Senior Financial Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of the consolidated cash forecast and core FP&A model, which includes rolling liquidity, funds flow, and debt service across the organizational structure.

• Generate the weekly cash outlook and clarify significant variances between forecasted and actual figures.

• Evaluate funding needs for ongoing projects, including downside and sensitivity analyses.

• Oversee annual budgeting and reforecasting processes for SG&A, headcount, and capital projects.

• Create monthly budget-versus-actual reports accompanied by driver-based commentary.

• Establish assumptions with department leaders and ensure adherence to those assumptions.

• Compile recurring reporting packages for project lenders and equity sponsors.

• Calculate financial covenants and conduct forward-looking headroom analysis.

• Provide reporting for sponsors, joint ventures, and tax-equity stakeholders.

• Report on project-level revenue, margins, cash flow, and returns, ensuring reconciliation with the general ledger.

• Analyze performance metrics by project, customer, technology, and revenue stream.

• Compare operational results with initial underwriting and identify performance discrepancies.

• Assist in financings, refinancings, asset divestitures, and capital allocation strategies.

• Transition recurring reporting from spreadsheets into the ERP system.

• Aid in the selection and implementation of a dedicated planning platform.

• Document essential models and processes to meet hand-off standards.

• Automate repetitive manual tasks within the monthly reporting cycle.

• Present financial analyses to senior finance leadership and the executive team.

⛳️ Requirements

• 3–6 years of experience in FP&A, corporate finance, project finance, transaction services, or public accounting transitioning into industry roles.

• A Bachelor's degree in Finance, Accounting, Economics, or a related field, or equivalent practical experience.

• Proficiency in advanced Excel modeling, including three-statement models, cash flow models, scenario analysis, and sensitivity analysis.

• Capability to build a financial model from scratch and review another individual's model.

• Familiarity with US GAAP.

• Practical understanding of how accounting outputs influence forecasting.

• Experience with multi-entity operations, including consolidation and intercompany transactions.

• Ability to independently extract and reconcile data from an ERP system.

• Preferred: Experience in the energy, renewables, infrastructure, or other project-financed sectors.

• Preferred: Familiarity with NetSuite, SAP, Oracle, or similar multi-entity ERP systems.

• Preferred: Experience with project-level debt, covenant reporting, tax equity, or partnership waterfalls.

• Preferred: Knowledge of Anaplan, Adaptive, Vena, Power BI, or Tableau.

• Preferred: CPA, CFA, or active pursuit of either designation.

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• Paid time off

• Paid personal time

• Paid holidays

• Paid birthday

• Paid sick time

• Company-paid short-term disability

• Company-paid long-term disability

• Company-paid life insurance

• 401(k) with a company match

• Inclusive and supportive work environment

• Wellness-focused benefits for employees and their families