Senior Associate, Financial Planning & Analysis

GoodLeap; San Francisco (CA); On-site; USD 125,000 - 150,000; Full time

Job summary

GoodLeap is seeking a Senior Associate of Financial Planning & Analysis to drive budgeting, forecasting, and reporting. You will partner with Finance leadership to translate results into actionable insights, ensuring GAAP alignment and data integrity across systems from Workday to Adaptive Planning.

You will build executive-ready materials, manage routine close packages, and champion automation using AI and tools like Power Query and SQL to scale processes.

Qualifications

• Bachelor's degree in finance, accounting, economics or related field.
• 4-6 years in FP&A or related accounting roles.
• Fintech or banking experience preferred.
• MBA, CPA, CFA a plus.
• Advanced Excel skills with financial modeling and pivots; Power Query a plus.
• Experience with Workday Financials and Adaptive Planning is a plus.
• Strong GAAP and management reporting knowledge.
• Experience with large datasets; SQL skills a plus.
• BI tools such as Tableau or Power BI are a plus.
• Detail-oriented with data integrity discipline and clear narratives.

Responsibilities

• Budgeting & Forecasting: support annual budget build and long-range planning.
• Monthly & Quarterly Reporting: maintain close packages and leadership materials.
• Ad Hoc Analysis: respond to requests on headcount, production, and operations.
• Systems & Process: support Workday reporting, Adaptive Planning, data integrity, and automation initiatives.

Skills

Financial planning & analysis

GAAP knowledge

Advanced Excel

Power Query

SQL (basic to intermediate)

Workday Financials

Adaptive Planning

BI tools (Tableau/Power BI)

Data integrity & reconciliations

AI-driven automation

Education

Bachelor's degree in finance, accounting, economics

MBA, CPA, or CFA a plus

Tools

Workday Financials

Adaptive Planning

Excel (advanced)

Power Query

SQL

Tableau / Power BI

Job description

About GoodLeap: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018.

GoodLeap is also proud to support our award‑winning nonprofit, GivePower, which is building and deploying life‑saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.

The Senior Associate of Financial Planning & Analysis is a hands‑on contributor to GoodLeap's consolidated financial planning, forecasting, and reporting cycles. This role owns regular deliverable production across budgeting, forecasting, variance analysis, and management reporting — working across business units and partnering with Finance leadership to translate financial results into actionable insights. The Senior Associate maintains alignment between GAAP and management reporting, ensures data integrity across Workday Financials through to implementation of Adaptive Planning, and supports continuous improvement of the models and processes that underpin financial decision‑making.

The Senior Associate is accountable for the quality and integrity of all routine reporting outputs, including monthly and quarterly close packages, board materials, and executive presentations and is expected to operate with a high degree of independence on recurring workstreams, enabling Finance leadership to focus on analysis and strategic decision support.

Essential Job Duties and Responsibilities:

• Budgeting & Forecasting: Support the annual budget build across business units, including model maintenance, BU coordination, and consolidation; support quarterly reforecast cycles and long‑range planning activities.
• Monthly & Quarterly Reporting: Prepare and maintain recurring close reporting packages across business units with a standard of accuracy and completeness that requires minimal senior review; support Finance leadership in summarizing results and preparing materials for executive leadership and Board presentations, producing polished, leadership‑ready outputs that are factually tight and clearly structured.
• Ad Hoc Analysis: Respond to business‑driven analytical requests across topics such as headcount, production, and operational performance; synthesize findings into clear outputs for Finance leadership and business stakeholders.
• Systems & Process: Support the buildout of Workday financial reporting capabilities to support BU finance partners and the implementation of Adaptive Planning; maintain data integrity, hierarchies, and tie‑outs across financial systems. Optimize data structure and reporting production work flows to scale with the business and enhance efficiency, while maintaining quality. Proactively identify opportunities to automate recurring manual processes (e.g., data pulls, formatting, reconciliations) using tools such as Power Query, Excel macros, or AI‑assisted scripting.

Required Skills, Knowledge and Abilities:

• Bachelor's degree in finance, accounting, economics, or related field required
• 4-6 years of progressive experience in FP&A or a combination of FP&A and corporate or public accounting
• Fintech or banking industry experience preferred
• MBA, CPA, or CFA a plus
• Advanced Excel skills including complex formulas, financial modeling, and pivot tables; Power Query a plus
• Experience with Workday Financials and/or Adaptive Planning is a plus
• Strong understanding of corporate finance, GAAP, and management reporting concepts
• Experience working with large datasets and across multiple systems; basic to intermediate SQL a plus
• Familiarity with BI tools such as Tableau or Power BI a plus
• Detail‑oriented with strong data integrity discipline and a systematic approach to model tie‑outs and reconciliations
• Ability to synthesize financial results into clear written narratives and leadership‑ready summaries
• Comfortable managing multiple deliverables under tight close deadlines in a fast‑moving environment
• Demonstrated curiosity about and experience applying AI tools (e.g., Claude, Copilot) to automate or accelerate recurring FP&A workflows such as variance commentary, data preparation, or report drafting; willingness to champion adoption across the team

Compensation: $125,000 - $150,000 annually, plus bonus

Additional Information Regarding Job Duties and Job Descriptions:

Job duties include additional responsibilities as assigned by one’s supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!

We are committed to protecting your privacy. To learn more about how we collect, use, and safeguard your personal information during the application process, please review our Employment Privacy Policy and Recruiting Policy on AI.