Sr. (Lead) Analyst (II)

management controls.

Essential Functions:

Platform Governance & Records Management

• Lead governance frameworks for the Microsoft 365 content management platforms, ensuring compliance with records retention, legal hold, privacy, and regulatory requirements.

• Define and maintain policies, standards, and best practices for information lifecycle management across SharePoint, OneDrive, and related Microsoft 365 tools.

• Partner with Legal, ITS, Compliance, and Records Management teams to ensure defensible, auditable information practices.

User Experience & Adoption

• Support the end-to-end user experience for the Microsoft 365 records platforms, balancing usability with governance and risk management.

• Act as the business representative for platform enhancements, roadmap planning, and prioritization based on user feedback and organizational needs.

• Develop and oversee change management, communications, and training strategies to drive adoption and effective use of tools.

Stakeholder Engagement & Communications

• Serve as a trusted advisor to leaders and business stakeholders on collaboration and records management capabilities.

• Translate technical concepts into clear, business-focused communications for non-technical audiences.

Technical Oversight & Troubleshooting

• Maintain a strong working knowledge of Microsoft 365 architecture, including SharePoint Online, OneDrive, integrations, permissions models, and search.

• Partner with IT to troubleshoot complex user and system issues, acting as an escalation point for business-critical problems.

• Contribute to configuration decisions, testing, and rollout of new features or platform changes.

Continuous Improvement & Risk Management

• Monitor platform usage, performance, and risk indicators to identify improvement opportunities.

• Stay current on Microsoft 365 roadmap changes, industry best practices, and emerging risks impacting information governance in the energy sector.

• Support audits, assessments, and legal inquiries related to records and information management.

Characteristics & Qualifications:

Required:

• Bachelor's Degree in Business Administration, Information Systems, Information Management, or equivalent work experience

• 6+ years of progressive experience in information governance, records management, digital workplace, or enterprise application management

• Demonstrated experience overseeing Microsoft 365 tools, particularly SharePoint and OneDrive or similar cloud based technologies, in a large, regulated organization

• Strong understanding of records management principles, information lifecycle management, and compliance requirements

• Proven ability to troubleshoot issues and work effectively with technical teams

• Excellent written and verbal communication skills, with the ability to influence at senior levels

• Ability to produce high-quality work products with attention to detail

• Experience in quantitative and qualitative analysis

Preferred:

• Experience in the energy, utilities, or other highly regulated industries
• Familiarity with Microsoft Purview, retention labels, eDiscovery, and data loss prevention concepts
• Experience leading change management and user adoption initiatives
• Certifications in Microsoft 365, information governance, or project management (e.g., PMP, IGP, Microsoft certifications)
• Experience with PJM operations, markets, and planning functions
• Experience supporting any of PJM Committees