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Senior Analyst, Financial Planning and Analysis (FP&A)

About the job

We are looking for a high-caliber individual with strong analytical capabilities, superior financial/quantitative horsepower, and a deep interest in Generate’s mission and strategy, to help achieve our financial and business objectives.

What you will be doing at Generate Capital as the Senior Analyst, FP&A

  • Work as part of a small (but growing) team as an integral part of FP&A
  • Establish and maintain positive working relationships with a broad base of stakeholders and serve as a key point of contact for planning and reporting issues
  • Design, create and manage high-impact financial models
  • Coordinate with the underwriting and asset management teams to deliver monthly actual vs. budget and forecasts.
  • Ensure models comply with our reporting framework and modeling standards
  • Execute quantitative and qualitative analyses for projects and operations
  • Ensure FP&A reporting is consistent with accounting; resolve discrepancies (aligning chart of accounts, entities, and data)
  • Support annual and long-range budgeting and forecasting, month-end close
  • Work cross-functionally with legal, asset management, capital markets, and underwriting to improve forecasts
  • Work collaboratively across teams, providing actionable insights to help drive better business decisions
  • Provide clear and concise variance explanations
  • Assist in the preparation of materials for monthly management reports and quarterly board meetings (financial data and other KPIs)
  • Perform ad hoc reporting to support asset management and the underwriting team
  • Identify areas of improvement in processes, make recommendations, and drive implementation.
  • Understand systems and data flow; work with Technology team to optimize tools used for financial reporting


Candidate qualifications & core characteristics:

  • A demonstrated passion for, or commitment to, our mission
  • 3-5 years of related experience in finance or accounting
  • Bachelor’s Degree
  • A demonstrated passion for, or experience in, renewable energy
  • Familiarity with basic accounting concepts required (e.g. ability to build a 3-statement financial model)
  • Familiarity with rolling forecasts and drivers-based variance analysis
  • Capable of using financial performance data to develop a narrative explaining performance, draw conclusions, and make recommendations to senior management
  • Ability to convey complex financial information in a clear and concise manner
  • High level of proficiency in building and understanding Excel financial models
  • Familiarity with major corporate ERP or EPM systems (Adaptive Insights and Microsoft NAV a big plus)
  • Extreme attention to detail
  • Capable of building trust and fostering a collaborative work environment
  • Comfortable working up and down the organization, as well as across teams.
  • Unimpeachable integrity and glowing references
  • Outstanding communication and interpersonal skills, including empathy, intuition, and listening as well as strong writing, editing, and basic design skills.
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