Sr. Analyst, Strategic Finance

Generate Capital is seeking a Sr. Analyst, Strategic Finance to join its IR & Strategic Finance team. The role focuses on portfolio analytics, financial modeling, strategic planning, risk analysis, and process improvement, while translating complex financial data into insights for senior stakeholders. The analyst will also support corporate modeling, reporting, diligence, Investor Relations, and cross-functional financial initiatives.

What you'll do:

• Develop a detailed understanding of Generate’s portfolio, including its composition, exposures, cash flows, performance, and risk drivers
• Own and improve recurring portfolio analytics, valuation support, diversification analysis, sensitivities, and reporting
• Turn large, complex financial data sets into clear insights for senior stakeholders
• Build documented, scalable data and reporting processes that improve accuracy, efficiency, and continuity
• Partner with FP&A, Asset Management, and Technology to improve data flows and financial reporting
• Support the Strategic Business Plan, including dashboards, bottom-up analysis, forecasting, and variance analysis
• Maintain, troubleshoot, and improve the corporate model and the business models that feed it
• Build analytical tools, use AI thoughtfully to accelerate work, and support diligence, Investor Relations, FP&A, and other team priorities

What they're looking for:

• Bachelor's / Master's degree in Finance, Economics, Accounting or a related field
• 1–6 years of relevant experience in strategic finance, corporate finance, FP&A, portfolio analytics, investment analysis, risk management, or a related field; level will depend on experience
• Strong finance fundamentals, including three-statement modeling, discounted cash flow analysis, and capital structure
• Foundational accounting knowledge and an understanding of GAAP and non-GAAP measures
• Advanced Excel skills and experience building, auditing, and troubleshooting complex financial models
• Ability to work accurately with large data sets, nested hierarchies, and complex financial information
• Strong analytical judgment, including the ability to break down multivariable problems and separate signal from noise
• Experience designing and implementing scalable processes or analytical frameworks
• Clear, concise communication and strong interpersonal skills
• A collaborative, low-ego working style and the ability to switch contexts and adapt quickly
• Practical familiarity with AI tools
• Advanced accounting expertise is a plus

Benefits:

• A discretionary bonus
• Health care benefits
• Retirement benefits
• Paid sick leave
• Paid parental leave
• Paid time off or vacation benefits
• Other benefits that must be reported for federal tax purposes