Sr. Financial Planning & Analysis Analyst
On-site · Houston, Texas, United States
Job Summary
Senior FP&A Analyst responsible for leading financial planning, forecasting, and performance analysis for the asset portfolio (PPAs/leases and loans) and servicing business. Partners with senior leadership, Finance, Accounting, and Operations to deliver actionable insights to support investment decisions, optimize portfolio performance, and shape business strategy. Key duties include analyzing financial and operational performance across portfolios, maintaining and refining forecasting models, owning monthly operational and financial performance analysis, ensuring timely monthly/quarterly reporting to banks, tax equity partners, and investors, driving cross-functional initiatives to improve financial processes and data integrity, and collaborating with business leaders during monthly/quarterly close to ensure accurate reporting.
Required Qualifications
- Bachelor's degree in finance, Accounting, Economics, or related field
- 3+ years of experience in FP&A, corporate finance, accounting, or related roles
- Strong experience in financial planning, forecasting, and performance analysis
- Advanced analytical skills with experience in large, complex data sets and business performance metrics
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