Corporate Finance Associate/Sr. Associate

Gridmatic Inc; Cupertino (CA); On-site; USD 140,000 - 170,000; Full time

Benefits offered by this job

Continuing Education Opportunities

Flexible PTO

Medical, Dental and Vision plans with 

Home Office Stipend

Stock Option Loan Program

Job summary

Gridmatic Inc. in California seeks a Corporate Finance Associate/Sr. Associate to build the financial infrastructure that supports its growth.

You will report to the Head of Finance and collaborate with leadership on capital strategy, investor relations, and planning that underpins our market operations. This is a hands-on, high-ownership role where you will build models, prepare materials, and directly impact decision-making.

Qualifications

• 3–6 years of experience in investment banking, corporate development, private equity, infrastructure finance, or a high-growth company finance function.
• Expert-level financial modeling skills – able to build a three-statement model from scratch and defend every assumption.
• Strong analytical skills with ability to distill complex data into clear insights.
• Familiarity with credit and collateral mechanics; energy or commodity markets experience is a plus.
• Experience supporting or leading fundraising processes, including managing data rooms and interfacing with investors.

Responsibilities

• Build, maintain, and improve the corporate financial model – covering P&L, balance sheet, cash flow, and scenario analysis.
• Translate operational and market assumptions into financial projections for executive and board decisions.
• Own model integrity: version control, documentation, and stress-testing against market conditions.
• Support debt and equity fundraising processes end-to-end – data room prep, modeling, and management presentations.
• Develop and maintain collateral, memos, and investor decks communicating Gridmatic's financial profile.
• Drive capital allocation analysis across business lines and prepare materials for internal planning cycles.
• Build frameworks to evaluate risk-adjusted returns on deployed capital across different business lines.

Skills

Financial modeling

Corporate finance

Investment banking experience

Analytical skills

Fundraising support

Communication skills

Python/SQL basics

Tools

Python

SQL

Excel

Job description

Corporate Finance Associate/Sr. Associate

The Role

We are looking for a Corporate Finance Associate/Sr Associate to join the team and help build the financial infrastructure that supports Gridmatic's growth. You will report to the Head of Finance and work directly with leadership on capital strategy, investor relations, and the financial planning that underpins our market operations.

This is a hands‑on, high‑ownership role. You will be building the models, preparing the materials, and having a direct impact on decision‑making.

What You'll Do

Corporate Modeling & Financial Planning

• Build, maintain, and continuously improve the corporate financial model – covering P&L, balance sheet, cash flow, and scenario analysis.
• Translate operational and market assumptions into financial projections that inform executive and board‑level decisions.
• Own the integrity of the model: version control, documentation, and systematic stress‑testing against market conditions.

Investor Relations & Capital Raising

• Support debt and equity fundraising processes end‑to‑end – from data room preparation and financial modeling to management presentation and term sheet review.
• Develop and maintain company collateral including pitch decks, investor memos, and one‑pagers that clearly communicate Gridmatic's differentiation and financial profile.

Capital Allocation Strategy

• Drive capital allocation analysis across business lines, helping prioritize investments in trading infrastructure, energy retail business expansion, and wholesale strategy.
• Prepare materials for internal capital reviews and strategic planning cycles, synthesizing quantitative analysis with clear narrative.
• Build frameworks to evaluate risk‑adjusted returns on deployed capital across diverse business lines.

Collateral, Credit & Treasury

• Manage and optimize the company's collateral posting obligations across counterparties and market operators – including ISOs, utilities, and banks.
• Track credit exposure, monitor margin requirements, and ensure adequate liquidity for day‑to‑day trading operations.
• Liaise with counterparties on credit documentation and support negotiations on collateral terms.

Strategic Outlook & Special Projects

• Partner with leadership on long‑range strategic planning, including market entry analysis, competitive benchmarking, and business model evolution.
• Evaluate strategic opportunities such as partnerships, acquisitions, or new product lines using a rigorous financial and operational lens.
• Support leadership reporting with crisp, well‑structured analysis that distills complexity into clear recommendations.

What We're Looking For

• 3–6 years of experience in investment banking, corporate development, private equity, infrastructure finance, or a high‑growth company finance function.
• Expert‑level financial modeling skills – can build a three‑statement model from scratch and defend every assumption in it.
• Strong analytical skills. Can distill complex concepts into structured analysis.
• Familiarity with credit and collateral mechanics in financial markets; energy or commodity markets experience is a significant plus.
• Experience supporting or leading fundraising processes, including managing data rooms and interfacing with investors or lenders.
• Strong written and verbal communication skills. Can deliver well‑structured presentations and recommendations.
• Comfort with ambiguity and a bias toward action. We are not a process‑heavy organization; you will need to set your own structure.
• Quantitative background preferred. Python or SQL skills are useful but not required – we care more about clear thinking than specific tools.

Nice to Have

• Experience in energy, power markets, cleantech, or adjacent industries.
• Exposure to project finance, structured credit, or asset‑backed financing structures.
• Prior work in a small, fast‑moving company where you wore many hats.
• CFA charterholder or candidate.

Taking care of you today

• Continuing Education Opportunities
• Flexible PTO
• Medical, Dental and Vision plans with competitive employer contributions
• $1,500/year non‑profit donation matching program through Millie
• Home Office Stipend

Protecting your future for you and your family

• 401(k) contribution match up to 4%
• Company‑paid parental leave
• Company Paid Life Insurance
• Stock Option Loan Program

Pay range

$140,000 - $170,000 USD