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Senior IT Planning Analyst (Flexible Locations)

San Francisco, CA, US, 94105

Requisition ID # 37480 

Job Category : Accounting / Finance 

Job Level : Individual Contributor

Business Unit: Information Technology

Job Location : San Francisco



Department Overview 

The Office of the CIO (OCIO) represents the cross-functional IT Management capabilities that enable running the business of IT. The OCIO focuses on supporting IT's operation model by ensuring a consistent, transparent and efficient approach to the way the IT organization delivers value to its partners. The core of the OCIO consists of four areas essential to the long-term success of IT: Contract Management, Culture, Program Management Office and Investment Management.


Position Summary 

The IT Planning Analyst, Senior will plan and forecast budgets, control those budgets, provide operational analysis and strategic planning analysis, along with developing metrics for the department. The IT Planning Analyst job family provides planning, product, business, and operations management analysis and support in the following areas: planning, research support, data analysis and reporting, resource management, process governance, budgetary requirements and spend, in support of business decision making, strategy, and operations.  This position provides input, support, and analysis to general IT business processes, assists in the development of a prioritized budget for the IT organization and works with other financial or data personnel to ensure accurate and timely operations, budget, and/or project management. Senior Planning Analyst may also be involved in business process improvement, quality control, special projects, and other initiatives. All employees are responsible for performing their jobs in accordance with PG&E's vision and values. 


The work location is flexible and can be located in San Francisco, San Ramon, Concord, or Santa Rosa, however, training will occur in San Francisco for the first few months of the position.  


Job Responsibilities 

  • Work with stakeholders throughout the organization to identify opportunities for leveraging company data to derive insights that will drive business decisions and operational efficiencies.
  • Assess the effectiveness and accuracy of new data sources and data gathering techniques.
  • Produce insightful reports that can be shared with and actioned by Senior Leadership.
  • Conceptualize and build centralized tools (including dashboards) that the Solutions Delivery and broader teams can use to extract data/insights for daily business management in an automated manner.
  • Assist with the daily operations and provide general IT business & planning support.
  • Prepare reports through gathering, analyzing and summarizing data and information; prepares presentation materials for management reports.
  • Build predictive models that will better detect anomalies, estimate accruals, and resolve financial imbalances.
  • Assist in the initiation, conducting and coordinating studies and analysis on IT operations, resource allocation, financial reviews; and analyzing programs to ensure that program goals and work plans are on target.
  • Participates and assists in the preparation of the annual business plans for the assigned IT functional area, and coordinates contract or resource management efforts including making recommendations based on analysis work.
  • Maintain annual capital and expense budgets utilizing proper accounting/budgeting controls, enter financial data into tracking system, and compile regular and ad-hoc financial status reports.
  • Implement cost allocation program and respond to questions and concerns from the business areas.  Review contract invoices, identify disparities, and resolve issues with the vendors.
  • Serve as a resource to project managers to educate and assist with project management processes.
  • Ensures project control systems are in place and integrates project data for decision makers
  • Provide labor forecasts, projects, initiatives, demand and capacity analyses.
  • Collaborate with program/project managers in the development of program/project management documentation, business cases, cost planning, reports, work plans, and performance metrics.
  • Record and monitor project issues, risks and change requests.
  • Record and monitor project action logs and decision logs.
  • Update and analyze project data and performance metrics; prepare and maintain complex presentations and spreadsheets for analysis and recommendations.
  • Research and compile information for project teams.




  • Bachelor of Arts / Science in accounting, business, finance, similar field OR equivalent work experience
  • 4 years of general business experience


  • Advanced understanding of financial systems and reporting tools
  • Strong knowledge of business and financial planning, professional concepts as they apply to the IT organization
  • Experience with budgeting process
  • Strong organizational business understanding
  • Advanced Microsoft Suite knowledge in Excel, Project, Access Word; able to create pivot tables
  • Advanced business analysis research and problem-solving skills.
  • Ensures approvals in accordance with Delegation of Authority, process and tools (i.e., SRM, EDRS, Project Portfolio Management
  • Work independently on small to medium projects as a project team member or occasionally as a leader
  • Five or more years related budget, financial and program systems and processes experience desirable
  • Experience with at least one of the BI Tools: Webi reporting, Power BI, Tableau, SAS(Basic)
  • Database knowledge: Oracle, SQL Server
  • Solid Microsoft Suite knowledge in Project, Access, PowerPoint, Visio, and Word
  • Tools: SMC Remedy, JIRA, PPMC
  • Understands how to execute, build, and get things done with limited resources
  • Experience managing large scale project implementations
  • Six Sigma, CPSM, or related certificate
  • Solid problem-solving skills (i.e., exercises independent judgment and discretion to perform assigned tasks from low to average complexity using established procedures, standards, and guidelines)
  • Strong oral and written communication skills
  • Strong analytical skills, detail oriented and self-directed
  • Strong presentation and interpersonal skills



Our Mission

To safely and reliably deliver affordable and clean energy to our customers and communities every single day, while building the energy network of tomorrow.

Our Vision

With a sustainable energy future as our North Star, we will meet the challenge of climage change while providing affordable energy for all customers.

Our Culture

We put safety first.
We are accountable. We act with integrity, transparency and humility.
We are here to serve our customers.
We embrace change, innovation and continuous improvement.
We value diversity and inclusion. We speak up, listen up and follow up.
We succeed through collaboration and partnership. We are one team.

Pacific Gas and Electric Company (PG&E), a subsidiary of PG&E Corporation (NYSE:PCG), is one of the largest combined natural gas and electric companies in the United States. Based in San Francisco, our 24,000 employees deliver safe, reliable, affordable and clean energy to nearly 16 million people throughout our Northern and Central California service area, stretching from Eureka to Bakersfield and from the Pacific Ocean to the Sierra Nevada.

More About Our Company

Pacific Gas and Electric Company is an Affirmative Action and Equal Employment Opportunity employer that actively pursues and hires a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability status, medical condition, protected veteran status, marital status, pregnancy, sexual orientation, gender, gender identity, gender expression, genetic information or any other factor that is not related to the job.

Employee Privacy Notice                                                                                                                                                                                                                                      The California Consumer Privacy Act (CCPA) goes into effect on January 1, 2020. CCPA grants new and far-reaching privacy rights to all California residents. The law also entitles  job applicants, employees and non-employee workers to be notified of what personal information PG&E collects and for what purpose. The Employee Privacy Notice can be accessed through the following link: Employee Privacy Notice

PG&E will consider qualified applicants with arrest and conviction records for employment in a manner consistent with all state and local laws.

Nearest Major Market: San Francisco
Nearest Secondary Market: Oakland