Portfolio Finance Analyst

2 weeks ago


United Kingdom Conrad Energy Full time

Senior Commercial Portfolio & Customer Journey Analyst The Senior Commercial Portfolio & Customer Journey Analyst will be pivotal in ensuring timely and accurate invoicing, settlement tasks, and data management for our electricity portfolio. Reporting to the Head of Energy Services this position is responsible for ensuring accurate settlement of energy invoices, service provider invoices, data capture, business and industry reporting and investigation data discrepancies in a timely manner.

They will also be entrusted with enhancing the customer journey by revamping the invoice outlook and collaborating with the marketing team to ensure the communication and design of our documentation aligns with our brand and enhances customer experience.

Each of our projects deliver critical power and services to the National Grid as well as industrial and commercial customers. Our expertise, technology and flexibility are key to the UK achieving its ambitious net zero targets.

Backed by I Squared Capital, a global investor in energy and infrastructure assets, we are the UK’s largest owner/operator of flexible power plants with 900MW in operation and over 1GW in early pipeline. From our beginnings in 2017 as a flexible gas generation business with a team of 14 people, we have grown to become one of the UK’s leading vertically integrated energy companies, owning and operating over 65 energy facilities across the UK. Our significant development pipeline covers flexible generation, battery energy storage, solar, hydrogen and stability services. Our innovative data driven, in-house automation tools give us a unique edge when trading and maximising our own assets and those of our clients. We have built not only an impressive portfolio of energy assets, but also a seriously ambitious and knowledgeable team.

Billing & Settlements
Proactively identify, resolve, and escalate outstanding netting and invoicing discrepancies with relevant third parties.
Accurately and promptly execute invoicing and settlement tasks for the Third Party Intermediaries engaged by Conrad Energy including ad-hoc data requests and reconciliation of payments.

Provide support for ROC/REGO inventory management, customer allocation, reporting and any customer queries.
Revamp the invoice presentation to enhance readability, brand alignment, and overall customer satisfaction.
Engage proactively with internal teams, including finance, commercial, and marketing, to ensure streamlined processes and accurate information flow.
Participate in team meetings, offering insights, updates, and strategies to optimize the commercial portfolio management and customer journey.
Recommend and implement process improvements based on analysis, feedback, and industry best practices.

Bachelor's degree in business, finance, or related field.
At least 3 years of experience in billing, invoicing, or commercial roles in the energy utility sector, specifically in a UK electricity and/or gas supply.
Strong numerical and analytical skills with proficiency in using Microsoft products and database systems.
Proficient in relevant software and tools for billing and data management.
Competitive salary dependent on experience
~ Discretionary performance-based bonus
~25 days’ annual leave plus bank holidays
~ Contributory Pension Scheme
~ Life Insurance
~ SimplyHealth health cashback plan
~24/7 Private GP access
~ Flexible working
~ Training and Development
~ Salary sacrifice EV scheme
~ Discounts on Lightwave RF smart home products
~ Dog-friendly office



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