Senior Associate, Financial Planning & Analysis

Lightshift; Washington (District of Columbia); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Annual bonuses

Full benefits package

401k plan

Paid vacation

Paid holidays

Short-term disability

Job summary

Lightshift is seeking a Senior Associate to lead its short- and long-term financial planning under the Head of Corporate Finance. You will develop end-to-end financial and operating models, manage monthly, quarterly and annual reviews, and support Board presentations.

The ideal candidate has 5+ years of corporate FP&A experience, strong Excel and Power BI skills, and an entrepreneurial, detail‑oriented mindset. Travel up to 10%, full benefits, and a competitive salary range are offered.

Qualifications

• BA/BS in finance, accounting, economics or related degree; CPA/CFA a plus.
• 5+ years of experience in corporate FP&A, preferably in renewable energy.
• Proficient in Excel; build/manipulate/interpret complex financial models; sensitivity analysis.
• Proficient in PowerPoint/Power BI or similar reporting/dashboard tools; able to create presentations.

Responsibilities

• 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 preparation of monthly, quarterly, and annual Board and management presentations.
• Conduct fundamental analysis of company and portfolio-level cash flow to drive decisions.
• Coordinate with accounting and treasury for accurate reporting.
• Support finance, accounting, and treasury functions as needed.

Skills

Excel modeling

Power BI

Financial analysis

Presentation skills

Attention to detail

Communication

GAAP knowledge

Education

BA/BS in finance, accounting, economics

CPA/CFA a plus

Tools

PowerPoint

Job description

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

• 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;

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.

Location

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

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.