Among financial and investment analysts, AI is already used for a large share of the tasks. Measured exposure for financial and investment analysts: 57% (high).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

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About the job

Requisition ID # 175535

Job Category: Accounting / Finance

Job Level: Manager/Principal

Business Unit: Technology & Security

Work Type: Hybrid

Job Location: Oakland

Department Overview

The Data Artificial Intelligence & Security Business Intelligence & Operations (DAIS BIO) team manages business operations for groups across Technology & Security’s DAIS organization, including Data Analytics & Insight, Enterprise Artificial Intelligence, Cybersecurity, Corporate Security, and other departments.

Position Summary

The Principal Technology & Security Financial Analyst will lead financial planning and analysis for the DAIS organization, including monthly variance analysis, forecasting, reporting, and annual capital and expense planning.

This role applies strong research and issue-resolution skills. The Principal Analyst will present on financials and findings to senior leaders and regulatory stakeholders, and influences decisions through clear, compelling communication. Leadership experience is preferred, including guiding teams, projects, and cross-functional partners.

The role is a hybrid position and will require work from your remote office and in-person at the Oakland General Office, 1 - 2 days per week or based on business needs or company requirements.

Job Responsibilities

Partners with senior management on strategic planning and decision-making, applying Lean principles across DAIS departments, including Cybersecurity, Corporate Security, Data & Analytics, AI, and other groups.

Drives organizational change and champions company Lean initiatives, with strong knowledge of PG&E’s 5 Plays: Visual Management, Operating Reviews, Problem Solving, Standard Work, and Waste Elimination.

Produces monthly reporting and analysis, including financial dashboard metrics, financial performance, headcount, and ad hoc financial requests.

Utilizes existing financial models and/or develops new models for analysis and reporting.

Provides recommendations to senior management and extended leadership with supporting analysis.

Builds and maintains strong working relationships with functional areas and business partners.

Contributes to business cases for complex, cross-functional T&S projects and initiatives.

Analyzes complex end-to-end business processes and the information needs of partners across functional areas and, when applicable, external entities.

Develops a detailed understanding of client organizations’ current and future business environments to anticipate, identify, and meet their needs.

Ensures timely, effective resolution of reporting issues and complex analytical requests.

Uses existing financial models and develops new models for analysis and reporting; familiarity with Microsoft Copilot is expected.

Serves as a thought leader, applying deep subject-matter expertise to develop strategy and resolve complex issues.

Prepares and support financial testimony, work papers, etc. for use in regulatory proceedings.

Qualifications

Minimum:

Bachelor’s degree in Accounting, Finance, Business, or equivalent work experience.

8 years of accounting, financial or business-related experience, including advanced analytical experience.

Demonstrated leadership on highly complex projects or multiple concurrent projects of moderate to high complexity.

Strong Microsoft Office Excel and PowerPoint skills

Desired:

Leadership experience, including leading or mentoring analysts and teams, driving cross-functional initiatives, and influencing senior leaders to make sound financial decisions

Advanced proficiency in Microsoft Excel and/or data visualization tools, such as Power BI or similar software

10 years of related experience

Utility or consulting experience preferred

MBA or another advanced degree in finance, business, or accounting

Professional certification, such as a CPA or CMA

Compensation

PG&E is providing the full salary/pay range for this position. The actual amount paid to an individual will be based on multiple factors, including, but not limited to, internal equity, specific skills, education, licenses or certifications, experience, market value, and geographic location. The range to reasonably expect will be around the minimum and the midpoint of the range. The final decision will be made on a case-by-case basis related to the factors above. This job is also eligible to participate in PG&E’s discretionary incentive compensation programs.

Bay Area Min: $144,000

Bay Area Mid: $194,000

Bay Area Max: $244,000