Demo

Financial Analyst

Swoon Staffing
Oakland, CA Other
POSTED ON 6/13/2026
AVAILABLE BEFORE 7/12/2026

Location: Hybrid (Oakland, CA – 2 days onsite per week)
Pay Rate: $62/hr
Duration: Through 12/31/2026

 

About the Role

PG&E's Integrated Grid Planning (IGP) organization is seeking a Senior Portfolio Planning Investment Analyst to support the development of optimized multi-year electric investment plans. This role focuses on portfolio-level analysis, evaluating financial tradeoffs, supporting investment decision-making, and translating complex analytical outputs into clear, leadership-ready insights.

 

Key Responsibilities

  • Perform portfolio-level analysis of capital investment plans, evaluating cost, risk, benefit, and funding tradeoffs
  • Support development of multi-year investment scenarios under varying financial constraints
  • Translate analytical and optimization outputs into actionable recommendations for leadership
  • Develop and maintain portfolio dashboards, reports, and analytical tools using Excel and Power BI
  • Conduct scenario analysis, financial modeling, and investment prioritization assessments
  • Partner with Finance, Engineering, Asset Management, and Planning teams to align assumptions and investment strategies
  • Support executive reporting, governance reviews, and leadership presentations
  • Perform data validation, QA/QC, and ensure auditability of portfolio reporting
  • Identify opportunities for process improvements, automation, and reporting efficiencies

 

Required Qualifications

  • 4 years of experience in financial analysis, capital planning, portfolio analysis, investment planning, or decision support
  • Strong experience with Excel and Power BI
  • Experience working with large, complex datasets and developing business insights
  • Understanding of financial structures, investment tradeoffs, cost-benefit analysis, and portfolio prioritization
  • Strong analytical, problem-solving, and stakeholder communication skills
  • Ability to create leadership-facing reports and executive presentations
  • Bachelor's degree in Business, Finance, Economics, Engineering, or a related field

Salary : $62

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