Generate Capital

sustainable infrastructure

Analyst,FP&A

$80–110k San Francisco, California, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“Analyst, FP&A at Generate Capital. Skills: Financial modeling, Variance analysis, Financial reporting. Support financial planning and reporting. Build financial models”

What You'll Achieve.

Inform decisions across the firm; Drive better business decisions

Industry & Context.

sustainable infrastructure
Problems you'll solve

Intellectual agility; Curiosity; Problem-solving

What They're Looking For.

Must Have

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, Ability to convey complex financial information in a clear and concise manner

Nice to Have

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, High level of self-awareness and humility, Intellectual agility, curiosity, and 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 judgment under ambiguity

What You'll Do.

Support financial planning and reporting

Build financial models

Prepare variance analyses

Produce decision-making materials

Partner with business teams

Establish working relationships with stakeholders

Maintain financial models

Coordinate actual vs. budget reporting

Ensure model compliance

Execute quantitative analyses

Execute qualitative analyses

Ensure reporting consistency

Resolve discrepancies

Support month-end close

Provide variance explanations

Prepare management reports

Prepare board meeting materials

Perform ad hoc reporting

Identify process improvements

How You'll Work.

Team & Collaboration

Partnering with teams across underwriting, asset management, capital markets, and accounting; Work cross-functionally with legal, asset management, capital markets, and underwriting; Work collaboratively across teams

Communication Scope

Ability to convey complex financial information in a clear and concise manner; Outstanding communication and interpersonal skills; Writing skills; Editing skills; Basic design skills

Full Job Description

ABOUT THE POSITION We are looking for a detail-oriented, analytically strong early-career professional to join our FP&A team. In this role you will support the full cycle of financial planning and reporting – building models, preparing variance analyses, and helping produce the materials that inform decisions across the firm. You will gain broad exposure to Generate’s business by partnering with teams across underwriting, asset management, capital markets, and accounting. The ideal candidate is eager to learn, thrives in a fast-paced environment, and brings intellectual curiosity, a collaborative mindset, and a genuine interest in sustainable infrastructure. What you will be doing at Generate Capital as an Analyst, FP&A: - 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

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