Sr. Analyst, Strategic Finance

Generate • San Francisco, CA

2d • $100,000 - $125,000

About The Position

As the Sr. Analyst, Strategic Finance, you will join our IR & Strategic Finance team in a highly analytical role spanning portfolio analytics, financial modeling, strategic planning, and process improvement. A critical part of the role will be developing a detailed understanding of Generate’s diverse and evolving portfolio and translating complex information into clear insights that help the company understand and manage risk. You will also help formalize repeatable, scalable processes to improve how data flows across this team, and support the continued development of our corporate model and strategic planning tools. We are looking for someone who combines strong financial fundamentals and data fluency.

Requirements

• Bachelor’s / Master’s degree in Finance, Economics, Accounting or a related field
• 1–6 years of relevant experience in strategic finance, corporate finance, FP&A, portfolio analytics, investment analysis, risk management, or a related field; level will depend on experience
• Strong finance fundamentals, including three-statement modeling, discounted cash flow analysis, and capital structure
• Foundational accounting knowledge and an understanding of GAAP and non-GAAP measures; advanced accounting expertise 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, including the ability to break down multivariable problems and separate signal from noise
• Experience designing and implementing scalable processes or analytical frameworks
• Clear, concise communication and strong interpersonal skills
• A collaborative, low-ego working style and the ability to switch contexts and adapt quickly

Nice To Haves

• 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

Benefits

• health care benefits
• retirement benefits
• benefits permitting paid days off (including sick leave, parental leave, and paid time off or vacation benefits)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level