PE
Pivot EnergyFinancial Asset Management Analyst
Analyst supporting financial reporting and risk management for solar energy portfolio at Pivot Energy. Collaborating with cross - functional teams to ensure project performance and compliance.
About the role
- Own the development and execution of AgentSync’s financial strategy in alignment with company goals
- Serve as a core member of the executive team and strategic advisor to the CEO
- Lead long-range planning, scenario modeling and capital efficiency efforts across the business
- Evaluate growth initiatives, pricing strategies, and investment opportunities through a financial lens
- Lead forecasting, budgeting and financial modeling processes to support key strategic decisions
- Deliver clear, actionable financial insights and OKRs to the CEO, board and leadership team
- Evaluate and model the financial impact of new initiatives, product investments and market expansion
- Provide strategic direction to the accounting function; oversee month-end close, revenue recognition and compliance
- Support the Controller in managing day-to-day accounting operations, including payroll, AP/AR, and GL functions
- Ensure timely, accurate, GAAP-compliant financial reporting and support audit readiness
- Implement scalable financial controls, processes and systems to support company growth
- Oversee cash flow management and capital planning
- Lead the development and enhancement of financial systems, tools, and internal control frameworks
- Develop KPIs, dashboards, and reporting tools that translate financial data into actionable insights
- Collaborate cross-functionally to drive margin improvement, cost optimization, and revenue acceleration
- Build and scale a high-performing finance and accounting team
- Foster a culture of ownership, accountability and financial literacy across the company
Requirements
- 10+ years of progressive Finance leadership experience within VC backed high-growth SaaS organizations
- Deep expertise in financial planning, accounting principles (e.g., GAAP), systems implementation, and compliance
- Expertise in leading lean Finance organizations where balancing strategy and execution is a must
- Strong operational acumen and a track record of influencing strategic business outcomes
- Proven ability to manage audits, implement scalable processes, and drive organizational change
- Exceptional communication skills with executive presence; able to convey complex financial concepts to both technical and non-technical audiences
- Demonstrated ability to adapt to new technologies, processes, and systems.
Benefits
- 25%-30% Annual company bonus program
- Equity in the form of stock options
- Medical - Cigna plans with 100% employee paid premiums on 2 plan options
- Dental - 100% paid premium plan for you and your dependants
- Vision - 100% paid premium plan for you and your dependants
- Employee Assistance Plan
- 401(k) retirement savings plan
- HSA employer contributions
- Flexible PTO
- 12 paid holidays per year
- 12 weeks parental leave w/generous return to work stipend
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