Tracking & Reporting Analyst Jobs

Title: DSM Tracking & Reporting Analyst I

Location: North York OR Chatham ON

Contract Duration until Dec 22, 2023, with a potential for extension and/or possibility of going perm

The DSM Tracking & Reporting Analyst is responsible for validating all DSM projects, savings costs and incentives. This position helps account for DSM results, authenticate and process customer incentive payments

Specific Accountabilities:

• Support DSM Evaluation Process by validating customer participation, including calculation of m3 savings, and customer/service provider incentive payments. Utilize various resources to validate equipment and customer eligibility (i.e. manufacturer websites, Google, Google maps, internal financial and CRM applications etc.).

• Process DSM projects in CRM and prepare Accounts Payable (A/P) batches by validating vendor information and customer incentive payments. Manage return cheque and replacement cheque process between Customers, Account Managers and A/P.

• Resolve customer & service provider inquiries and complaints for outstanding claims.

• Liaison with internal and external stakeholders for resolving outstanding issues, discrepancies with project submissions and minimizing DNQ’s (Do not qualify) in order to maximize shareholder incentive.

• Maximize the tracking and reporting functionalities of T&R system of record to readily provide assistance to internal users and assist in enhancements and business requests.

• Assist in maintaining up-to-date Tracking & Reporting related process documentation.

Scope/Dimensions:

• Processes: Ensure processes are followed and updated to meet Evaluation requirements.

• Communication: Provide excellent customer service to internal stakeholders and support external communication to the customer.

Contact / Working Relationships:

• Internal: Energy Solutions Advisors, Business Intelligence, DSM Business Solutions, Customer Care, Accounts Payable

• External: Third parties that may partner or collaborate with the applicable conservation programs (i.e. Service Organizations, Energy Advisors, etc.)

Knowledge, Skills and Abilities:

Required:

• Strong analytical skills and the ability to provide suggestions on process improvement.

• Post-secondary education in business or a related quantitative discipline or equivalent work experience

• Proficiency in MS Office; in particular strong Excel skills needed (proficiency in basic formulas and pivot tables)

• Strong overall computer skills and ability to work on CRM related platforms, understand data structure and be able to query data for reporting

• Strong interpersonal skills including the ability to work in a cross-functional environment

• Detail oriented with proven ability to manage multiple processes, handle competing priorities and while ensuring deadlines are met

• Proven ability to work collaboratively with others in a strong team environment

• Demonstrates initiative, self-confidence and a strong work ethic

Preferred:

• 1-3 years of proven analytical work experience

• Practical background knowledge in energy conservation program delivery