Senior Financial Analyst
About The Position
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. 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.
Requirements
- 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
- MS Office, with strong proficiency in Excel and financial modeling
Nice To Haves
- Experience with ERP/financial systems, budgeting and forecasting tools (e.g., Adaptive), and other tools as defined by the specific position
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, protect organizational value by maintaining confidentiality, and perform other duties as assigned
Benefits
- Medical, Dental, and Vision Insurance
- Company-paid health care concierge service
- 401(k) with company match
- Paid vacation, sick, personal and parental leave time
- Paid Volunteer Time
- Employee Recognition Program
- Employee Assistance Program
- Access to on-demand training courses
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
