Senior Analyst, Strategic Finance

Posted Yesterday
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San Francisco, CA, USA
Hybrid
100K-125K Annually
Senior level
Energy • Financial Services
The Role
Develops portfolio analytics, financial models, valuations, forecasts, dashboards, and strategic planning insights. Improves scalable data and reporting processes, maintains corporate and business models, analyzes financial risk and performance, and communicates findings to senior stakeholders. Partners with FP&A, Asset Management, Technology, Investor Relations, and other teams while using AI and analytical tools to support diligence and business priorities.
Summary Generated by Built In

As the Senior Analyst, Strategic Finance, you will join our IR & Strategic Finance team in a highly analytical role spanning portfolio analytics, financial modeling, strategic planning, and process improvement. A critical part of the role will be developing a detailed understanding of Generate’s diverse and evolving portfolio and translating complex information into clear insights that help the company understand and manage risk. You will also help formalize repeatable, scalable processes to improve how data flows across this team, and support the continued development of our corporate model and strategic planning tools. We are looking for someone who combines strong financial fundamentals and data fluency.

What you will be doing at Generate Capital as the Senior Analyst, Strategic Finance:

  • Develop a detailed understanding of Generate’s portfolio, including its composition, exposures, cash flows, performance, and risk drivers

  • Own and improve recurring portfolio analytics, valuation support, diversification analysis, sensitivities, and reporting

  • Turn large, complex financial data sets into clear insights for senior stakeholders

  • Build documented, scalable data and reporting processes that improve accuracy, efficiency, and continuity

  • Partner with FP&A, Asset Management, and Technology to improve data flows and financial reporting

  • Support the Strategic Business Plan, including dashboards, bottom-up analysis, forecasting, and variance analysis

  • Maintain, troubleshoot, and improve the corporate model and the business models that feed it

  • Build analytical tools, use AI thoughtfully to accelerate work, and support diligence, Investor Relations, FP&A, and other team priorities

Candidate qualifications & core characteristics:

  • Bachelor’s / Master’s degree in Finance, Economics, Accounting or a related field

  • 1–6 years of relevant experience in strategic finance, corporate finance, FP&A, portfolio analytics, investment analysis, risk management, or a related field; level will depend on experience

  • Strong finance fundamentals, including three-statement modeling, discounted cash flow analysis, and capital structure

  • Foundational accounting knowledge and an understanding of GAAP and non-GAAP measures; advanced accounting expertise is a plus

  • Advanced Excel skills and experience building, auditing, and troubleshooting complex financial models

  • Ability to work accurately with large data sets, nested hierarchies, and complex financial information

  • Strong analytical judgment, including the ability to break down multivariable problems and separate signal from noise

  • Experience designing and implementing scalable processes or analytical frameworks

  • Clear, concise communication and strong interpersonal skills

  • A collaborative, low-ego working style and the ability to switch contexts and adapt quickly

  • Practical familiarity with AI tools; experience with SQL, Power BI, Python, R, or planning systems is a plus

Generate’s compensation packages are dependent on the facts and circumstances of each case. Salary decisions take into account a wide variety of factors including, but not limited to: skill sets, experience and training, licensure and certifications, geographic location, and other business and organizational needs. A reasonable estimate of the base salary range for this role is $100,000 - $125,000. In addition, the compensation package may include a discretionary bonus and other benefits, including health care benefits, retirement benefits, benefits permitting paid days off (including sick leave, parental leave, and paid time off or vacation benefits), and other benefits that must be reported for federal tax purposes. It is not typical for an individual to be hired at the top of this range.

Generate Capital is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of actual or perceived race, color, creed, religion, ancestry, citizenship status, age, sex, marital status, sexual orientation, gender identity, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal, state, or local laws.

Skills Required

  • Bachelor's or Master's degree in Finance, Economics, Accounting, or a related field
  • 1-6 years of relevant experience in strategic finance, corporate finance, FP&A, portfolio analytics, investment analysis, risk management, or a related field
  • Strong finance fundamentals, including three-statement modeling, discounted cash flow analysis, and capital structure
  • Foundational accounting knowledge and understanding of GAAP and non-GAAP measures
  • Advanced Excel skills and experience building, auditing, and troubleshooting complex financial models
  • Ability to work accurately with large data sets, nested hierarchies, and complex financial information
  • Strong analytical judgment and ability to break down multivariable problems
  • Experience designing and implementing scalable processes or analytical frameworks
  • Clear, concise communication and strong interpersonal skills
  • Collaborative, low-ego working style and ability to switch contexts and adapt quickly
  • Advanced accounting expertise
  • Practical familiarity with AI tools
  • Experience with SQL, Power BI, Python, R, or planning systems
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The Company
HQ: San Francisco, CA
172 Employees
Year Founded: 2014

What We Do

Founded in 2014, Generate builds, finances, owns and operates sustainable infrastructure to deliver affordable and reliable resource solutions for companies, governments, and communities. Generate is the one-stop shop offering technology and project developers pioneering the Infrastructure Revolution the tailored funding and support they need to get projects built. Generate partners with over 40 technology and project developers and owns and operates more than 2,000 assets globally, across the clean energy, transportation and waste and water sectors. With an Infrastructure-as-a-Service model, Generate serves over 2,000 customers, companies, communities, school districts and universities. Together, we are rebuilding the world. Generate is a Public Benefit Corporation. We build, own, operate and finance assets in: - Sustainable Energy (microgrids, solar, energy storage, lighting, HVAC systems, fuel cells, geothermal, biomass & biogas, building automation & sensors, heat pumps, smart meters) - Sustainable Mobility (electric vehicles, hydrogen vehicles, autonomous vehicles, charging depots & infrastructure, fleets) - Sustainable Water, Waste & Agriculture (anaerobic digesters, wastewater treatment, desalination, food waste management, recycling/reuse, precision agriculture, farm automation, irrigation, sensors & meters). To join the Infrastructure Revolution, visit generatecapital.com.

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