Business Analyst

About the Role

A PowerPlan Professional Services Analyst works with a team of 2-8 people to configure and customize PowerPlan’s software to meet the specific accounting needs and business processes of utility customers. Analysts must fully understand the design documents for each component of the software they are responsible for configuring. Analysts help build the solution by writing SQL scripts, assisting in the configuration of interfaces, converting and translating data, and testing the solution to ensure it meets client outcomes. The primary objective of a 1st year Analyst is to learn PowerPlan’s functionality quickly, as well as the basic tools and processes used to configure it. Project timelines range from 3 months to 2 years. Analysts may work one project at a time until demonstrating proficiency to handle multiple projects simultaneously. Analysts may be expected to travel to client sites up to 50% of the time. This is a hybrid role involving onsite and remote work.

Key Responsibilities

• Learn PowerPlan’s core product line by completing a comprehensive four-week training, including understanding the platform, functionality, applications, data structure, relevant tools (SQL, PowerBuilder, SourceTree, JIRA), and basics of utility accounting.
• After training, complete a mockup build or execute against a design document.
• Learn the basics of public utility accounting as it relates to one’s practice area.
• Develop a complete understanding of each client project, reviewing the statement of work, researching client background, and preparing for initial meetings.
• Assist in creating and configuring the build according to design documents, working with the Testing Services team to identify and support testing scripts.
• Support client users by identifying root causes of issues, resolving them, and pushing updates for validation.
• Approximately 75% of an Analyst’s time is spent helping configure the build.
• Troubleshoot problems on assigned tasks and conduct unit testing in areas of configuration.
• Track progress and provide regular, timely reports to the project manager, including status updates, timeline estimates, and potential obstacles.
• Observe design meetings with key stakeholders to understand project objectives, client processes, and data requirements.
• Learn to self-source answers to questions using internal tools and resources.

Types of Projects

• New Client Implementations: Converting client data and configuring modules using SQL scripts and PowerBuilder code objects.
• Upgrades: Upgrading clients’ application and database to the latest software version, including creating SQL scripts and updating PowerBuilder objects.
• Expert Services: Special projects involving ERP transformations, Mergers and Acquisitions, or updates for legislative changes, typically involving functional accounting knowledge with SQL and PowerBuilder skills.
• Internal Initiatives: Participating in projects to improve PowerPlan delivery, provide new features, or facilitate process automation.

Requirements & Tech Stack

• SQL
• PowerBuilder
• SourceTree
• JIRA

Qualifications

• Ability to learn PowerPlan’s functionality and configuration tools quickly.
• Understanding of basic accounting principles.
• Ability to understand and follow design documents.
• Proficiency in writing SQL scripts.
• Familiarity with PowerBuilder.
• Ability to troubleshoot and resolve issues.
• Strong reporting and communication skills.
• Fast learner, adaptable, and able to master new skills quickly.
• On-time completion of assigned tasks with minimal errors.
• Strong team player.
• Willing to figure things out and self-teach using available resources and network of peers.
• Self-sufficient, resourceful, productive, and trustworthy.
• Humble and willing to ask for help when challenged.
• Willing to develop soft skills and consulting acumen.
• High emotional intelligence and strong communication skills.
• Able to operate at a Consultant level within two years.
• Demonstrate partial proficiency in multiple modules within a practice area.
• Maintain a 79% utilization rate.
• Receive positive feedback from project manager, manager, and peers.
• Receive positive customer satisfaction scores.