Cities Index.
Class Specification (track changes version) Principal Power Analyst (Job Code 154)

City Council and Authorities Concurrent
May 13, 2025

Document
Class Specification (track changes version) Principal Power Analyst (Job Code 154)
Meeting
May 13, 2025
Body
City Council and Authorities Concurrent
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5
Original file
491 KB
Text extracted from the city's file for reading and search. Open the original on santaclara.legistar1.com. That file is the official record.

Rev. 043/2025

CITY OF SANTA CLARA, CALIFORNIA

CLASS SPECIFICATION

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TITLE: PRINCIPAL POWER ANALYST (JOB CODE 154)

DEPARTMENT ACCOUNTABLE TO FLSA STATUS
Electric Utility Various Exempt

DescriptionCLASS SUMMARY

The Principal Power Analyst is is a professional , management position in the unclassified service responsible for managing the Back Office Resource Management and Customer Engagement operations relating to the purchase and sale of wholesale electric power, retail electric rate setting, cost recovery, and the necessary documentation and auditing of regular, complex transactions. As a member of the City's Unclassified Service, this is an "at-will" position and the incumbent serves at the discretion of the City Manager. An incumbent in this classification: demonstrates strong ethical, professional, and service-oriented leadership and interpersonal skills; sets a good example; and correctly applies the tenets of the City's Code of Ethics and Values. Performs related duties as assigned.

DISTINGUISHING CHARACTERISTICS
Thise classification is distinguished from other City-wide Analyst classifications in that it serves a supporting role in the Electric Utility Department (department) in power purchase and supply related activities. The Principal Power Analyst is distinguished from lower-level paraprofessional classifications in the department in that the latter provide technical and clerical staff assistance.

The Principal Power Analyst is distinguished from the higher-level Electric Division Manager in that the latter is responsible for managing a department division.

As a member of the City's Unclassified Service, this is an "at-will" position and the incumbent serves at the discretion of the City Manager. An incumbent in this classification: demonstrates strong ethical, professional, and service-oriented leadership and interpersonal skills; sets a good example; and correctly applies the tenets of the City's Code of Ethics and Values.

MINIMUM QUALIFICATIONS

EDUCATION AND EXPERIENCE

 Education and experience equivalent to a A Bachelor's Degree from an accredited college or university in Finance, Accounting, Business Administration or closely related field; and
 Five (5) years of increasingly responsible administrative experience in finance, including accounting and auditing, two (2) of which must have been at the supervisory or managerial level.

Electric Energy Industry experience is desirable

ACCEPTABLE SUBSTITUTION
Up to two (2) years of additional experience as defined above may be substituted for the education requirement on a year for year basis.

PRINCIPAL POWER ANAYLST (154)

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LICENSELICENSES/CERTIFICATIONS

Possession of a valid California Class C driver's license is required at the time of appointment and for the duration of employment.None

DESIRABLE QUALIFICATIONS
 Proven eExperience in municipal utilities, with a focus on utility budget and electric rate analysis
 A Master’s degree in Finance, Accounting, or Business Administration or closely related field

OTHER REQUIREMENTS
 Required to pass initial and periodic comprehensive background checks, which may include fingerprinting, to meet Federal, State, and /or industry security requirements  Must be able to perform all of the essential functions of the job assignment, with or without reasonable accommodations
 May be required to work unusual hours, including evenings and weekends, and to be available on an on-call basis in emergency situations

CONFLICT OF INTEREST
Incumbents in this position are required to file a Conflict of Interest statement upon assuming office, annually, and upon leaving office, in accordance with City Manager Directive 100.

TYPICAL DUTIES
Duties may include, but are not limited to, the following.

This description may not include all the duties listed below, nor do the examples cover all duties that may be performed.

Under general direction, the incumbent will:
 Manages, controls, settles, and accounts for all wholesale electricity transactions ensuring data integrity;
 Plans, coordinates and performs complex accounting, statistical, financial analysis and financial reporting tasks;
 Exercises quality control over contents of various financial reports, budgets and other financial documents;
 Audits and assures the contract and policy compliance with the City's Market Risk Management Policy and Procedures;
 Designs and manages accounts receivable and payable functions for all wholesale electricity transactions;
 Prepare monthly, quarterly, and annual retail sales reports by rate groups, rate codes, and customer size. Recognize significant variances, growth, and/or irregularities; understand causes/drivers, and summarize concisely to management;
 • Prepare rate-related written analyses, reports and presentations for senior level management;
PRINCIPAL POWER ANAYLST (154)

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 Analyzes and verifyies the contract compliance of City's energy-based transactions including power purchases and sales, and other fuel;
 Assists in the design and development of information technology applications;  Organizes workflow and assignments of the Back Office staffAssist in electric cost-of- service studiesy, retail rate restructure, and development of new rates or fee schedules;  Supervises, trains, motivates and evaluates staff;
 Supports trading activities and balances the portfolio of buy/sell transactions;  Oversees the deal capture, confirmation, and account settlement processes for all wholesale electricity trades Assist with updating rules and regulations, and monitoring market developments that may affect cost, rate structure or rate levels;  Prepares various complex monthly, quarterly and annual accounting reports;  Reviews and resolves disputes between counterparties;  Be responsible for power settlement and ensure the accuracy of all invoices and payments for contracts between the electric utility and retail customers, including Power Purchase Agreements (PPAs) and for customers participating in Large Customer Renewable Energy (LCRE) Program or similar arrangements;
 Researches and resolves meter data discrepancies, and work with the meter shop and City Finance to resolve meter data, unique billing, and service issues related to the electric utility’s largest customers;
 Assists in the preparation and administration of the operating budget of settlement and risk;
 Operates and uses a variety of modern office equipment, and computer software programs including current windows applications, Word, Excel (advanced user), PowerPoint and to learn and operate new programs as required;  Prepares reports, memos, and supporting documentation;  Assists in the development and implementation of the Department's goals, objectives, policies, procedures and work standards;
 Works closely with the trading and risk managers; and  Perform other related duties as required.

KNOWLEDGE, SKILLS, & ABILITIES

Knowledge of:

Applicable Federal, State, and local laws, rules, codes, and ordinances affecting the electric utility industry;
 California ISO compliance and settlement procedures and processes;  Problem resolution of documentation and validation of wholesale electricity trades;  Generally accepted governmental accounting principles, policies, procedures and practices;
 External accounting and financial reporting requirements, and financial analysis;  Concepts and techniques of financial control systems and methodology;  Effective leadership, supervision, training and project management principles and practices;
 Research methods and statistical analysis;
 Problem solving and conflict resolution practices and techniques; PRINCIPAL POWER ANAYLST (154)

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 Complex spreadsheets and database applications;
 Office safety practices, procedures and standards; and  Methods and procedures required to validate the sale of wholesale electricity transactions.

Ability to:
 Effectively develop and set objectives, identify and prioritize plans and strategies and efficiently allocate resources to meet goals and timelines in relation to wholesale electricity transactions;
 Research, analyze and investigate work related issues;  Maintain highly confidential information;
 Create, manage and maintain complex filing and record systems;  Develop and maintain information technology applications;  Evaluate situations, identify problems, make logical decisions and follow through on resolution;
 Provide leadership and management in the division through coaching, enabling and facilitating employees working in a team environment;
 Plan, organize, direct, and coordinate division activities and effectively manage the work of others;
 Conducts research and analysis of complex technical issues; evaluates options and makes recommendations for action; prepares staff reports and recommendations;  Gather, assemble, analyze, and evaluate complex financial and fiscal data and make sound recommendations and decisions;
 Prepare and interpret a variety of reports utilizing a variety of software packages very specific to the wholesale electric industry;
 Track a high volume of detail with accuracy;
 Communicate clearly and effectively in writing by using correct English grammar, spelling and punctuation;
 Establish and maintain effective working relationships with those contacted in the course of work including supervisors, subordinates, wholesale electrical power suppliers and customers;
 Work in a team-based environment and achieve common goals;  Effectively handle multiple priorities, organize workload and meet strict deadlines; and  Walk or stand for extended periods of time and bend, stoop, reach, carry, climb, and lift as necessary to perform assigned duties.

SUPERVISION RECEIVED
Works under the general direction provided by the Director of Electric Utility Chief Electric Utility Officer, Chief Electric Utility Operating Officer, Assistant Director of Electric Utility, Senior Electric Division Manager, and Electric Division Manager or other manager as assigned..

SUPERVISION EXERCISED
Manages administrative staff as assigned

CONFLICT OF INTEREST
PRINCIPAL POWER ANAYLST (154)

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Incumbents in this position are required to file a Conflict of Interest statement upon assuming office, annually, and upon leaving office, in accordance with City Manager’s Directive 100.

CLASSIFICATION HISTORY
Established 1/2003; Revised 6/2016; Revised 4/2025

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