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Portfolio Operations Analyst

Date: Mar 7, 2023

Location: Honolulu, Hawaii (HI), US, 96813

Company: hawaiianel

We recognize our competitive advantage -- our people. We believe in our people, who share our vision of meeting the needs of our employees, customers, and communities and who carry out the continued success of the company.


Our employees are committed to the company's foundational values: integrity, excellence, teamwork, environmental stewardship, and community commitment. In turn, we invest in our employees, providing opportunities for challenge and advancement and offering a competitive compensation package.




The P LC ELECTRIFICATION OF TRANSPORTATION Department of the P ELECTRIFICATION OF TRANSPORTATION Division at Hawaiian Electric Company has 1 Management vacancy available. This position may be filled on Oahu, Maui, or Hawaii Island. (Role: Professional)



Responsible for the data management and analytics and for the assurance of informative decisions, quality performance, and the financial health of Electrification of Transportation’s (EoT) programs and projects. Responsible for compilation, assessment, and evaluation of data from various programs and projects with many attributes that will be used to improve operations reliability, revenue reconciliation, and regulatory reporting in each of the three operating regions (Oahu, Maui County, and Hawaii Island). Manages programs and projects financials (capital and deferred expenditures) and aligns financial needs with the Company’s strategic goals.



  • Implements a coherent approach to develop and utilize data solutions and analytics tools to achieve better key performance indicators (KPIs).
  • Leads validation and refinement of the business functional requirements for data solutions through collaboration with the EoT team and network providers.
  • Works closely with the Chief Information Officer process area to build data solutions in support of EoT programs and projects as the lead subject matter expert and project coordinator, including testing and reporting issues/resolution in an agile environment.
  • Manages and utilizes data solutions as the business administrator post-implementation to ensure business case benefits are maximized.
  • Responsible for data management, which fundamentally encompasses the evaluation of data quality, data velocity, and data volume used for analytics.
  • Select and analyze pertinent data and translate them into dashboards, reports, and metrics to support stakeholder communication, regulatory reporting, SOX compliance, audit requests, continuous improvement, and business and program and project development.
  • Monitors and determines various performance metrics for electric vehicle charging stations and make-ready infrastructure using industry standards and best practices to support EoT’s planning and operations.
  • Manages EoT’s portfolio of programs and projects financials (capital and deferred expenditures).
  • Works closely with EoT’s product managers to establish financial forecasts, determine month-end accruals, and analyze budget/forecast variances.
  • Performs financial analysis to create cross-functional reports and present recommendations to EoT’s managers and product managers.
  • Responsible for EoT’s portfolio of programs and projects’ work order closing activities including updating system/database milestones and status, and property accounting system.
  • Establishes data/financial process/workflow improvement priorities in conjunction with the overall EoT and Company strategic goals.
  • Mentors Administrative Assistant on various financial and procurement tasks as it pertains to programs and projects.
  • Participates in Company emergency response activities as assigned, including any activities required to prepare for such emergency response.



Knowledge Requirements

  • Bachelor’s degree in mathematics, business, or related field preferred.
  • Thorough knowledge of personal computers and related software applications such as: Excel spreadsheets including pivot tables, MS Word, MS Project, Power Point, MS Access, etc.
  • Basic knowledge of business intelligence and data visualization tools.
  • Working knowledge and experience utilizing data systems, reporting, and billing processes.
  • Working knowledge of the principles of accounting, including general ledger, cost accounting, and capital budgeting systems normally acquired though college level courses or significant equivalent experience.
  • Ability to perform detailed financial and data analyses using skills usually obtained through completion of business, mathematics, or similar collegiate course work.
  • Working knowledge of electric transmission, substations, distribution systems, utility operations, and utility regulation.
  • Basic knowledge of project management principals, and engineering and construction practices of transmission and distribution and/or generation projects.
  • Thorough knowledge of forecasting, reporting and enterprise work management/finance software applications.


Skills Requirements

  • Ability to create and interpret data trends, models, forecasts, and simulations.
  • In-depth analytical, computational, organizational, and time-management skills to handle various projects.
  • Ability to lead, adapt, persevere, and remain flexible in a demanding work environment and rapidly changing priorities and strategic direction.
  • Ability to conceptualize new ideas quickly.
  • Self-motivated with the demonstrated ability to take appropriate initiative, manage multiple tasks, establish work priorities, and balance competing priorities and deadlines.
  • Effective written, oral and presentation skills to communicate with all levels of the organization.
  • Strong interpersonal skills to direct, influence, motivate and persuade various groups or individuals.
  • Presentation and facilitation skills within large/small groups and one-on-one setting.
  • Understanding of the customer insight and data needs of various external parties, such as the Hawaii Public Utilities Commission, Consumer Advocate, and other stakeholder organizations, preferred.


Experience Requirements

  • Multiple years (5-7+) of experience or demonstrated ability with computers, information systems, and software applications including Excel.
  • Multiple years (5-7+) of analytical experience.
  • Several years (3-5) of experience utilizing project management techniques.
  • Several years (3-5) experience in accounting and forecasting systems and capital project budgets.


Role: Professional 

Number of Vacancies: 1 

Work Schedule: Monday - Friday

Work Hours: 7:30 am - 4:00 pm

Location: Oahu, Maui, or Hawaii Island.

Hiring Range: The hiring range for the Portfolio Operations Analyst [Req ID 8160] position is 73,500.00 to 93,800.00. The person selected will be placed according to his/her skills and qualifications. The hiring supervisor is YINGWEI N KAPLAN.


About Hawaiian Electric Companies
Hawaiian Electric Companies provide electricity and services to 95 percent of the state's 1.4 million residents. The company is also one of the state's leading employers and a major contributor and supporter of community and educational programs.


The demand for power that has fueled the growth of the Hawaiian Islands has been met by Hawaiian Electric Companies for well over a century. And as the next millennium unfolds, the company is committed to providing quality service and seeking clean local energy sources to power generations of Hawaii families and businesses to come. Visit us at


Interested individuals should apply online. The application must clearly indicate the demonstrated experience/knowledge/skills/abilities the candidate possesses which specifically qualifies him/her for the position.


Should there be no candidates with this experience, the company may consider applicants without such experience who meet the knowledge/skill requirements. If such a candidate is hired, he or she will initially be placed on a development plan commensurate with his/her education and experience level.


Applicant Certification
By submitting an application for the position, candidates:
1. Authorize the Hawaiian Electric Companies to confirm all statements contained in the application and/or any materials submitted and made a part of the application as they relate to the position and to the extent permitted by law;
2. Authorize and consent to, without reservation, the Hawaiian Electric Companies sharing any and all information regarding previous or present employment, educational training or personal information from their records and from any other source with the hiring department or subsidiary company;
3. Release, discharge, and hold harmless, Hawaiian Electric Companies, from any and all liability for any damage which may be claimed as a result of furnishing such information to the hiring department or subsidiary company;
4. Authorizes release and transfer of all personnel records to be maintained by the hiring company in the event of an inter-company transfer; and
5. Authorize, direct, and consent to Hawaiian Electric Companies and/or its authorized agents to conduct investigations into candidates' background. These investigations may include, but are not limited to searches for information about applicants; record of criminal convictions to the extent permitted by law, education records, professional certifications, personal character references, and employment history.


EEO Statement
Hawaiian Electric Companies is an equal employment opportunity/affirmative action employer. We actively seek diversity among our employees. We do not discriminate on the basis of age, race, color, religion, sex/gender (including gender identity/expression), ancestry/national origin, disability, marital status, arrest and court record, sexual orientation, pregnancy, veteran status, genetic information, domestic or sexual violence victim status, or other protected categories in accordance with state and federal laws. We further encourage individuals with disabilities, minorities, veterans and women to apply.


Hawaiian Electric Companies complies with Title I of the Americans with Disabilities Act. Any request for reasonable accommodation needed during the application process should be communicated by the candidate to the HR Service Center at (808) 543-4848.


Affiliate Disclaimer
Hawaiian Electric Company, Inc., Maui Electric Company, and Hawaii Electric Light (“Company”) are Hawaii Public Utilities Commission (“PUC”) regulated companies. The disclosure relating to Affiliate Transaction Requirements that follows is made pursuant to the PUC’s Decision and Order No. 35962, issued on December 19, 2018, and subsequently modified by Order No. 36112, issued on January 24, 2019 in Docket No. 2018-0065.

By submitting your application, you understand and acknowledge that, if you are hired by the Company and subsequently transferred, assigned or otherwise employed by an Affiliate, said Affiliate will be required to make a one-time payment to the Company in an amount up to twenty-five percent (25%) of your base annual compensation.  

In addition, if you are hired by the Company and subsequently transferred, assigned or otherwise employed by an Affiliate or an Affiliate-Related Entity, for a period of one year, you cannot appear in negotiations or otherwise interact directly with the Company or work on the same matter that you worked on while with the Company. 

Affiliate is defined as “any person or entity that possesses an ‘affiliate interest’ in a utility as defined by section 269-19.5, Hawaii Revised Statutes (“HRS”), including a utility’s parent holding company, except as otherwise provided by HRS section 269-19.5(h).”

Affiliate-Related Entity is defined as “a third party that provides electricity-related services in a regulated utility’s service territory that has a material financial, operational, or ownership interest with an unregulated affiliate of the utility and of whom the utility has reasonable knowledge.” 

For a current list of all Affiliates and Affiliate-Related Entities, please see:

This list may be amended, updated or revised from time to time without notice.  

Nearest Major Market: Honolulu
Nearest Secondary Market: Hawaii