Portfolio Analyst (Data) - Commercial Operations (BHM)

JOB SUMMARY

The Structuring and Analysis department supports Commercial Operations, Southern Wholesale Energy (SWE) and operating companies by providing solutions to complex problems through data visualization and advanced analytics.

This role leverages analytics, data visualization, automation, and modern data technologies to help Commercial Operations improve decision-making, optimize performance, and create business value. The analyst serves as a trusted partner to customer teams, translating business needs into actionable insights, reports, dashboards, data models, and analytical solutions. Responsibilities include working closely with business, operations, and technology teams to deliver analytics and data-driven solutions while supporting a maturing reporting and data environment.

This position provides unique exposure to 24/7 power generation fleet and energy trading operations, offering opportunities to deepen business acumen and understand the drivers of operational and commercial performance during a period of high load growth. The successful candidate will proactively engage with the business to understand operational challenges and opportunities, transforming business requirements into data-driven solutions and delivering actionable insights to stakeholders and leadership.

JOB RESPONSIBILITIES

• Perform robust analyses for our internal customer teams that ensure generation system reliability while minimizing costs and maximizing return on assets.
• Leverage data, Power BI reporting, PI Vision, and data visualization to inform operations strategy and decision-making.
• Create, maintain, enhance, and optimize Power BI reports, dashboards, datasets, and analytical tools.
• Ensure datasets, semantic models, and data pipelines execute successfully and remain available for consumption.
• Translate customer feedback and business needs into actionable analytics, reporting, data modeling, and business requirements.
• Work closely with Technology Operations to design, develop, test, and implement solutions that align with technology standards.
• Support data cataloging, business glossary, metadata, and governed metrics efforts to improve data discoverability, consistency, and trust.
• Innovate within an on-premises and cloud (Azure Databricks) environment to modernize analytics capabilities while supporting current business operations.
• Perform monthly and annual reporting for executives and customer teams.
• Provide accurate forecasts and analytical insights that lead to a competitive advantage in the marketplace.
• Evaluate operational and market data to identify opportunities for optimization and incremental value creation.
• Perform ad hoc analysis and special projects.

JOB QUALIFICATIONS

Education:

• A degree in an analytical field is required. Some examples include, but are not limited to, finance, economics, mathematics, statistics, computer science, engineering.
• An advanced degree in a related field or an MBA is highly desirable.

Preferred Experience/Skills:

• Experience in data analytics, business intelligence, reporting, data management, or a related analytical field preferred
• Proficiency creating, enhancing, optimizing, and supporting data visualization reports and dashboards
• Proficiency with programming languages such as Python, R, SQL, or DAX
• Experience with data tools and platforms like SQL Server, VS Code, GitHub, Databricks, virtual machines, containers, Power Automate
• Proficiency with data visualization tools such as Power BI, Power Query, PI Vision
• Experience using AI agents responsibly and understanding their strengths/weaknesses
• Understanding of data quality, governance, integration, and reporting best practices
• Understanding of semantic modeling, metrics-as-code, and data cataloging

BEHAVIORAL ATTRIBUTES

• Demonstrate Southern Company Values – Safety First, Intentional Inclusion, Act with Integrity, and Superior Performance.
• Team-oriented, adaptable, and proactive approach to solving business challenges
• Excellent critical thinking and problem-solving skills with natural curiosity and a desire to learn
• Comprehensive consulting skills with proven ability to work with and influence others
• Ability to build productive relationships and work in a fast-paced, competitive environment while handling multiple assignments
• Ability to translate complex data into actionable business insights and recommendations
• Strong organizational and project management skills with the ability to manage competing priorities
• Strong attention to detail and commitment to data accuracy and quality
• Effective written, verbal, and presentation communication skills
• Ability to collaborate across multiple departments and organizational levels
• Ability to explain technical concepts to business stakeholders in a clear and practical manner
• Demonstrates initiative, accountability, sound business judgment, and a continuous improvement mindset

WORK LOCATION

• This position will be based out of Birmingham, AL.
• This position has a hybrid work schedule with some flexibility.
• Some relocation assistance may be available if the successful candidate does not already live within a reasonable commute distance.

***Please submit an updated resume with your application***

About Southern Company

Southern Company (NYSE: SO) is a leading energy provider serving 9 million customers across the Southeast and beyond through its family of companies. Providing clean, safe, reliable and affordable energy with excellent service is our mission. The company has electric operating companies in three states, natural gas distribution companies in four states, a competitive generation company, a leading distributed energy solutions provider with national capabilities, a fiber optics network and telecommunications services. Through an industry-leading commitment to innovation, resilience and sustainability, we are taking action to meet customers' and communities' needs while advancing our goal of net-zero greenhouse gas emissions by 2050. Our uncompromising values ensure we put the needs of those we serve at the center of everything we do and are the key to our sustained success. We are transforming energy into economic, environmental and social progress for tomorrow. Our corporate culture has been recognized by a variety of organizations, earning the company awards and recognitions that reflect Our Values and dedication to service. To learn more, visit www.southerncompany.com.

Southern Company invests in the well-being of its employees and their families through a comprehensive total rewards strategy that includes competitive base salary, annual incentive awards for eligible employees and health, welfare and retirement benefits designed to support physical, financial, and emotional/social well-being. This position may also be eligible for additional compensation, such as an incentive program, with the amount of any bonus/awards subject to the terms and conditions of the applicable incentive plan(s). A summary of the benefits offered for this position can be found here https://seo.nlx.org/southernco/pdf/SOCO-Benefits.pdf. Additional and specific details about total compensation and benefits will also be provided during the hiring process.

Southern Company is an equal opportunity employer where an applicant's qualifications are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity or expression, or any other basis prohibited by law.

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