Strategic Finance Senior Associate | Climate Tech and Energy Transition Startups

Overview

This role supports climate tech founders with strategic financial modeling, analysis, research, and finance operations. You will work across a portfolio of climate and energy-transition companies, partnering directly with founders and engagement leads from seed through growth.

Responsibilities

• Build and maintain three-statement financial models, scenario analyses, and KPI dashboards founders use to guide company strategy and major board/investor conversations.
• Support fundraising activities across equity, venture debt, and grants, including contributions to pitch materials, data rooms, diligence responses, and round structuring.
• Lead financial analysis to provide clarity for decision-making, including budgeting, benchmarking, KPI tracking, and proactive investigation to surface issues early.
• Prepare investor and board reporting that communicates performance accurately and clearly.
• Where applicable, support client-run finance functions by monitoring finance back-office processes such as bookkeeping, accounts payable, invoicing, and payroll to ensure high-quality delivery.
• Research climate and energy-transition sectors and business models to develop expertise that strengthens advisory work.
• Work across shifting portfolio contexts (e.g., different company verticals), adapting analysis and modeling approach as needed.

Requirements

• 3–6 years of relevant experience, typically from MBB, IB, or a comparable analytical background.
• Demonstrated ability to learn quickly across unfamiliar domains and handle evolving subject matter.
• Strong focus on accuracy; ability to stress-test assumptions and outputs.
• Ownership mindset and ability to proactively investigate and resolve issues.
• Ability to think through the underlying problem before building analyses or deliverables.
• Strong written and verbal communication skills, including confidence presenting to board-level audiences.
• Proven analytical and modeling skills with clean model structure, clear assumptions, and defensible logic.

Preferred Qualifications

• Experience working with venture-backed startups.
• Exposure to fundraising from either side of the table.
• Working knowledge of finance and accounting frameworks.
• Interest in using AI to improve how finance and analytical work is conducted.

Compensation & Benefits

• $120,000–$150,000 base salary
• Performance bonus
• Shadow client equity
• Benefits including 401K with match
• 30 days of PTO

Location & Schedule

• Remote (US time zones)
• Expected start: Dec ’26 or Jan ’27
• Occasional travel to client sites and to NYC for Climate Week each September