Demo

Senior Financial Consultant

Finezi Inc.
Oakland, CA Contractor
POSTED ON 8/5/2025 CLOSED ON 9/3/2025

What are the responsibilities and job description for the Senior Financial Consultant position at Finezi Inc.?

Senior Principal Consultant (L6) – Finance & Data Analytics | PG&E

Location:

300 Lakeside Dr, Oakland, CA 94612

(Hybrid – Onsite 2–3 days/week. Only local Bay Area candidates will be considered)

Job Type:

Contract (3 Months)

About the Role:

We are seeking an experienced Senior Principal Consultant (L6) to join a high-impact finance and analytics team at PG&E in Oakland, CA. This hybrid role requires strong financial forecasting, advanced analytics, and deep knowledge of PG&E’s internal financial structures and systems. You will play a key role in driving strategic initiatives and delivering actionable insights to senior leadership.

Top Requirements (Must-Have):

  • Minimum 4 years recent PG&E experience – preferably within the Finance Department or Business Finance
  • Deep understanding of PG&E financial systems – NEIE/EIE, capital cost categorizations, cost data sources
  • Strong background in financial forecasting and advanced analytics
  • Technical skills in SAP, SQL, Power BI, Python

Key Responsibilities:

  • Evaluate enterprise performance and deliver data-driven insights to drive strategic decision-making
  • Design and lead complex financial and statistical analyses
  • Leverage and/or build financial models to support reporting and planning
  • Present recommendations to senior leaders (SVP/EVP level)
  • Lead cross-functional projects and special initiatives
  • Develop KPIs and metrics to track financial and operational performance
  • Enrich internal data sets with external/public sources
  • Use visualization tools (Power BI, Tableau) to communicate insights

Basic Qualifications:

  • Bachelor’s Degree in Finance, Accounting, Business, or related field
  • Minimum 6 years of experience in financial, analytical, or consulting roles
  • 4 years of recent PG&E experience, with in-depth knowledge of PG&E financial processes

Preferred Qualifications:

  • Master’s degree in Business Administration (MBA) or related
  • 8 years total job-related experience
  • Experience in utility industry, management consulting, or investment banking
  • CPA certification
  • Expertise in Python/SAS for predictive modeling
  • Strong presentation skills and ability to influence senior stakeholders
  • Creative problem-solving mindset with attention to simplicity and clarity

Additional Information:

  • This is a hybrid contract role, requiring 2–3 days/week onsite at PG&E’s Oakland office
  • A PG&E-issued laptop will be provided
  • Only candidates currently residing in the Bay Area will be considered

How to Apply:

Submit your resume with details of relevant PG&E project experience and technical skills.

Salary : $120 - $140

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