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Senior Financial Analyst
EnergyElephantSenior Financial Analyst at EnergyCAP, turning financial data into insights for strategic planning. Collaborating across teams to enhance operational efficiency and drive sustainability efforts.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, budgeting, and reporting, with a strong focus on using AI tools to enhance financial workflows. Proficient in collaborating cross-functionally to provide insights that drive strategic business decisions.
Highest-signal resume keywords
Financial AnalysisBudgeting Cycles ManagementFinancial ModelingAI Tools UtilizationKPI Monitoring
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisBudgetingVariance AnalysisFinancial ReportingFinancial ModelingPipeline Generation MetricsSales Cycle Duration MetricsCommissions CalculationInvestment EvaluationData Reconciliation
Soft Skills
Analytical SkillsProblem-SolvingAttention to DetailCommunication SkillsTeam Collaboration
Tools & Technologies
ExcelNetSuiteSalesforce.comClaudeChatGPT
Certifications & Qualifications
Bachelor's Degree in FinanceBachelor's Degree in AccountingBachelor's Degree in Economics
Industry Keywords
Corporate FinanceFinancial AuditsComplianceKey Performance IndicatorsGo-To-Market Reporting
Tech Stack
Tools & technologiesGoSFDC
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- 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.
Benefits
Comp & perks- 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
- 401(k) with a 3% company match—helping you plan confidently for the future
- Monthly Connectivity Stipend so you can work seamlessly from anywhere
- Emergenetics Development Program to help you understand and leverage your strengths
- Tuition Assistance to fuel your continued learning and career growth
- 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