Full-Time

Associate – Financial Planning & Analysis

Confirmed live in the last 24 hours

Goodleap

Goodleap

1,001-5,000 employees

Marketplace for sustainable home solutions

Energy
Fintech
Social Impact
Consumer Goods

Compensation Overview

$160k - $180kAnnually

Senior

San Francisco, CA, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Financial analysis
Data Analysis
Excel/Numbers/Sheets
Financial Modeling

You match the following Goodleap's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Exceptional analytical and quantitative skills, with an understanding of financial data and metrics.
  • Goal-oriented and proactive in initiating tasks, must be willing to be hands-on and highly collaborative.
  • Advanced proficiency in financial software and tools, including advanced Excel, ERP systems, and financial reporting platforms.
  • Familiarity with corporate finance, accounting principles (GAAP/IFRS), and financial modeling.
  • Detail oriented, ensuring preservation of alignment of the company level model and reporting to the business unit models and reports with strong control over hierarchies and tie outs; demonstration of pride of ownership.
  • Strong interpersonal and effective collaboration skills to enhance cross-functional and cross-departmental coordination.
  • Strong written and verbal communication skills
  • Ability to support multiple projects and competing priorities, meeting deadlines and appropriately escalating when necessary.
  • Bachelor’s degree in finance, accounting, economics, or related field.
Responsibilities
  • Support the annual budgeting process and coordinate near- and long-term financial forecasts for all business units, challenging assumptions and aligning with company level strategy.
  • Run cohesive and consistent processes to monitor and analyze financial performance across all business units, identifying key trends, variances, and opportunities for improvement. Support clear reporting and contribute to actionable insights for senior leadership to drive business performance.
  • Prepare detailed financial reports to support presentation and guidance to senior management, board members, and other stakeholders, ensuring clarity and accuracy in financial communication. Deliver ad-hoc reporting to support business & product analysis.
  • Continuously evaluate and improve FP&A processes, tools, and systems to enhance efficiency, accuracy, and effectiveness in financial planning and analysis. Operate SLAs for business groups and reporting teams for information collection, planning, and decision making.
Desired Qualifications
  • MBA, CPA or CFA certification is a plus
  • 5-7 years experience in finance planning & analysis and/or accounting, ideally in technology or fintech industry.

GoodLeap provides a marketplace for sustainable home solutions, connecting homeowners with professionals who specialize in eco-friendly home improvements. Their platform simplifies the purchasing process by offering a single point of sale technology that allows users to explore various upgrade options and choose flexible payment plans that suit their budgets. Unlike many competitors, GoodLeap focuses specifically on sustainability and partners with over 18,000 professionals nationwide, ensuring a wide range of services and expertise. The company's goal is to help homeowners make environmentally friendly upgrades while saving money, and they also contribute to sustainable energy projects through their partnership with GivePower, donating a portion of their revenue with each transaction.

Company Size

1,001-5,000

Company Stage

Debt Financing

Total Funding

$778.2M

Headquarters

Roseville, California

Founded

2003

Simplify Jobs

Simplify's Take

What believers are saying

  • GoodLeap closed a $470 million securitization backed by sustainable home improvement loans in 2023.
  • The company raised $800 million to expand in a $430-billion-per-year market.
  • Increased consumer interest in energy-efficient upgrades boosts demand for GoodLeap's financing options.

What critics are saying

  • Emerging fintech companies offering similar solutions could erode GoodLeap's market share.
  • Rising interest rates may reduce the affordability of GoodLeap's financing options.
  • Direct-to-consumer solar panel sales could threaten GoodLeap's traditional financing model.

What makes Goodleap unique

  • GoodLeap offers a seamless point-of-sale platform for sustainable home upgrades.
  • The company partners with over 18,000 professionals nationwide for home improvement solutions.
  • GoodLeap supports GivePower, donating to sustainable energy projects with every transaction.

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Benefits

Flexible Work Hours

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

-1%
PR Newswire
Jun 13th, 2024
GoodLeap Announces Closing of $311.6 Million Securitization Bringing the Company's Total to 20

/PRNewswire/ -- GoodLeap, LLC, America's leading digital marketplace for sustainable solutions, today announced the closing of GoodLeap Sustainable Home...

PR Newswire
Aug 31st, 2023
Goodleap Announces Closing Of $470 Million Securitization Bringing The Company'S Total To 18

The transaction is the third securitization backed by GoodLeap loans in 2023, totaling approximately $1.39 billion for the year.SAN FRANCISCO, Aug. 31, 2023 /PRNewswire/ -- GoodLeap, LLC, America's leading digital marketplace for sustainable solutions, today announced the closing of GoodLeap Sustainable Home Solutions Trust 2023-3, a securitization sponsored by Citigroup. The securitization is backed by approximately $470 million principal balance of residential solar and sustainable home improvement loans originated on the GoodLeap platform. The securitization received ratings from Fitch Ratings Agency and Kroll Bond Rating Agency. Joint bookrunners included Citigroup Global Markets, Inc., Goldman Sachs & Co. LLC, Bank of America Securities, Inc., Barclays Capital Inc., and ATLAS SP Securities.The latest securitization is the third in 2023 of GoodLeap loans

Canary Media
Oct 13th, 2021
Top home solar lender GoodLeap scores mammoth $800M investment

GoodLeap , the country’s top residential solar lender, has raised more than $800 million to boost its expansion into what it estimates is a $430-billion-per-year market in energy efficiency, electric appliances and other home sustainability investments. Investors in Wednesday’s round, which values the company at…

PR Newswire
Oct 13th, 2021
GoodLeap closes $800 million investment round led by MSD Partners along with BDT Capital Partners and Davidson Kempner Capital Management

/PRNewswire/ -- GoodLeap, America's number one digital marketplace for sustainable solutions, today announced an investment round of more than $800 million,...

Finsmes
Jan 27th, 2021
Loanpal Receives Over $800M in First Funding

Loanpal, a San Francisco, CA-based point-of-sale payment platform for sustainable home solutions, received more than $800m in its first external funding round. The round was led by NEA and WestCap Group, as well as Brookfield Asset Management, Riverstone Holdings and private investors. As part of the transaction, which closed in 2020, Scott Sandell, Managing General Partner at […]