Business Analyst I - II (Depending on Experience) Budget & Reporting

Grant PUD•Ephrata, WA

2d•Hybrid

About The Position

Grant PUD is seeking a Business Analyst (DOE) to support the District’s budgeting, financial reporting, forecasting, and performance management activities. Depending on qualifications and experience, the successful candidate will be hired at either the Business Analyst I or Business Analyst II level. This position supports budget development and monitoring, Monthly Budget Reviews (MBRs), capital and operating budgets, labor forecasting, financial reporting, and performance metric tracking. The incumbent partners with Finance, operational leaders, project managers, and other stakeholders to collect, analyze, and communicate financial and operational information that supports effective decision-making. At the Business Analyst I level, the role provides analytical, reporting, and process support using established tools and methodologies. At the Business Analyst II level, the role independently performs more complex analysis, leads assigned budgeting and reporting initiatives, and develops actionable recommendations to support financial planning and operational performance. Success in this role requires strong analytical skills, attention to detail, effective communication, and the ability to collaborate with stakeholders across the organization.

Requirements

Bachelor’s degree or 2 additional years of relevant experience in lieu of degree.
One (1) year of experience, analytical, data management, reporting and specific business-related experience.
Bachelor’s degree or two (2) additional years in lieu of degree
Four (4) years of analytical, data management, reporting, financial tracking, or other business-related experience.
Strong understanding of business analysis concepts, data analysis, and reporting practices.
Strong attention to detail and commitment to data accuracy and quality.
Analytical and problem-solving skills with the ability to follow established methodologies.
Effective written and verbal communication skills; ability to prepare clear summaries and documentation.
Ability to organize work, manage multiple tasks, and meet deadlines with guidance.
Proficiency or developing proficiency in Microsoft Office products (Excel, Word, PowerPoint) and SharePoint.
Ability to collaborate effectively with cross-functional teams and build productive working relationships.
Willingness and ability to learn new systems, tools, and utility-related business processes.
Demonstrated professionalism, integrity, and respect for confidentiality.

Nice To Haves

Experience in a public utility, government, or regulated industry environment.
Experience supporting projects, programs, or operational teams through data analysis or reporting.
Exposure to asset management, budgeting, financial analysis, or process improvement concepts.
Experience working with enterprise systems such as CMMS, financial systems, or data visualization tools.
Relevant professional coursework or certification (e.g., business analysis, project management, data analytics).

Responsibilities

Collect, compile, validate, and organize data from multiple internal sources to support business analysis, reporting, and planning activities.
Assist in the development and maintenance of routine reports, dashboards, and performance metrics using established tools and templates.
Support business analysts, project teams, and managers by preparing background materials, documentation, and summary analyses.
Perform basic to moderately complex analytical tasks, including trend analysis, variance analysis, and data quality reviews, under guidance.
Document business processes, requirements, workflows, and procedures to support operational improvements or project initiatives.
Assist with tracking project activities, milestones, risks, and action items; maintain logs and supporting documentation.
Support departmental planning, budgeting, or forecasting activities by gathering inputs and performing standard calculations.
Prepare written summaries, presentations, and ad hoc reports for internal stakeholders.
Participate in meetings with internal stakeholders to gather information, clarify requirements, and support coordination efforts.
Identify data inconsistencies or process inefficiencies and escalate observations to senior staff with supporting information.
Maintain organized records, files, and documentation in accordance with Grant PUD standards and retention requirements.
Support the development and maintenance of budgets for assigned areas, including O&M, capital, and labor.
Support the preparation and analysis of monthly budget reviews (MBRs).
Assist in automating and standardizing routine reports to improve efficiency.
Participate in cross-functional workgroups and committees to enhance understanding of financial operations.
Guides individuals or groups of individuals in the training, implementation and monitoring of the budgeting and reporting process to achieve internal goals and performance objectives.
Assists with identifying and developing a range of financial based trainings for employees, foremen, supervisors, managers, and executive leadership.
Communicates goals, priorities, potential future initiatives, and performance to the Manager of Budget & Reporting.
Develop and maintain effective working relationships with Finance staff, managers, project managers, and stakeholders in assigned functional areas to support budgeting and reporting activities.
Perform moderately complex business, financial, operational, or data analysis to support departmental objectives, planning activities, and decision-making.
Independently collect, validate, analyze, and interpret data from multiple sources; identify trends, risks, and opportunities.
Develop and maintain reports, dashboards, performance metrics, and analytical models using established tools and methodologies.
Translate business requirements into analytical work products, documentation, and recommendations.
Support project planning and execution by performing options analysis, impact assessments, and scenario evaluations within defined scope.
Collaborate with stakeholders across Operations, Engineering, Finance, Asset Management, IT, and other business units to ensure alignment of analysis with business needs.
Prepare clear, data-driven reports, presentations, and summaries for management and stakeholder review.
Document and analyze business processes, workflows, and procedures; recommend improvements to enhance efficiency, quality, or compliance.
Support departmental budgeting, forecasting, and financial tracking activities; analyze variances and explain drivers.
Monitor progress against plans, schedules, or performance targets; identify issues and recommend corrective actions.
Facilitate discussions related to requirements gathering, analysis findings, or process improvements as appropriate.
Provide functional guidance or mentoring to Business Analyst I staff, interns, or temporary resources as assigned.
Coordinate with vendors, consultants, or contractors on data collection, reporting, or analysis tasks within defined parameters.
Ensure analytical work aligns with Grant PUD policies, governance standards, regulatory requirements, and industry best practices.
Identify inefficiencies, risks, or data quality issues and proactively recommend solutions supported by analysis.
Lead assigned organizational efforts in the areas of Monthly Budget Reviews (MBRs), budget development/management, and Key Performance Indicators (KPIs) reporting.
Manage and support the budgeting process for capital, operations and maintenance (O&M), and labor, championing efficiency, standardization, and automation where possible.
Collaborate with the Manager of Budget & Reporting to ensure the availability of accurate financial data for decision-making processes.
Develop, maintain, and enhance financial reporting tools, dashboards, budget tracking models, and performance metrics.
Champion efficiency, standardization, automation, and continuous improvement initiatives related to budgeting and reporting processes.
Train and mentor employees on budgeting processes, financial reporting tools, performance metrics, and reporting best practices.
Develop and deliver financial training programs for employees at all levels.
Monitor budget performance, analyze variances, identify trends, and recommend corrective actions or process improvements.
Support compliance with accounting regulations, bond compliance requirements, and financial reporting standards through accurate analysis, reporting, documentation, and staying informed of industry best practices.
Facilitate and participate in workgroups, committees, and employee-based initiatives focused on continuous improvement of budgeting and reporting processes.
In this position, if needed to operate a GPUD vehicle for business purposes, please refer to the Vehicle/Asset Usage Policy, IS-TA-POL-001.
Demonstrated commitment to Grant PUD’s mission, vision, values, strategic plan, and Grant PUD/IBEW Local 77 Code of Excellence.
Understand and adhere to compliance requirements for this position that may include laws, regulations, security guidelines, Grant PUD policies & procedures, as well as NERC/WECC.
Actively participate in all aspects of our safety program, including but not limited to: Following all safety policies and procedures. Alerting supervisors and coworkers to unsafe or hazardous working conditions. Reporting any safety incidents or close calls within 24 hours to your supervisor; and Accepting feedback from supervisors and coworkers regarding your own safety performance.