Jennie Lu

Senior Financial Analyst

Talent

PortlandMember since May 19, 2026

Excellent verbal and communication skillsUnderstanding of GAAPSQL Server Querying and Database MaintenanceBusiness Requirement Document PreparationDeveloping statistical modelsSalesforce.com Installation, Setup, and DesignVBA, Pivot Table, complex formulas, and PowerBIEase of adaptability with utilizing new systemsExcelSQLOraclePythonVBPowerBIAderant RainmakerSalesforce.comCognosPeopleSoftBusiness IntelligenceMetricStreamTableauPalantir FoundryReportingData analysisStatistical modelingUser interface designAutomationTesting

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Excellent verbal and communication skillsUnderstanding of GAAPSQL Server Querying and Database MaintenanceBusiness Requirement Document PreparationDeveloping statistical models

About

Financial Analyst with strong experience working with reporting, data analysis, statistical modeling, designing user interface, automation and testing. Proficient knowledge of various technological tools, including Excel, SQL, Oracle, Python, VB, PowerBI, Aderant Rainmaker, Salesforce.com, Cognos, PeopleSoft, Business Intelligence.

Experience

Senior Business Analyst at Pacific Gas & Electric (2021-01 – 2025-11)

Managing enterprise risk data and data systems. Report automation and dynamic reporting build utilizing PowerBI. Report on key risk leading indicators in support of risk assessment, risk monitoring, mitigation and control performance using MetricStream, Tableau, Palantir Foundry, and other tools. Work cross functionally with internal teams and Senior Leadership at governance forums. Assist in Public Safety Power Shutoff initiatives. Review, edit, and publish Risk Guidance Documents.

Financial Analyst at MEYERS NAVE (2017-03 – 2019-09)

Analyzing and reporting on financial performance. Maintenance and testing of database. Developing report automations. Preparing forecasts and comprehensive budgets. Periodic reviewing departmental budgets.

Senior Financial Analyst at CLEAR CHANNEL OUTDOOR (2012-10 – 2016-02)

Conduct quantitative analysis of financial data to forecast revenue and identify trends
Monitor key opportunities in sales pipeline
Improve reporting efficiency by automating repetitive reports
Reconcile transactions at month-end closed
Analyze Revenue and Expenses
Process Biweekly Payroll
Calculate Bonuses and sales commission
Review contractual payments to lessors, vendors, and the unions
Support external auditors by coordinating audit requirements

Database Analyst at WELLS FARGO (2009-08 – 2012-10)

Consultative assignment for the MIS Global Banking Group. Duties include handling multiple projects, generating recurrent and ad-hoc reporting. Ensure technical and functional designs meet business requirements. Managed projects from business requirement analysis to user interface design and architect.

Accountant at KOLBERG KRAVIS & ROBERTS (2008-12 – 2009-06)

Performed month-end closed, reconciled expenses, assisted with year-end audits, supported team with ad-hoc reporting.