Senior Financial Analyst

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

Benefits offered by this job

Compressed work week

Every other Friday off

Job summary

TriSearch in Baltimore, MD is seeking a Senior Financial Analyst (or Finance Manager, depending on experience) to lead month-end financial operations for our Baltimore district. Reporting directly to the Regional Finance Director, this position serves as a core analytical partner to operations while overseeing and backing the local Senior Billing Analyst.

If you thrive as a

Qualifications

• Bachelor’s degree in Accounting is required.
• 3+ years of energy-focused billing operations.
• 2+ years GL, journal entry, and reconciliations experience.
• Advanced Excel and MS Office; CC&B experience is a plus.
• Strong analytical, mathematical, and interpersonal communication skills.

Responsibilities

• Lead month-end close for assigned units and present results to leadership.
• Drive regional budgets and rolling forecasts.
• Oversee CAPEX tracking and working capital improvements.
• Support Operations with financial guidance on safety and reliability.
• Oversee monthly billing cycle and AR; prepare billing summaries and invoices.
• Collaborate with metering, account management, and operations for accurate billing.

Skills

Advanced Excel

Complex Billing

Contractual & Abstract Literacy

Problem-Solving Grit

Solid Accounting Fundamentals

Education

Bachelor's degree in Accounting

Tools

Oracle CC&B

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.