Senior Financial Analyst
Location: Candidates must be able to work Pacific Time Zone. 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.
Pay Range - There are multiple factors that are considered in determining final pay for a position, including, but not limited to, relevant work experience, skills, certifications and competencies that align to the specified role, geographic location, education and certifications as well as contract provisions regarding labor categories that are specific to the position.
The pay range for this position based on full-time employment is:
$73,738.00 - $125,354.00
Arizona Remote Office (AZ99)
