Senior Broker Program Analyst

Engie•Houston, TX

4d•Hybrid

About The Position

The Broker Program Analytics Analyst will be responsible for monitoring numerous broker programs through Power BI platforms, Excel-based reporting tools, SQL Server data sources, and year-to-date performance analysis. This role will help ensure broker programs are measured accurately against expected KPIs, trends are identified early, and business stakeholders receive clear reporting and actionable insights. Developing, maintaining, and executing reporting tools that monitor broker program performance across multiple initiatives. The analyst will use Excel, Power BI, and SQL Server-based data to review year-to-date results, validate program data, identify performance gaps, and highlight when programs are not meeting expected KPIs. The role requires a strong combination of technical reporting skills, attention to detail, and business acumen to translate data into practical recommendations for program improvement.

Requirements

Bachelor's degree preferred in business, analytics, information systems, finance, marketing, or a related field; equivalent experience may be considered.
Minimum two (2) years of experience in business intelligence, data analytics, reporting, sales operations, finance operations, or program performance analysis preferred.
Strong business acumen with the ability to understand broker program objectives, expected KPIs, and performance drivers.
Advanced Microsoft Excel skills, including formulas, pivot tables, data validation, reconciliation, and analysis of large data sets.
Experience developing, maintaining, and enhancing Power BI dashboards, reports, and performance views.
Experience writing or modifying SQL queries using SQL Server or similar relational database platforms.
Ability to interpret year-to-date performance data and identify where programs are not performing to expected results.
Ability to extract Community Solar program data from portals, organize the data in spreadsheets, and prepare files for review, upload, and payment processing.
Experience uploading data into accounting files and executing or supporting payment records with accuracy and attention to required controls.
Ability to understand technical system documentation and interact with IT, data, and business resources.

Nice To Haves

Prior experience with broker programs, incentive programs, commercial sales reporting, or retail energy data is a plus.

Responsibilities

Monitor numerous broker programs using Power BI dashboards, Excel-based reports, and SQL Server data sources.
Create, maintain, and execute Excel and Power BI tools to review year-to-date program performance, including sales, margin, participation, payout, and other relevant KPI trends.
Analyze broker program results against expected KPIs and identify programs that are underperforming, off-track, or requiring additional review.
Validate, reconcile, and troubleshoot data across reporting platforms to ensure accuracy, completeness, and consistency.
Develop clear reporting views, scorecards, and summaries that allow stakeholders to understand broker program performance and year-to-date progress.
Manage Community Solar program reporting and administrative processes, including extracting program data from online portals into spreadsheets for review, reconciliation, and tracking.
Upload Community Solar data into accounting files and execute related payment records in accordance with established processes and required timelines.
Partner with Sales, Marketing, Finance, and broker program stakeholders to clarify reporting needs, define success measures, and communicate program performance insights.
Use SQL Server queries and data extracts to support recurring and ad hoc analysis.
Identify data anomalies, missing information, and process issues that may affect broker program reporting or KPI interpretation.
Translate analytical findings into business recommendations, including potential actions to improve performance or address KPI gaps.
Document reporting logic, assumptions, data sources, and recurring processes to support continuity and auditability.
Manage multiple reporting priorities and deadlines while maintaining a high degree of accuracy.