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  3. Senior Associate, Financial Planning & Analysis
GO

Senior Associate, Financial Planning & Analysis

GoodLeap
San Francisco, Canada
Full Time
Posted July 2, 2026
$125k - $150k
Solar Energy
~108 people viewed this recently
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Application opens on company website

Job Description

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.

Key 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.

Requirements

  • 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

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