Job Description
Job DescriptionPosition Details
Role: Financial & Budget Analyst
Contract Duration: 2 years with option to extend
Schedule: 40 hours per week
Location: NYC / Remote
Travel: Approximately once per quarter for team meetings or project needs
Pay Rate: 40-55$/hr DOE, 3-5 yrs experience. This is a W 2 role ONLY. Not Corp-to-Corp
Overview
The Financial & Budget Analyst will support a mission-driven clean energy investment program’s Finance & Operations team with a variety of priorities, including fund accounting, financial data analysis, and contracting responsibilities needed to meet growing program goals.
This role requires strong analytical and technical skills, experience working with financial data, and the ability to manage multiple tasks and projects independently. The ideal candidate has a strong understanding of finance and financial concepts, is highly skilled in Excel and financial systems, and can quickly identify issues and develop effective solutions when working through complex constraints.
Key ResponsibilitiesFund Administration and Accounting
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Work closely with the fund administration team to monitor, analyze, and ensure proper accounting of portfolio and corporate activity.
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Monitor cash movements in fund accounts, perform reconciliations, and investigate discrepancies.
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Ensure internal control measures are followed related to wires, invoices, and audit requests.
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Assist with interpretation of transaction terms and preparation of invoices and notices to counterparties.
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Review monthly Net Asset Value (NAV) determinations and related records to ensure calculation accuracy and proper reporting.
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Analyze requests to modify transactions and assess impacts to fund accounting, investment administration, and financial planning.
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Monitor portfolio activity and maintain organized records for all investments.
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Support preparation of audited and unaudited financial statements and reporting.
Financial Planning and Analysis
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Work with large financial data sets to perform analyses related to treasury management and capital management.
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Conduct analyses including weekly or quarterly liquidity reviews, monthly cash flow reporting, and capital status updates.
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Analyze financial results by monitoring variances and identifying trends.
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Assist with annual budgeting and quarterly forecasting.
Contract Management and Procurement
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Collaborate with internal colleagues and contract management teams to execute procurement contracts and solicitations.
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Route vendor agreements, invoices, and related documentation for approvals.
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Monitor expense accruals and review for accuracy.
Operational Strategy and Process Improvement
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Support operational initiatives and identify opportunities for process improvements.
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Develop and maintain systems, protocols, and documentation (e.g., process guides, onboarding resources, CRM processes).
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Coordinate with internal stakeholders and incorporate feedback into operational practices.
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Assist with planning and coordinating internal meetings and briefings on operational topics and industry developments.
Required Skills and Qualifications
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Strong understanding of finance and financial concepts.
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Excellent analytical and problem-solving skills with strong attention to detail.
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Ability to work with large financial data sets and perform financial analysis.
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Strong organizational and project management skills with the ability to manage multiple priorities.
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Ability to meet time-sensitive deadlines while maintaining accuracy.
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Strong written and verbal communication skills with the ability to summarize complex concepts clearly.
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Proficiency in Microsoft Office, particularly Excel.
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Proactive, solutions-oriented mindset with strong judgment and critical thinking.
Preferred Qualifications
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Experience with fund accounting.
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Experience with budgeting or financial planning.
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Experience analyzing large financial data sets related to treasury or capital management.
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Exposure to financial accounting, management accounting, bookkeeping, structured or leveraged finance, or investment operations.
Education
Required: Bachelor’s degree
Preferred areas of study include:
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Finance
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Public Policy
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Mathematics
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Computer Science
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Other quantitative or technical disciplines
Previous experience in investment operations, financial accounting, or finance-related roles is preferred.
Technology & Systems
Tools used in this role may include:
Microsoft Office 365, SharePoint, Salesforce, Tableau, Enterprise financial systems (e.g., Advent Geneva, Oracle-based systems)
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Integrated Staffing values a diverse, inclusive workforce and we provide equal employment opportunity for all applicants and employees. All qualified applicants for employment will be considered without regard to an individual’s race, color, sex, gender identity, gender expression, religion, age, national origin or ancestry, citizenship, physical or mental disability, medical condition, family care status, marital status, domestic partner status, sexual orientation, genetic information, military or veteran status, or any other basis protected by federal, state or local laws. Integrated Staffing will reasonably accommodate qualified individuals with disabilities to the extent required by applicable law.
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