The Energy Authority
CAISO Settlement Analyst
This job is now closed
Job Description
- Req#: 573049
- Settlement Analysis & Reconciliation – Analyze and validate CAISO settlement statements, identify discrepancies, and initiate dispute resolution when necessary. Conduct shadow settlements to verify market invoices against internal expectations.
- Data Management & Reporting – Extract, analyze, and interpret settlement data using SQL, Python, or Excel-based models. Develop reports to track trends, financial exposure, and cost allocations while providing strategic insights.
- Market Compliance & Dispute Resolution – Ensure adherence to CAISO market rules, tariffs, and regulatory requirements. Work cross-functionally with trading, risk, and operations teams to resolve settlement issues and submit disputes.
- Process Optimization & Automation – Identify areas to enhance settlement processes and automate manual workflows. Support the implementation of automation tools and collaborate with IT to improve efficiency.
- Education – Bachelor's degree in Finance, Economics, Accounting, Mathematics, Data Analytics, or a related field.
- Experience – 3-5 years of experience in CAISO settlements, market operations, or energy trading settlements.
- Technical Skills – Strong knowledge of CAISO settlement processes, market rules, and charge codes. Proficiency in SQL, Python, VBA, Power BI, or advanced Excel (macros, pivot tables, VLOOKUPs). Experience with settlement systems like MCG, PCI, or similar tools.
- Soft Skills – Strong analytical and problem-solving abilities, excellent attention to detail, and the ability to communicate complex concepts to stakeholders. Thrive in a fast-paced, deadline-driven environment.
- Experience with other ISOs/RTOs (ERCOT, PJM, MISO, SPP, NYISO).
- Knowledge of FERC regulations, CAISO BPMs, and wholesale energy markets.
- Exposure to machine learning or automation tools for settlement analysis.
- Competitive salary & performance-based bonuses
- Comprehensive benefits package (health, dental, vision, 401k)
- Professional development & career growth opportunities
- Flexible work environment (remote/hybrid options)
About The Energy Authority
The Energy Authority is a public power-owned, nonprofit corporation with offices in Jacksonville, Florida, and Bellevue (Seattle), Washington. TEA provides public power utilities with access to advanced resources and technology systems so they can respond competitively in the changing energy markets. Through partnership with TEA, utilities benefit from an experienced organization that is singularly focused on deriving the maximum value of their assets from the market.
Join Our Team as a CAISO Settlement Analyst!
Are you an expert in CAISO market settlements with a keen eye for detail and a passion for financial accuracy? Join our Energy Settlements team as a CAISO Settlement Analyst, where you'll play a critical role in ensuring precise validation, reconciliation, and compliance with market settlements from the California Independent System Operator (CAISO). In this role, you'll leverage your analytical skills, deep market knowledge, and technical expertise to resolve discrepancies, optimize processes, and drive efficiency.
What You'll Do:
What You Bring:
Bonus Points For:
Why You’ll Love Working Here:
If you’re a detail-driven settlement professional ready to make an impact in the energy sector, we want to hear from you! Apply today and be part of a team driving innovation in energy markets.
TEA Values
TEA employees share a common sense of purpose. When TEA accomplishes its mission, the result is improved quality of life for the citizens and businesses of the communities our clients serve.
TEA employees exceed the expectations of those they serve, deliver services with the highest standards of fair, honest, and ethical behavior, set the standard for service and expertise in our industry, embody a spirit of collaboration, and embrace TEA’s founding entrepreneurial spirit by seizing opportunities to deliver value.
If you are self-motivated, driven to deliver excellence, and passionate about your career, TEA is the perfect place for you.
It’s YOUR Future. It’s OUR Future.
About the company
Portfolio management, energy trading, advanced analytics, and advisory services.
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