Senior Associate, Strategic Initiatives

Posted 5 Days Ago
Be an Early Applicant
West Palm Beach, FL, USA
In-Office
100K-130K Annually
Senior level
Greentech • Financial Services
The Role
Build and maintain financial models, internal tools, and product features supporting lending programs. Conduct user discovery, document workflows, define problems, and direct AI coding agents to prototype solutions. Review AI-generated output, validate assumptions and data, support shipped tools, resolve minor issues, and escalate architecture or infrastructure decisions. The role requires strong analytical and finance skills, advanced Excel proficiency, curiosity about AI, critical thinking, perseverance, and communication with nontechnical stakeholders.
Summary Generated by Built In
About GoodLeap:
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018.
 
GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.

The Strategic Initiatives team builds internal software and financial models that run parts of GoodLeap's lending programs. This role is built for someone with a strong finance, analytical, or operations background who is genuinely curious about what AI coding tools can do.
 
The Senior Associate learns to work directly with GoodLeap teams to understand a problem, then uses AI coding agents (Claude Code and similar tools) alongside a more senior teammate to turn that problem into a working model, tool, or feature. Over time, this role takes on more of the build independently.

Essential Job Duties and Responsibilities:

    User Discovery & Problem Definition:
  • Meet directly with business users to understand how they work today and where the process breaks down.
  • Document workflows clearly enough that a solution can be scoped and tested against a real problem.
  • Distinguish a real product problem from a training issue or a one-off complaint.
  • Building With AI Agents:
  • Learn to direct AI coding agents to build financial models, internal tools, and product features under guidance from a Manager or Director.
  • Prototype quickly, put early versions in front of the requesting user, and adjust based on what actually happens when they use it.
  • Review AI-generated output for correctness before it reaches a user or a production system.
  • Take on increasing scope independently as judgment and technical fluency grow.
  • Financial & Analytical Work:
  • Build and maintain financial models and analyses supporting GoodLeap's lending programs.
  • Flag assumptions, data issues, or edge cases that could change a model's output before they become someone else's problem.
  • Ownership & Follow-Through:
  • Support and maintain tools after they ship: handle user questions, fix small issues, and add minor improvements.
  • Escalate anything that looks like an architecture, data, or infrastructure decision rather than working around it.

Required Skills, Knowledge and Abilities:

  • Bachelor's degree in Finance, Business, Economics, or a related quantitative field.
  • 4+ years of experience in a finance, analytical, or operations role.
  • Curiosity: about how things work and what AI tools can do, evidenced by something you taught yourself rather than were assigned to do.
  • Perseverance: a track record of sticking with an ambiguous or frustrating problem, through failed attempts, until it actually works.
  • Critical thinking: the ability to break a messy business problem into clear logic before jumping to a solution.
  • Advanced Excel skills and general comfort working with data.
  • No prior coding or software engineering experience required. What matters is a demonstrated interest in AI tools and the willingness to learn to direct them.
  • Clear written and verbal communication; comfortable presenting findings to non-technical stakeholders.
  • Experience with internal software, financial services, lending, or AI tools is a plus but not required.

Compensation: $100,000–$130,000 annually, plus bonus

Additional Information Regarding Job Duties and Job Descriptions:

Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you!  Apply today!

We are committed to protecting your privacy. To learn more about how we collect, use, and safeguard your personal information during the application process, please review our Employment Privacy Policy and Recruiting Policy on AI.

Skills Required

  • Bachelor's degree in Finance, Business, Economics, or a related quantitative field
  • 4+ years of experience in a finance, analytical, or operations role
  • Demonstrated curiosity about how things work and what AI tools can do, evidenced by self-directed learning
  • Track record of perseverance through ambiguous or frustrating problems until they work
  • Critical-thinking ability to break messy business problems into clear logic
  • Advanced Excel skills and general comfort working with data
  • Demonstrated interest in AI tools and willingness to learn to direct AI coding agents
  • Clear written and verbal communication, including presenting findings to nontechnical stakeholders
  • Experience with internal software, financial services, lending, or AI tools

GoodLeap Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about GoodLeap and has not been reviewed or approved by GoodLeap.

  • Healthcare Strength Feedback suggests GoodLeap provides comprehensive healthcare coverage, including medical, dental, vision, life, and disability insurance alongside EAP and mental-health support. On balance, the core coverage breadth appears solid.
  • Leave & Time Off Breadth Feedback suggests employees receive PTO, paid holidays, and sick time within a defined time-away program. Notes also highlight vacation and leave programs as standard offerings.
  • Parental & Family Support Feedback suggests parental and family medical leave are available. Recent mentions indicate parental leave was expanded in January 2026.

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The Company
HQ: Roseville, CA
638 Employees
Year Founded: 2003

What We Do

GoodLeap is a sustainable home solutions marketplace. We provide simple, fast, and frictionless point-of-sale technology for countless mission-driven professionals serving millions of people who want to upgrade their homes and save money. Our platform offers flexible ways for consumers to pay for a wide range of sustainable products, including solar panels, battery storage, smart home devices, modern HVAC systems, energy efficient windows, upgraded roofing, water-saving turf, and more. We are committed to caring for the planet, building lasting relationships with our valued partners and customers, and delivering cutting-edge technology that enables more people to embrace a sustainable lifestyle.

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