Associate Energy Portfolio Analyst, Settlements

Orlando Utilities Commission (OUC)•Orlando, FL

3d•$81,667 - $97,999•Hybrid

About The Position

OUC is seeking an Associate Energy Portfolio Analyst, Settlements, for its Electric & Water Production division. The role supports the Settlements team by ensuring the accuracy of financial settlements, billing calculations, and data reconciliation for the Florida Municipal Power Pool (FMPP). It analyzes operational and financial data used for monthly settlement billing, compiles and validates invoices, performs reconciliations, investigates discrepancies, supports allocation of energy- and transmission-related costs, assists with audits, prepares reports, and helps maintain settlement process integrity. The position works with internal partners and external utility stakeholders and offers the opportunity to develop expertise in energy settlements, billing, cost allocation, utility accounting, and financial analysis. The job-purpose description states that the Energy Portfolio Analyst, Settlements performs day-to-day energy settlement and expense billing for FMPP. It processes daily data from OATI and PCI CHP systems into monthly member bills, identifies routine discrepancies, supports issue resolution, and maintains the monthly billing calendar. The position coordinates routine monthly Pool Bill calculations, including member positions, profit allocations, and ancillary charges; checks fuel data, start-up costs, and operational logs; reconciles invoices and labor charges; processes energy and transmission invoices; and supports the monthly Sensitive File and Expense Bill Package. It also produces the monthly Expense Bill, validates billable time and cost allocations, reconciles billing inputs and documentation, and allocates marketing and operational charges for cost recovery. The role requires strong financial and analytical capabilities, attention to detail, judgment, problem-solving, communication, collaboration, and the ability to learn specialized settlement processes and systems. The job description contains differing experience statements: the introductory qualifications specify a minimum of six months of relevant experience, while the detailed Education/Certification/Years of Experience section specifies a minimum of three years.

Requirements

Bachelor’s degree in Engineering, Finance, Accounting, Business, Data Analytics, or a related field from an accredited college or university.
Relevant experience requirement is inconsistent in the posting: the introductory qualifications state a minimum of six months in electric utility operations, settlements, energy markets, production cost analysis, accounting, or data analysis; the detailed requirements state a minimum of three years in electric utility operations, settlements, energy markets, production cost analysis, finance, accounting, or complex data analysis.
Strong financial and analytical skills, including experience with reconciliations, billing, invoice processing, financial records, variance analysis, audit support, or financial and operational reviews.
Strong Excel skills, including pivot tables, lookup functions or logic, data validation, and error tracing; ability to analyze, validate, and reconcile large datasets accurately.
Exceptional attention to detail, sound judgment, problem-solving ability, and ability to investigate discrepancies, manage competing priorities, meet deadlines, and escalate issues appropriately.
Strong written, verbal, interpersonal, communication, and collaboration skills, including the ability to work with internal stakeholders and external utility partners and handle confidential information discreetly.
Ability to learn complex settlement processes, specialized calculations, utility systems, and exception-based workflows.
Working knowledge of invoice processing, business process support, data entry, metrics and reporting, and project support.
Familiarity with utilities industry operations, applicable invoice, purchasing, and reporting software, and relevant industry, organizational, and departmental policies, practices, procedures, legal guidelines, ordinances, and laws.
Strong financial and accounting knowledge, including cost allocation, variance analysis, reconciliations, and multi-entity labor and cost recovery.
Ability to maintain high accuracy while managing large, disparate datasets under tight monthly deadlines.
Ability to prioritize and coordinate multiple assignments to meet deadlines.
Ability to interpret financial records and perform arithmetic computations, including rates, ratios, and percentages.
Ability to use Microsoft Office Suite and standard office equipment.
Applicants must be legally authorized to work in the United States at the time of application; the organization does not sponsor employment visas for internship or full-time positions.

Nice To Haves

Experience in utility operations, energy markets, settlements, or other regulated industries.
Audit, accounting, or data analytics experience.
Experience with PCI and/or OATI WebTrader systems; administrator-level experience is preferred.
Strong understanding of bulk power system concepts, including production cost logic, unit pricing, start-up costs, heat rates, and ancillary services.
Familiarity with operational data sources such as EMS, ECC, and FEM.

Responsibilities

Coordinate the routine monthly Pool Bill process, including calculating member positions, profit allocations, and ancillary charges.
Conduct daily integrity checks on fuel data, start-up costs, and operational logs before billing runs.
Reconcile vendor invoices and labor charges and prepare the initial monthly Sensitive File and Expense Bill Package.
Process energy and transmission invoices with counterparties.
Use the PCI Issue Tracker to document bugs and monitor the OATI-to-PCI CHP pipeline for daily flaws.
Assist the Senior Analyst with updating standard operating procedures and gathering audit data.
Produce the monthly Expense Bill by validating labor charges, member and contractor billable time, and direct and indirect cost allocation percentages.
Compile, organize, and reconcile invoices and billing inputs from members, vendors, and consultants, ensuring supporting documentation is complete and audit-ready.
Monitor, validate, and allocate marketing and operational charges for accurate monthly cost recovery across the Pool.
Identify routine discrepancies, support issue resolution, and maintain the monthly billing calendar.
Develop reports, documents, analyses, manuals, and guides.
Interpret and adhere to FMPP governing documents, procedures, and settlement requirements.
Design or enhance settlement tools, templates, or automated workflows to improve accuracy and efficiency.
Perform other duties as assigned.

Benefits

Competitive compensation.
Low-cost medical, dental, and vision benefits.
Paid life insurance premiums with no probationary period.
Hybrid Retirement Program with a fully funded cash balance account, defined contribution with employer matching, and a health reimbursement account.
Generous paid vacation, holidays, and sick time.
Paid parental leave.
Educational assistance, including tuition reimbursement.
Paid memberships in professional associations.
Paid conference and training opportunities.
Wellness incentives and free access to on-site OUC fitness facilities.
Access to family-oriented recreational areas.
Hybrid work schedule.