Portfolio Analyst Jobs in Florida

• Bachelor's degree in Finance, Accounting, Business, Data Analytics, Engineering, or a related field
• Minimum of six (6) months of experience supporting business operations in electric utility operations, settlements, energy markets, production cost analysis, accounting, or data analysis
• Strong financial and analytical acumen, including experience with reconciliations, billing, invoice processing, financial records, variance analysis, audit support, or participation in financial and operational review processes.
• Strong Excel skills, including pivot tables, lookup functions, data validation, and error tracing, with the ability to analyze, validate, and reconcile large datasets with a high degree of accuracy.
• Exceptional attention to detail, sound judgment, and problem-solving skills, with the ability to investigate discrepancies, manage competing priorities, maintain accuracy under deadlines, and appropriately escalate issues.
• Strong communication and collaboration skills, with the ability to work effectively with internal stakeholders and external utility partners, provide and receive constructive feedback, and handle confidential information with discretion.
• Demonstrated learning agility and intellectual curiosity, with the ability to quickly learn complex settlement processes, specialized calculations, utility systems, and exception-based workflows.
• Experience in utility operations, energy markets, settlements, or other regulated industries is preferred.

• Competitive compensation
• Low-cost medical, dental, and vision benefits and paid life insurance premiums with no probationary period.
• OUC’s Hybrid Retirement Program includes a fully-funded cash balance account, defined contribution with employer matching along with a health reimbursement account
• Generous paid vacation, holidays, and sick time
• Paid parental leave
• Educational Assistance Program, to include tuition reimbursement, paid memberships in professional associations, paid conference and training opportunities
• Wellness incentives and free access to all on-site OUC fitness facilities
• Access to family-oriented recreational areas
• Paid Conference and Training Opportunities
• Hybrid work schedule

Job Purpose:

The Energy Portfolio Analyst, Settlements performs day-to-day energy settlement and expense billing for the Florida Municipal Power Pool (FMPP). This role ensures that daily data from OATI and PCI CHP systems is accurately processed into monthly member bills. The Analyst identifies routine discrepancies, provides issue resolution, and maintains the monthly billing calendar.

Primary Functions:

Complex Energy Settlements

• Coordinate the routine monthly Pool Bill process, including the calculation of member positions, profit allocations, and ancillary charges.
• Conduct daily integrity checks on fuel data, start-up costs, and operational logs to ensure accuracy before billing runs.
• Reconcile vendor invoices and labor charges; prepare the initial monthly Sensitive File and Expense Bill Package.
• Process energy and transmission invoices with counterparties.
• Act as primary user of PCI Issue Tracker to document bugs and monitor the OATI-to-PCI CHP pipeline for daily flaws.
• Assist the Senior Analyst in updating SOPs and gathering data for audits.

FMPP Expense Billing and Cost Allocation

• Produce the monthly Expense Bill by validating labor charges, member and contractor billable time, and direct and indirect cost allocation percentages.
• Compile, organize, and reconcile invoices and billing inputs received from members, vendors, and consultants, ensuring all supporting documentation is complete and audit-ready.
• Monitor, validate, and allocate marketing and operational charges to ensure accurate monthly cost recovery across the Pool.
• Perform other duties as assigned.

Technical Requirements:

• Working knowledge of all, but not limited to, the following:
  • Invoice Processing
  • Support of business processes
  • Data entry, metrics, and reporting
  • Project support
• Familiarity with all, but not limited to, the following:
  • Utilities Industry and Operations
  • Applicable invoice, purchasing and reporting software applications
  • Related industry, organizational and departmental policies, practices, and procedures; legal guidelines, ordinances, and laws
• Strong written, verbal, and interpersonal communications skills
• Strong attention to detail and a desire to learn the electric utility industry
• Advanced analytical skills including Excel (data validation, lookup logic, pivot tables, error tracing) and large dataset troubleshooting
• Strong financial/accounting knowledge including cost allocation, variance analysis, reconciliations, and multi-entity labor/cost recovery
• Demonstrated ability to maintain extreme accuracy while managing large, disparate datasets under tight monthly deadlines
• Experience with PCI and/or OATI WebTrader systems (administrator-level preferred)
• Strong understanding of bulk power system concepts, including production cost logic, unit pricing, start-up costs, heat rates, and ancillary services
• Familiarity with operational data sources such as EMS, ECC, and FEM
• Ability to:
  • Prioritize and coordinate multiple assignments to meet deadlines.
  • Develop reports, documents, analyses, manuals, and guides.
  • Interpret and adhere to FMPP governing documents, procedures, and settlement requirements.
  • Design or enhance settlement tools, templates, or automated workflows to improve accuracy and efficiency.
  • Understand financial records.
  • Make arithmetic computations using whole numbers, fractions and decimals, compute rates, ratios and percentages.
  • Use Microsoft Office Suite (Word, Excel, Outlook, etc.) and standard office equipment (telephone, computer, copier, etc.).

Education/ Certification/Years of Experience Requirements:

• Bachelor’s Degree in Engineering, Finance, Accounting, Business, Data Analytics, or a related field of study from an accredited college or university
• Minimum of three (3) years of experience in electric utility operations, settlements, energy markets, production cost analysis, finance, accounting or complex data analysis
• Audit, accounting, or data analytics experience, preferred

Working Conditions:

This job is absent of disagreeable elements.

Physical Requirements:

This job consists of sitting, speaking, hearing, reading, typing, writing, and detailed inspection. This job may consist of repetitive motions, reaching overhead, standing, bending/stooping, and walking, and lift up to twenty (20) lbs.