Senior Financial Analyst

EnergyCAP, LLC is an industry-leading and award-winning software company focused on energy and sustainability management. EnergyCAP is trusted by 10,000+ Energy and Sustainability professionals across the country to be their single source of truth for financial-grade, actionable data to better manage resources, reduce carbon, and drive savings. If you’re looking for a role that enables you to do what you do best while making the future more sustainable, this is the role for you! Our core values are: Accountability, Impact, Innovation, Integrity, and Teamwork. Build a more sustainable future with us! Visit www.EnergyCAP.com to learn more. About the Role We're looking for a detail-driven, analytically sharp Senior Financial Analyst to join our finance team. In this role, you'll be a trusted partner to leaders across the business — turning financial data into clear insight that shapes decisions on budgets, forecasts, and go-to-market performance. You'll take ownership of departmental budgeting cycles, keep a close eye on the metrics that matter most to a fast-growing SaaS company, and bring an AI-forward mindset to how financial work gets done. What You'll Do Conduct in-depth financial analysis to support business decisions and strategic planning. Prepare monthly, quarterly, and annual financial reports, including variance analysis and forecasts for internal and external audiences. Own departmental budgeting cycles across the organization, partnering with department leads to build budgets and conduct ongoing Budget vs. Actuals variance analysis, flagging risks and opportunities to leadership. Develop Go-To-Market (GTM) reporting metrics such as Pipeline Generation and Sales Cycle Duration, and monitor week-over-week changes in Sales Forecast. Manage commissions calculations, reporting, and reconciliation, ensuring accuracy, timely payouts, and clear documentation of methodology for sales and finance stakeholders. Evaluate investment opportunities and assess the financial viability of new projects or initiatives. Monitor key performance indicators (KPIs) and prepare presentations for department leads and the executive leadership team. Collaborate cross-functionally to gather and interpret financial data, providing insights that enhance operational efficiency. Support financial audits and ensure compliance with company policies and regulations. Use tools such as Claude or ChatGPT to build automated workflows that streamline financial reporting, variance analysis, and data reconciliation — and stay current on emerging AI applications for finance. What You'll Bring Bachelor's degree in Finance, Accounting, or Economics. 2–5 years of relevant corporate finance experience. Strong proficiency in financial modeling and analysis tools (Excel, financial software). Excellent analytical and problem-solving skills, with sharp attention to detail. Ability to communicate complex financial information clearly and succinctly to varied audiences. A collaborative, team-oriented approach and comfort working cross-functionally. Hands-on experience using AI tools (e.g., Claude, ChatGPT) to build workflows or automate analysis is strongly preferred. Experience with NetSuite and Salesforce.com is a plus. Pay Range: $90,000 - $100,000 annual salary with a 3% bonus. Pay is commensurate with experience, knowledge, skills, and abilities. Why You’ll Love Working Here At EnergyCAP, we invest in you—personally, professionally, and beyond. Here’s how we support your growth, balance, and well-being: 🌱 Health & Wellness 100% company-paid Health, Dental & Vision coverage for you, plus competitive cost-sharing for your family Company-paid Life & LTD Insurance for peace of mind Adoption Grants and paid leave to support your growing family Wellness program offerings designed to strengthen your physical and mental health and overall well-being 💰 Financial Security 401(k) with a 3% company match—helping you plan confidently for the future Monthly Connectivity Stipend so you can work seamlessly from anywhere 🚀 Growth & Development Emergenetics Development Program to help you understand and leverage your strengths Tuition Assistance to fuel your continued learning and career growth ❤️ Community & Balance Flexible Time Off so you can recharge and enjoy life outside of work A remote-first workplace that offers balance and flexibility, with the option to connect in-person at our offices Charitable contributions & matched giving to amplify your impact Paid community service hours—because giving back matters At EnergyCAP, we don’t just offer benefits—we provide the tools, support, and flexibility you need to thrive in both work and life. EnergyCAP is a proud equal opportunity employer, committed to hiring and developing individuals from diverse background and experiences. We value and consider applications for all qualified candidates without regard to actual or perceived race, color, religion, national origin, sex, gender, age, marital status, personal appearance, sexual orientation, gender identity or expression, family responsibilities, disability, medical condition, enrollment in college or vocational school, political affiliation, military or veteran status, citizenship status, genetic information, or any other basis protected by federal, state or local law. EnergyCAP will reasonably accommodate qualified individuals with disabilities in accordance with applicable law. If you are in need of an accommodation in order to submit your application, please email [email protected] . Please click HERE to view the mandatory Federal Applicant Laws that apply to your employment rights . Note : We are currently not sponsoring VISAs.