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Canadian Solar

Designs, manufactures, and sells solar modules

Business Strategy Analyst - Commercial Operations

Full-TimeUpdated on 10/23/2026
$105k - $130k/yr+ Performance bonus
Mid
Bachelor's, MBA
Walnut Creek, CA, USA+1 moreMore locations: Mesquite, TX, USA
Hybrid
Business & StrategyCorporate Strategy

About the job

Requirements
  • A bachelor's degree in Business, Finance, Economics, Operations, Engineering, or a related business discipline is required.
  • At least 3 years of industry experience is required.
  • A strong understanding of P&L analysis, financial modeling, budgeting, forecasting, variance analysis, business planning, and performance management is required.
  • The candidate must be able to evaluate complex business problems and convert financial, operational, and market information into clear business recommendations.
  • Strong commercial and financial acumen, including understanding factors that influence revenue, profitability, operating performance, and business growth, is required.
  • Advanced Microsoft Excel and PowerPoint skills, including financial modeling, business analysis, and executive-level presentations, are required.
  • Experience developing KPIs, management scorecards, and executive reporting to support business performance discussions and decision-making is required.
  • The candidate must be able to work independently, manage multiple priorities, and interact effectively with senior leadership in a fast-paced business environment.
Responsibilities
  • Analyze business and financial performance, including revenue, profitability, P&L results, budgets, forecasts, variances, and operational KPIs.
  • Develop financial and operational models to support strategic planning, forecasting, resource allocation, investment decisions, and business performance management.
  • Identify business trends, performance gaps, risks, and growth opportunities, and translate findings into actionable recommendations for senior leadership.
  • Support annual operating plans, long-range strategic planning, monthly and quarterly business reviews, and other leadership planning activities.
  • Develop business cases, scenario analyses, investment evaluations, and strategic recommendations for commercial and operational initiatives.
  • Partner with Finance, Sales, Product Management, Operations, and Supply Chain to evaluate business performance and identify opportunities to improve profitability, productivity, scalability, and operational effectiveness.
  • Conduct market, customer, industry, and competitive analysis to support commercial strategy and business planning.
  • Prepare executive-level presentations, performance scorecards, and management reporting that communicate business results, trends, and recommendations.
  • Support strategic initiatives and special projects from initial business analysis through recommendation and implementation.
  • Present business insights and recommendations to senior leadership and key cross-functional stakeholders.
Desired Qualifications
  • An MBA is preferred.
  • Experience at a leading consulting firm or in investment banking is a plus.
  • Experience in corporate strategy, management consulting, FP&A, strategic finance, business operations, commercial operations, or operational excellence is strongly preferred.
  • Experience supporting manufacturing, renewable energy, solar, energy storage, industrial, or infrastructure businesses is highly desirable.
  • Second-language proficiency in Chinese is a plus.

About the company

Canadian Solar manufactures solar photovoltaic modules and manages large-scale solar energy projects for residential, commercial, and utility customers. These products work by converting sunlight into electricity using high-efficiency cell designs, while the company provides the necessary kits and maintenance services to keep these systems running. It distinguishes itself through a massive portfolio of over 1,500 patents and a top "bankability" rating, which signals to investors that its technology is a reliable financial bet compared to other manufacturers. The company's goal is to improve the performance of renewable energy by developing more efficient solar hardware and providing end-to-end support for power plant development.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Cambridge, Canada

Founded

2001

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Simplify's Take

What believers are saying

  • August 27, 2026 revenue hit $1.2 billion, with 13.9% gross margin.
  • September 2026 guidance targets 3.5-3.8 GW modules and 3.4-3.8 GWh storage.
  • By 2029, U.S. module backlog exceeds 13 GWp, worth $4.5 billion.

What critics are saying

  • March 2026 First Solar's USITC case seeks exclusion orders against Canadian Solar TOPCon modules.
  • September 2026 SEC filing flags Section 232 polysilicon tariffs and late-2026 shocks.
  • Persistent US trade barriers strand Canadian Solar's 10 GW Texas buildout.

What makes Canadian Solar unique

  • August 2026, Canadian Solar held 21.7 GWp solar and 84.1 GWh storage pipeline.
  • July 2026 Jeffersonville opened North America's largest crystalline silicon solar cell facility.
  • Canadian Solar pairs modules, storage, and project sales across Recurrent Energy.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Life Insurance
  • Disability Insurance
  • 401(k) Retirement Plan
  • Flexible Work Hours
  • Paid Vacation