Principal Financial Analyst

2 weeks ago


San Francisco, California, United States Goeverbright Full time
EverBright is driving the clean energy revolution through its industry-leading solar software platform and financing marketplace.

Every day, EverBright supports hundreds of residential solar installers and home improvement contractors across the U.S., ensuring they have the tools to be successful and accelerate consumer adoption of clean energy.

We're seeking a Principal Financial Analyst, who will:
Contribute and support EverBrights short- and long-term financial business plan and strategy including monthly 5-year forecast, capital expenditure forecasting, scenario analysis and portfolio optimization
Coordinate with sales to develop and refine sales volume forecast by product type
Coordination with data analytics team to support financial reporting needs to track backlog and analyze portfolio performance
Prepare reports and/or presentations of analysis; present statistical results in non-technical terms to leaders or colleagues
Create model documentation; work with compliance and accounting teams to ensure adequacy of process, statistical models and model reviews
Leads value-added projects such as supporting leadership in the development of strategic plans, mergers and acquisitions, project development, optimization, and restructuring
Collaborate with other departments, including product, operations, accounting, and capital markets, to ensure alignment of goals and priorities
Trains and mentors junior analysts
Job Overview

Job Overview

Employees in this role supports Senior Management decision making via financial modeling and scenario analysis, including but not limited to, discounted cash flow analysis and financial statement modeling.

This position identifies and conducts complex analyses of financial impacts of issues and/or decisions facing the company and proposes strategies to maximize financial performance of company.


Job Duties

Identifies, analyzes, and communicates to management the impact on the Company's financial structure, profitability, financial integrity, and competitive position utilizing relevant analytical methods and/or departments forecasting models
Provides financial analysis support for various projects, calculating revenue requirements, net present value, customer bill impact, etc.
Provides expertise, support, and financial training for the company departments requiring these services
Performs financial analyses as required by management or regulatory bodies
Makes recommendations on financing decisions and executes long and/or short term financings
Prepares PowerPoint presentations to be provided to Senior and Executive Management
Acts as a mentor to lower level employees
Performs other job-related duties as assigned
Preferred Qualifications

Master's - Accounting / Finance / Mathematics / Economics
CFA certification

CPA certification
Required Qualifications

High School Grad / GED
Bachelor's Accounting / Finance / Mathematics / Economics

Experience: 6+ years

Medical, dental, vision, life, and legal insurance
Access to multiple offices around the US (Austin, TX, San Francisco, CA, & Juno Beach, FL)
EAP and mental health assistance
Discount plans through the NextEra Employee portal

Where permitted by applicable law, EverBright requires all employees and new hires to be fully vaccinated for COVID-19 or be willing to receive the COVID-19 vaccination on or before the first day of employment.

EverBright is an Equal Opportunity Employer.

Qualified applicants are considered for employment without regard to race, color, age, national origin, religion, marital status, sex, sexual orientation, gender identity, gender expression, genetics, disability, protected veteran status or any other basis prohibited by law.

We are committed to a diverse and inclusive workplace.

EverBright provides reasonable accommodation in its application and selection process for qualified individuals, including accommodations related to compliance with conditional job offer requirements, consistent with federal, state, and local laws.

Supporting medical or religious documentation will be required where applicable and permitted by applicable law.

To request a reasonable accommodation, please send an e-mail to our recruiting team, providing your name, telephone number and the best time for us to reach you.

Alternatively, you may call Please do not use this line to inquire about your application status.

EverBright will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractors legal duty to furnish information.

EverBright

does not

accept any unsolicited resumes or referrals from

any third-party recruiting firms or agencies.

Please see our policy for more information.

The "Apply Now" button will take you to the NextEra Energy Career Opportunities page, where you must create an account to apply.


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