Business Analyst Data Analytics & Portfolio Planning

Date Posted: 07/07/2026

Hiring Organization: Rose International

Position Number: 503835

Industry: Utility

Job Title: Business Analyst Data Analytics & Portfolio Planning

Job Location: Oakland, CA, USA, 94612

Work Model: Hybrid

Work Model Details: At least 2 days per week onsite

Shift: Monday to Friday, 8 AM to 5 PM

Employment Type: Temporary

FT/PT: Full-Time

Estimated Duration (In months): 12

Min Hourly Rate($): 62.00

Max Hourly Rate($): 62.00

Must Have Skills/Attributes: Problem Management, SAP

Experience Desired: Experience creating reports, dashboards, and performance metrics using Microsoft Excel and Power BI (5 yrs); Experience working with enterprise systems such as SAP or comparable business applications. (5 yrs); Experience supporting capital investment planning, portfolio management (5 yrs); Experience within the utility, energy, infrastructure, engineering, or other regulated industries. (5 yrs); Knowledge of financial analysis, budgeting, capital planning, investment planning, cost evaluation (5 yrs)

Required Minimum Education: Bachelor’s Degree

Preferred Education: Master’s Degree

**C2C is not available**

Job Description

Required Education

• Bachelor's degree in Business Administration, Finance, Engineering, Information Systems, Data Analytics, or a related field.
  
  

Preferred Education

• Master’s degree
  
  

Required Experience

• Experience performing business analysis using multiple data sources to support operational or strategic decision-making.
• Experience collecting, validating, reconciling, and maintaining large datasets with a strong focus on data accuracy and quality.
• Experience creating reports, dashboards, and performance metrics using Microsoft Excel and Power BI.
• Experience supporting documentation management, change tracking, record maintenance, and audit-ready processes.
• Experience working with enterprise systems such as SAP or comparable business applications.
• Experience collaborating with cross-functional teams to gather requirements and deliver business solutions.
  
  

Preferred Experience

• Experience supporting capital investment planning, portfolio management, or business planning initiatives.
• Experience with planning and asset management platforms such as Copperleaf, Foundry, GIS, or similar enterprise tools.
• Experience within the utility, energy, infrastructure, engineering, or other regulated industries.
• Experience improving business processes through automation, standardization, or workflow optimization.
• Experience participating in governance reviews, planning meetings, and stakeholder reporting activities.
  
  

Required Skills

• Strong analytical, critical thinking, and problem-solving abilities.
• Advanced proficiency in Microsoft Excel, Power BI, SharePoint, and Microsoft Office applications.
• Ability to interpret complex datasets and convert findings into meaningful business insights.
• Excellent organizational skills with exceptional attention to detail and data integrity.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Effective collaboration and relationship-building skills across diverse business teams.
  
  

Preferred Skills

• Knowledge of financial analysis, budgeting, capital planning, investment planning, cost evaluation, and portfolio optimization concepts.
• Familiarity with business process documentation, requirements gathering, and process mapping methodologies.
• Understanding of data governance, QA/QC practices, and audit compliance standards.
• Ability to identify opportunities for reporting automation and operational efficiency improvements.
• Adaptability and willingness to quickly learn new enterprise systems, planning platforms, and business processes.
  
  

Key Responsibilities

• Analyze business and operational data to support investment planning and organizational decision-making.
• Develop and maintain reports, dashboards, KPIs, and ad hoc analyses for stakeholders.
• Support portfolio planning activities by evaluating investment scenarios and planning assumptions.
• Extract and integrate data from enterprise applications to support reporting and planning initiatives.
• Perform data validation, reconciliation, and quality assurance to ensure reliable business information.
• Maintain planning records, documentation, and enterprise repositories throughout multiple planning cycles.
• Gather business requirements and contribute to process improvement initiatives.
• Build automated reporting solutions and streamline recurring data processes.
• Coordinate with Finance, Engineering, Planning, Asset Management, and Operations teams to support cross-functional initiatives.
• Prepare documentation, presentations, and analysis for governance reviews and leadership reporting.
• Identify opportunities to improve reporting, workflows, and overall business efficiency.
• Provide timely support for ad hoc reporting requests and special business analysis projects.
• **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.**
  
  

Benefits

For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.

California Pay Equity

For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.

If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.

Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).