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Senior Associate, Financial Planning & Analysis

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About GoodLeap:
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018.
GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.

The Senior Associate of Financial Planning & Analysis is a hands-on contributor to GoodLeap's consolidated financial planning, forecasting, and reporting cycles. This role owns regular deliverable production across budgeting, forecasting, variance analysis, and management reporting — working across business units and partnering with Finance leadership to translate financial results into actionable insights. The Senior Associate maintains alignment between GAAP and management reporting, ensures data integrity across Workday Financials through to implementation of Adaptive Planning, and supports continuous improvement of the models and processes that underpin financial decision-making.
The Senior Associate is accountable for the quality and integrity of all routine reporting outputs, including monthly and quarterly close packages, board materials, and executive presentations and is expected to operate with a high degree of independence on recurring workstreams, enabling Finance leadership to focus on analysis and strategic decision support.

Essential Job Duties and Responsibilities:

  • Budgeting & Forecasting: Support the annual budget build across business units, including model maintenance, BU coordination, and consolidation; support quarterly reforecast cycles and long-range planning activities.
  • Monthly & Quarterly Reporting: Prepare and maintain recurring close reporting packages across business units with a standard of accuracy and completeness that requires minimal senior review; support Finance leadership in summarizing results and preparing materials for executive leadership and Board presentations, producing polished, leadership-ready outputs that are factually tight and clearly structured.
  • Ad Hoc Analysis: Respond to business-driven analytical requests across topics such as headcount, production, and operational performance; synthesize findings into clear outputs for Finance leadership and business stakeholders.
  • Systems & Process: Support the buildout of Workday financial reporting capabilities to support BU finance partners and the implementation of Adaptive Planning; maintain data integrity, hierarchies, and tie-outs across financial systems. Optimize data structure and reporting production work flows to scale with the business and enhance efficiency, while maintaining quality. Proactively identify opportunities to automate recurring manual processes (e.g., data pulls, formatting, reconciliations) using tools such as Power Query, Excel macros, or AI-assisted scripting.

Required Skills, Knowledge and Abilities:

  • Bachelor's degree in finance, accounting, economics, or related field required
  • 4-6 years of progressive experience in FP&A or a combination of FP&A and corporate or public accounting
  • Fintech or banking industry experience preferred
  • MBA, CPA, or CFA a plus
  • Advanced Excel skills including complex formulas, financial modeling, and pivot tables; Power Query a plus
  • Experience with Workday Financials and/or Adaptive Planning is a plus
  • Strong understanding of corporate finance, GAAP, and management reporting concepts
  • Experience working with large datasets and across multiple systems; basic to intermediate SQL a plus
  • Familiarity with BI tools such as Tableau or Power BI a plus
  • Detail-oriented with strong data integrity discipline and a systematic approach to model tie-outs and reconciliations
  • Ability to synthesize financial results into clear written narratives and leadership-ready summaries
  • Comfortable managing multiple deliverables under tight close deadlines in a fast-moving environment
  • Demonstrated curiosity about and experience applying AI tools (e.g., Claude, Copilot) to automate or accelerate recurring FP&A workflows such as variance commentary, data preparation, or report drafting; willingness to champion adoption across the team
Compensation: $125,000 - $150,000 annually, plus bonus

Additional Information Regarding Job Duties and Job Descriptions:

Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!

We are committed to protecting your privacy. To learn more about how we collect, use, and safeguard your personal information during the application process, please review our Employment Privacy Policy and Recruiting Policy on AI.

What this application asks

lever

Resume/CV, Full name, Pronouns, Email, Phone, Current location, Current company, LinkedIn URL, Twitter URL, GitHub URL, Portfolio URL, Other website

  • Legal First Name
  • Legal Last Name
  • Home Phone optional
  • Mailing Address Line 1
  • Mailing Address Line 2 optional
  • City
  • State
  • Zip Code
  • Were you referred by a current employee of GoodLeap LLC? choose one
  • If yes, please list employee name: optional
  • Have you previously worked for GoodLeap LLC? choose one
  • If yes, please list position: optional
  • Are you subject to any type of agreement with a current or former employer or entity that would restrict your ability to work at GoodLeap LLC (e.g., non-compete, confidentiality, non-disclosure)? choose one
  • University choose one · optional
  • Degree optional
  • No. of Years Attended optional
  • Graduated? choose one · optional
  • Company 1
  • Title
  • Years Worked
  • Company 2
  • Title
  • Years Worked
  • Are you legally eligible to work in the U.S.? choose one
  • Will you now, or in the future, require visa sponsorship for employment at GoodLeap? choose one
  • In connection with GoodLeap consideration of me for employment, continued employment, promotion, or reassignment, I understand that GoodLeap may obtain a consumer report and/or an investigative consumer report. GoodLeap may also conduct its own investigative inquiries into my background that may include obtaining such things as criminal, driving, personal reference(s), and job reference(s) pertaining to me. These inquiries will be conducted to provide GoodLeap with information regarding my character, general reputation, personal characteristics, mode of living, work records, salary history, characteristics, skills and abilities, education and training, employment experience, past job performance, reasons for termination of previous employment and other pertinent information. (Please initial.)
  • I understand that for this purpose GoodLeap or persons acting on its behalf will be requesting information from various federal, state, and local governmental agencies, previous employers and their employees, personal acquaintances of mine, and other appropriate resources of information that maintain records or possess knowledge about my education, employment, criminal, driving and other relevant activities, experiences and records, including, but not limited to, my character, general reputation, personal characteristics, and mode of living. I authorize, without reservation, any person or entity contacted by GoodLeap or anyone acting on its behalf, to furnish the above‐stated information, and I release any such person or entity from any and all liability for furnishing such information. I also release GoodLeap from any and all liability for conducting such an investigation. I authorize GoodLeap to disclose my Social Security Number in order to obtain necessary information. I understand that if I refuse to execute this authorization, GoodLeap may refuse to grant employment based on this refusal. A copy of this executed authorization shall be valid as the original. (Please initial.)
  • I understand that this employment application and any other documents, including policies, handbooks, guidelines, practices, benefits or manuals, are not intended to create any contractual obligation which in any way conflicts with GoodLeap’s policy that the employment relationship between GoodLeap and each employee is at‐will and can be terminated, with or without cause, and with or without notice at any time, at the option of either GoodLeap or the employee. I further understand that any oral or written statements to the contrary are expressly disavowed and should not and cannot be relied upon. (Please initial.)
  • I understand that as a condition of employment with GoodLeap successful applicants must provide, within three days after beginning employment, documentation to prove identity and proper authorization to work in the United States. Specific instructions will be given prior to the first day of employment regarding the documents required. GoodLeap participates in E-Verify at all hiring sites throughout the United States. Individuals hired at hiring sites enrolled in E-Verify will have their Form I-9 information submitted to E-Verify. (Please initial.)
  • I hereby acknowledge that I have read the above statements and understand them. I certify that I, the undersigned applicant, have personally completed this application. I declare under penalty of perjury that the facts contained in the application (or any resume or other documents submitted) are true and complete to the best of my knowledge. I understand that any misrepresentations or omissions will disqualify me from further consideration for employment, and will be justification for my dismissal from employment, if discovered at a later date. (Please initial.)
  • Please enter your full legal name below as signature:
  • Name optional
  • Work Relationship optional
  • Occupation optional
  • No. of Years Acquainted optional
  • Phone optional

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