Senior Financial Analyst

About the role

• Utilize AI tools to automate analyses including energy cost, pricing, and profitability metrics.
• Responsible for maintaining a pipeline of grant awards, submitting and tracking active applications, as well as tracking performance metrics for the awards.
• Collaborate with the sales team on contract pricing analyses.
• Lead the annual budgeting and quarterly forecasting processes, collaborating with department heads to develop accurate and achievable financial plans.
• Prepare and analyze monthly, quarterly, and annual financial reports, providing variance analysis and actionable insights to senior management.
• Develop and maintain complex financial models to support strategic initiatives, scenario planning, and decision-making.
• Perform ad-hoc financial analysis to support key business decisions, including pricing strategies, investment opportunities, and cost optimization initiatives.
• Manage investor relations by preparing financial presentations and other materials for investor meetings and conference calls.
• Conduct banking analysis, including cash flow forecasting, covenant compliance monitoring, and relationship management with banking partners.
• Collaborate cross-functionally with Accounting, Operations, and other departments to ensure accurate and timely financial reporting and alignment on financial goals.
• Identify trends, opportunities, and risks within the business and communicate findings to senior management to support strategic planning efforts.
• Assist in the preparation of presentations and materials for executive leadership and board meetings, providing clear and concise explanations of financial performance and trends.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred.
• 3-5 years of experience in financial planning and analysis, preferably in a corporate finance or FP&A role.
• Experience using AI tools to automate analyses.
• Strong proficiency in financial modeling and analysis, with advanced Excel skills; experience with financial planning software is a plus.
• Solid understanding of accounting principles and financial statements.
• Excellent analytical skills with the ability to translate data into actionable insights and recommendations.
• Strong communication and presentation skills, with the ability to effectively communicate complex financial concepts to non-financial stakeholders.
• Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Detail-oriented with a commitment to accuracy and quality.