Sr. Financial Associate

BlocPower is a clean energy leader creating smarter, greener, healthier buildings for all by reducing the barriers to money-saving, quality-of-life-improving green building upgrade. We provide engineering, financing and project implementation services for our clients, with a special focus in historically left out communities across the country. These communities, and their buildings, are underserved by traditional energy services companies because they are considered too small, too costly, or too risky. Our portfolio of projects include houses of worship, schools, non-profits, small businesses and multifamily buildings. Through our work, we save our clients money, reduce greenhouse gas emissions, improve health and create local employment opportunities.

At BlocPower, we value our mission. We are trusted advisors that get things done for our customers by using data to make the right decisions. We support and expect excellence from our team members. We treat both our customers and ourselves with care and respect.

As our work is centered around systematically disenfranchised communities – including people of color, people from working class backgrounds, women and LGBTQ people – we strongly encourage applications from people with these identities or who are members of other marginalized communities.

We are seeking a Senior Financial Associate to join our team, taking on a pivotal role as a versatile finance professional. As a Senior Financial Associate, you will be responsible for a wide range of finance-related tasks, serving as a key player in various financial aspects of our organization.

Responsibilities:

• Develop and maintain corporate cash flow models and projections to provide insights into financial performance and aid in decision-making processes.
• Calculate, track, and report on Customer Acquisition Cost (CAC) to Lifetime Value (LTV) ratios across different departments to assess efficiency and effectiveness of business operations.
• Utilize financial analysis techniques, thorough research, and scenario planning to analyze project finance Return on Investment (ROI) and provide recommendations.
• Prepare comprehensive corporate and project financial models, demonstrating proficiency in spreadsheet preparation and analysis.
• Conduct due diligence activities and ensure compliance with regulatory requirements, documentation standards, and internal policies.
• Assist with presentations that will deliver key financial reports to the CEO, Board of Directors, and Executive Team, highlighting financial performance and strategic insights.
• Play an integral role in enhancing and maintaining integrated financial statements, systems, and tools to support organizational decision-making.
• Collaborate closely with Sales Operations to develop and monitor critical financial reporting and performance metrics, translating data into actionable insights for relevant stakeholders.
• Work in tandem with Sales and Market/Revenue Operations teams to maintain an accurate and realistic revenue forecast and project pipeline.
• Support consolidated strategic and financial planning processes, managing the financial forecast model and contributing to budgeting efforts.
• Assist in budget preparation, compile audit documentation, and provide support during audit processes.
• Offer compliance assistance by ensuring adherence to regulatory requirements and internal policies.
  
  

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or related field; Master's degree or professional certifications (e.g., CFA, CPA) preferred.
• Proven experience in financial analysis, modeling, and reporting within a corporate or financial services environment.
• Strong proficiency in spreadsheet software (e.g., Microsoft Excel, Google Sheets) and financial modeling tools.
• Excellent analytical skills with the ability to interpret complex financial data and provide actionable recommendations.
• Effective communication and presentation skills, with the ability to convey financial concepts to diverse audiences.
• Detail-oriented approach with a commitment to accuracy and compliance.
• Ability to thrive in a fast-paced, collaborative environment and manage multiple priorities effectively.
• Knowledge of regulatory requirements and compliance standards relevant to the financial industry.
  
  

This job description is not intended to be a comprehensive list of the duties and responsibilities of the position. The duties and responsibilities may change without notice.

BlocPower™ provides equal employment opportunities(EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, BlocPower™ complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

BlocPower™ expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of BlocPower™ employees to perform their job duties may result in discipline up to and including discharge.