Analyst, FP&A

Generate Capital is seeking a detail-oriented Analyst for their FP&A team. In this role, you will support financial planning and reporting processes, build financial models, and collaborate with various teams to provide insights that drive business decisions.

Responsibilities

• Work as part of a small (but growing) team as an integral part of FP&A
• Establish and maintain positive working relationships with a broad base of stakeholders and serve as a key point of contact for planning and reporting issues
• Build and maintain high-impact financial models:
• Coordinate with the underwriting and asset management teams to deliver monthly actual vs. budget and forecasts
• Ensure models comply with our reporting framework and modelling standard
• Execute quantitative and qualitative analyses for projects and operations:
• Ensure FP&A reporting is consistent with accounting; resolve discrepancies (aligning chart of accounts, entities, and data)
• Support annual and long-range budgeting, forecasting, and month-end close
• Work cross-functionally with legal, asset management, capital markets, and underwriting to improve forecasts
• Work collaboratively across teams, providing actionable insights to help drive better business decisions:
• Provide clear and concise variance explanations
• Assist in the preparation of materials for monthly management reports and quarterly board meetings (financial data and other KPIs)
• Perform ad hoc reporting to support asset management and the underwriting team
• Identify areas of improvement in processes, make recommendations, and help drive implementation
• Understand systems and data flow; work with the Technology team to optimize tools used for financial reporting

Skills

• A demonstrated passion for, or commitment to, our mission
• 1–3 years of related experience in finance, accounting, or a similar analytical role
• Bachelor's Degree in Finance, Accounting, Economics, or a related field (or equivalent experience)
• Familiarity with basic accounting concepts (e.g., ability to read and build a 3-statement financial model)
• Familiarity with rolling forecasts and drivers-based variance analysis
• Ability to convey complex financial information in a clear and concise manner
• High level of proficiency in Excel; comfort building and maintaining financial models
• Experience with AI or other automation tools
• Familiarity with major corporate ERP or EPM systems (Adaptive Insights and Microsoft Business Central a big plus)
• Unimpeachable integrity and glowing references
• Outstanding communication and interpersonal skills, including empathy, intuition, and listening as well as strong writing, editing, and basic design skills
• High level of self-awareness and humility, with excitement about confronting uncomfortable situations or new challenges
• Intellectual agility, curiosity, and creativity; problem-solving is your default mode
• Entrepreneurial spirit: flexibility, comfort with risk, recognition that 'perfect can be the enemy of the good'
• Collaborative leadership style with strong judgment under ambiguity

Benefits

• A discretionary bonus
• Health care benefits
• Retirement benefits
• Benefits permitting paid days off (including sick leave, parental leave, and paid time off or vacation benefits)
• Other benefits that must be reported for federal tax purposes

Company Overview

Company H1B Sponsorship