Senior Associate, Financial Planning & Analysis

Lightshift Energy; Arlington (VA); Hybrid; USD 120,000 - 160,000; Full time

Job summary

Lightshift Energy in the Washington, DC area is seeking a Senior Associate to lead financial planning and modeling for the corporate finance function. You will own end-to-end models, support board presentations, and drive budgeting processes in a fast-growth renewable energy company.

The ideal candidate has 5+ years in corporate FP&A, advanced Excel, and Power BI skills, plus the ability to communicate complex analyses clearly. Hybrid work and 10% travel possible.

Qualifications

• BA/BS in finance, accounting, economics, or related field; CPA/CFA a plus.
• 5+ years of corporate FP&A experience, preferably in renewable energy.
• Proficient in Excel; build, manipulate and interpret complex financial models.
• PowerPoint/Power BI skills for reporting and dashboards.
• Entrepreneurial team player with ability to drive business execution.
• Excellent communication, organizational, and analytical skills.
• Understanding of GAAP financial accounting.
• Willingness to travel up to 10%.

Responsibilities

• Develop and enhance end-to-end financial and operating models.
• Manage monthly, quarterly, and annual reviews.
• Improve budgeting and financial planning processes.
• Prepare presentations for Board and management.
• Analyze cash flow and perform in-depth financial analysis.
• Coordinate with accounting and treasury for reporting.
• Support finance, accounting, and treasury functions.

Skills

Corporate FP&A

Advanced Excel

Power BI

PowerPoint

Presentation skills

Communication

GAAP knowledge

Education

BA/BS in finance, accounting, economics, or related field

CPA/CFA a plus

Tools

Excel

Power BI

PowerPoint

Job description

Description

Description of Role:

Reporting to the Head of Corporate Finance, the Senior Associate will have a key role in Lightshift’s short-term and long-term financial planning. The ideal candidate has experience working in an entrepreneurial environment and with complex corporate financial models.

Core responsibilities will include:

• Develop, generate, and enhance end-to-end financial and operational models;
• Manage analysis of monthly, quarterly, and annual reviews;
• Improve and implement financial planning and budgeting process;
• Assist in the preparation of monthly, quarterly, and annual presentations to the Board and management;
• Conduct fundamental analysis of company and portfolio-level cash flow, including in-depth financial analysis to drive decision making;
• Coordinate with accounting and treasury to facilitate accurate and timely reporting;
• Support finance, accounting, and treasury functions as needed;

Location:

Washington, DC Metro Area preferred; remote candidates will be considered

Compensation & Benefits:

• Salary range: $120,000 - $160,000; commensurate with related qualifications and experience
• Generous annual cash bonuses;
• Upside in the company for well-qualified candidates;
• Full benefits package, including 401k, health/dental/vision insurance, paid vacation, paid sick leave, paid holidays, and short-term disability.

Requirements

Qualifications

• BA/BS in finance, accounting, economics, or related degree; CPA/CFA a plus;
• 5+ years of experience with corporate FP&A; preferably in renewable energy;
• Proficient in Excel; ability to build, manipulate and interpret complex financials models and perform sensitivities;
• Proficient in PowerPoint, Power BI, or other reporting and dashboarding tools; skilled in creating presentations;
• Entrepreneurial team player with ability to drive business execution and performance
• Excellent interpersonal, organizational, and communication skills;
• Excellent quantitative and qualitative analytical skills;
• Understanding of GAAP financial accounting;
• Task-oriented with high attention to detail;
• Willingness to travel up to 10% of the time.