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Posted 23 days ago

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Senior Associate, Strategic Initiatives

West Palm Beach, FLOn-siteFull-time

AI Summary

Senior Associate on the Strategic Initiatives team at GoodLeap, partnering with business users and senior engineers to build financial models, internal tools, and product features using AI coding agents. Owns the full lifecycle from problem discovery through prototyping, review, and post-launch maintenance.

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 Strategic Initiatives team builds internal software and financial models that run parts of GoodLeap's lending programs. This role is built for someone with a strong finance, analytical, or operations background who is genuinely curious about what AI coding tools can do.
The Senior Associate learns to work directly with GoodLeap teams to understand a problem, then uses AI coding agents (Claude Code and similar tools) alongside a more senior teammate to turn that problem into a working model, tool, or feature. Over time, this role takes on more of the build independently.

Essential Job Duties and Responsibilities:

User Discovery & Problem Definition:
  • Meet directly with business users to understand how they work today and where the process breaks down.
  • Document workflows clearly enough that a solution can be scoped and tested against a real problem.
  • Distinguish a real product problem from a training issue or a one-off complaint.
    • Building With AI Agents:
  • Learn to direct AI coding agents to build financial models, internal tools, and product features under guidance from a Manager or Director.
  • Prototype quickly, put early versions in front of the requesting user, and adjust based on what actually happens when they use it.
  • Review AI-generated output for correctness before it reaches a user or a production system.
  • Take on increasing scope independently as judgment and technical fluency grow.
    • Financial & Analytical Work:
  • Build and maintain financial models and analyses supporting GoodLeap's lending programs.
  • Flag assumptions, data issues, or edge cases that could change a model's output before they become someone else's problem.
    • Ownership & Follow-Through:
  • Support and maintain tools after they ship: handle user questions, fix small issues, and add minor improvements.
  • Escalate anything that looks like an architecture, data, or infrastructure decision rather than working around it.

    • Required Skills, Knowledge and Abilities:

  • Bachelor's degree in Finance, Business, Economics, or a related quantitative field.
  • 4+ years of experience in a finance, analytical, or operations role.
  • Curiosity: about how things work and what AI tools can do, evidenced by something you taught yourself rather than were assigned to do.
  • Perseverance: a track record of sticking with an ambiguous or frustrating problem, through failed attempts, until it actually works.
  • Critical thinking: the ability to break a messy business problem into clear logic before jumping to a solution.
  • Advanced Excel skills and general comfort working with data.
  • No prior coding or software engineering experience required. What matters is a demonstrated interest in AI tools and the willingness to learn to direct them.
  • Clear written and verbal communication; comfortable presenting findings to non-technical stakeholders.
  • Experience with internal software, financial services, lending, or AI tools is a plus but not required.

    • Skills

    Advanced ExcelAI Coding AgentsClaude CodeData AnalysisFinancial ModelingInternal Software ToolsLending ProgramsPrototype DevelopmentUser DiscoveryWorkflow Documentation

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