Senior Associate, Financial Planning & Analysis

About the role

The organization operates within the corporate finance sector, focusing on financial planning and analysis. It addresses challenges related to managing complex financial models and ensuring accurate financial reporting and forecasting. The team supports both short‑term and long‑term financial planning processes, contributing to informed decision‑making and effective corporate financial management.

The Senior Associate, Financial Planning & Analysis plays a crucial role in advancing the organization’s financial planning efforts. Reporting to the Head of Corporate Finance, this position is responsible for developing and enhancing financial and operational models, overseeing financial analysis, and supporting budgeting and reporting processes. The role directly impacts financial decision‑making by providing detailed analysis and facilitating timely, accurate reporting to leadership and stakeholders.

Responsibilities

• Develop, generate, and enhance end‑to‑end financial and operational models.
• Manage analysis of monthly, quarterly, and annual financial reviews.
• Improve and implement financial planning and budgeting processes.
• Assist in preparing presentations for the Board and management.
• Conduct detailed analysis of company and portfolio‑level cash flow.
• Coordinate with accounting and treasury for accurate and timely reporting.
• Support finance, accounting, and treasury functions as needed.

Requirements

• BA/BS in finance, accounting, economics, or related field; CPA or CFA credentials are a plus.
• Minimum of 5 years’ experience in corporate financial planning and analysis, preferably in renewable energy.
• Proficiency in Excel for building and interpreting complex financial models and performing sensitivities.
• Skilled in PowerPoint, Power BI, or similar reporting and dashboarding tools.
• Entrepreneurial mindset with strong team collaboration and business execution skills.
• Strong interpersonal, organizational, communication, quantitative, and qualitative analytical skills.
• Understanding of GAAP financial accounting.
• Detail‑oriented and task‑focused.
• Willingness to travel up to 10% of the time.

Pay

Salary range: $120,000 – $160,000, commensurate with qualifications and experience. Generous annual cash bonuses. Potential equity participation for qualified candidates.

Benefits

• 401(k) retirement plan.
• Health, dental, and vision insurance.
• Paid vacation, sick leave, and holidays.
• Short‑term disability coverage.