Senior Financial Analyst

TriSearch; Baltimore (MD); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

Compressed Work Week

Hybrid Schedule

Job summary

North America’s largest provider of sustainable district energy solutions is seeking a Senior Financial Analyst (or Finance Manager) in Baltimore, MD. The role blends financial leadership with hands-on billing and AR oversight, reporting to the Regional Finance Director and supporting local operations.

Responsibilities include leading month-end close, budgeting, CAPEX tracking, and cash management, while ensuring accurate billing and contract calculations.

Qualifications

• Education: Bachelor’s degree in Accounting required.
• Billing Experience: Minimum 3 years of energy-focused billing operations.
• General Ledger Experience: Minimum 2 years of hands-on GL, journal entries, and reconciliations.
• Software Skills: Advanced proficiency in Microsoft Excel and the MS Office Suite; experience with Oracle CC&B is a strong plus.
• Communication: Exceptional analytical, mathematical, and interpersonal communication skills.

Responsibilities

• Lead the month-end close for assigned business units, book journal entries, reconcile accounts, and present results to leadership.
• Drive regional budgets, rolling forecasts, and identify financial risks and opportunities.
• Oversee CAPEX tracking and working capital improvements across projects.
• Provide financial support to Operations, translating numbers into guidance on safety, reliability, and performance.
• Oversee AR and billing cycle; prepare monthly billing summaries, aging reports, and customer invoices as needed.

Skills

Advanced Excel

Billing Experience

Contractual Literacy

Problem Solving

Accounting Fundamentals

Education

Bachelor's degree in Accounting

Tools

Oracle CC&B

MS Office

Job description

Senior Financial Analyst (or Finance Manager, depending on seniority)

Location: Baltimore, MD (Hybrid: 3 Days Onsite / 2 Days Remote)

Work Schedule Perk: Compressed Work Week (Every Other Friday OFF)

Compensation: $100,000 – $120,000 Base + 10%–15% Annual Bonus + Full Benefits Package & 401(k) Match

Employment Type: Full-Time, Non-Exempt

About The Company

We are North America’s largest provider of sustainable district energy solutions, delivering low-carbon energy infrastructure to iconic commercial and municipal buildings across major U.S. city skylines. Driven by a commitment to reach net-zero carbon emissions, we operate in a flat, fast-paced environment that values transparency, zero corporate politics, and true cross-functional collaboration.

Position Overview

The Senior Financial Analyst (with potential for Finance Manager titling depending on experience) will lead month-end financial operations for business units within our Baltimore district. Reporting directly to the Regional Finance Director, this position serves as a core analytical partner to operations while directly overseeing and serving as a backup for our local Senior Billing Analyst.

If you thrive as a "player-coach," possess a sharp accounting mindset, and enjoy solving complex contractual and billing logic challenges, this role offers high visibility and key leadership impact.

Core Responsibilities

Financial Leadership & Business Unit Ownership

• Business Unit Month-End Close: Lead the complete month-end close process for assigned business units—booking journal entries, performing complex account reconciliations, and clearly presenting financial results to leadership.
• FP&A & Budgeting: Drive the development of regional budgets, localized rolling forecasts, and active identification of financial risks and opportunities.
• CapEx & Working Capital: Oversee capital expenditure (CAPEX) tracking for major infrastructure projects and implement working capital improvements.
• Operational Financial Support: Serve as a trusted financial resource for local Operations teams, translating numbers into practical guidance around safety, system reliability, and financial performance.

Utility Billing & Accounts Receivable Oversight

• End-to-End AR & Billing Oversight: Oversee the monthly utility billing cycle and accounts receivable processes, stepping in as a hands‑on backup to create monthly billing summaries, aging reports, and customer invoices when needed.
• Cross-Functional Alignment: Work closely with metering, account management, and operations teams to ensure complete billing accuracy and timely cash collection.
• Validation & Escalations: Review customer consumption estimates, validate monthly billing rates, and execute precise calculations for annual contractual rate escalations (rate and timing).
• Cash Management: Review daily cash application and lockbox reconciliations, directly contacting clients when necessary to resolve billing discrepancies or increase auto‑match rates.

What We Are Looking For

• Solid Accounting Fundamentals: Firm understanding of core debits, credits, revenue recognition principles, and balance sheet mechanics.
• Advanced Excel Skills: Highly proficient in independently navigating, auditing, and modeling within complex, high-volume data workbooks.
• Complex Billing Experience: Practical experience with dynamic, non-standard, or contractual billing structures (e.g., energy, utilities, heavy construction, chemical production, or capital project management). (Simple SKU/product-shipping backgrounds will not fit this complexity).
• Contractual & Abstract Literacy: Ability to read through complex commercial energy contracts, extract variable unit costs, and handle abstract data variables to verify invoice integrity.
• Problem-Solving Grit: You are a self-directed investigator. When encountering a variance or complicated workbook, you dive deep to understand the root cause before bringing targeted questions to leadership.

Qualifications & Requirements

• Education: Bachelor’s degree in Accounting required.
• Billing Experience: Minimum 3 years of energy-focused billing operations within corporate accounting or private industry.
• General Ledger Experience: Minimum 2 years of hands‑on GL, journal entry, and account reconciliation experience.
• Software Skills: Advanced proficiency in Microsoft Excel and the MS Office Suite. Experience with specialized billing software (e.g., Oracle Customer Care & Billing / CC&B) is a strong plus.
• Communication: Exceptional analytical, mathematical, and interpersonal communication skills.

EQUAL EMPLOYMENT OPPORTUNITY POLICY STATEMENT

My client is an Equal Employment Opportunity (EEO) employer. It is the policy of the Company to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.