Goodleap

Senior Associate, Financial Planning & Analysis

San Francisco, CA · Senior

Sponsorship not specified$125k-$150kDetected 19 days ago

Data StructuresSQLData VisualizationFinancial ModelingFinancial AnalysisAccountingForecastingBudgetingExcelFP&AHRISLeadershipCommunicationPublic SpeakingGAAPFinancial ReportingVariance Analysis

About the 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.
The Senior Associate of Financial Planning & Analysis is a hands-on contributor to GoodLeap's consolidated financial planning, forecasting, and reporting cycles.

Responsibilities

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.
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.
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.

Requirements

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.

Nice to have

Advanced Excel skills including complex formulas, financial modeling, and pivot tables
Power Query a plus
Experience working with large datasets and across multiple systems
basic to intermediate SQL a plus

Skills

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

Compensation

$125,000 - $150,000 annually, plus bonus
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.

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This listing is sourced directly from Goodleap's careers page and normalized into a canonical job model.