Generate Capital Logo

Generate Capital

Senior Analyst, Strategic Finance

Posted One Month Ago
Be an Early Applicant
Hybrid
San Francisco, CA
100K-125K Annually
Senior level
Hybrid
San Francisco, CA
100K-125K Annually
Senior level
Develops portfolio analytics, financial models, valuations, forecasts, dashboards, and strategic planning insights. Improves scalable data and reporting processes, maintains corporate and business models, analyzes financial risk and performance, and communicates findings to senior stakeholders. Partners with FP&A, Asset Management, Technology, Investor Relations, and other teams while using AI and analytical tools to support diligence and business priorities.
The summary above was generated by AI

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 processes that improve accuracy, efficiency, and continuity

  • Partner with FP&A, Asset Management, and Technology to improve data flows and financial reporting

  • Support the Strategic Business Plan, including dashboards, bottom-up analysis, forecasting, and variance analysis

  • Maintain, troubleshoot, and improve the corporate model and the business models that feed it

  • Build analytical tools, use AI thoughtfully to accelerate work, and support diligence, Investor Relations, FP&A, and other team priorities

Candidate qualifications & core characteristics:

  • 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

  • Strong analytical judgment, including the ability to break down multivariable problems and separate signal from noise

  • Experience designing and implementing scalable processes or analytical frameworks

  • Clear, concise communication and strong interpersonal skills

  • A collaborative, low-ego working style and the ability to switch contexts and adapt quickly

  • Practical familiarity with AI tools; experience with SQL, Power BI, Python, R, or planning systems is a plus

Generate’s compensation packages are dependent on the facts and circumstances of each case. Salary decisions take into account a wide variety of factors including, but not limited to: skill sets, experience and training, licensure and certifications, geographic location, and other business and organizational needs. A reasonable estimate of the base salary range for this role is $100,000 - $125,000. In addition, the compensation package may include a discretionary bonus and other benefits, including health care benefits, retirement benefits, benefits permitting paid days off (including sick leave, parental leave, and paid time off or vacation benefits), and other benefits that must be reported for federal tax purposes. It is not typical for an individual to be hired at the top of this range.

Generate Capital is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of actual or perceived race, color, creed, religion, ancestry, citizenship status, age, sex, marital status, sexual orientation, gender identity, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal, state, or local laws.

Similar Jobs

46 Minutes Ago
Easy Apply
Remote or Hybrid
US
Easy Apply
120K-340K Annually
Senior level
120K-340K Annually
Senior level
Enterprise Web • Hardware • Internet of Things • Software
Leads complex enterprise sales into pharmaceutical and biotech accounts, managing opportunities from prospecting through close, proof of concept, and expansion. Builds executive and operator relationships, develops account strategies, coordinates channel partners, forecasts pipeline, demonstrates manufacturing and laboratory software, and closes value-based deals with VP- and C-level stakeholders. Requires expertise in life sciences manufacturing or lab solutions, SaaS/PaaS, MEDDPICC, Salesforce, and AI-enabled sales productivity.
Top Skills: Ai ToolingCloud SolutionsEbrEdhrErpIotLesLimsMesPaasSaaSSalesforce
46 Minutes Ago
Easy Apply
Hybrid
Easy Apply
99K-166K Annually
Mid level
99K-166K Annually
Mid level
Artificial Intelligence • Cloud • Information Technology • Machine Learning • Software • Big Data Analytics • Automation
Create motion and static brand assets for social, advertising, campaigns, presentations, events, and video. Collaborate with creative, marketing, communications, and events teams to deliver polished work through a creative request pipeline. Maintain brand consistency, manage multiple projects, respond to feedback, and use AI tools such as Claude and Gemini to accelerate ideation and production.
Top Skills: Adobe Creative SuiteAfter EffectsClaudeFigmaGeminiIllustratorMonday.ComPhotoshop
59 Minutes Ago
Hybrid
92K-115K Annually
Junior
92K-115K Annually
Junior
Aerospace • Artificial Intelligence • Cloud • Machine Learning • Software • Cybersecurity • Defense
Design, develop, debug, and test embedded software for aerospace systems. Collaborate with cross-functional teams to define requirements, integrate hardware and software, complete projects on schedule, conduct code reviews, and implement testing procedures. The role also involves applying embedded C/C++, real-time operating systems, microcontroller architectures, communication protocols, debugging tools, and software development lifecycle practices.
Top Skills: CC++Communication ProtocolsEmbedded SystemsHardware-Software IntegrationMicrocontrollersReal-Time Operating Systems (Rtos)

What you need to know about the Los Angeles Tech Scene

Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.

Key Facts About Los Angeles Tech

  • Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
  • Key Industries: Artificial intelligence, adtech, media, software, game development
  • Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
  • Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account