Senior Financial Analyst

inSync Staffing

Oakland, CA

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JOB DETAILS

SALARY

$65–$67 Per Hour

SKILLS

Analysis Skills, Asset Management, Automation, Business Strategy, Business Support, Capital Analysis, Communication Skills, Cost Analysis, Cross-Functional, Data Analysis, Data Modeling, Data Quality, Data Sets, Decision Support, Detail Oriented, Economics, Finance, Financial Analysis, Financial Metrics, Financial Operations, Financial Planning, Financial Reporting, Funding, IGP (Interior Gateway Protocol), Investment Analysis, Investment Capital, Investment Management, Investment Strategy, Leadership, Metrics, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Word, Portfolio Analysis, Power BI, Problem Solving Skills, Process Analysis, Qualitative Analysis, Quality Assurance, Quality Control, Quantitative Analysis, Reporting Dashboards, Risk, Risk Analysis, SAP, Software Development Lifecycle (SDLC), Storytelling, Traceability, Trade-Off Analysis

LOCATION

Oakland, CA

POSTED

5 days ago

Senior Financial Analyst
Duration: 6 month contract
Pay Range: $65.00/hour - $67.00/hour
Location: Hybrid - Onsite in Oakland 2 days per week

TOP THINGS
Experience with capital planning, investment analysis, or portfolio-level decision support (not just reporting)
Strong understanding of financial structures (cost, risk, benefits) and investment tradeoffs under constraints
Ability to translate complex analytical outputs into clear, decision-ready insights for leadership

Technical Skillsets
Experience with capital planning and enterprise systems (SAP preferred; exposure to Copperleaf, Foundry, or similar tools a plus)
Strong Excel and Power BI skills for modeling, analysis, and portfolio-level reporting
Experience with multi-year investment planning, scenario analysis, or portfolio optimization
Ability to work with large, complex datasets and connect outputs to financial and planning decisions

Soft Skills
Strong structured problem-solving, with ability to evaluate tradeoffs and develop decision options
Ability to connect data financial constraints portfolio decisions executive outcomes
Effective communication and storytelling skills for leadership-facing deliverables
Strong cross-functional collaboration (preferably across Finance, Engineering, and Planning teams)
Attention to detail + Data QA/QC

Assignment Overview
The 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, and translating analytical outputs into clear, decision-ready insights for leadership. Ideal candidates bring experience in capital planning, financial analysis, and investment decision support.

Responsibilities
Perform analysis on complex data models, requiring customized reporting and data interpretation
Develop and apply metrics to generate recommendations related to business strategy and investment decisions; present findings to leadership
Conduct portfolio-level analysis of capital investment plans, including evaluation of cost, risk, and benefit tradeoffs
Support development and refinement of multi-year investment scenarios under varying financial constraints
Translate optimization outputs (e.g., Copperleaf) into clear, actionable insights that inform investment decisions
Connect analytical results to financial envelopes, funding constraints, and executive decision-making needs
Apply knowledge of capital planning, lifecycle costing, and financial drivers to support portfolio evaluations
Partner with cross-functional teams (Finance, Asset Management, Engineering, Planning) to align inputs and assumptions, and assist in the reporting of financial and operational metrics
Develop and maintain portfolio dashboards, reports, and analytical tools (Power BI, Excel)
Perform data validation and QA/QC to ensure accuracy, consistency, and auditability of outputs
Support executive-level reporting, scenario comparisons, and governance reviews
Analyze current processes to identify and implement automation and efficiency opportunities.
Provide decision support to senior management in the creation of financial and operational metrics and reports
Other ad hoc analyses and reporting

Minimum Qualifications
Bachelor s degree in Business, Finance, Economics, Engineering, or related field (or equivalent experience)
4+ years of relevant experience in financial analysis, capital planning, portfolio analysis, investment decision support, or related experience

Desired Qualifications
Experience analyzing large, complex datasets and developing insights using tools such as Excel, Power BI, or similar
Strong understanding of:
Financial structures (cost, risk, benefits)
Portfolio tradeoffs and investment prioritization
Capital programs and lifecycle cost analysis
Experience in utility, energy, or regulated infrastructure environments
Familiarity with portfolio optimization and scenario modeling tools (e.g., Copperleaf)
Experience supporting investment planning or capital portfolio management processes
Proficiency in MS Office Suite (Word, Excel, PowerPoint) and Power BI
Exposure to enterprise systems such as SAP, Foundry, or similar platforms
Proven ability to translate complex analytical outputs into clear, decision-ready insights
Demonstrated proficiency with financial/metrics reporting

Key Skills & Capabilities
Ability to think at the portfolio/system level (not just project-level reporting)
Strong financial and analytical skillset focused on investment decision-making
Ability to connect:
Analytical outputs portfolio impacts
Financial constraints scenario outcomes
Portfolio results executive decisions
Strong communication skills, with experience supporting leadership-facing deliverables
Detail-oriented with focus on data quality, consistency, and auditability
Broad knowledge of analytical methods, modeling approaches, and problem-solving techniques
Strong quantitative and qualitative analysis skills to support business and investment recommendations
Effective presentation and stakeholder comm
Success Criteria (what good looks like)
Delivers clear, defensible portfolio insights that support investment decisions
Translates complex analytical outputs into concise, leadership-ready materials
Ensures accuracy, consistency, and traceability across portfolio data and reporting
Proactively identifies tradeoffs, risks, and optimization opportunities

Benefits: (employee contribution)
Health insurance
Health savings account
Dental insurance
Vision insurance
Flexible spending accounts
Life insurance
Retirement plan

We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

About the Company

inSync Staffing

We recognize the VMS program management team is our customer and needs to be serviced with integrity, so we built and continue to improve upon our delivery methods as we strive to provide the highest quality service possible. inSync Staffing’s management team recognized ten years ago the inevitable changes to the staffing industry being brought about by technology and the growing trend of Fortune 1000 corporations to outsource management of their contingent workforces to meet compliance and cost control goals. Rather than swim upstream against the changes, inSync Staffing has embraced MSP and VMS programs as our customers, not competitors. We asked program managers how they want to be serviced. The result of their input is that we have structured inSync Staffing as a recruiting and customer service organization, unlike traditional staffing companies who sell directly to the end client. Our delivery model allows us concentrates our resources on how to best supply candidates in a very competitive MSP/VMS program environment.

COMPANY SIZE

50 to 99 employees

INDUSTRY

Staffing/Employment Agencies

FOUNDED

2014

WEBSITE

http://www.insyncstaffing.com/default.html

Senior Financial Analyst

inSync Staffing

Oakland, CA

About the Company

inSync Staffing

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