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Senior Financial Analyst Jobs in USA, CA, Oakland | Rose International Job
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Rose International
Oakland, CA (In Person)
Full-Time
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Job Description
Required Education
Job Responsibilities
- Bachelor's degree in Business, Finance, Economics, Engineering, or related field (or equivalent experience)
Required Experience:
- 4+ years of relevant experience in financial analysis, capital planning, portfolio analysis, investment decision support, or related experience
- Experience with capital planning, investment analysis, or portfolio-level decision support (not just reporting)
- Experience with multi-year investment planning, scenario analysis, or portfolio optimization
- Experience in utility, energy, or regulated infrastructure environments
Preferred Experience:
- Experience analyzing large, complex datasets and developing insights using tools such as Excel, Power BI, or similar
- Experience with capital planning and enterprise systems (SAP preferred; exposure to Copperleaf, Foundry, or similar tools a plus)Required Knowledge & Skills
- Strong understanding of financial structures (cost, risk, benefits) and investment tradeoffs under constraints
- Ability to translate complex analytical outputs into clear, decision-ready insights for leadership
- Ability to work with large, complex datasets and connect outputs to financial and planning decisions
- Strong structured problem-solving, with ability to evaluate tradeoffs and develop decision options
- Ability to connect data financial constraints portfolio decisions executive outcomes
- Effective communication and storytelling skills for leadership-facing deliverables
- Attention to detail + Data QA/QC
- Capital programs and lifecycle cost analysis
- Familiarity with portfolio optimization and scenario modeling tools (e.g., Copperleaf)
- Proven ability to translate complex analytical outputs into clear, decision-ready insights
- Demonstrated proficiency with financial/metrics reporting
- Ability to think at the portfolio/system level (not just project-level reporting)
- Strong financial and analytical skillset focused on investment decision-makingPreferred Knowledge & Skills
- Strong cross-functional collaboration (preferably across Finance, Engineering, and Planning teams)Senior Financial Analyst OverviewThe Integrated Grid Planning (IGP) organization is seeking a Senior Portfolio Planning & Investment Analyst to support the development of optimized, multi-year electric investment plans.
Job Responsibilities
- Perform analysis on complex data models, requiring customized reporting and data interpretation
- Develop and apply metrics to generate recommendations related to business strategy and investment decisions; present findings to leadership
- Conduct portfolio-level analysis of capital investment plans, including evaluation of cost, risk, and benefit tradeoffs
- Support development and refinement of multi-year investment scenarios under varying financial constraints
- Translate optimization outputs (e.g., Copperleaf) into clear, actionable insights that inform investment decisions
- Connect analytical results to financial envelopes, funding constraints, and executive decision-making needs
- Apply knowledge of capital planning, lifecycle costing, and financial drivers to support portfolio evaluations
- Partner with cross-functional teams (Finance, Asset Management, Engineering, Planning) to align inputs and assumptions, and assist in the reporting of financial and operational metrics
- Develop and maintain portfolio dashboards, reports, and analytical tools (Power BI, Excel)
- Perform data validation and QA/QC to ensure accuracy, consistency, and auditability of outputs
- Support executive-level reporting, scenario comparisons, and governance reviews
- Analyze current processes to identify and implement automation and efficiency opportunities.
- Provide decision support to senior management in the creation of financial and operational metrics and reports
- Other ad hoc analyses and reportingAbility to connect:
- Analytical outputs portfolio impacts
- Financial constraints scenario outcomes
- Portfolio results executive decisions
- Strong communication skills, with experience supporting leadership-facing deliverables
- Detail-oriented with focus on data quality, consistency, and auditability
- Broad knowledge of analytical methods, modeling approaches, and problem-solving techniques
- Strong quantitative and qualitative analysis skills to support business and investment recommendations
- Effective presentation and stakeholder comm
- Success Criteria (what good looks like)
- Delivers clear, defensible portfolio insights that support investment decisions
- Translates complex analytical outputs into concise, leadership-ready materials
- Ensures accuracy, consistency, and traceability across portfolio data and reporting
- Proactively identifies tradeoffs, risks, and optimization opportunities
- Only those lawfully authorized to work in the designated country associated with the position will be considered.
- Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client's business needs and requirements.