAISO per tariff and protocols.
• Monitor meter data behavior to ensure accuracy before CAISO submission.
• Analyze and troubleshoot meter data flows across systems.
• Manage Demand Response meter data and CAISO submissions.
• Assist in system access, security setup, and SOX testing.
• Provide ad-hoc Settlement Operation data support as needed.
• Gather requirements, perform UAT, and configure settlement-support systems.
• Coordinate with development teams to estimate and complete planned work.
• Assist Endur Energy Trading system support.
• Improve settlements databases and collaborate across IT and Energy Procurement.

Skills

SQL queries

Power BI

Excel VBA

Data analysis

Production support

Strategic thinking

Teamwork

Education

Bachelor's degree in business/engineering/environmental policy

Equivalent work experience

Advanced degree in accounting/economics/MIS/math/statistics

Tools

Oracle DB

Snowflake

MS SQL Server

Teradata

MS Access

Windows OS

Job description

Requisition ID# 174930

Job Category: Legal

Job Level: Individual Contributor

Business Unit: Strategy & Growth

Work Type: Hybrid

Job Location: Oakland

Department Overview

We recognize that our employees are the backbone of our success. It's the mix of talent, skill, enthusiasm, drive and team spirit that empowers our employees to deliver your energy, today and tomorrow. This is your opportunity to join our team and make your contributions in an industry that is rapidly changing.

The Energy Procurement organization manages electric and gas procurement to ensure reliable supply (e.g. meet the gas and electric needs of our customers 24 hours a day), reduces customer costs and price risk, minimizes shareholder risk, and supports environmentally preferred resources.

Settlements Information and Market Implementation (SIMI) is a team within Energy Policy Procurement (EPP) that is responsible for managing implementation of market initiatives and energy settlement systems and information. 2 critical components of the settlements process include the timely submittal of accurate Settlement Quality Meter Data (SQMD) to the California ISO (CAISO) and ensuring all critical settlement systems are properly maintained. Settlement Quality Meter Data (SQMD) are the end result of a complex series of application processes and data flows, which are utilized by both the CAISO to produce invoices and settlements and by PG&E (and other utilities and energy providers) to reconcile their records with CAISO results.

Position Summary

This position will coordinate meter data operations and managing settlement systems performance and operation within the Market Data Ops & Reporting team of Settlement Information and Market Implementation team. This position will work closely with partner organizations within PG&E, as well as the CAISO. The position will provide but not limited to daily meter data, settlement system management and market settlement related analysis and validation.

This position is hybrid, working from your remote office and your assigned work location based on business need. The work location is Oakland, CA.

PG&E is providing the full salary/pay range for this position. The actual amount paid to an individual will be based on multiple factors, including, but not limited to, internal equity, specific skills, education, licenses or certifications, experience, market value, and geographic location.The range to reasonably expect will be between the minimum to the midpoint of the range. The final decision will be made on a case-by-case basis related to the factors above.This job is also eligible to participate in PG&E's discretionary incentive compensation programs.

Bay Area Minimum: $93,000.00

Bay Area Midpoint: $116,000.00

Bay Area Maximum: $139,000.00

Responsibilities:

• Collaborate with business partners to identify business requirements, develop functional specifications, and prioritize information technology work for IT.
• Support the meter setup process for new/converted/retiring resources in the electric supply portfolio.
• Submit accurate and timely meter data to CAISO in accordance to applicable tariff and protocols.
• Monitor Load and Generation meter data behavior to ensure accuracy prior to CAISO submission.
• Analyze and troubleshoot meter data flows from upstream through downstream application systems.
• Manages Demand Response meter data and performance data submission to CAISO.
• Assist in managing and maintaining system access and security setup
• Coordinate and support ISO Settlements Sarbanes-Oxley (SOX) testing, Disaster Recovery and Business Continuity planning and exercises, and annual CAISO SQMD audit.
• Provide ad-hoc Settlement Operation analytical and data request support as needed.
• Gather business requirements, conduct user acceptance testing (UAT), and configure systems that support energy contract settlements.
• Partner with development teams to clarify business requirements and provide the information needed to estimate and complete planned work.
• Assist in Endur Energy Trading system support
• System/Process Improvements:
• Assist Senior Settlements Analyst on the settlements applications and enhancement of the databases that supports quality control and efficiency.
• Collaborate with other groups in Energy Procurement, Customer Care, and Information Technology (IT) organization as needed.

Qualifications

Minimum:

• High School Diploma
• Requires a minimum of one year of relevant work experience

Desired:

• 1-2 years of experience in business systems and data analysis.
• 1-2 years of experience with SQL queries
• 1-2 years of experience with Power BI Reporting
• 1-2 years of experience developing and maintaining Microsoft Excel spreadsheets and Excel VBA.
• 1-2 years of experience providing first-line production support for business information systems designed to produce results in support of enterprise-wide operations.
• Bachelor's degree in business-related field, engineering, environmental policy; or equivalent work experience
• Ability to think strategically, solve complex problems, develop and maintain timelines

• Information technology savvy, MS Windows OS, Oracle DB, Snowflake, MS SQL Server, Teradata, MS Access
• Ability to synthesize business issues to drive effective decision making
• Ability to work independently and collaboratively within a team
• Energy or regulatory environment work experience
• Excellent oral and written communications skills
• Advanced degree in accounting, business administration, economics, management information systems, mathematics, or statistics