Required Education Bachelor’s degree in Business, Finance, Economics, Engineering, or related field (or equivalent experience)Required Experience: 4+ years of relevant experience in financial analysis, capital planning, portfolio analysis, investment decision support, or related experience Experience with capital planning, investment analysis, or portfolio-level decision support (not just reporting) Experience with multi-year investment planning, scenario analysis, or portfolio optimization Experience in utility, energy, or regulated infrastructure environmentsPreferred Experience: Experience analyzing large, complex datasets and developing insights using tools such as Excel, Power BI, or similar Experience with capital planning and enterprise systems (SAP preferred; exposure to Copperleaf, Foundry, or similar tools a plus)Required Knowledge & Skills 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 Ability to work with large, complex datasets and connect outputs to financial and planning decisions 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 Attention to detail + Data QA/QC Capital programs and lifecycle cost analysis Familiarity with portfolio optimization and scenario modeling tools (e.g., Copperleaf) Proven ability to translate complex analytical outputs into clear, decision-ready insights Demonstrated proficiency with financial/metrics reporting Ability to think at the portfolio/system level (not just project-level reporting) Strong financial and analytical skillset focused on investment decision-makingPreferred Knowledge & Skills Strong cross-functional collaboration (preferably across Finance, Engineering, and Planning teams)Senior Financial Analyst OverviewThe 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.