Financial Analyst

Forum Mobility; San Francisco (CA); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with employer match

Mobile phone and internet stipends

Health and wellness benefits

Flexible paid time off

Job summary

Forum Mobility is seeking a Financial Analyst to join its expanding Finance team in San Francisco. The role focuses on corporate FP&A, forecasting, and EBITDA tracking across multiple projects, with exposure to pricing decisions and new market opportunities.

You will partner with the EVP of Finance and collaborate with the broader team on debt financings, M&A, and AI-enabled analytics to speed up modeling and reporting.

Qualifications

• 3+ years in FP&A or related analytical role.
• Advanced Excel with financial modeling and scenario analysis.
• Experience using AI tools to increase productivity.
• Strong analytical and quantitative skills.
• Ability to independently prioritize competing work in a lean team.
• Excellent written and verbal communication.
• Bachelor's degree in Finance, Accounting, Economics, or related field.
• Debt financing or M&A exposure is a plus.

Responsibilities

• Own recurring FP&A work for the Finance team — build and maintain the corporate forecast, track EBITDA contribution by project, and prepare forecast and variance reporting for leadership and investors.
• Take on bespoke financial analysis for new commercial structures proposed by the origination team, including deal structuring, contract pricing, and credit decisions.
• Build, maintain, and stress-test components of the corporate financial model, including scenario and sensitivity analysis, and help keep project models for existing assets current as facilities come online.
• Support the Finance team during live transactions — debt financings and M&A — including due diligence, model inputs, and lender/investor reporting.
• Support ad hoc strategic analysis, including evaluation of new markets.
• Provide financial analysis support for new charging site evaluations as needed, working alongside the development team's own tools.
• Help maintain and extend the team's existing AI-assisted tools and identify further opportunities to use AI to speed up modeling, reporting, and analysis.
• Take on additional projects as needed — in a lean Finance team, scope will shift as the business's needs do.

Skills

FP&A experience

Advanced Excel

AI tools experience

Analytical skills

Communication

Time management

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

AI tools (ChatGPT/Claude/Copilot)

Job description

Forum Mobility develops, builds and operates EV charging infrastructure for the next generation of commercial transportation. We are focused on the sectors where reliable, scalable charging matters most—especially heavy-duty freight, robotaxis, and autonomous platforms — and we develop with a clear eye toward profitability, performance, and long-term market leadership. Our diverse team is committed to scaling the zero-emission transportation industry through equitable and inclusive principles. If you are seeking a challenging opportunity with unlimited potential come join us, make an impact and be the difference. Learn more about us at www.forummobility.com or visit our page on LinkedIn.

About the Role

Forum Mobility is in expansion phase -- scaling our depot network, growing our leasing portfolio, and taking on larger and more complex financing and strategic transactions. The Finance team sits at the center of that growth. This new Financial Analyst role is being added to keep pace with the company's growth as we build our pipeline of charging facilities in new and existing markets. This is a newly created, high-visibility position reporting directly to the EVP of Finance. The Analyst will partner directly with the EVP of Finance and work closely with the rest of the Finance team. This role is well suited to someone who wants broad exposure across corporate finance — from new market entry and pricing to debt and M&A — in a small team where scope and responsibility will grow quickly. We're especially interested in candidates who see AI tools as a way to work faster and more accurately.

Responsibilities

• Own recurring FP&A work for the Finance team — build and maintain the corporate forecast, track EBITDA contribution by project, and prepare forecast and variance reporting for leadership and investors.
• Take on bespoke financial analysis for new commercial structures proposed by the origination team, including deal structuring, contract pricing, and credit decisions.
• Build, maintain, and stress-test components of the corporate financial model, including scenario and sensitivity analysis, and help keep project models for existing assets current as facilities come online.
• Support the Finance team during live transactions — debt financings and M&A — including due diligence, model inputs, and lender/investor reporting.
• Support ad hoc strategic analysis, including evaluation of new markets.
• Provide financial analysis support for new charging site evaluations as needed, working alongside the development team's own tools.
• Help maintain and extend the team's existing AI-assisted tools (e.g., customer credit underwriting, site feasibility) and identify further opportunities to use AI to speed up modeling, reporting, and analysis.
• Take on additional projects as needed — in a lean Finance team, scope will shift as the business's needs do.

Qualifications

• 3+ years of relevant experience in FP&A, corporate finance, investment banking, private equity, or a similarly analytical role.
• Advanced Excel skills, including financial modeling and scenario/sensitivity analysis, with the ability to build clean, well-organized models that others on the team can pick up and use.
• Genuine interest in and experience using AI tools (e.g., ChatGPT, Claude, Copilot) to increase productivity; comfort building AI-assisted workflows is a strong plus.
• Strong analytical and quantitative skills, with the judgment to work through ambiguous, less-structured problems.
• Demonstrated ability to independently prioritize competing work and manage deadlines with minimal day-to-day oversight — this is a lean team, and we need someone who can take a mandate and run with it.
• Clear written and verbal communication — able to present analysis directly to senior leadership and exercise good judgment about the right level of detail for management- and investor-facing materials.
• High ownership mentality and comfort operating in a small, fast-moving team where responsibilities will expand over time.
• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Prior exposure to debt financing, M&A, or infrastructure/leasing businesses is a plus but not required.

Pay range and compensation package

Base salary: $100,000. This role also includes an annual performance-based bonus based on individual and company results.

Competitive benefits package, including medical, dental, and vision coverage, 401(k) with employer match, mobile phone and internet stipends, and health and wellness benefits, and flexible paid time off.

Equal Opportunity Statement

Forum Mobility, Inc., is committed to employing a diverse workforce, and provides equal employment opportunity for all individuals regardless of race, gender, age, national origin, marital status, sexual orientation, gender identity, status as a protected veteran, genetic information, status as a qualified individual with a disability, or any other characteristic protected by law.