Energy Trust of Oregon

Account Manager

• Serves as primary liaison and relationship manager for Oregon Public Utility Commission.
• Serves as liaison and primary contact for staff of utilities, government agencies, and may also for other established funders with formal coordination channels to Energy Trust.
• Maintains regular communications and meetings with the Oregon Public Utility Commission and utilities.
• Conducts proactive outreach to staff of utilities, government agencies, and other established funders with formal coordination channels to Energy Trust.
• Stays informed on current areas of joint work, operations and engagements that involve OPUC, utilities and other funding entities. Works with internal subject matter experts, functional leads, process owners and leadership to ensure OPUC, utility and funding entities are engaged appropriately in Energy Trust budget, planning, metric development, reporting and contracting processes.
• Maintains knowledge on matters of importance to OPUC, utilities and funding entities; draws on this knowledge to inform and advise internal discussions and planning. Seeks input from OPUC, utility and funding entity liaisons as needed to inform Energy Trust decision-making.
• Monitors Energy Trust strategic, multi-year and annual priorities and briefs funding entities on changes to plans and new areas of focus.
• Sets expectations appropriately with OPUC, utilities and funding entities when responding to inquiries and requests for support outside of planned areas of joint work.
• Collaborates with counterparts at funding entities to share information, track on joint work plans, resolve issues and monitor needs, positioning content experts and leadership to represent information as appropriate.
• Briefs executives and senior staff to inform them of key issues and concerns and shares knowledge relevant to escalated issues. Advises operational management team and others based on knowledge of funding entity interests.
• Monitors commitments and deliverables – coordinating people and resources within the organization as needed to ensure assignments are made and commitments are complete.
• Plans and facilitates meetings in coordination with funding entities to ensure joint purposes are accomplished in alignment with stated goals in funding agreements.
• Ensures that Energy Trust leadership and staff understand developments that could potentially impact the organization’s work with funding entities.
• Serves as an Energy Trust spokesperson in organizational meetings, utility forums, community meetings and OPUC meetings.
• Participates as a member of the Energy Trust Government and Stakeholder Relations team and provides relevant insights and information to support outreach, stakeholder relations, policy services and community engagement activities interfacing with funding entities and joint objectives.
• Contributes to and utilizes internal systems, process and documentation to support consistent communication, collaboration and information sharing internally and with funding entities.
• Identifies relevant utility, OPUC and funder relations activities for Energy Trust staff participation.
• Undertakes other assignments on behalf of the Energy Trust, as assigned.
• Performs all functions of the job in a safe manner.
• Perform other job-related duties as assigned.

Senior Regulatory and Utility Relations Manager

Business Analyst

• Serve as the primary administrator for Prophix, Energy Trust’s cloud-based financial planning and analysis platform.
• Manage system configuration, data integrations, workflow updates, and user training for planning, forecasting, and financial reporting.
• Ensure accurate and timely import of financial and operational data, maintain allocation processes, and oversee scheduled calculations and reporting cycles.
• Support quarterly rolling forecast development and performance tracking on a cross-enterprise basis.
• Support and train the user community by leading the design of input templates, reports, and processes for the annual budget cycle and ongoing performance management; host user forums, prioritize enhancements, and apply change management practices to ensure successful adoption.
• Maintain and enhance the data model - including cubes, dimensions, and system integrations - in coordination with IT, operations analysts, and other user groups; perform troubleshooting as needed and liaise with software support when issues arise.
• Lead development of new functionality and extensions of the budgeting and reporting system to meet evolving organizational needs, ensuring alignment with existing system prioritization processes.
• Develop & maintain Finance dashboards, reports, and visualizations to deliver standardized reporting and actionable insights to Manager, FP&A.
• Stay engaged with users and analysts throughout the budget and forecasting process to ensure accuracy, collaboration and timely completion.
• Maintain a priority-ranked list of Finance process, system, and reporting enhancements, validated with key stakeholders.
• Lead the execution of enhancements through standard development, testing, and production cycles, ensuring efficiency, high quality, and adherence to change management practices.
• Provide regular updates to Finance leadership and stakeholders, highlighting accomplishments, constraints, and next steps in alignment with the prioritized enhancement roadmap.
• Serve as the Finance representative on and collaborate with Energy Trust’s Business Systems Prioritization Team (BSPT) and other cross-functional groups. Scope, define, and deliver solutions that improve Finance operations and reporting, and advocate for prioritizing Finance enhancement projects.
• Develop and maintain clear documentation of Finance processes, data models, and system configurations.
• Practice continuous process improvement by identifying and implementing adjustments that make workflows more efficient, inclusive and equitable.
• Map and analyze current Finance process workflows, including system touchpoints and data flows, to identify inefficiencies, risks, and improvement opportunities.
• Design and document future-state workflows to support process improvements, system upgrades, and strategic initiatives.
• Create clear and accessible process documentation and training materials to support Finance staff and stakeholders.
• Perform moderately complex financial modeling and collaborate with senior staff on advanced modeling and analysis.

Finance Business Analyst

Program Manager

• Manage all aspects of Small Business offerings within the Commercial Existing Buildings program, including goal setting, budgeting, program development, and implementation of three primary tracks: Small Business Direct Install (SBDI), prescriptive offers, and custom approaches for unique projects and harder-to-serve businesses, including light industrial small businesses, with an annual budget of approximately $10-15 million.
• Ensure that program design, strategy, marketing, and implementation activities are aligned with Energy Trust’s strategic plan and coordinated with utility partners (PGE, Pacific Power, NW Natural, Cascade Natural Gas, Avista), contractors, and community-based organizations serving small business customers.
• Provide oversight of pilot and partnership implementation in collaboration with project manager.
• Ensure that equity and community engagement are embedded in program design and implementation by collaborating or partnering with community-based organizations and stakeholders to expand program participation among small, rural, and priority population customers, reducing barriers and strengthening trust.
• Oversee program contracting process. This includes supporting the development of RFPs, scopes of work, soliciting bids, negotiating and finalizing contracts, and managing the budgets and execution of the contracts.
• Manage complex contracts, direct the work of contractors to achieve program goals and ensure terms and deliverables are met.
• Coordinate and collaborate with Energy Trust internal support teams to ensure program effectiveness and continued innovation.
• Write and present reports to advisory committees, board and other internal stakeholders.
• Assist in program evaluations and reviews.
• Work on multiple concurrent team-based initiatives.
• As needed, serve on relevant public boards and committees, and coordinate delivery channels across market segments to align with regional efforts led by the Northwest Energy Efficiency Alliance (NEEA) and the Bonneville Power Administration (BPA).
• Represent Energy Trust interests and regularly give persuasive presentations to external stakeholders at public events.
• Perform other job-related duties as assigned.
• Perform all functions of the job in a safe manner.

Program Manager – Small Business

Project Manager

• Define and document project scope.
• Design project plans for project implementation.
• Create and manage change management
• Manage project teams comprised of staff and/or contractors to execute project implementation plan.
• Perform liaison role between project owner and internal and external project stakeholders.
• Produces weekly project status report
• Occasionally participate in providing project management and change management mentorship and training
• Perform other job-related duties as assigned.
• Perform all functions of the job in a safe manner.
• Perform other job-related duties as assigned.

Project Manager – Contractor

Operations

• Lead and supervise the functional team of Operations Coordinators, and collaborate with external staff, and PMC (Program Management Contractor) representatives to maintain and enhance critical program, payment, and organizational systems.
• Manage day-to-day program operations and ensure staff are properly trained and supported, process documentation is up to date and readily available, and that the team is cross trained to ensure redundancies
• Develop and maintain a deep understanding of the relevant business processes and how they relate to the organization's strategic operations
• Provide support and coaching to team members ensuring they have the information needed to effectively and efficiently deliver programs in a consistent and integrated manner.
• Maintain strong relationships with key stakeholders in other departments
• Collaborate with managers and staff to ensure there are adequate operational resources to meet the needs of the programs
• Provide guidance to the team on the resolution of issues, collaboratively solve intricate problems, recommend solutions and generally act as a subject matter expert in a variety of issues related to program operations and the processing of incentive payments
• Lead efforts within the team to develop and maintain a library of process documentation and operational best practices.
• Direct the team on the implementation of new processes and enhancements to existing processes.
• Provide oversight, tracking, and visibility of staff capacity, key team initiatives, payment process improvement projects, and special tasks.
• Document, train and provide guidance to internal and external staff on organizational standards, program procedures and the use of Energy Trust systems.
• Ensure all team responsibilities are completed accurately and on time, ensuring compliance with finance audit rules and operational best practices.
• As a power user of systems, inform and coordinate with Operations Specialist, Operations Analysts, Program and IT staff on program software needs and enhancement requests.
• Perform other job-related duties as assigned.
• Perform all functions of the job in a safe manner.

Senior Regulatory and Utility Relations Manager

Finance Business Analyst

Program Manager – Small Business

Project Manager – Contractor

Operations Supervisor