Senior Financial Analyst

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.