Financial Analyst – CPV Retail

Competitive Power Ventures, Inc.; Sugar Land (TX); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation and benefit package

Opportunity to learn from industry experts

Collaborative work environment

Job summary

A leading energy company in Sugar Land, TX, seeks an experienced Financial Analyst to support financial operations and liquidity management. The successful candidate will monitor cash flows, perform credit support analyses, and assist in monthly closing activities. Required qualifications include a Bachelor's degree in Finance and 2-5 years of relevant experience, as well as advanced Excel skills. This role offers competitive compensation and a chance to contribute to America's energy modernization.

Qualifications

• 2-5 years of experience in financial analysis, treasury, or accounting, preferably in the retail energy sector.
• Advanced proficiency in Excel for financial modeling and data analysis.
• Understanding of energy markets and ISO settlements preferred.

Responsibilities

• Monitor daily cash collections and payments through financial systems.
• Run and distribute weekly collateral reports for suppliers.
• Assist in preparing financial presentations for executive reviews.

Skills

Financial modeling

Data analysis

Problem-solving

Attention to detail

Effective communication

Education

Bachelor’s degree in Finance, Accounting, Economics or relevant field

Tools

Microsoft Excel

NetSuite

SAP

Oracle

Job description

Competitive Power Ventures, Inc. (“CPV”), with headquarters in Silver Spring, MD, and offices in Braintree, MA and Houston, TX, is uniquely positioned to leverage global technology and financial partnerships to help modernize America’s power generation. We are driven to improve our energy infrastructure by developing and operating power generation facilities using cutting edge, domestically available natural gas and renewable power technology.

CPV is seeking a motivated and dynamic Financial Analyst to join its Finance & Treasury team. This individual will play a critical role in supporting the company’s financial operations and liquidity management within the dynamic retail energy market. This position is responsible for monitoring cash flows, managing AR facility utilization, performing collateral and credit support analyses, and assisting in monthly close and forecasting activities. The analyst will collaborate closely with accounting, risk, and operations teams to ensure accurate financial reporting, efficient use of working capital, and compliance with collateral and borrowing requirements.

The position will report to the Director of Finance and be based in our Sugar Land, TX office.

Responsibilities

Cash and AR Facility Monitoring

• Monitor daily cash collections, payments, balances, and facility availability through the financial portal and other financial systems.
• Maintain an up-to-date schedule of accounts payable with expected due dates to determine appropriate advance request amounts and ensure liquidity for energy settlements and supplier payments.
• Independently calculate and validate interest and factoring fees to ensure accuracy in financing costs.
• Partner with the accounting team to record monthly entries related to AR facilities, interest, and borrowing activities, ensuring that financial statement deliverables are accurate and on time.
• Maintain the cash model to show actual AR facility utilization, borrowing base status, and cash availability to management.

Collateral Reporting and Monitoring

• Run and distribute weekly collateral reports, ensuring timely visibility into energy supplier, ISO, and credit support positions.
• Maintain and update the forecast of expected collateral requirements based on market activity, customer load, and forward positions.
• Monitor bonds and letters of credit for expiry dates, coordinating renewals or replacements as needed to maintain compliance with market and supplier requirements.
• Support the Risk Management team in the issuance and management of new collateral and credit instruments.

Month-End Close and Forecasting

• Run and analyze month-end close reports including Labor and ODC (Other Direct Costs) budget vs. actuals, providing insight into cost drivers across retail and wholesale operations.
• Download and reconcile fixed cost reports and invoices, updating the budget vs. actual model and investigating variances.
• Provide variance explanations for significant cost movements or unexpected charges.
• Update and refine forecasts for upcoming months, reflecting changes in booked MWhs, pricing trends, and operational spending.

Reporting and Presentations

• Assist in preparing monthly and quarterly financial presentation materials for executive review.
• Support the development of management reports that summarize financial performance, cash position, and collateral status.
• Help transform complex data into clear, actionable insights to support strategic decision‑making in a volatile energy market.

Qualifications and Preferred Skills

• Bachelor’s degree in Finance, Accounting, Economics or relevant field required
• 2-5 years of experience in financial analysis, treasury, or accounting, preferably in the retail energy, power, or commodities industry.
• Advanced proficiency in Microsoft Excel (financial modeling, pivot tables, and data analysis).
• Experience with ERP or accounting systems (e.g., NetSuite, SAP, Oracle).
• Understanding of energy markets, ISO settlements, and collateral requirements preferred.
• Strong analytical and problem‑solving skills.
• Excellent attention to detail and accuracy.
• Effective communication and presentation abilities.
• Ability to thrive in a fast‑paced, data‑driven, and regulated environment.
• Preferred: Prior experience preparing and maintaining detailed budgets, forecasts, and financial outlooks, with the ability to analyze variances and provide actionable insights to management.
• Must pass a pre‑employment criminal background check and financial credit check

What we offer

• Competitive compensation and benefit package
• Opportunity to learn the electric generation business from the industry’s leading experts and contribute to modernization of America’s power grid
• Intellectually stimulating and collaborative work environment

CPV holds all employees to the highest ethical standards and is committed to conducting business with integrity, transparency and honesty to ensure our success.