Sr. Financial Planning & Analysis Analyst

Spruce Finance Inc; Houston (TX); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Competitive benefits

High-energy culture

Job summary

Spruce Finance Inc, headquartered in Denver, CO, is seeking a Sr. Financial Planning & Analysis Analyst located in Houston, TX. This role plays a pivotal part in driving financial planning, forecasting, and strategic analysis for the organization.

The ideal candidate will have 3+ years of experience in FP&A and possess strong analytical skills with the ability to manage complex data sets. Competitive benefits and a collaborative work culture are offered.

Qualifications

• 3+ years of experience in FP&A, corporate finance, accounting, or related roles.
• Strong experience in financial planning, forecasting, and performance analysis.
• Advanced analytical skills with experience in large, complex data sets.

Responsibilities

• Analyze financial and operational performance across various portfolios.
• Support forecast cycles and refine key forecasting models.
• Own monthly operational and financial performance analysis.
• Ensure accurate reporting to external counterparties.
• Lead initiatives to improve financial processes and reporting automation.
• Provide strategic insights with business leaders.
• Collaborate during monthly and quarterly close processes.

Skills

Financial planning

Performance analysis

Analytical skills

Education

Bachelor’s degree in finance, Accounting, Economics, or related field

MBA or other advanced degree preferred

Job description

THE ROLE: Sr. Financial Planning & Analysis Analyst

Spruce Power, a leading provider of solar energy to over 53,000 customers, is the nation’s #1 independent residential solar servicing company, and offers customers a comprehensive, end-to-end servicing solution including financial asset management, account services, billing, fleet management, and customer support to third-party asset owners and retail customers.

Spruce is headquartered in Denver, CO, with a presence in Houston, TX and the Bay Area, CA. This role is envisioned to be located in Houston, TX.

The Senior FP&A Analyst plays a critical role in driving financial planning, forecasting, and strategic analysis across the organization. This position partners closely with senior leadership, Finance, Accounting, and Operations to deliver actionable insights that support investment decisions, optimize portfolio performance, and enhance overall business strategy.

This role will lead financial planning and performance management for the asset portfolio (PPAs/leases & loans) and servicing business, while also supporting corporate initiatives, capital planning, and financing activities. The ideal candidate brings strong analytical rigor, business acumen, and the ability to translate complex data into clear recommendations for stakeholders.

Key Responsibilities Include:

• Analyze financial and operational performance, including variance analysis, KPIs, and trend identification across PPA, lease, loan, and other portfolios.
• Support forecast cycles through ongoing maintenance and refinement of key forecasting models, ensuring assumptions are updated timely and accurately.
• Own monthly operational and financial performance analysis across billing, production, and risk metrics, highlighting key trends, variances, and actionable insights.
• Ensure timely and accurate monthly and quarterly reporting to external counterparties, including banks, tax equity partners, and investors.
• Lead cross-functional initiatives to improve financial processes, reporting automation, and data integrity.
• Partner with business leaders to provide strategic insights and support data-driven decision-making.
• Collaborate with Accounting and other departments during monthly and quarterly close processes to ensure accurate financial reporting.

QUALIFICATIONS

• 3+ years of experience in FP&A, corporate finance, accounting, or related roles.
• Strong experience in financial planning, forecasting, and performance analysis.
• Advanced analytical skills with experience in large, complex data sets and business performance metrics.

EDUCATION

Bachelor’s degree in finance, Accounting, Economics, or related field; MBA or other advanced degree preferred.

BENEFITS

Spruce Power offers competitive benefits and a collaborative, purpose-driven, high-energy culture.

EQUAL OPPORTUNITY EMPLOYER

We value a diverse work environment. Spruce Power is an equal opportunity employer and hires without consideration to race, religion, national origin, age, gender, sexual orientation, marital status, veteran status or disability.