Financial Analyst II (Contract)

Financial Analyst II

Contract Length: 12 Months

Location: Westwood, MA

Schedule: Monday–Friday, 8:00 AM–5:00 PM

Work Arrangement: Hybrid — Tuesday and Wednesday in office required; occasional third in-office day may be needed for meetings

Position Summary

The Financial Analyst II will support financial reporting, financial monitoring, data analysis, budgeting, and operational reporting for energy efficiency programs across multiple states.

This role will provide financial and data oversight to leadership while supporting residential and commercial programs, including customer financing and loan initiatives. The position will work closely with internal teams, consultants, third-party vendors, and lenders to ensure accurate reporting, effective financial management, and compliance with program requirements.

Key Responsibilities

• Monitor, track, and analyze vendor performance data to ensure accuracy and compliance.
• Identify and track data errors and work with third-party vendors to develop solutions.
• Lead cross-functional initiatives and collaborate with internal and external stakeholders.
• Oversee invoicing processes to ensure accuracy and alignment with reported spending.
• Gather and analyze monthly accruals and maintain the accuracy of the accrual process.
• Coordinate contract data requirements and execution with third-party vendors and lenders.
• Monitor spending against contract limitations and work with Procurement teams to adjust contract and purchase order limits as needed.
• Forecast contract spending against planned budgets and coordinate program modifications with vendors.
• Review accounting and budgeting information to ensure completeness, accuracy, and compliance with established requirements.
• Support the preparation of monthly key performance indicators and financial reports.
• Assist with the development and analysis of revenue recovery sources supporting customer financing programs.
• Perform financial analysis, data gathering, and reporting to support business and operational decisions.
• Develop and maintain effective working relationships with management, vendors, and cross-functional teams.

Required Qualifications

• Bachelor’s degree required, preferably in Finance, Accounting, Economics, Mathematics, Business, or a related field.
• 3–4 years of relevant experience in areas such as:
• Project Finance
• Corporate Finance
• Accounting
• Financial Analysis
• Budgeting & Planning
• Energy Efficiency
• Regulatory Reporting
• Financial Modeling
• Strong understanding of financial statements, financial reporting, and financial modeling.
• Experience with budget reporting, project finance, data maintenance, and contract oversight.
• Strong analytical and problem-solving skills with the ability to work independently.
• Demonstrated ability to manage multiple priorities and work effectively under deadlines.
• Strong attention to detail and ability to identify and resolve data discrepancies.
• Excellent written and verbal communication skills.
• Ability to collaborate effectively with management, vendors, and cross-functional teams.

Technical Skills

• Advanced proficiency in Microsoft Excel.
• Proficiency with Microsoft Word and PowerPoint.
• Experience working with business systems and financial databases.
• Ability to run queries and gather data from various systems.
• Experience analyzing large data sets and translating findings into meaningful financial and operational reports.
• Familiarity with financial reporting, budgeting, forecasting, and financial modeling.

Ideal Candidate

The ideal candidate has a strong financial background with experience in financial analysis, budgeting, reporting, forecasting, or project finance. They should be analytical, detail-oriented, comfortable working with large amounts of data, and able to communicate effectively with both technical and business stakeholders.

This is a hands-on financial analyst position requiring strong Excel skills, financial reporting experience, and the ability to work across multiple teams and external partners.