Senior Financial Analyst at pmX Group

, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Sep, 26

Salary

140000.0

Posted On

05 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Modeling, FP&A, Cash Flow Management, Lender Reporting, Variance Analysis, Microsoft Excel, Power Query, Budget Management, Compliance Documentation, Process Automation, AI Tools, Treasury, Intercompany Accounting, Financial Reporting, Data Pipelines, Project Finance

Industry

Description

Senior Financial Analyst Location: Remote (U.S. Based Preferred) Reports To: CFO / Head of Finance Compensation: $110,000 – $140,000 base salary + bonus opportunity SolSource is a residential solar finance platform delivering a first-of-its-kind third-party ownership (TPO) product design to scale quickly through a dedicated installer and partner network. We provide Energy Service Agreements and leases originated through installer channels and financed through a combination of warehouse facilities, tax credit monetization, and equity capital. We operate in a lean, fast-paced environment and are looking for someone who is proactive, resourceful, and comfortable taking ownership in a growing startup. The ideal candidate enjoys building processes, solving problems, and improving financial operations in a dynamic environment. We are seeking a high-ownership Senior Financial Analyst to support FP&A, cash flow management, lender reporting, and finance operations for SolSource’s growing residential solar finance platform. This role is ideal for someone who can build models, manage recurring reporting, improve processes, and execute with limited direction in a fast-paced startup environment. This is a broad, hands-on finance role ideal for someone who enjoys working across FP&A, treasury, reporting, and operational finance in a high-growth environment. Key Responsibilities 1. Financial Reporting & Analysis * Support month-end close, forecast updates, and annual budget processes with accuracy and timeliness * Perform variance analysis comparing actual results to budget and forecast; surface trends and actionable insights * Prepare financial reports and summary packages for internal leadership, lenders, investors, and external stakeholders * Assist in the preparation of compliance deliverables required under the Company’s Credit Agreement (e.g., monthly account statements, cover sheets, bank statement packages) * Support management reporting by consolidating accounting, operational, and financing data into clear and accurate deliverables * Maintain reporting calendars and ensure recurring finance deliverables are completed accurately and on time 2. Cash Flow & Budget Management * Maintain and update cash flow models across multiple SolSource entities * Track milestone payments, draw schedules, and fund flows across the Company’s multi-entity structure * Support monthly and quarterly budget vs. actual reporting, including GL mapping, vendor-level analysis, and cost center tracking * Monitor entity-level cash activity, identify funding and liquidity needs, and analyze budget variances and timing impacts. * Partner with finance leadership to maintain rolling forecasts and improve visibility into operating costs, transaction funding, and capital needs. 3. Compliance & Documentation * Prepare and organize audit-ready financial documentation for lender reviews, investor due diligence, and regulatory requirements * Coordinate with auditors, legal counsel, and capital providers on document requests and compliance deliverables * Help ensure financial records, backup materials, and reporting packages are complete, accurate, and easy to review. 4. Process & Automation * Identify and lead improvements to manual reporting and forecasting processes * Build and maintain data pipelines, Excel models, and reporting tools that reduce repetitive work and improve accuracy * Partner with cross-functional teams to systematize cost tracking, milestone management, and cash and financial reporting 5. Cross-Functional Support * Collaborate with operations, legal, and leadership on financial modeling for new products, structures, and transactions * Contribute to weekly business reviews by consolidating data inputs and ensuring report accuracy * Support ad hoc financial analysis and special projects as directed What We’re Looking For Required * Bachelor’s degree in Accounting, Finance, or a related field * 3-6 years of experience in financial analysis, financial modeling, FP&A, or budget management * Strong analytical skills with keen attention to detail * Advanced proficiency in Microsoft Excel (financial modeling, SUMIFS, Power Query, pivot tables) * Ability to manage multiple tasks simultaneously under tight deadlines * Excellent written and verbal communication skills * Independent self-starter: able to receive a task and execute with minimal direction * Comfortable operating in a fast-moving, ambiguous startup environment * High ownership mentality, strong judgment, and willingness to roll up sleeves on both analytical and operational tasks * Experience using AI tools to improve finance workflows, including reporting automation, variance analysis, document review, data cleanup, Excel model support, and repeatable process design Strongly Preferred * Experience in solar, energy, project finance, or financial services * Familiarity with TPO structures (leases, PPAs, ESAs), tax credit monetization, or residential solar finance * Exposure to warehouse facilities, lender reporting, tax equity structures, or structured finance transactions * Experience with multi-entity fund flows, intercompany accounting, or credit agreement compliance * Exposure to financial reporting and planning tools (Oracle, Anaplan, or similar) * Comfortable building reporting infrastructure from scratch in a lean, high-growth environment Why SolSource SolSource is building a next-generation residential solar finance platform designed to scale through strategic installer partnerships and innovative capital structures. This role sits at the center of the organization’s financial operations, supporting reporting, forecasting, lender compliance, and cash management. You will have the opportunity to build processes, improve reporting infrastructure, and contribute directly to the growth of a fast-scaling clean energy platform. Equal Opportunity Statement SolSource Solutions is an equal opportunity employer and values diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to fostering an inclusive environment where all employees feel respected, supported, and empowered to succeed.

Responsibilities

Support FP&A, cash flow management, and lender reporting for a residential solar finance platform. The role involves building financial models, managing recurring reporting, and improving operational finance processes in a startup environment.