Financial Operations Analyst
About The Position
TransGrid Energy is seeking a Financial Operations Analyst to support management of assets within its portfolio. This hybrid role focuses primarily on financial, accounting, and analytical work, with significant emphasis on CAISO and other market participation and asset operations support. The analyst is responsible for accurate and timely financial reporting to internal and external counterparties and for providing the operations team with analytics on P&L, O&M costs, and operating statistics. The role requires advanced Excel proficiency and the ability to design and build reporting processes from the ground up. The position involves collaboration with internal teams and external stakeholders to help ensure optimal and compliant asset operations while maximizing availability and performance.
Requirements
- Bachelor’s degree or higher in finance, accounting, economics, engineering, statistics, or a related quantitative field.
- 3–5 years of experience in financial analysis, accounting, asset management, or power plant or energy market operations.
- Advanced Excel proficiency, including complex formulas, pivot tables, Power Query, and building models and reporting processes from scratch.
- Experience preparing financial reports and analyses for internal leadership and external stakeholders.
- Working knowledge of P&L, budgeting, and variance analysis.
- Working knowledge of CAISO markets, including day-ahead and real-time markets, ancillary services, and settlements.
- Knowledge of utility-scale battery and solar technologies.
- Strong written and verbal communication skills.
- Authorization to work in the United States prior to joining TransGrid Energy LLC; the role does not sponsor or offer assistance with work authorization.
Nice To Haves
- Experience in CAISO, PJM, ERCOT, and other markets.
- Proficiency in SQL, Python or R, and data visualization tools such as Power BI.
- Experience working with or for Scheduling Coordinators, Market Participants, or independent power producers.
- Familiarity with project agreements such as O&M agreements, PPAs, Share Facilities, and tolling or resource adequacy agreements.
Responsibilities
- Prepare and deliver recurring financial, operational, and performance reports for internal leadership and external stakeholders, including lenders, investors, and commercial partners.
- Support financial reporting, month-end close activities, budgeting, forecasting, and variance analysis for assigned energy assets.
- Analyze project performance, operating costs, and key operational metrics to provide actionable insights for business and operational decision-making.
- Develop, enhance, and maintain financial models, dashboards, and reporting tools, and identify opportunities to improve efficiency through automation and process improvements.
- Review project expenses and vendor invoices for accuracy, budget compliance, and alignment with contractual requirements.
- Support contractual reporting obligations and maintain compliance with financing, commercial, and regulatory requirements.
- Monitor asset performance, availability, and market participation, partnering with internal teams and external stakeholders to identify and resolve operational issues.
- Coordinate with Scheduling Coordinators, market operators, and service providers to support accurate asset scheduling, dispatch, and reporting activities.
- Reconcile market settlements and operating data, investigate discrepancies, and support timely resolution.
- Maintain data integrity across reporting systems and documentation while helping establish scalable processes and controls as the company grows.
- Collaborate with finance, accounting, operations, commercial, and leadership teams to support strategic initiatives and optimize asset performance.
- Perform other duties and special projects as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
