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. 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. May also be involved in business process improvement, quality control, special projects, and other initiatives.
The Expert IT Regulatory Planning Analyst recommends, develops, and implements IT regulatory strategy and rate case deliverables, and drives supporting processes and tools. This position supports all CPUC and FERC rate cases (GRC, TO, GTS), the IT component of separately filed rate cases (e.g. Safety OII), and compliance with all regulatory directives and stakeholder engagement. They do this in partnership with the lead IT case manager, Director of IT Planning, IT planning leads, IT department leadership and their subordinates, company regulatory resources and external subject matter experts.
The individual in this position will have daily interaction with individuals at all leadership levels across a variety of functional areas within IT and other Lines of Business (LOBs) through direct engagement as well as through participation in various leadership team and committee meetings.
Regulatory Strategy, Planning and Testimony Preparation: 90%
Oversees and coordinates state and federal rate case matters (GRC, TO, GT&S) planning, and testimony development for IT
Defines and implements ongoing processes to support integrated regulatory planning
Works with Senior IT leadership to develop rate case strategy
Works closely with IT witness team to develop rate case testimony and workpapers
Works with IT line organizations to establish roles and responsibilities, process, content, deliverables and timeframes around rate case planning
Works with IT witness team and LOB partners to determine IT rate case content, timing and deliverables to meet all obligations and deadlines
Researches and studies utility industry practices and/or benchmarks with industry peers to better support case and company position
Develops processes and tools to ensure IT regulatory plan is aligned with organizational goals and vision and IT roadmaps are aligned to regulatory requirements
Coordinates and manages all required IT regulatory filings
Works with IT leadership and IT finance to build processes and controls that identify, track, monitor and implement all compliance items for rate case decisions
Defines and helps develop a repository for all source material used in the development of the rate case
Prepares materials and may present at external regulatory workshops, conferences or meetings
Works with IT witness team and LOB partners to identify continuous improvement opportunities
Other Duties as Required 10%
Manages and coordinates the activities of IT Regulatory Planning Analyst to support annual planning effort
BA/BS in Computer Science, Business, or equivalent experience
Requires minimum of 6 years of general business experience
Seven or more years related budget, financial and program systems and processes experience desirable
Certified Business Analysis Professional (CBAP)
Six Sigma or ITIL certifications
Skills and Capabilities
In order to operate effectively in this role, this individual will need to possess:
Excellent knowledge of the regulatory ratemaking process and the research materials, rate cases and tools required to effectively advise IT leadership on strategic regulatory alternatives
Excellent knowledge of the business of IT and how it fits within the overall enterprise regulatory setting
Ability to influence and educate business leaders and key stakeholders about how to develop IT regulatory strategy, develop rate case testimony, and evaluate IT needs in the context of the overall enterprise rate case strategy
Strong understanding of technology and its role in the company and the ability to quickly assess the impact of decisions on the company based upon recommend strategies and actions
The ability to work across department lines and with LOB partners and exert influence to achieve the desired outcomes.
Excellent partnership-building, communications and influencing skills with both internal and external stakeholders
The ability to direct cross-functional teams and work streams across a diverse organizational landscape
Strong analytical and problem-solving capabilities
Strong project management skills
The ability to manage concurrent time-sensitive work streams with multiple dependencies
The ability to function in a rapidly changing and developing environment.
The ability to build strong collaborative intra and interdepartmental relationships