Job title: Record Analyst
Location: Oakland, CA (Hybrid)
Job Responsibilities:
Serve as a liaison or day-to-day contact between Functional Business Group and the project team.
Consult Functional Business Group in projects that involve the management of records and information – new process development and/or new system upgrades
Triage Functional Business Group concerns; primary point-of-escalation for their concerns and/or issues.
Update project workstream trackers and provide status updates to Project Managers.
Decipher and communicate Functional Business Group feedback to the project team.
Deliver department-specific communications and guidance as needed.
Identify opportunities to streamline business processes when applicable.
Meet with Functional Business Groups to assist them with identifying and classifying their content utilizing PGE’s records retention schedule and records inventory.
Complete workstream activities supporting manage-in-place solution, or migration to other systems with lifecycle management functionality.
Consult Functional Business Group in managing and maintaining the records inventory and associated metadata (i.e. retention information).
Identify and document Functional Business Groups business requirements.
Consult Functional Business Groups in evaluating processes in which records are created, managed, and dispositioned, identify non-compliant or inefficient processes and procedures, and determine needed process improvements for shared drives.
Coordinate with ERIM Business Analysts on quality checks and update/adjust work product as requested.
Act as the subject matter expert for the records management program pertaining to the shared drive project.
Contribute to the preparation and maintenance of records management program process flows, procedures, and job aids.
Minimum Skill sets:
Can explain the difference between records vs. non-record.
Experience working independently, without direct supervision.
Is detail-oriented and can work collaboratively with cross-functional teams to meet shared objectives.
Is a self-starter, independent with an interest in learning new records management technologies.
Skill in facilitating discussions and meetings as needed to perform at the job level.
Ability to prioritize, be highly organized and accountable for all work.
Ability to effectively manage multiple assignments with demanding time constraints.
Ability to work closely with Functional Business Groups as a true partner.
Desired Skill sets:
Can understand a customer’s shared drive(s) and how business processes impact the content stored within.
Can acquire a high-level understanding of different records repositories options within organization.
Can facilitate identified records management recommendations following pre-defined processes to migrate content to a records repository or onboard the shared drive with a manage in-place records management solution.
Can coordinate with IT resources to review analysis to determine next steps.
License/Certification Minimum: N/A
License/Certification Desired: CRM (Certified Records Manager), IGP (Information Governance Professional) or related certifications
Education Minimum: Associate or bachelor’s degree or related work experience
Education Desired: Associate or Bachelor’s degree in Business, Finance, Economics, Accounting, Public Policy, Library and Information Systems, Information Technology, Legal Studies, or related discipline
Experience Minimum: 5 years records management or relevant experience
Experience Desired:
Prior utility or regulated company experience
Experience with medium to large scale design, development and implementation projects
Involvement with industry organizations (e.g. ARMA, AIIM)
Knowledge, Skills, Abilities and (Technical) Competencies:
Excellent verbal and written communication, interpersonal and influence skills with internal and external contacts of various levels.
Excellent analytical skills, problem-solving skills.
Experience working with data analysis software, shared drives, and SharePoint.