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Finezi Inc.

Business Analyst – Operations / Compliance

Hybrid

Oakland, United states

Junior

Freelance

05-02-2026

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Skills

Monitoring Prioritization Persuasion Presentation Skills Research Organization Analytical Skills Project Management

Job Specifications

TOP THINGS:

1) The must have advanced Excel formula knowledge that allows them to validate calculations. This includes tracing input over multiple tabs and ensuring accuracy.

2) We are looking for a person with strong organization skills that can help track deliverables, create meeting invites and minutes, and is comfortable with following up with people in person for responses.

3) The successful candidate must be able to edit documents in MS Word, validate statements with evidence or be able to notice the absence of evidence.

Job Responsibilities

• Supports project lead with administrative project work as needed including scheduling meetings in Outlook, creating agendas and meeting minutes with Copilot or manually, keeping track of outstanding deliverables and assisting with project team correspondence

• Performs analysis on moderately complex subject matter including evaluating whether evidence is sufficient to support statements in reports and is responsive to the regulatory obligation documents (CPUC general orders)

• Determines data needs, collects data, selects from different analytical techniques to achieve desired data outcomes.

• Validates quantitative data including vetting Excel formulas, reviews for completeness and reasonableness

• Understands business needs, assists with report development, and performs custom/ad-hoc reporting working independently. Presents findings to various audiences.

• Performs basic research internally and externally.

• Communicates with peers inside and outside the department exchanging ideas or gathering information. Participates on project teams.

Education Minimum

• Bachelor of Science in Business, Finance, Economics, Engineering or related discipline or equivalent work experience required.

Experience Minimum:

• 2 years of related work experience Knowledge, Skills, and Abilities

(Desired)

• Knowledge of different analytical methods, approaches and tactics

• Full understanding of fundamental analysis and what-if modeling and how different factors affect business outcomes

• Qualitative and quantitative analytical skills including advanced Excel formula skills

• Organizational, prioritization and multi-tasking skills.

• Adaptable to changing business conditions and ambiguity

• Presentation skills

• Proficiency in Microsoft Office, Project, Copilot or similarTechnical Competencies

• Advanced in Information Analysis, Metrics and KPI Tracking

• Proficient in Consulting Skills, Project Management Skills

• General understanding in Operational Monitoring & Analysis, Advocacy and Persuasion, and Presentation Skills

• Familiar with electric utility verbiage and CPUC regulations

About the Company

We specialize in the Business/IT Services and recruitment/staffing of professionals across all areas of the business including HR, Finance, Insurance, Engineering, Telecom, Supply chain, Banking Health care and Information Technology.We offer Contract, full time and fully managed onsite/offshore staffing services. We also offer cost effective business process outsourcing services as well as onsite and offshore training. Know more