Senior Copperleaf AIP Techno-Functional Consultant

Introduction

We are looking for a Senior Techno-Functional Consultant with 8–10 years of experience in Asset Investment Planning (AIP) and enterprise asset management solutions, with deep expertise in the Copperleaf AIP platform. This role will drive end-to-end implementation, configuration, and optimization of capital investment planning solutions, enabling organizations to make data-driven, risk-informed investment decisions across asset portfolios.

Responsibilities

Techno-Functional Leadership

• Act as a subject matter expert (SME) for Copperleaf AIP platform
• Lead end-to-end AIP implementations (discovery → design → build → deploy → support)
• Bridge business and IT teams to translate investment strategies into system configuration

Functional Responsibilities (Business-Facing)

• Engage with stakeholders across:
  • Asset Management
  • Finance (CAPEX/OPEX planning)
  • Operations & Engineering
• Design and implement value frameworks, including:
  • Risk (safety, reliability, compliance)
  • Financial metrics (NPV, ROI)
  • ESG / sustainability factors
• Define decision-making models for capital planning and prioritization
• Facilitate workshops for:
  • Requirements gathering
  • Investment strategy alignment
  • Scenario planning

Technical Responsibilities (System & Data)

• Configure Copperleaf AIP:
  • Asset hierarchies and portfolios
  • Investment candidates and constraints
  • Optimization settings and business rules
• Design and implement data integration pipelines:
  • ERP systems (SAP S/4HANA / FICO)
  • EAM systems (SAP PM, IBM Maximo)
  • Data platforms (Snowflake, Azure, AWS)
• Develop and optimize:
  • SQL queries
  • Data transformation logic
  • APIs and batch integrations
• Ensure data quality, governance, and lineage

Scenario Planning & Optimization

• Run and analyze optimization scenarios:
  • Budget constraints
  • Regulatory requirements
  • Risk tolerance thresholds
• Provide recommendations on investment prioritization
• Support development of long-term capital plans (5–10 years)

Delivery & Agile Execution

• Work within Agile/Scrum teams
• Own deliverables:
  • Functional design documents (FDD)
  • Technical design documents (TDD)
  • Test cases & UAT support
• Support go-live, hypercare, and production support

Stakeholder & Executive Communication

• Present insights and trade-offs to senior leadership
• Explain why certain investments are prioritized over others
• Support regulatory filings and audit requirements
• Drive adoption of data-driven asset investment planning

Requirements

Required Qualifications

Experience

• 8–10 years of experience in:
  • Asset Management / Capital Planning / EAM
  • At least 2–4 years of hands-on Copperleaf AIP experience
• Experience in utilities domain (electric, gas, water preferred)

Functional Expertise

• Strong knowledge of:
  • Asset lifecycle management
  • Capital investment planning processes
  • Risk modeling and monetization
• Experience designing value frameworks and decision models

Technical Skills

• Hands-on expertise in:
  • Copperleaf AIP configuration and modeling
  • SQL and data analysis
• Experience with:
  • Data integration tools (Matillion, Informatica, ADF)
  • Cloud platforms (Azure / AWS)
  • APIs and ETL pipelines
• Familiarity with:
  • SAP (FICO, PM, S/4HANA)
  • IBM Maximo or equivalent EAM systems

Nice to Have

• Experience with:
  • Power BI / Tableau dashboards
  • Python for analytics
  • Regulatory frameworks in utilities (e.g., rate cases)
• Certifications in:
  • Asset Management (IAM, ISO 55000)
  • Cloud (Azure/AWS)