Senior Financial Analyst

COMPANY DESCRIPTION

e2Companies is the creator of the industry's first Virtual Utility and a leading provider of integrated solutions for power generation and distribution. We are committed to delivering energy resiliency, reliability, and regulatory compliance that help our customers unlock savings and revenue opportunities. We provide a comprehensive business model for energy, utility, industrial, retail, and commercial customers. e2Companies has been recognized as one of the Best Places to Work in Southwest Florida by Best Companies Group. We are a fast growing organization that thrives on solving complex challenges in the energy space while maintaining a strong commitment to work life balance and community impact through our e2 for Good program.

JOB PURPOSE

e2Companies is seeking an experienced Senior Financial Analyst to join our Finance team. This role is a key contributor to financial planning and analysis, management reporting, and strategic decision support. The Senior Financial Analyst will lead the budgeting and forecasting processes, develop and maintain financial models, and provide clear, decision ready insights to senior leadership through analysis of historical performance and future trends. The ideal candidate is comfortable with ambiguity, demonstrates strong attention to detail, and can prioritize effectively to meet deadlines in a fast paced environment. This role will also support customer facing financial analysis by developing project specific financial models that help customers evaluate solutions, investment returns, and project feasibility. This position is based on site at the Bonita Springs, FL headquarters.

RESPONSIBILITIES

• Develop customer specific financial models to evaluate project economics, ROI, and investment scenarios
• Support customer discussions by translating financial analysis into clear, decision ready insights related to project scope and needs
• Partner with commercial and project teams to align customer financial requirements with proposed solutions
• Lead annual budgeting and reforecasting processes across departments and operating sites
• Partner with department leaders to gather inputs and align financial plans with business objectives
• Analyze actual results versus budget and forecast to identify trends, risks, and opportunities
• Deliver actionable insights to management through financial analysis and forward looking projections
• Develop and maintain financial models supporting strategic initiatives, capital investments, and risk assessments
• Define and support key performance indicators and reporting frameworks that drive efficiency and profitability
• Prepare competitive analysis, market intelligence, and benchmarking assessments
• Design and maintain executive dashboards and financial reporting packages
• Work closely with the Accounting team to extract and validate historical financial data from Sage Intacct
• Prepare ad hoc financial analyses and management reports as requested
• Identify and implement process improvements to enhance reporting accuracy and efficiency
• Ensure compliance with all company policies, procedures, and internal controls
• Perform additional duties as assigned by management

BASIC QUALIFICATIONS (MUST HAVE)

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 5+ years of progressive experience in financial planning and analysis, corporate finance, or financial modeling
• Strong working knowledge of US GAAP and financial statement analysis
• Advanced proficiency in Microsoft Excel, Power BI, and PowerPoint
• Demonstrated expertise in financial modeling, forecasting, and variance analysis
• Experience extracting and analyzing data from ERP systems, preferably Sage Intacct
• Ability to communicate complex financial information clearly to non financial stakeholders
• Proven ability to manage multiple priorities in a fast paced environment with accountability

PREFERRED QUALIFICATIONS (NICE TO HAVE)

• CFA, CPA, or similar professional certification
• Experience in private equity, investment banking, or transaction support
• Experience supporting multiple business units or operating entities
• Experience in the energy, utilities, or infrastructure industries

HERE'S WHAT YOU GET:

• Competitive Pay reflective of your skills and experience
• Medical, Dental, Vision, Life, and 401K benefits
• 5 PTO days (increased with tenure) / 5 sick days
• 8 Federal Holidays (paid) for work-life balance
• Childcare assistance (Up to $300 per month)
• "Work Hard, Play Hard" culture with team events and e2 for Good initiatives

Ready to shape the future of green energy? Join our innovative team today

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e2Companies, LLC is an equal opportunity employer. All qualified applicants are encouraged to apply