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HomeMy WebLinkAbout20241004PAC to Staff 6-2 Attachment.pdf Job Title: Dir, Customer Solutions Job Code: 622, Exempt, Grade 18 Revision Date: 5/2024 By: Callye Cleverly General Purpose: Manages and directs the operations of a geographic territory, region, location or cross-functional unit that has a major impact on corporate, business unit, or organizational objectives. Establishes strategic business objectives, strategies, and plans in support of company strategic goals. Manages and allocates financial and employee resources. Responsible for selecting, coaching, and developing employees and management of employee salaries. Implements and supports company programs and policies. Responsibilities of this position include the following: • Promote a customer first culture and commit to delivering outstanding results for customers. • Manage PacifiCorp Commercial and Industrial DSM Programs. • Direct a staff of program and project managers to deliver energy savings and peak load reduction targets. • Manage and allocate financial and employee resources for Commercial and Industrial DSM programs in Utah, Washington, Wyoming, Idaho and California. • Achieve energy savings and peak load reduction to meet IRP requirements. • Oversee the design and development of cost-effective DSM programs for PacifiCorp's commercial and Industrial. • Recommend and implement plans and approaches to support overall business strategies. • Oversee negotiation of contracts and oversee management of vendor performance to deliver DSM programs on budget and achieving cost effectiveness targets while maintaining customer satisfaction. • Act as an official company spokesperson with regulatory agencies, DSM stakeholders, and environmental agencies in PacifiCorp's service territory. • Maintain close working relationship with customer service personnel in all PacifiCorp states to provide energy efficiency services to Account Managed customers. • Develop annual plans and objectives for Commercial and Industrial DSM Programs. • Deliver results to achieve plans. Requirements for this position include the following: • Bachelor's degree in a related field or an equivalent combination of education & experience. • A minimum of 10 years of directly related professional experience. • A minimum of 5 years of experience in people management. • Demonstrated project management skills and the ability to establish objectives, set clear direction, multi-task and prioritize activities; financial planning; develop/execute policy; plan, direct/monitor resources; recommend &oversee development/implementation of systems, programs or processes. • Leadership &teamwork skills to influence senior officers, peers and others on policy&strategic issues to achieve business results. • Advanced communication and interpersonal skills to interface with team members and customers to promote positive customer outcomes. • Communication skills to create a vision; communicate strategy, targets & action plans; manage & motivate others; work effectively&confidentially with internal & external customers; work with all levels of an organization including people with different styles & background. • Knowledge of the Company's strategic plan, regulatory and political environment, as well as the Company's policies, procedures and practices, and applicable federal, state, and local laws and regulations. • Management skills including the ability to establish objectives, develop and execute policy, direct and monitor resources, and recommend and oversee development or implementation of systems, programs, or processes. • Experience leading cultural change in an organization. Employees must be able to perform the essential functions of the position with or without an accommodation. Job Title: Dir, Commercial Accts& Community Rltns Job Code: 1679, Exempt, Grade 18 Revision Date: 5/29/2020 By: Smruti Sahoo General Purpose: Responsible for achieving goals and objectives of the company regional business management team. Manage and direct regional business managers. Establish strategic business objectives, strategies, and plans in support of company strategic goals. Manage and allocate financial and employee resources. Responsible for selecting, coaching, and developing employees and management of employee salaries. Implement and support company programs and policies. Additionally, this position will provide superior account and community management to the company's key community, commercial and industrial accounts. Responsibilities of this position include the following: • Promote a customer first culture and commit to delivering outstanding results for customers. • Manage a team of regional business managers including hiring, training and coaching team members. • Assign customer accounts and communities to other regional business managers. • Complete reports and other assignments as required to report on team activities. • Resolve escalated concerns of customers and communities assigned to the team. • Ensure a safe work environment and employees are adhering to all safety rules and requirements. • In coordination with management accountable for results of the team. • Establish and maintain governmental and community relationships to facilitate the permitting process and resolution of business unit issues affecting communities (i.e. pole relocations, rights of way, conservation easements, tree trimming, etc.) • Be an active member of selected civic and economic development organizations to stay abreast of community issues and provide information to the public about company policies/programs. • Ensure high satisfaction ratings by key opinion leaders in assigned communities. • Proactively work with community leaders to obtain/track community data. • Inform communities of company initiatives and messages by distributing literature and giving presentations to local organizations as directed by corporate communications. • Negotiate franchise agreements. • Assist with managing the company's involvement in community events that support company objectives. • Establish business relationships through account management with assigned customer segments. This will include commercial, industrial and government accounts. • Manage assigned key or national accounts to include development of account management strategy and corporate account plans. • Provide solutions and recommendations regarding our customers' concerns and questions. Create a positive influence on their future decision to support PacifiCorp as their energy service provider. • Utilize project management, teamwork and leadership skills to communicate in a manner that will effectively leverage corporate resources and competencies. • Identify and manage the customer and PacifiCorp relationship development with a wide range of decision-makers in the customer organizations, i.e., account management, legal, production, engineering, finance, and other function areas as identified. • Collaborate with other company business units to address and solve customer problems and concerns. • Select, coach, and develop employees, as assigned. • Review and evaluate employee performance and prepare annual reviews, as assigned. Requirements for the position include the following: • Bachelor's Degree in Business, Engineering, Finance, Communications, or a related field; or the equivalent combination of education and experience. • A minimum of ten years' experience as an account or community manager in the energy industry. • A minimum of five years direct people or functional management experience. • Management skills including the ability to establish objectives, execute policy, monitor resources, and manage the development or implementation of a system, program or process. • Advanced communication and interpersonal skills to interface with team members and customers to promote positive customer outcomes. • Leadership and teamwork skills to provide input into policy decisions and to mobilize resources to produce desired business results. • Communication and interpersonal skills to manage and motivate employees, use oral and written communication to communicate objectives and action plans. • Working knowledge of electric system operations, electric principals, regulation, and political environment on state and community levels. • Demonstrated project management, team work and leadership skills to produce desired business results. • Ability to communicate company's strategic plan, objectives for specific area, as well as company policies, procedures, and practices and federal, state, and local governmental laws and regulations. • Public speaking and presentation skills • Experience with community relations and processes • Ability to work with all organizational levels to influence actions and negotiate outcomes. • Strong computer skills including the use of MS Word, Excel and Power Point Employees must be able to perform the essential functions of the position with or without an accommodation. Job Title: Actng Coord Job Code: 1960, Non-exempt, Grade 1 ON Date Revised: 9/12/2019 By: Tina Weber General Purpose Processes invoices and posts transactions to journals. Identifies accounts affected and reviews printouts against manually maintained journals. Detects and corrects erroneous postings; prepares documents to adjust accounting classifications and other data. Reviews lists of rejected transactions, determines reasons for rejections and prepares correcting materials. Follows Company and organizational policies and procedures in posting and reconciling journal entries. Provides research and support as needed. Responsibilities of this position include the following: • Process invoices and post transactions to journals in compliance with company and regulatory policies. • Prepare spreadsheets, charts, and reports. • Prepare documents to adjust accounting classifications and other data. • Review list of rejected transactions, determine reasons for rejection, and prepare correcting materials. • Process both electric and non-electric customer payments. • Balance and adjust entries. • Provide research and support for call centers with customer payment inquiries. • Handle confidential data professionally. Requirements for this position include the following: • High School Diploma or equivalent; or the equivalent combination of education and experience. • A minimum of one year experience in accounting, or other relevant business experience (e.g., banking, customer service). • General knowledge of accounting systems, Generally Accepted Accounting Principles (GAAP), Company accounting policies, practices, and procedures. • Proficient with the use of personal computers including databases, accounting systems, and spreadsheet applications. • Ability to pay attention to detail and determine variances and resolution. • Communication and interpersonal skills including the ability to work with all levels of the organization; ability to work as a member of a team. Preferences: • Understanding of item processing and banking. • Knowledge of the electric utility industry. Employees must be able to perform the essential functions of the position with or without an accommodation. Job Title: Communications Spclst Job Code: 2046, Exempt Revision Date: 4/4/2007 By: Anne Bui General Purpose Provides advice and counsel to management and client organizations. Conducts special studies and analyses, develops alternatives, presents recommendations to management and influences management decisions. Researches, analyzes, develops and implements new strategies, programs, and/or processes in response to changing internal and external conditions. Responsibilities of this position include the following: • Act as a consultant to management in determining the best course of action and communication vehicles/channels to deliver key messages internally. • Develop and implement communication strategies and programs aimed at PacifiCorp employees. • Develop internal communications messages that inform and educate employees on operational, regulatory and public policy issues important to corporate accomplishing its objectives. • Independently create and produce communications materials such as newsletters, memos, letters, presentations, talking points, online communications, posters, fliers, etc. • Support business reporting by writing, reviewing, editing, and compiling business plans, reports and operating plans. • Facilitate informational meetings and executive visits, including preparing materials, talking points and data pertinent for individualized communities, customers or locations, etc. • Liaise and collaborate with other departments within the company. • Provide communications advice and counsel to internal client organizations. • Act as media spokesperson on various issues. • Develop production schedules, project budgets and tracking documents, and evaluate work products. Requirements for this position include the following: • Bachelor's Degree in Business Administration, Marketing, Finance, Human Resource Management or a related field; or the equivalent combination of education and experience. • A minimum of five years experience in communications, public relations, or marketing. • Knowledge of research, analysis, and consulting techniques, Company policies, procedures, practices, and applicable federal, state, and local governmental laws and regulations. • Program design skills including development of interventions, processes, or new or modified programs. • Ability to develop and implement communication strategies and programs. • Communication and interpersonal skills involving the ability to establish trust, maintain confidence, and understand social behavior and interactions. • Ability to work with all organizational levels to influence actions and negotiate outcomes. • Ability to listen and communicate effectively through oral and written means. • Ability to work as a team member, maintain project timelines, budgets, and deliver on commitments. • Proficient with the use of personal computers to gather, analyze, and summarize data. Preferred • Advanced Degree. • Project management and leadership skills. Employees must be able to perform the essential functions of the position with or without an accommodation. Job Title: Engineer I Job Code: 2118, Exempt, Grade 14 Date Revised: 08/29/2018 By: Tina Weber General Purpose Applies prescribed methods and standard practices in performing specific tasks within projects and assists other engineering staff on more complex projects. Develops engineering studies, plans, specifications, calculations, evaluations, design documents, and performance assessments associated with the planning, design, licensing, construction, operation, and maintenance of the Company's generation, transmission, distribution, telecommunication, or other utility facilities/systems. Responsibilities of this position include the following: • Analyze the system design, programming, and modification. • Develop studies of limited scope and prepare data for cost estimations and analyses. • Run equipment and performance tests and install and inspect new equipment. • Conduct site inspections to ensure adherence to engineering standards. Requirements for this position include the following: • Bachelor's degree in engineering from an accredited college/university. • Basic knowledge and application of principles in area of engineering specialty. • Knowledge of applicable federal, state, and local laws and regulations (if required for the position). • Ability to interact favorably with project and work teams. • Communication and interpersonal skills involving the ability to work cross-functionally to understand requirements, present alternatives, and recommendations. • Proficient with the use of personal computers and automated tools. Preferences: • Engineering internship or other experience specific to applicable discipline. • Completion of internship with an electrical utility. Employees must be able to perform the essential functions of the position with or without an accommodation. Job Title: Senior Customer Solutions Program Manager Job Code: 4850, Exempt, Grade 17 Revision Date: 6/2/2020 By: Smruti Sahoo General Purpose: Responsible for the identification, quantification, valuation and development of demand side resource opportunities, providing analysis and information critical for their consideration in integrated resource plan and to their acquisition through the Company's demand side management programs. Establishes and implements business objectives, strategies and plans. Usually responsible for establishment and adherence to department budget. May act as lead for Associate and Customer Solutions Program Manager levels. Responsibilities of this position include the following • Promote a customer first culture and commit to delivering outstanding results for customers. • Responsible for the technical analysis and cost/benefit analysis of new programs or changes to existing programs, maintaining relevant measure performance assumptions, and making necessary measure assumption changes due to program evaluation information, changing market conditions and/or advancing codes and standards; • Identify cost effective load management and energy efficiency opportunities and develop acquisition strategies consistent with the unique protocol established by each state commissions; • Responsible for demand-side information on resource size, shape, operating characteristics, and costs for the development of the company's integrated resource and business plans. • Implement integrated resource plan demand-side resource options. • Ensure assigned programs are cost-effective and consistent with the unique protocol established by each state commission. • Ensure the valuation of load management and energy efficiency resources is comparable to supply-side resource options and consistent with the unique protocol established by each state commission. • Assist in the preparation the company's ten year business plan and coordinate data with the company's load forecasting group. • Create, modify and/or eliminate load management and energy efficiency programs to ensure compliance with tariffs and cost effectiveness. • Monitor the cost/benefit of new programs or changes to existing programs, maintaining relevant measure performance assumptions, and making necessary measure assumption changes due to program evaluation information, changing market conditions and/or advancing codes and standards • Ensure that program activities operate within the policies and procedures including all relevant commission regulations and professional standards. • Oversee the delivery of services among different program activities to increase effectiveness and efficiency within the organization. • Manage the creation, modification and/or elimination of load management and energy efficiency programs to ensure compliance with tariffs and cost effectiveness. • Responsible for achieving DSM savings targets within established budgets. • Monitor program activities on a regular basis and actively participate in evaluations. • Identify and evaluate the risks associated with program activities and take appropriate action to control the risks. • Prepare data responses supporting programs as needed. • May serve as company liaison with organizations such as, the Northwest Power and Conservation Council, Regional Technical Forum, Southwest Energy Efficiency Project, Energy Trust of Oregon, etc. • May act as lead for Associate and Customer Solutions Program Manager levels. Requirements for this position include the following: • Bachelor's Degree in Business, Finance, Accounting, Management, Electrical or Mechanical Engineering or a related field; or the equivalent combination of education and experience. • A minimum of seven years professional experience with energy efficiency and/or load management technologies, resource evaluation and valuation. • Demonstrated experience in demand-side resource market analysis, resource modeling, technology knowledge, and performance/delivery contracting. • Demonstrated knowledge of the application of residential, commercial, industrial, and agricultural DSM technologies in areas including lighting, HVAC, building envelope, refrigeration, motors, controls, compressed air systems, material handling systems and industrial processes. • Advanced communication and interpersonal skills to interface with team members and customers to promote positive customer outcomes. • Management skills including the ability to establish objectives, execute policy, monitor resources, and manage the development or implementation of a system, program, or process. • Leadership and teamwork skills to provide input into policy decisions and to mobilize resources to produce desired business results. • Communication and interpersonal skills to manage and motivate employees. • Advanced Oral and written communication skills to communicate objectives and action plans. Preferences: • Professional Engineering Registration (P.E.)and/or Certified Energy Manager(C.E.M.) preferred • MBA • Program Management Professional (PMP) and/or Program Management Professional (PgMP) • Knowledge of Program Management • Demonstrated knowledge of the application of Demand Side Management(DSM) technologies. Employees must be able to perform the essential functions of the position with or without an accommodation. Job Title: Cust Solution, Compliance & Fin Spclst Job Code: 5033, Grade 16 Revision Date: 6/2/2020 By: Smruti Sahoo General Purpose Provides advice and counsel to management and client organizations. Conducts special studies and analyses, develops alternatives, presents recommendations to management and influences management decisions. Researches, analyzes, develops and implements new strategies, programs, and/or processes in response to changing internal and external conditions. Implement and support company programs and policies. Responsibilities of this position include the following: • Promote a customer first culture and commit to delivering outstanding results for customers. • Ensuring compliance with procurement guidelines, corporate governance and regulatory requirements • Ensure all performance agreements and program administration agreements are designed to ensure the contractors strict compliance with the demand side management program tariffs in California, Washington, Idaho, Utah and Wyoming. • In coordination with management, assist with establishing and monitoring department compliance controls and finances. • Working with program managers to ensure all programs are being delivered in a prudent manner consistent with regulatory requirements, corporate governance and contract terms • In coordination with management validate monthly program expenses and savings reports. • Act as a lead/expert in the work group; train and mentor staff as needed. Requirements for this position include the following: • Bachelor's degree in business management/finance, energy management, or related field or demonstrated experience. • A minimum of seven years professional experience in a related field. • Demonstrated ability to direct others without direct supervisory control. • Advanced communication and interpersonal skills to interface with team members and customers to promote positive customer outcomes. • Demonstrated ability to manage program vendors and other delivery contractors. • Working knowledge of network and PC applications. • Demonstrated ability and understanding of regulatory compliance. Preferences: • Experience in regulatory compliance. • Demonstrated creative and innovative approaches in the marketplace. Employees must be able to perform the essential functions of the position with or without an accommodation. Job Title: Sr CSA Job Code: 5680, Non-exempt, Grade 11 N Revision Date: 06/3/2020 By: Smruti Sahoo General Purpose Provides customer service to existing and future customers by delivering services such as billing, credit and collections, service requests, energy efficiency and customer account management. Operates within an environment which requires continuous learning including developing and utilizing skills and competencies to best serve customers. Responsibilities of this position include the following: • Promote a customer first culture and commit to delivering outstanding results for customers. • Provide world-class customer service via telephone to existing and future customers by delivering services such as billing, credit and collections, service requests, energy efficiency and customer account management. • Assist customers via telephone in regard to service outages, restoration of electric services, and electric service billings. • Provide specialized advice in regard to regulatory billing requirements and company processes via extensive phone time and electronic means. • Resolve disconnect or account delinquency issues by discussing options available with the customer and agreeing to an appropriate plan. • Coordinate customer's requests, when necessary, with the appropriate company department. • Prepare written communication with the use of templates. • Communicate with field personnel via phone or electronic means to process customer work orders. • Demonstrate adherence to identified PCCC performance measures as outlined in the Customer Contact Center Guidelines. • Navigate through multiple computer software programs to address account information specific to customer inquiries. • May act as a resource to junior level associates. Requirements for this position include the following: • High School Diploma or GED Certificate; or the equivalent combination of education and work experience. • A minimum of two years non-sales customer service experience where one-on-one problem resolution was demonstrated, and/or two years of non-sales call center experience. • Successful completion of two years as a customer service agent with PacifiCorp. • Ability to gather necessary information from internal and external customers, determine appropriate course of action and provide information to customers. • Advanced communication and interpersonal skills to interface with team members and customers in a fashion that promotes positive customer outcomes. • Active listening, conflict resolution and problem solving skills. • Proficient with the use of personal computers to access and input relevant information on customer accounts. • Ability to perform basic math calculations. • Ability to type a minimum of 30 WPM. • Excellent knowledge of general Company policies and procedures as well as those specific to billing, credit/collections, service and account management. • Ability to work scheduled shifts and meet attendance requirements. Employees must be able to perform the essential functions of the position with or without an accommodation. Job Title: Customer Innovation Regulatory Mgr Job Code: 6875, Exempt, Grade 17 Revision Date: 6/4/2020 By: Smruti Sahoo General Purpose Responsible for managing all customer solutions regulatory activity and stakeholder management. Conducts special studies and analyses, develops alternatives, presents recommendations to management and influences management decisions. Researches, analyzes, develops and implements new strategies, programs, and/or processes in response to changing internal and external conditions. Responsibilities of this position include the following: • Promote a customer first culture and commit to delivering outstanding results for customers. • Regulatory interface and project manager for regulatory filings, presentations and testimony for all customer solutions functions at the state regulatory commissions. • Coordinate and support customer solutions management and regulatory organization on state regulatory affairs on all customer solutions filings, presentations, and testimony. • Ensure compliance with approved state regulatory filings. • Provide support for company relationships with state commission staffs and interveners in company regulatory matters to communicate the company's position and to produce favorable regulatory outcomes. • Develop presentations and periodic reports for stakeholders and external groups such as customer solutions advisory or steering committees. • Prepare, respond, and review all data requests for customer solutions dockets and for customer solutions issues in general rates cases or energy balancing account dockets. • Monitor state regulatory proceedings and prepare presentations of the company's position for state/public service commissions and other external audiences. • Participate in customer solutions state initiatives and taskforces. Requirements for this position include the following: • Bachelor's degree in Finance, Accounting, or a related field; or the equivalent combination of education and experience. • A minimum of seven years of related regulatory or energy efficiency experience. • Understanding of utility economics, as well as utility commission rules and regulations. • Ability to independently perform analysis and prepare regulatory filings. • Research and analysis skills including the ability to obtain relevant data, evaluate complex situations, develop creative alternatives, provide recommendations, and negotiate and influence outcomes. • Project management skills including project leadership, task identification, scheduling, and cost/expenditure identification. • Advanced communication and interpersonal skills to interface with team members and customers to promote positive customer outcomes. • Knowledge of applicable Company policies and procedures; applicable federal, state, and local governmental laws and regulations. • Proficient with the use of personal computers including spreadsheet, database, word processing, and presentation applications to gather, analyze, and model information. • Excellent communication and interpersonal skills involving the ability to establish trust, maintain confidence, and understand social behavior and interactions. • Ability to work with all levels of an organization including people with different styles and backgrounds; ability to work as a member of a team. Ability to present alternatives and recommendations. Employees must be able to perform the essential functions of the position with or without an accommodation. Job Title: Associate Customer Solutions Program Mgr. Job Code: 6876, Exempt, Grade 15 Revision Date: 8/2018 By: Matthew Swanson General Purpose: The Associate Customer Solutions Program Manager is responsible for the coordination and administration of all aspects of assigned programs including, planning, organizing and controlling program activities in accordance with the mission and goals of the organization. Responsibilities of this position include the following: • Assist with the development and implementation of goals and objectives to achieve the successful outcome of assigned programs. • Coordinate the development of an annual operating plan to support assigned programs. • Develop a culture of continuous improvement with contractors to assess the strengths and weaknesses of assigned programs and identify areas for improvement. • Ensure that program activities operate within the policies and procedures including all relevant commission regulations and professional standards. • Monitor the cost/benefit of new programs or changes to existing programs, maintaining relevant measure performance assumptions, and making necessary measure assumption changes due to program evaluation information, changing market conditions and/or advancing codes and standards • Ensure assigned programs are cost-effective and consistent with the unique protocol established by each state commission. • Assist with the creation, modification and/or elimination of load management and energy efficiency programs to ensure compliance with tariffs and cost effectiveness. • Coordinate data responses supporting programs as needed. • Responsible for achieving DSM savings targets within established budgets. • Monitor program activities on a regular basis and actively participate in evaluations. • Identify and evaluate the risks associated with program activities and take appropriate action to control the risks. Requirements for this position include the following: • Bachelor's Degree in Business, Finance, Accounting, Management, Electrical or Mechanical Engineering or a related field; or the equivalent combination of education and experience. • A minimum of three years professional experience with energy efficiency and/or load management technologies, project management, and/or program management. • Oral and written communication skills to communicate objectives and action plans. • Ability to work with all organizational levels to influence actions and negotiate outcomes • Ability to listen and communicate effectively through oral and written means. • Proficient with the use of personal computers to gather, analyze, and summarize data. Preferences: • MBA • Program Management Professional (PMP) and/or Program Management Professional (PgMP) • Knowledge of Program Management • Demonstrated knowledge of the application of Demand Side Management (DSM) technologies. • Certified Energy Manager(C.E.M.) Employees must be able to perform the essential functions of the position with or without an accommodation. Job Title: Sr Engineer II Job Code: 8328, Exempt, Grade 16ENG Date Revised: 3/2024 By: Callye Cleverly Advancement to this level based on business requirement. General Purpose Develops advanced engineering studies, plans, specifications, calculations, evaluations, design documents, and performance assessments associated with the planning, design, licensing, construction, operation, and maintenance of the company's generation, transmission, distribution, telecommunication, or other utility facilities/systems. Responsibilities for this position include the following: • Design, develop, modify, and evaluate complex systems, process, or facilities to support company objectives, utilizing engineering methods. • Develop highly complex engineering studies, plans, specifications, calculations, evaluations, design documents, and performance assessments. • Determine methods and techniques for obtaining results. • Act as a lead/expert in the work group; train and mentor associate and career level engineers, technicians and drafters. • Recommend alternative engineering solutions to management to meet business needs. • Deliver on commitments and manage outside engineering services to accomplish the assigned work. • Maintain project timelines and budgets. • Analyze and design engineering methods. Requirements for this position include the following: • Bachelor's degree in engineering from an accredited college/university. • A minimum of six or more years' experience in industrial power systems or electric utility power systems. • Professional Engineering (PE) license strongly preferred; may be required based upon role. • Demonstrated knowledge and application of principles in area of engineering specialty. • Project management and leadership skills including the ability to work as a team member, to maintain project timelines, budgets, and deliver on commitments. • Understanding of company's business, and relevant policies, procedures, and practices. • Knowledge of applicable federal, state, local laws, regulations and the National Electric Codes. • Ability to perform effectively in high-pressure situations while maintaining focus and calmness. • Demonstrated communication and interpersonal skills involving the ability to work cross- functionally to understand requirements, present alternatives, and recommendations. • Proficient with the use of personal computers including automated tools. Employees must be able to perform the essential functions of the position with or without an accommodation. Job Title: Sr. Business Analyst Job Code: 8544, Exempt, Grade 14 Date Revised: 3/13/13 By: Greg Brown General Purpose Conducts analysis through research, gathering and interpretation of data, development of alternatives and recommendations. Presents analysis and recommendations to management and may implement selected alternative. Analyses include, but are not limited to, feasibility studies, cost/benefit analysis, trending/forecasting, financial analysis, budget analysis and reporting. Responsibilities of this position include the following: • Prepare key managerial performance reports for the organization. • Perform complex assignments lacking precedent and requiring creativity. • Serve as a subject matter expert and provide training and communication of changes in policies and procedures. • Provide advice or functional direction, and assume a lead role in the work group. • Perform audits and inquiries; assess business issues and risks within the organization. • Research and analyze complex data. • Analyze and compare actual project costs to authorized business costs. • Report on performance and develop alternatives and recommendations for improvement to management. • Lead implementation of selected alternative to various analysis projects. Requirements for this position include: • Bachelor's degree in Accounting, Business Administration, Finance or other applicable fields; or an equivalent combination of education and experience. • A minimum of four years of directly related experience in gathering, analysis, interpretation, trending, forecasting, and modeling skills. • Working knowledge of SAP. • Strong understanding of company capitalization policy. • Project management skills including project leadership, task identification, scheduling, and cost/expenditure identification. • Proficient with the use of personal computers including spreadsheet, database, word processing, and presentation applications to gather, analyze, and model information. • Communication and interpersonal skills including the ability to consult with internal and external customers regarding matters/issues which may be sensitive and complex in nature. • Ability to work with all levels of an organization including people with different styles and backgrounds; ability to work as a member of a team; ability to present alternatives and recommendations. • Knowledge of applicable company policies and procedures; applicable federal, state, and local governmental laws and regulations. Preferences: • Knowledge and understanding of the electric utility industry and its regulatory and operating environments. • Understanding of project life cycles. • Understanding of FERC requirements. Employees must be able to perform the essential functions of the position with or without an accommodation. Job Title: Sr Business Spclst Job Code: 8567, Exempt, Grade 16 Revision Date: 6/5/2020 By: Smruti Sahoo General Purpose Provides advice and counsel to management and client organizations. Conducts special studies and analyses, develops alternatives, presents recommendations to management and influences management decisions. Researches, analyzes, develops and implements new strategies, programs, and/or processes in response to changing internal and external conditions. Responsibilities of this position include the following: • Promote a customer first culture and commit to delivering outstanding results for customers. • Gather and analyze critical information (demographics, condition, costs, lifecycle)from various sources. • Audit business system data and examine actuals against targets. • Analyze business processes, conduct special studies, develop alternatives and present recommendations to management and influence management decisions. • Identify and recommend long-range asset data management and system improvements to strategically balance risk and reward. • Develop and approve long range programs for assets. • Implement optimum life cycle and companion costs models for network assets. • Manage the budget process to ensure that all stakeholders have their needs met. • Report complex financial information in simple terms, and communicate throughout the organization. • Act as expert on maintaining financial integrity of the FERC data. • Research and analyze relevant data, evaluate complex situations, develop creative alternatives, provide recommendations, and negotiate and influence outcomes. Requirements for this position include the following: • Bachelor's Degree in Business Administration, Marketing, Finance, Human Resource Management or a related field; or the equivalent combination of education and experience. • A minimum of seven years experience in an applicable field directly related to position responsibilities. • Program design skills including development of interventions, processes, or new or modified programs to meet customer needs. • Advanced communication and interpersonal skills to interface with team members and customers to promote positive customer outcomes. • Excellent communication and interpersonal skills involving the ability to establish trust, maintain confidence, and understand social behavior and interactions. • Ability to work with all organizational levels to influence actions and negotiate outcomes • Ability to listen and communicate effectively through oral and written means. • Proficient with the use of personal computers to gather, analyze, and summarize data. • Project management and leadership skills, including the ability to work as a team member, to maintain project timelines, budgets, and deliver on commitments. • Knowledge of research, analysis and consulting techniques, Company policies, procedures, practices, and applicable federal, state, and local governmental laws and regulations. Preferences: • Previous Utility Operations experience in a financial role. • Previous supervisory or lead experience is desired • Experience of guiding and creation of budget/reporting processes. • The ability to manage client and vendor relationships. Employees must be able to perform the essential functions of the position with or without an accommodation. Job Title: Customer Solutions Program Manager Job Code: 8575, Exempt, Grade 16 Revision Date: 4/22/2022 By: Smruti Sahoo General Purpose: The Customer Solutions Program Manager is responsible for the coordination and administration of all aspects of assigned programs including, planning, organizing, leading, and controlling program activities in accordance with the mission and goals of the organization. Responsibilities of this position include the following: • Promote a customer first culture and commit to delivering outstanding results for customers. • Assist with the development and implementation of long-term goals and objectives to achieve the successful outcome of assigned programs. • Coordinate the development of an annual budget and operating plan to support assigned programs. • Develop a culture of continuous improvement with contractors to assess the strengths and weaknesses of assigned programs and identify areas for improvement. • Ensure that program activities operate within the policies and procedures including all relevant commission regulations and professional standards. • Coordinate the delivery of services among different program activities to increase effectiveness and efficiency within the organization. • Monitor the cost/benefit of new programs or changes to existing programs, maintaining relevant measure performance assumptions, and making necessary measure assumption changes due to program evaluation information, changing market conditions and/or advancing codes and standards • Identify cost effective load management and/or energy efficiency opportunities and develop acquisition strategies consistent with the unique protocol established by each state commission. • Participates with the resource size, shape, operating characteristics, and costs for the development of the company's integrated resource and business plans. • Implement integrated resource plan demand-side resource options. • Ensure assigned programs are cost-effective and consistent with the unique protocol established by each state commission. • Assist with the creation, modification and/or elimination of load management and energy efficiency programs to ensure compliance with tariffs and cost effectiveness. • Coordinate data responses supporting programs as needed. • Responsible for achieving DSM savings targets within established budgets. • Monitor program activities on a regular basis and actively participate in evaluations. • Identify and evaluate the risks associated with program activities and take appropriate action to control the risks. Requirements for this position include the following: • Bachelor's Degree in Business, Finance, Accounting, Management, Electrical or Mechanical Engineering or a related field; or the equivalent combination of education and experience. • A minimum of five years professional experience with energy efficiency and/or load management technologies, project management, and/or program management. • Leadership and teamwork skills to provide input into policy decisions and to mobilize resources to produce desired business results. • Advanced communication and interpersonal skills to interface with team members and customers to promote positive customer outcomes. • Advanced Oral and written communication skills to communicate objectives and action plans. • Ability to work with all organizational levels to influence actions and negotiate outcomes • Ability to listen and communicate effectively through oral and written means. • Proficient with the use of personal computers to gather, analyze, and summarize data. Preferences: • MBA • Program Management Professional (PMP) and/or Program Management Professional (PgMP) • Knowledge of Program Management • Demonstrated knowledge of the application of Demand Side Management (DSM) technologies. • Professional Engineering Registration (P.E.)and/or Certified Energy Manager(C.E.M.) preferred Employees must be able to perform the essential functions of the position with or without an accommodation. Job Title: Assoc Business Svcs Analyst Job Code: 9450, Exempt, Grade 12N Date Revised: 6/4/2020 By: Smruti Sahoo General Purpose Conducts analysis through research, gathering and interpretation of data, development of alternatives and recommendations. Presents analysis and recommendations to management and may implement selected alternative. Analyses include, but are not limited to, feasibility studies, cost/benefit analysis, trending/forecasting, financial analysis, budget analysis and reporting, and business processes. Responsibilities of this position include the following: • Promote a customer first culture and commit to delivering outstanding results for customers. • Assist in administering and implementing customer service improvement projects to increase customer satisfaction, improve efficiencies and comply with state regulations. • Maintain policies, procedures and process information for customer service. Work closely with subject matter experts and business managers to ensure documentation is consistently and accurately maintained. • Provide business process analysis through research, gathering and interpretation of data, and development of alternatives and recommendations. Identify issues in existing processes and procedures, and ensure clarity and consistency in documentation. • Assist with preparing reports and ad hoc data using Cognos or other systems in order to support internal and external data requests and process improvement efforts. • May support electronic payment research activities including unpostable payments, pay station support, payment issues or other as assigned. • Support the system enhancement process through documentation of system and process changes. • May assist with resolution of Customer Care issues through research, analysis and follow-up with customers. Requirements for this position include the following: • Bachelor's degree in Business Administration, Finance, English, Communications, or other applicable field; or the equivalent combination of education and experience. • Basic knowledge and understanding of customer service systems and processes. • Data gathering, analysis, interpretation, trending, forecasting and modeling skills. • Advanced communication and interpersonal skills to interface with team members and customers to promote positive customer outcomes. • Computer skills including Excel, Word, Power Point and Visio. • Strong communication and interpersonal skills including ability to consult with internal and external levels of an organization; ability to work as a member of a team; ability to present alternatives and recommendations. • Excellent writing skills to support creating new and editing existing documentation. Preferences: • A minimum of three years professional experience. • Cognos Impromptu experience to create ad-hoc reports and respond to data requests. • Project management skills. • CSS and GTX knowledge and experience. Employees must be able to perform the essential functions of the position with or without an accommodation.