Senior Financial Analyst

CLEAResult; Texas; Hybrid; USD 66,000 - 99,000; Full time

Benefits offered by this job

Medical/Dental/Vision Insurance

401(k) with company match

Paid time off (vacation/sick/personal/

Parental leave

Volunteer time off

Recognition program

Employee Assistance Program

On-demand training courses

Job summary

CLEAResult is hiring a Senior Financial Analyst to join our Shared Services teams. You will manage the month-end close, deliver financial analyses, and provide budgeting and forecasting support. You will partner with managers and cross‑functional teams to ensure accuracy and inform business decisions.

You will build financial models, analyze variance to plans, and support strategic planning while maintaining confidentiality and driving process improvements across the organization.

Qualifications

• 5+ years of applicable experience in finance or business analysis.
• Bachelor's degree in Finance, Accounting, or Business preferred, and/or equivalent experience.
• Proven experience managing month-end close processes with accuracy and efficiency.
• Excellent analytical, communication, and cross‑functional collaboration skills.

Responsibilities

• Serve as a trusted finance partner and lead for assigned shared services teams, delivering financial analysis covering revenue, labor, and expenses.
• Manage monthly close process and post accruals and reclassification entries as needed to ensure financial accuracy.
• Conduct variance analysis and reconciliations against forecasts and annual plan, delivering insightful analysis and risk‑mitigation recommendations.
• Collaborate with cross‑functional teams to build budgets, track spending, and align with annual plans.
• Create financial models and conduct ad hoc financial analysis and reporting, interpreting results and recommending actions to management.
• Act as a liaison between shared services teams and Corporate to research and answer questions as needed.
• Drive the annual strategic planning process, maintain historical financial records, and analyze trends to inform budgetary policy.
• Prepare monthly financial review packages for management, commenting on variances to plan, forecast, and prior year results.
• Support management initiatives such as process standardization and confidentiality.

Skills

MS Excel

Financial modeling

Analytical thinking

Cross-functional collaboration

Effective communication

Education

Bachelor's degree in Finance/Accounting/Business

Tools

ERP systems

Adaptive budgeting/forecasting tools

Job description

At CLEAResult, we lead the transition to a sustainable, equitable, and carbon-neutral energy-efficient future for our communities and our planet. We do that by creating a people-first culture built on trust, accountability, and transparency; where every employee – regardless of position, role, or identity is treated with respect and given an equal chance to thrive.

Additionally, you will enjoy:

• Medical, Dental, and Vision Insurance; we also offer a company-paid health care concierge service to help navigate our health plan to make the best decisions for you and yours
• 401(k) with company match
• Paid vacation, sick, personal and parental leave time
• Paid Volunteer Time: giving back to our communities is important to us
• Employee Recognition Program - convert your recognition points into gift cards
• Employee Assistance Program - offers benefits to help you manage daily responsibilities
• Access to on-demand training courses to advance further in your career

Job Description

We are looking for a talented individual…to join our team as a Senior Financial Analyst supporting our Shared Services teams! In this role, you will serve as a trusted finance partner, managing the month end-end close process, delivering financial analysis, and providing budgeting/forecasting support to your assigned shared services teams. You will also prepare financial analysis that informs business objectives and program management activities. Strong, frequent communication with managers and cross-functional partners is essential to success in this role. Here at CLEAResult, you will fit right in with our energetic team if you are resourceful, resilient, communicative, and kind. For this opportunity, you are a great fit if you can…

• Serve as a trusted finance partner and lead for assigned shared services teams, delivering financial analysis covering revenue, labor, and expenses
• Manage monthly close process and post accruals and reclassification entries as needed to ensure financial accuracy
• Conduct variance analysis and reconciliations against forecasts and annual plan, delivering insightful analysis and risk‑mitigation recommendations
• Collaborate with cross‑functional teams to build budgets, track spending, and align with annual plans
• Create financial models and conduct ad hoc financial analysis and reporting, interpreting results and recommending actions to management
• Act as a liaison between shared services teams and Corporate to research and answer questions as needed
• Drive the annual strategic planning process, maintain historical financial records, and analyze trends to inform budgetary policy
• Prepare monthly financial review packages for management, commenting on variances to plan, forecast, and prior year results
• Support management initiatives such as process standardization, protect organizational value by maintaining confidentiality, and perform other duties as assigned

In this exciting career opportunity, you will have…

• 5+ years of applicable experience in finance or business analysis
• Bachelor's degree in Finance, Accounting, or Business preferred, and/or equivalent experience
• Proven experience managing month-end close processes with accuracy and efficiency
• Excellent analytical, communication, and cross‑functional collaboration skills

Tools & Knowledge

• MS Office, with strong proficiency in Excel and financial modeling
• Preferred: Experience with ERP/financial systems, budgeting and forecasting tools (e.g., Adaptive), and other tools as defined by the specific position

Compensation Range: $65-85k DOT Requirements If applicable, meet all DOT qualification requirements and comply with all applicable federal, state, and local transportation regulations. Compensation Range $65,700.00 - $98,600.00 Currency USD Type Salary Any offered salary is determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees and certifications (e.g. JD/technology), for example. CLEAResult will not provide sponsorship or support for immigration status or work authorization including for international students. Applicants must be authorized to work in the country where the position is located without the need for employer sponsorship or support. Successful hires must pass pre-employment checks.

Equal Opportunity Employer

As an Equal Opportunity Employer, we are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant’s race, color, religion, national origin, marital status, age, sex, gender identity, sexual orientation, status as a qualified individual with a disability or protected veteran, or any other protected status. The above job description and job requirements are not intended to be all inclusive. CLEAResult retains the right to make changes or adjustments to job descriptions and/or requirements at any time without notice.

OUR MISSION

We are driven to make a change. We offer a comprehensive set of energy programs and demand‑side management strategies. Our energy experts design and maintain energy optimization services for utility companies as well as institutional, commercial and industrial organizations. We deliver solutions that lower load requirements for utilities, reduce energy bills for end users and minimize environmental burdens on communities. Every day, in every way possible, we change the way people use energy.

We change the way people use energy. CLEAResult started in Austin, Texas, in 2003 with a simple idea: a results-oriented company could have a positive impact by helping people make smart energy decisions. In the years since, we've grown to become the single largest provider of energy solutions in North America. Now, with offices in over 60 cities in the U.S. and Canada, we’re able to tailor our efforts to fit our clients' specific needs, while positively impacting the energy landscape on a global scale.