Expert Capital Recovery Financial Analyst

4 weeks ago

San Francisco, United States Pacific Gas and Electric Company Full time
Requisition ID # 157408 

Position Summary

We are seeking a talented, highly motivated Expert Capital Recovery Financial Analyst to join our team. This is an excellent opportunity to showcase your analytical skills and work in a high profile department where you can make a contribution and be recognized. Your daily responsibilities may include:

  • Working with various departments and levels of management on forecasting and budgeting;
  • Preparing, reviewing and researching regulatory decisions and filings
  • Preparing and presenting variance analysis to management;
  • Forecasting capital revenue requirements and analyzing data for regulatory filings; strategizing the best ways to balance recovery of costs and provide rate stability to customers

We support many organizations throughout the company and this unique opportunity provides you with exposure to key stakeholders in the company and learning about various lines of business.

This position is hybrid, working from your remote office and Oakland, CA approximately once per week or more, depending on business need. 

PG&E is providing the salary range that the company in good faith believes it might pay for this position at the time of the job posting. This compensation range is specific to the locality of the job. The actual salary paid to an individual will be based on multiple factors, including, but not limited to, specific skills, education, licenses or certifications, experience, market value, geographic location, and internal equity. This job is also eligible to participate in PG&E's discretionary incentive compensation programs. Although we estimate the successful candidate hired into this role will be placed towards the middle or entry point of the range, the decision will be made on a case-by-case basis related to these factors.

A reasonable salary range is:

Bay Area Minimum: $114,000.00
Bay Area Maximum: $182,000.00

Responsibilities:

Regulatory Strategy and Analysis

  • Leads complex forecasting and regulatory projects
  • Works with management and extended leadership to provide analysis and recommendations for regulatory and accounting issues
  • Uses or enhances existing financial models and/or develops new models in Excel and/or Access for analysis and/or reporting.
  • Prepares forecasts, data requests, and workpapers for plant, depreciation and ratebase as part of filings to the California Public Utilities Commission (CPUC) and the Federal Energy Regulatory Commission (FERC) for PG&E's General Rate Case (GRC), Transmission Owner (TO) rate case, and other capital-related rate case filings.
  • Researches, interprets, and analyzes regulatory decisions, regulatory accounting, cost recovery proposals, revenue requirement impacts, and other analysis in support of regulatory proceedings.
  • May serve as a rate case witness and support testimony in regulatory proceedings.
  • May write memos or testimony on cost recovery issues.
  • Coaches and Mentors Senior Analysts
  • Ability to communicate effectively to a broad range of audiences

Financial Planning, Forecasting, and Analysis

  • Prepare accurate and timely budget, forecasts and analysis for capital-related items, including plant, CWIP, depreciation, AFUDC, decommissioning, and rate base.
  • Establishes, builds, and maintains relationships with key business partners. Engages with business partners (i.e. business finance; lines of businesses; accounting; tax; enterprise financial forecasting; and planning, forecasting, and reporting) to ensure consistency and accuracy of accounting data, regulatory decisions, and assumptions of forecasts as part of regulatory filings and financial forecasts.
  • Provide recommendations to manager and director with supporting analysis.
  • Ability to lead/manage cross-functional projects and initiatives

Process and Systems Improvement

  • Identifies opportunities for continuous improvement, promotes a "best practices" environment.
  • Leads efforts to promote efficiency within existing processes in areas of responsibility
  • Contributes to the department and company projects initiatives to improve processes and understands / translates financial impacts.
  • Shares knowledge with team members through thorough documentation, presentations at team meetings, and training.

Qualifications

Minimum:

  • 6+ years of experience in finance or accounting
  • Bachelor's degree in accounting, finance, or business, or equivalent work experience

Desired:

  • Advanced Microsoft Excel
  • Capital accounting and/or utility industry experience
  • SAP, BPC, BW and/or Power Plant experience
  • Can use logic to solve problems, does not stop at first answers
  • Strong analytical skills with an attention to detail and passion for excellence
  • Strong written and communication skills
  • MBA or other advanced finance/business/accounting degree
  • Professional license, such as CPA or CMA

Read the full posting.

  • Expert Capital Recovery Financial Analyst

    4 weeks ago

    San Francisco, California, United States Pacific Gas and Electric Company Full time

    Requisition ID # Position SummaryWe are seeking a talented, highly motivated Expert Capital Recovery Financial Analyst to join our team. This is an excellent opportunity to showcase your analytical skills and work in a high profile department where you can make a contribution and be recognized. Your daily responsibilities may include:Working with various...

  • Financial Operations and Portfolio Analyst

    1 week ago

    San Francisco, California, United States Activate Capital Full time

    About Activate CapitalFounded in 2017, Activate Capital is a dynamic venture capital firm dedicated to addressing climate change and sustainability challenges. Based in San Francisco, our firm is led by seasoned professionals with extensive experience in the investment sector. We focus on supporting innovative companies that are pivotal in the transition...

  • Financial Operations and Portfolio Analyst

    1 week ago

    San Francisco, California, United States Activate Capital Full time

    About Activate CapitalActivate Capital, established in 2017, is a dynamic venture capital firm based in San Francisco, dedicated to climate and sustainability initiatives. With a leadership team boasting over 25 years of experience from renowned firms such as DFJ, TPG, Virgin Green Fund, and Element Partners, we focus on investing in companies that tackle...

  • Financial Operations and Portfolio Analyst

    1 week ago

    San Francisco, California, United States Activate Capital Full time

    About Activate CapitalFounded in 2017, Activate Capital is a growth-oriented venture capital firm dedicated to addressing climate change and promoting sustainability. Based in San Francisco, our firm is led by experienced founders with over 25 years in the industry, having worked with renowned firms such as DFJ, TPG, Virgin Green Fund, and Element Partners....

  • Financial Operations and Portfolio Analyst

    1 week ago

    San Francisco, California, United States Activate Capital Full time

    About Activate CapitalFounded in 2017, Activate Capital is a growth-stage venture capital firm dedicated to addressing climate change and promoting sustainability. Based in San Francisco, our team is led by experienced founders with over 25 years in the industry, having worked with notable firms such as DFJ, TPG, Virgin Green Fund, and Element Partners. We...

  • Venture Capital Financial Analyst

    1 week ago

    San Francisco, California, United States Liberty Staffing LLC Full time

    About the RoleWe are pleased to present an excellent opportunity within a thriving venture capital and investment firm. This position allows you to collaborate with seasoned professionals and contribute to a vibrant and expanding organization. The role is fully remote and offers a competitive salary package.The Investment Accountant position at Liberty...

  • Financial and Portfolio Operations Specialist

    1 week ago

    San Francisco, California, United States Activate Capital Full time

    About Activate CapitalActivate Capital is a venture capital firm dedicated to fostering growth in climate and sustainability sectors. Established in 2017 and located in San Francisco, our firm is led by experienced founders with a combined 25 years in the industry, having worked with notable firms such as DFJ, TPG, Virgin Green Fund, and Element Partners....

  • Investment Banking Analyst

    5 days ago

    San Francisco, United States Vaquero Capital Full time

    Vaquero Capital, a leading technology investment bank in San Francisco, is looking for a high performing full time Investment Banking Analyst to start Summer 2025. The position involves working on a variety of transactions for leading technology companies, including mergers and acquisitions and capital raising transactions. The Analyst will be immediately...

  • Investment Banking Analyst

    1 month ago

    San Francisco, United States Vaquero Capital Full time

    Vaquero Capital, a leading technology investment bank in San Francisco, is looking for a high performing full time Investment Banking Analyst to start Summer 2025. The position involves working on a variety of transactions for leading technology companies, including mergers and acquisitions and capital raising transactions. The Analyst will be immediately...

  • Investment Banking Analyst

    1 month ago

    San Francisco, United States Vaquero Capital Full time

    Vaquero Capital, a leading technology investment bank in San Francisco, is looking for a high performing full time Investment Banking Analyst to start Summer 2025. The position involves working on a variety of transactions for leading technology companies, including mergers and acquisitions and capital raising transactions. The Analyst will be immediately...

  • Senior Financial Reporting Analyst

    1 week ago

    San Francisco, California, United States Karat Financial Full time

    Position Overview:We are seeking a Senior Accountant to join our dynamic Finance team at Karat Financial. This role is pivotal in managing and executing essential financial reporting and treasury operations.Key Responsibilities:As a Senior Accountant, you will be responsible for:Ensuring accurate and timely monthly financial close processes using Quickbooks,...

  • Senior Financial Analyst

    6 days ago

    San Francisco, California, United States University of California , San Francisco Full time

    Senior Financial AnalystDepartment: Housing Services Employment Type: Full Time Job Code: 79573BR Position Overview Become a vital member of our finance team at UCSF, where your analytical skills will contribute to the success of our Housing program, essential for supporting the UCSF community. We are in search of a proficient Senior Financial Analyst who...

  • Sr Financial Analyst

    2 days ago

    San Francisco, United States Goeverbright Full time

    EverBright is driving the clean energy revolution through its industry-leading residential solar software platform and financing program. Every day, EverBright supports hundreds of solar companies across the US, ensuring they have the tools to be successful and accelerate consumer adoption of clean energy. EverBright has an ambitious vision to enable the...

  • Finance & Portfolio Operations Analyst

    5 days ago

    san francisco, United States Activate Capital Full time

    About ActivateFounded in 2017, Activate Capital (“Activate”) is a growth-stage venture capital firm focused on climate and sustainability, based in San Francisco. Led by founders with more than 25 years of experience (with firms such as DFJ, TPG, Virgin Green Fund, and Element Partners), the Firm invests in companies addressing climate change and other...

  • Finance & Portfolio Operations Analyst

    6 days ago

    san francisco, United States Activate Capital Full time

    About ActivateFounded in 2017, Activate Capital (“Activate”) is a growth-stage venture capital firm focused on climate and sustainability, based in San Francisco. Led by founders with more than 25 years of experience (with firms such as DFJ, TPG, Virgin Green Fund, and Element Partners), the Firm invests in companies addressing climate change and other...

  • Finance & Portfolio Operations Analyst

    4 weeks ago

    San Francisco, United States Activate Capital Full time

    About ActivateFounded in 2017, Activate Capital (“Activate”) is a growth-stage venture capital firm focused on climate and sustainability, based in San Francisco. Led by founders with more than 25 years of experience (with firms such as DFJ, TPG, Virgin Green Fund, and Element Partners), the Firm invests in companies addressing climate change and other...

  • Finance & Portfolio Operations Analyst

    4 weeks ago

    San Francisco, United States Activate Capital Full time

    About ActivateFounded in 2017, Activate Capital (“Activate”) is a growth-stage venture capital firm focused on climate and sustainability, based in San Francisco. Led by founders with more than 25 years of experience (with firms such as DFJ, TPG, Virgin Green Fund, and Element Partners), the Firm invests in companies addressing climate change and other...

  • Financial Planning and Analysis Expert

    2 days ago

    San Jose, California, United States Cypress Human Capital Management, LLC Full time

    Job Summary:Cypress Human Capital Management, LLC is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance department, you will be responsible for providing financial planning and analysis support to drive business decisions and growth.Key Responsibilities:Develop and maintain complex financial models to support...

  • Financial Analyst

    5 days ago

    San Francisco, California, United States Clustered Capital Full time

    Descripció del lloc de treballCom a Analista Financer a Clustered Capital, seràs responsable d'analitzar i interpretar dades financeres per ajudar a la presa de decisions estratègiques. La teva experiència en finances serà fonamental per a l'èxit de l'empresa.Responsabilitats clau:Realitzar anàlisis financeres detallades per identificar tendències i...

  • Financial Analyst

    2 days ago

    San Antonio, Texas, United States Creative Financial Staffing Full time

    Job SummaryCreative Financial Staffing is seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in the financial management of our clients' projects, ensuring accurate revenue and billing recognition.Key ResponsibilitiesProject setup and management, including leading kick-off meetings and reviewing...