Strategic Finance Analyst: Portfolio Insights & Modeling

generate ministries; San Francisco (CA); On-site; USD 100,000 - 125,000; Full time

Job summary

Generate Capital is seeking a Senior Analyst, Strategic Finance to join our IR & Strategic Finance team in San Francisco. This highly analytical role spans portfolio analytics, financial modeling, strategic planning, and process improvement.

The position emphasizes translating complex data into clear insights for risk management and decision making. You will build scalable data flows, support the corporate model and planning tools, and collaborate with FP&A, Asset Management, and Technology to

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, Accounting or related field.
• 1–6 years of relevant experience in strategic finance, corporate finance, FP&A, portfolio analytics, investment analysis, risk management, or related field.
• Strong finance fundamentals, including three-statement modeling, discounted cash flow analysis, and capital structure.
• Foundational accounting knowledge and GAAP/non-GAAP measures; advanced accounting is a plus.
• Advanced Excel skills and experience building, auditing, and troubleshooting complex financial models.
• Ability to work accurately with large data sets, nested hierarchies, and complex financial information.
• Strong analytical judgment and ability to break down multivariable problems.
• Experience designing and implementing scalable processes or analytical frameworks.
• Clear, concise communication and strong interpersonal skills.
• Collaborative, low-ego working style and ability to switch contexts quickly.
• Practical familiarity with AI tools; experience with SQL, Power BI, Python, R, or planning systems is a plus.

Responsibilities

• Develop a detailed understanding of Generate’s portfolio, including its composition, exposures, cash flows, performance, and risk drivers.
• Own and improve recurring portfolio analytics, valuation support, diversification analysis, sensitivities, and reporting.
• Turn large, complex financial data sets into clear insights for senior stakeholders.
• Build documented, scalable data and reporting processes that improve accuracy, efficiency, and continuity.
• Partner with FP&A, Asset Management, and Technology to improve data flows and financial reporting.
• Support the Strategic Business Plan, including dashboards, bottom-up analysis, forecasting, and variance analysis.
• Maintain, troubleshoot, and improve the corporate model and the business models that feed it.
• Build analytical tools, use AI thoughtfully to accelerate work, and support diligence, Investor Relations, FP&A, and other team priorities.

Skills

Advanced Excel

Financial modeling

Data analysis

Communication

Collaboration

AI familiarity

SQL

Power BI

Python

R

Education

Bachelor’s/Master’s in Finance/Economics/Accounting

Tools

SQL

Power BI

Python

R

Job description

Generate Capital is seeking a Senior Analyst, Strategic Finance to join our IR & Strategic Finance team in San Francisco. This highly analytical role spans portfolio analytics, financial modeling, strategic planning, and process improvement.

The position emphasizes translating complex data into clear insights for risk management and decision making. You will build scalable data flows, support the corporate model and planning tools, and collaborate with FP&A, Asset Management, and Technology to