Overview
This Senior Financial Analyst role supports a growing portfolio of work with utilities, Regional Energy Networks (RENs), and county governments in Southern California. The position involves budget management, forecasting, project review support, and performance tracking, working closely with Finance leadership, program managers, and project teams.
The selected candidate may be remote and must be able to work in the Pacific time zone regularly.
Responsibilities
- Own financial outcomes for assigned portfolio, region, or complex scope, including budgeting, forecasting, profitability analysis, variance management, close support, and leadership reporting.
- Prepare and update internal and client-facing forecasts, variance reports, ad hoc financial analyses, and support materials used in reviews, filings, presentations, and leadership decisions.
- Monitor key financial drivers such as labor, subcontractors, ODCs, invoicing inputs, accruals, margin, and portfolio performance; intervene early when risks or discrepancies emerge.
- Convert financial and operational data into decision-quality insights by isolating drivers, assessing tradeoffs, and recommending practical actions.
- Partner with Finance leadership, program managers, project teams, and senior leaders to review budgets, spending, forecast movement, KPIs, and corrective actions.
- Support process improvement and operating discipline through stronger review routines, cleaner assumptions, better documentation, automation opportunities, and improved consistency across reports and decision forums.
- Use Microsoft 365 applications, Excel, AI-enabled tools, reporting platforms, and automation approaches to improve analysis, knowledge capture, workflow efficiency, and team scalability while maintaining data integrity and appropriate review controls.
- Travel to Southern CA for quarterly meetings and other meetings as needed.
Requirements (Minimum Qualifications)
- Bachelor’s Degree; preferably in Finance, Accounting, Economics, or related field (or applicants can substitute one year of related experience for one year of education).
- 5+ years practical experience supporting or leading finance work across portfolios, projects, or business units, including forecasting, reporting, variance analysis, and decision support.
- 2+ years experience owning financial analysis, forecasting, reporting, and decision support in a multi-project, consulting, or services-based environment.
Preferred Qualifications
- Experience working on investor-owned utility or Regional Energy Network programs in California that provide energy efficiency and demand response services.
- Knowledge of utility and energy efficiency, demand response, and distributed energy resource programs and markets in California.
- Experience improving finance workflows through systems, reporting tools, automation, or other technology-enabled process improvements.
- Experience with business intelligence software such as Costpoint, Hyperion, Cognos, PowerBI, Alteryx, or similar.
Professional Skills
- Strong financial planning, forecasting, variance analysis, portfolio management, and decision-support capabilities, with analytical judgment to assess performance, identify key drivers, and recommend actionable solutions.
- Advanced Excel expertise, including formulas, functions, pivot tables, VBA, macros, and automation; strong proficiency across Microsoft 365 applications, reporting tools, AI-enabled technologies, and modern digital workflows.
- Strong communication and business partnership skills, including the ability to influence without formal authority, manage multiple priorities independently, and operate where data integrity, controls, documentation, confidentiality, and decision readiness are essential.
- Demonstrated commitment to sound business ethics and protection of proprietary and confidential information.
Compensation & Benefits
- Pay range (full-time employment): $73,738.00 - $125,354.00
- Benefits referenced in the posting include:
- Flexible workplace arrangements and work-life balance
- Employee wellbeing programs
- Donation matching and volunteer opportunities
- Education Reimbursement
- Retirement planning
- 401k matching
- Mentorship programs
- Free access to professional development resources (e.g., LinkedIn Learning)
Location
- Candidates must be able to work Pacific Time Zone.
- Arizona Remote Office (AZ99)
- Travel: Southern CA for quarterly meetings and other meetings as needed
Equal Opportunity / Accommodations (as stated in posting)
- The employer is an equal opportunity employer.
- Qualified applicants with arrest and conviction records will be considered.
- Reasonable accommodations are available for disability-related or religious beliefs-related needs during the application and employment process.
Candidate AI Usage Policy (as stated in posting)
- Use of AI tools to generate or assist with responses during interviews (in-person or virtual) is not permitted, to maintain the integrity and authenticity of the interview process.
- Candidates who need an accommodation that involves use of AI should request accommodation in advance.