Senior Analyst, Strategic Finance: Portfolio Analytics

Generate; San Francisco (CA); Hybrid; USD 100,000 - 125,000; Full time

Benefits offered by this job

Health care benefits

Retirement benefits

Paid time off

Job summary

Generate Capital is seeking a Senior Analyst, Strategic Finance to join our IR & Strategic Finance team in San Francisco. The role emphasizes portfolio analytics, financial modeling, and strategic planning to translate complex information into clear insights for risk management.

Responsibilities include building scalable data processes, improving reporting, and supporting the corporate model. Candidates should have 1–6 years in related fields, strong Excel skills, and experience with SQL/BI

Qualifications

• Bachelor’s / Master’s degree in Finance, Economics, Accounting or a related field.
• 1-6 years of relevant experience in strategic finance, corporate finance, FP&A, portfolio analytics, investment analysis, risk management, or related field; level will depend on experience.
• Strong finance fundamentals, including three-statement modeling, discounted cash flow analysis, and capital structure.
• Foundational accounting knowledge and an understanding of GAAP and non-GAAP measures; advanced accounting expertise is a plus.
• Advanced Excel skills and experience building, auditing, and troubleshooting complex financial models.
• Ability to work accurately with large data sets, nested hierarchies, and complex financial information.
• Strong analytical judgment, including the ability to break down multivariable problems and separate signal from noise.
• Experience designing and implementing scalable processes or analytical frameworks.
• Clear, concise communication and strong interpersonal skills.

Responsibilities

• Develop a detailed understanding of Generate's portfolio, including its composition, exposures, cash flows, performance, and risk drivers.
• Own and improve recurring portfolio analytics, valuation support, diversification analysis, sensitivities, and reporting.
• Turn large, complex financial data sets into clear insights for senior stakeholders.
• Build documented, scalable data and reporting processes that improve accuracy, efficiency, and continuity.
• Partner with FP&A, Asset Management, and Technology to improve data flows and financial reporting.
• Support the Strategic Business Plan, including dashboards, bottom-up analysis, forecasting, and variance analysis.
• Maintain, troubleshoot, and improve the corporate model and the business models that feed it.
• Build analytical tools, use AI thoughtfully to accelerate work, and support diligence, Investor Relations, FP&A, and other team priorities.

Skills

Three-statement modeling

Discounted cash flow (DCF)

Capital structure

Advanced Excel

SQL

Power BI

Python/R

Data analysis

Communication

Collaborative mindset

Education

Bachelor’s / Master’s degree in Finance, Economics, Accounting or related field

Tools

SQL

Power BI

Python

R

Job description

Generate Capital is seeking a Senior Analyst, Strategic Finance to join our IR & Strategic Finance team in San Francisco. The role emphasizes portfolio analytics, financial modeling, and strategic planning to translate complex information into clear insights for risk management.

Responsibilities include building scalable data processes, improving reporting, and supporting the corporate model. Candidates should have 1–6 years in related fields, strong Excel skills, and experience with SQL/BI