Overview
Senior Financial Analyst role supporting a residential solar finance platform focused on third-party ownership product design. This position involves financial planning and analysis (FP&A), cash flow management, lender reporting, and finance operations in a fast-paced, high-growth environment.
Location: Remote (U.S. Based Preferred)
Reports To: CFO / Head of Finance
Compensation: $110,000 – $140,000 base salary plus bonus opportunity
Responsibilities
Financial Reporting & Analysis
- Support month-end close, forecast updates, and annual budget processes with accuracy and timeliness
- Perform variance analysis comparing actual results to budget and forecast; identify trends and actionable insights
- Prepare financial reports and summary packages for internal leadership, lenders, investors, and external stakeholders
- Assist in preparing compliance deliverables required under the Credit Agreement (e.g., monthly account statements, cover sheets, bank statement packages)
- Consolidate accounting, operational, and financing data for management reporting
- Maintain reporting calendars and ensure timely completion of recurring finance deliverables
Cash Flow & Budget Management
- Maintain and update cash flow models across multiple entities
- Track milestone payments, draw schedules, and fund flows across the multi-entity structure
- Support monthly and quarterly budget vs. actual reporting, including general ledger mapping, vendor-level analysis, and cost center tracking
- Monitor entity-level cash activity, identify funding and liquidity needs, and analyze budget variances and timing impacts
- Partner with finance leadership to maintain rolling forecasts and improve visibility into operating costs, transaction funding, and capital needs
Compliance & Documentation
- Prepare and organize audit-ready financial documentation for lender reviews, investor due diligence, and regulatory requirements
- Coordinate with auditors, legal counsel, and capital providers on document requests and compliance deliverables
- Ensure financial records, backup materials, and reporting packages are complete, accurate, and easy to review
Process & Automation
- Identify and lead improvements to manual reporting and forecasting processes
- Build and maintain data pipelines, Excel models, and reporting tools to reduce repetitive work and improve accuracy
- Collaborate with cross-functional teams to systematize cost tracking, milestone management, and cash and financial reporting
Cross-Functional Support
- Work with operations, legal, and leadership on financial modeling for new products, structures, and transactions
- Contribute to weekly business reviews by consolidating data inputs and ensuring report accuracy
- Support ad hoc financial analysis and special projects as needed
Requirements
- Bachelor’s degree in Accounting, Finance, or related field
- 3-6 years of experience in financial analysis, financial modeling, FP&A, or budget management
- Strong analytical skills with keen attention to detail
- Advanced proficiency in Microsoft Excel (financial modeling, SUMIFS, Power Query, pivot tables)
- Ability to manage multiple tasks simultaneously under tight deadlines
- Excellent written and verbal communication skills
- Independent self-starter capable of executing tasks with minimal direction
- Comfortable working in a fast-moving, ambiguous startup environment
- High ownership mentality, strong judgment, and willingness to engage in both analytical and operational tasks
- Experience using AI tools to improve finance workflows, including reporting automation, variance analysis, document review, data cleanup, Excel model support, and repeatable process design
Preferred Qualifications
- Experience in solar, energy, project finance, or financial services
- Familiarity with third-party ownership structures (leases, PPAs, ESAs), tax credit monetization, or residential solar finance
- Exposure to warehouse facilities, lender reporting, tax equity structures, or structured finance transactions
- Experience with multi-entity fund flows, intercompany accounting, or credit agreement compliance
- Familiarity with financial reporting and planning tools such as Oracle, Anaplan, or similar
- Comfortable building reporting infrastructure from scratch in a lean, high-growth environment
Equal Opportunity
The employer is an equal opportunity organization and values diversity. There is no discrimination based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. The organization is committed to fostering an inclusive environment where all employees feel respected, supported, and empowered to succeed.