Senior Associate, Financial Planning & Analysis
San FranciscoOn-siteFull-time
AI Summary
The Senior Associate, Financial Planning & Analysis owns budgeting, forecasting, variance analysis, and management reporting for GoodLeap’s consolidated financial close, translating results into actionable insights for leadership.
About this role
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:
Required Skills, Knowledge and Abilities:
Skills
Adaptive PlanningAdvanced ExcelAI Tools (e.g., Claude, Copilot)Power BIPower QuerySQLTableauWorkday Financials
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