Senior Financial Analyst

Senior Financial Analyst

Ready to make a difference? Are you a Financial Analyst with a track record of supporting multi-project portfolios, forecasting, budget management, monthly reporting, audits, and reconciliations? Do you possess strong communication and organization skills, enjoy analyzing performance metrics and optimizing processes, and have experience with or working knowledge of Energy Efficiency programs? Do you enjoy working with a team of highly skilled, diverse, and passionate team members, collaborating with national subject matter experts, and bringing it all together to deliver results for your clients? If so, then you have found the perfect job. Come join our team to support our growing portfolio of work with utilities, Regional Energy Networks (RENs) and County governments in Southern California. You will be responsible for budget management, forecasting, supporting project reviews, and performance tracking. Working closely with the Director of Program Operations and our Program Managers, you'll be an important part of our Southern California team bringing energy efficiency and bill savings to under-served communities, providing safer, more energy-efficient homes, and ensuring grid stability.

The selected candidate may be remote and must be able to work in the Pacific time zone regularly.

Why you will love working here:

• Quality of life: Flexible workplace arrangements, work-life balance, employee wellbeing programs
• Investment of the community: Donation matching, volunteer opportunities
• Investment in you: Education Reimbursement, Retirement Planning, 401k matching, Mentorship Programs, Free access to professional development resources such LinkedIn Learning
• Any many, many more *Ask your recruiter for more details!

What you will be doing:

• 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, and intervene early when risks or discrepancies emerge.
• Translate financial and operational data into decision-quality insight 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 Requirements: travel to Southern CA for quarterly meetings and other meetings as needed

What we need you to have (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.

What would be useful (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 the 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 you will use:

• Strong financial planning, forecasting, variance analysis, portfolio management, and decision-support capabilities, with the analytical judgment to assess business performance, identify key drivers, and recommend actionable solutions.
• Advanced Excel expertise, including formulas, functions, pivot tables, VBA, macros, and automation, along with strong proficiency across Microsoft 365 applications, reporting tools, AI-enabled technologies, and modern digital workflows.
• Advanced communication and business partnership skills, with the ability to influence without formal authority, manage multiple priorities independently, and operate in environments where data integrity, controls, documentation, confidentiality, and decision readiness are essential.
• Demonstrated commitment to sound business ethics and the protection of proprietary and confidential information.