Finance Business Analyst

Position: Finance Business Analyst Reports to: Manager, Financial Planning and Analysis Compensation*: Competitive starting salary $74,900 - $93,700 commensurate with skills and experience, Full Pay Range: $112,400 Application Deadline: 5:00 pm PST Monday, December 1st, 2025 Employment Classification: Full Time, Exempt Anticipated Start Date: We are aiming for this individual to start in January or February 2026 Office Location: Portland Metro Area, Oregon, USA Energy Trust is committed to pay equity. Energy Trust is committed to fair employment practices and non-discrimination, including pay equity for all employees. We do not discriminate on the basis of protected class (race, sex, veteran status, disability, age, color, religion, national origin, marital status, sexual orientation) in the payment of wages or screen applicants on the basis of their current or past compensation. We determine salary by completing a review of your application materials to evaluate your related education, experience and training. *Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, and certifications in the pay equity assessment to determine equitable salary placement. Candidates should expect compensation offers within the starting compensation range. The full pay range is included to show the potential earnings for this position with sustained high performance. BACKGROUND About Energy Trust of Oregon Energy Trust of Oregon is an independent nonprofit organization dedicated to energy efficiency and renewable energy development. We serve Oregon customers of Portland General Electric, Pacific Power, NW Natural, Cascade Natural Gas and Avista, and SW Washington customers of NW Natural. Year over year Energy Trust is recognized as one of the 100 Best Nonprofits to Work For in Oregon. Our Vision Clean, affordable energy for everyone. Our Commitment to Diversity We recognize the lack of diversity in our industry, and we actively seek to address it with our hiring and retention practices as well as our values. We believe every person and their lived experience is integral to building a vibrant culture and delivering effective services to all customers we serve. We are committed to the principles of diversity, equity and inclusion, and we encourage candidates with diverse backgrounds and experience to apply. Our Location Energy Trust has an office in downtown Portland, OR and provides for a range of work location options, including remote, hybrid and in-office work.. We are open to candidates who live throughout Oregon and Washington. This position is expected to report to the Portland office quarterly at a minimum for our All-Staff and other in-person meetings. Most members of the Finance team head into the office on a monthly basis for in-person collaboration and connection-building.

About the Finance Team:

Energy Trust’s Finance Department is a 16-member team organized into three groups: Accounting, Compliance, and Financial Planning & Analysis (FP&A). Together the team ensures financial integrity, supports organizational decision-making and drives process innovation.

Recent Highlights:

Modernized the chart of accounts across all reporting systems Transitioned to a five-year budgeting cycle and a rolling six-quarter forecast Automated grant reporting by integrating payroll data via API

About the FP&A Team:

This position joins the FP&A team, which leads Finance’s role in Energy Trust’s integrated planning, budgeting, and funding cycle. The team performs ad hoc and scenario analyses and develops financial strategies that support Energy Trust’s long-term goals. Led by the Manager of Financial Planning & Analysis, FP&A is a collaborative team of five. In the coming year, the Finance Department will advance toward a new Enterprise Financial System - modernizing how Energy Trust plans, manages, and reports on financial performance.

Upcoming Focus Areas:

Rebuilding the labor forecasting module in Prophix Implementing a grant budgeting and forecasting module in Prophix Automating TIN/W9 verification and expense data integration Streamlining manual spreadsheet- based processes across Finance

What We’re Looking For:

The Finance Business Analyst will provide ongoing support to key financial business systems including Energy Trust’s cloud-based financial planning and analysis system. The position is responsible for administering Energy Trust’s Prophix budgeting and forecasting system, leading continuous improvement initiatives for Finance processes, systems, and reporting, and documenting Finance workflows to support operational excellence and strategic decision-making. The Finance Business Analyst will maintain a priority-ranked list of Finance process, system, and reporting enhancements, will be responsible for continuously validating the list with key stakeholders, and will work through the prioritized list while providing updates to those stakeholders and Finance leadership. The Finance Business Analyst will report to the Manager, Financial Planning and Analysis.

What You’ll Do:

• Administer Energy Trust’s Budgeting and Forecasting System
• Serve as the primary administrator for Prophix, Energy Trust’s cloud-based financial planning and analysis platform.
• Manage system configuration, data integrations, workflow updates, and user training for planning, forecasting, and financial reporting.
• Ensure accurate and timely import of financial and operational data, maintain allocation processes, and oversee scheduled calculations and reporting cycles.
• Support quarterly rolling forecast development and performance tracking on a cross-enterprise basis.

Support and train the user community by leading the design of input templates, reports, and processes for the annual budget cycle and ongoing performance management; host user forums, prioritize enhancements, and apply change management practices to ensure successful adoption. Maintain and enhance the data model - including cubes, dimensions, and system integrations - in coordination with IT, operations analysts, and other user groups; perform troubleshooting as needed and liaise with software support when issues arise.

• Lead development of new functionality and extensions of the budgeting and reporting system to meet evolving organizational needs, ensuring alignment with existing system prioritization processes.
• Develop & maintain Finance dashboards, reports, and visualizations to deliver standardized reporting and actionable insights to Manager, FP&A
• Stay engaged with users and analysts throughout the budget and forecasting process to ensure accuracy, collaboration and timely completion.
• Develop, Prioritize, and Execute Finance Process, System, and Reporting Enhancements
• Maintain a priority-ranked list of Finance process, system, and reporting enhancements, validated with key stakeholders.
• Lead the execution of enhancements through standard development, testing, and production cycles, ensuring efficiency, high quality, and adherence to change management practices.
• Provide regular updates to Finance leadership and stakeholders, highlighting accomplishments, constraints, and next steps in alignment with the prioritized enhancement roadmap.

Serve as the Finance representative on and collaborate with Energy Trust’s Business Systems Prioritization Team (BSPT) and other cross-functional groups. Scope, define, and deliver solutions that improve Finance operations and reporting, and advocate for prioritizing Finance enhancement projects.

• Develop and maintain clear documentation of Finance processes, data models, and system configurations.
• Practice continuous process improvement by identifying and implementing adjustments that make workflows more efficient, inclusive and equitable.
• Document Current State and Future State Finance Process Workflows
• Map and analyze current Finance process workflows, including system touchpoints and data flows, to identify inefficiencies, risks, and improvement opportunities.
• Design and document future-state workflows to support process improvements, system upgrades, and strategic initiatives.
• Create clear and accessible process documentation and training materials to support Finance staff and stakeholders
• Perform moderately complex financial modeling and collaborate with senior staff on advanced modeling and analysis.
• Support Cross Functional and Organizational Initiatives
• Carries out other duties as may be assigned or requested, including participation in cross functional projects and initiatives that support Energy Trust’s mission and operational goals.
• Performs all functions of the job in a safe, responsible, professional and confidential manner in accordance with Energy Trust policies and values.
• SUPERVISORY RESPONSIBILITY
• This position has no supervisory responsibilities.

What You’ll Need:

• Bachelor's degree in business or a related field or equivalent professional experience.
• Minimum three to five years of previous experience as a finance business analyst or similar role.
• At least 3 years’ experience with financial budget/forecasting software, including relating to accounting, budgeting and forecasting, Prophix budget software experience is a plus.
• Experience working with SQL and ability to write basic SQL queries, preferred
• Advanced skills and experience with using Microsoft Excel, PowerBI /Tableau or similar tools for financial analysis and reporting.
• Excellent process and control documentation skills.
• Strong customer service orientation.
• Demonstrated ability to verbally, and in writing, communicate in a clear, concise and accurate manner.
• Demonstrated ability to keep payroll and HR system access confidential and recognize the sensitive nature and importance.
• Demonstrated ability to excel in a collaborative team environment.

The above information is designed to outline the major functions and position requirements of this job. It does not identify all tasks that may be expected, nor address the performance standards that must be maintained.

What You’ll Get:

· Health/dental/vision insurance · Employer sponsored and paid life/disability · 401(k) with a company contribution of 6% of your salary after 90 days of employment · TriMet pass · Access to health and dependent FSA/HSA accounts · Generous paid vacation, holidays and sick days · Paid volunteer hours · Employee assistance program · Career advancement opportunities · Great colleagues and culture · Flexibility to work from home and/or an office space at the Portland, OR location · Work from home laptop provided · Read more about our benefits here

APPLICATION INSTRUCTIONS:

• Please submit a cover letter and resume on Energy Trust’s website www.energytrust.org/About/careers.

All offers of employment are conditional pending the successful completion of a background check (which may include employment verification, education verification, criminal history, motor vehicle record) and reference checks. Don’t meet every single requirement? Studies have shown that candidates from certain demographics are less likely to apply to jobs unless they meet every single qualification—for example, women and People of Color. At Energy Trust we are dedicated to building a diverse, inclusive and authentic workplace—if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply. You may be the right candidate for this or other roles. Energy Trust of Oregon is committed to providing equal employment opportunity for all persons regardless of race, color, religion (including religious dress and grooming practices), sex, sexual orientation, gender, gender identity, gender expression, age, marital status, national origin, ancestry, citizenship status, pregnancy, medical condition, genetic information, mental and physical disability, political affiliation, union membership, status as a parent, military or veteran status or other non-merit based factors. We will provide reasonable accommodations throughout the application, interviewing and employment process. If you require a reasonable accommodation, contact us. Energy Trust of Oregon is an E-Verify employer. This policy is applicable to all phases of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment.