Senior Financial Associate

June 3

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Making buildings smarter, greener and healthier for all

clean energy • energy retrofits • green jobs • sustainable buildings • smart buildings

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Description

• Develop and maintain corporate cash flow models and projections to provide insights into financial performance and aid in decision-making processes. • Calculate, track, and report on Customer Acquisition Cost (CAC) to Lifetime Value (LTV) ratios across different departments to assess efficiency and effectiveness of business operations. • Utilize financial analysis techniques, thorough research, and scenario planning to analyze project finance Return on Investment (ROI) and provide recommendations. • Prepare comprehensive corporate and project financial models, demonstrating proficiency in spreadsheet preparation and analysis. • Conduct due diligence activities and ensure compliance with regulatory requirements, documentation standards, and internal policies. • Assist with presentations that will deliver key financial reports to the CEO, Board of Directors, and Executive Team, highlighting financial performance and strategic insights. • Play an integral role in enhancing and maintaining integrated financial statements, systems, and tools to support organizational decision-making. • Collaborate closely with Sales Operations to develop and monitor critical financial reporting and performance metrics, translating data into actionable insights for relevant stakeholders. • Work in tandem with Sales and Market/Revenue Operations teams to maintain an accurate and realistic revenue forecast and project pipeline. • Support consolidated strategic and financial planning processes, managing the financial forecast model and contributing to budgeting efforts. • Assist in budget preparation, compile audit documentation, and provide support during audit processes. • Offer compliance assistance by ensuring adherence to regulatory requirements and internal policies.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field; Master's degree or professional certifications (e.g., CFA, CPA) preferred. • Proven experience in financial analysis, modeling, and reporting within a corporate or financial services environment. • Strong proficiency in spreadsheet software (e.g., Microsoft Excel, Google Sheets) and financial modeling tools. • Excellent analytical skills with the ability to interpret complex financial data and provide actionable recommendations. • Effective communication and presentation skills, with the ability to convey financial concepts to diverse audiences. • Detail-oriented approach with a commitment to accuracy and compliance. • Ability to thrive in a fast-paced, collaborative environment and manage multiple priorities effectively. • Knowledge of regulatory requirements and compliance standards relevant to the financial industry.

Benefits

• 11 paid holidays • Generous Accrued Time Off increasing with years of service • Generous paid sick time • Annual day of service