FP&A Analyst

Generate

Analyst supporting financial planning and reporting at Generate Capital. Collaborating with cross-functional teams to build financial models and improve forecasting processes.

Posted 5/29/2026full-timeSan Francisco • California • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $110,000 per yearWebsite

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Work as part of a small (but growing) team as an integral part of FP&A
Establish and maintain positive working relationships with a broad base of stakeholders and serve as a key point of contact for planning and reporting issues
Build and maintain high-impact financial models: Coordinate with the underwriting and asset management teams to deliver monthly actual vs. budget and forecasts
Ensure models comply with our reporting framework and modelling standard
Execute quantitative and qualitative analyses for projects and operations: Ensure FP&A reporting is consistent with accounting; resolve discrepancies (aligning chart of accounts, entities, and data)
Support annual and long-range budgeting, forecasting, and month-end close
Work cross-functionally with legal, asset management, capital markets, and underwriting to improve forecasts
Work collaboratively across teams, providing actionable insights to help drive better business decisions: Provide clear and concise variance explanations
Assist in the preparation of materials for monthly management reports and quarterly board meetings (financial data and other KPIs)
Perform ad hoc reporting to support asset management and the underwriting team
Identify areas of improvement in processes, make recommendations, and help drive implementation
Understand systems and data flow; work with the Technology team to optimize tools used for financial reporting

Requirements

What you’ll need

1–3 years of related experience in finance, accounting, or a similar analytical role
Bachelor’s Degree in Finance, Accounting, Economics, or a related field (or equivalent experience)
Familiarity with basic accounting concepts (e.g., ability to read and build a 3-statement financial model)
Familiarity with rolling forecasts and drivers-based variance analysis
Ability to convey complex financial information in a clear and concise manner
High level of proficiency in Excel; comfort building and maintaining financial models
Experience with AI or other automation tools
Familiarity with major corporate ERP or EPM systems (Adaptive Insights and Microsoft Business Central a big plus)

Benefits

Comp & perks

Health care benefits
Retirement benefits
Paid days off (including sick leave, parental leave, and paid time off or vacation benefits)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingbudgetingforecastingvariance analysisExcelaccounting conceptsad hoc reportingquantitative analysisqualitative analysisdata flow optimization

Soft Skills

relationship buildingcommunicationcollaborationproblem-solvinganalytical thinkingactionable insightsconcise reportingstakeholder engagementprocess improvementcross-functional teamwork