About the role
As the Senior Analyst, Strategic Finance, you will join our IR & Strategic Finance team in a highly analytical role spanning portfolio analytics, financial modeling, strategic planning, and process improvement. A critical part of the role will be developing a detailed understanding of Generate’s diverse and evolving portfolio and translating complex information into clear insights that help the company understand and manage risk.
What they're looking for
- Bachelor’s / Master’s degree in Finance, Economics, Accounting or a related field
- 1–6 years of relevant experience in strategic finance, corporate finance, FP&A, portfolio analytics, investment analysis, risk management, or a related field, level will depend on experience
- Strong finance fundamentals, including three-statement modeling, discounted cash flow analysis, and capital structure
- Foundational accounting knowledge and an understanding of GAAP and non-GAAP measures, advanced accounting expertise is a plus
- Advanced Excel skills and experience building, auditing, and troubleshooting complex financial models
- Ability to work accurately with large data sets, nested hierarchies, and complex financial information
More about this role
As the Senior Analyst, Strategic Finance, you will join our IR & Strategic Finance team in a highly analytical role spanning portfolio analytics, financial modeling, strategic planning, and process improvement. A critical part of the role will be developing a detailed understanding of Generate’s diverse and evolving portfolio and translating complex information into clear insights that help the company understand and manage risk. You will also help formalize repeatable, scalable processes to improve how data flows across this team, and support the continued development of our corporate model and strategic planning tools. We are looking for someone who combines strong financial fundamentals and data fluency.
What you will be doing at Generate Capital as the Senior Analyst, Strategic Finance:
Develop a detailed understanding of Generate’s portfolio, including its composition, exposures, cash flows, performance, and risk drivers
Own and improve recurring portfolio analytics, valuation support, diversification analysis, sensitivities, and reporting
Turn large, complex financial data sets into clear insights for senior stakeholders
Build documented, scalable data and reporting...
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