Entry Level Financial Planning and Analysis Lead Jobs
New grad financial planning and analysis lead jobs are open to recent graduates and entry level candidates with zero to two years of experience, where strong internship work or a portfolio of budgeting and forecasting projects can matter more than a long resume. Most openings reflect a mix of on-site, remote, and hybrid settings across Healthcare & Medical Services, Insurance, and Manufacturing, with employers like Waters, Ascensus, and Tektronix hiring at this level now.
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INTRODUCTION
Sol Systems is seeking a full-time Senior Associate to join our team. This person will report to the Senior Director of Corporate Finance and FP&A and be part of the larger team that supports the business units. The Senior Associate’s primary focus will be on tracking and reporting financial and operational performance of business units, updating short-term and long-term forecasts, budgeting, financial analysis and modeling. The role will also assist with the enhancement of the existing processes and procedures using AI and other automations to better track and report financial performance and key drivers of operations at Sol. Sol Systems is an Independent Power Producer (IPP) committed to building, owning, and managing clean energy infrastructure that benefits local communities. With GWs of projects across 30 states, Sol integrates energy storage and grid resiliency solutions to deliver reliable, sustainable power to Fortune 500 companies, municipalities, utilities, and schools. Through strategic partnerships and community reinvestment, Sol ensures clean energy development drives long-term economic and environmental benefits. Founded in 2008 and led by its founder, Sol Systems is dedicated to shaping an energy future we can all believe in.
KEY RESPONSIBILITIES:
- Perform financial analysis of monthly, quarterly, and annual financial and operational performance of Sol’s business units to explain main drivers and variances of actual performance from previous projections and budget
- Creation of monthly management and quarterly board level presentations and dashboards
- Collaborate with business teams to forecast growth, cash flows, working capital, and track and report performance at the portfolio, product and department levels
- Manage the coordination, compilation, analysis and reporting of Key Performance Indicators to management and investors
- Prepare and update financial forecasts on a cash and P&L basis with the focus on cost tracking and reporting for Sol’s business units
- Drive productivity growth by developing automated reporting and analysis using AI, database integrations, python scripts, or other tools to enhance existing processes and improve internal and external reporting
- Maintain and improve company’s financial models
- Support the team on capital planning and liquidity forecasting
- Manage vendor credit analysis and related risk management processes
- Support corporate financial transactions including debt facilities, equity transactions, and acquisitions or dispositions
- Continually improve annual corporate budgeting process, financial projections and operating forecast through coordination with department leads and business unit leads
- Run ad hoc reports and sensitivities with relatively short turnaround times
BASIC QUALIFICATIONS
- Bachelor’s degree in Finance, Accounting, Economics or a related field
- Demonstrated ability to manipulate complex sets of financial data and create financial models
- Ability to interpret and present data in a visually compelling format to financial and non-financial audiences
- Advanced Excel and Power Point user
- Ability to develop and deploy AI based tools, agents, and processes to automate recurrent tasks
- Power BI, Power Query, VBA, python and/or SQL skills a plus
- Experience with Enterprise Performance Management software is a plus. The FP&A team uses Workday Adaptive Planning
- Knowledge about the solar energy industry a plus
LOCATION & HOURS:
This is a full-time role and will be based in our Washington, DC office.
COMMITMENT & COMPENSATION:
The base salary for this role is between $100,000 and $120,000 annually, depending on the candidate’s experience, qualifications, and overall fit for the position. In addition, Sol Systems provides health insurance, retirement benefits, partial gym reimbursement, education benefits, parental leave, paid vacation, sick and federal holidays, and the opportunity to work in a unique and dynamic environment.
TO APPLY:
Please submit a resume, cover letter and salary requirements.
DEADLINE:
We hope to hire for these positions immediately and will review applicants on a rolling basis.
Sol Systems is an equal-opportunity employer, and does not discriminate based on gender, race, ethnicity, orientation, creed, or other traits. Sol Systems supports and encourages candidates of all backgrounds to apply.
INTRODUCTION
Sol Systems is seeking a full-time Senior Associate to join our team. This person will report to the Senior Director of Corporate Finance and FP&A and be part of the larger team that supports the business units. The Senior Associate’s primary focus will be on tracking and reporting financial and operational performance of business units, updating short-term and long-term forecasts, budgeting, financial analysis and modeling. The role will also assist with the enhancement of the existing processes and procedures using AI and other automations to better track and report financial performance and key drivers of operations at Sol. Sol Systems is an Independent Power Producer (IPP) committed to building, owning, and managing clean energy infrastructure that benefits local communities. With GWs of projects across 30 states, Sol integrates energy storage and grid resiliency solutions to deliver reliable, sustainable power to Fortune 500 companies, municipalities, utilities, and schools. Through strategic partnerships and community reinvestment, Sol ensures clean energy development drives long-term economic and environmental benefits. Founded in 2008 and led by its founder, Sol Systems is dedicated to shaping an energy future we can all believe in.
KEY RESPONSIBILITIES:
- Perform financial analysis of monthly, quarterly, and annual financial and operational performance of Sol’s business units to explain main drivers and variances of actual performance from previous projections and budget
- Creation of monthly management and quarterly board level presentations and dashboards
- Collaborate with business teams to forecast growth, cash flows, working capital, and track and report performance at the portfolio, product and department levels
- Manage the coordination, compilation, analysis and reporting of Key Performance Indicators to management and investors
- Prepare and update financial forecasts on a cash and P&L basis with the focus on cost tracking and reporting for Sol’s business units
- Drive productivity growth by developing automated reporting and analysis using AI, database integrations, python scripts, or other tools to enhance existing processes and improve internal and external reporting
- Maintain and improve company’s financial models
- Support the team on capital planning and liquidity forecasting
- Manage vendor credit analysis and related risk management processes
- Support corporate financial transactions including debt facilities, equity transactions, and acquisitions or dispositions
- Continually improve annual corporate budgeting process, financial projections and operating forecast through coordination with department leads and business unit leads
- Run ad hoc reports and sensitivities with relatively short turnaround times
BASIC QUALIFICATIONS
- Bachelor’s degree in Finance, Accounting, Economics or a related field
- Demonstrated ability to manipulate complex sets of financial data and create financial models
- Ability to interpret and present data in a visually compelling format to financial and non-financial audiences
- Advanced Excel and Power Point user
- Ability to develop and deploy AI based tools, agents, and processes to automate recurrent tasks
- Power BI, Power Query, VBA, python and/or SQL skills a plus
- Experience with Enterprise Performance Management software is a plus. The FP&A team uses Workday Adaptive Planning
- Knowledge about the solar energy industry a plus
LOCATION & HOURS:
This is a full-time role and will be based in our Washington, DC office.
COMMITMENT & COMPENSATION:
The base salary for this role is between $100,000 and $120,000 annually, depending on the candidate’s experience, qualifications, and overall fit for the position. In addition, Sol Systems provides health insurance, retirement benefits, partial gym reimbursement, education benefits, parental leave, paid vacation, sick and federal holidays, and the opportunity to work in a unique and dynamic environment.
TO APPLY:
Please submit a resume, cover letter and salary requirements.
DEADLINE:
We hope to hire for these positions immediately and will review applicants on a rolling basis.
Sol Systems is an equal-opportunity employer, and does not discriminate based on gender, race, ethnicity, orientation, creed, or other traits. Sol Systems supports and encourages candidates of all backgrounds to apply.
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Top Industries Hiring
- Healthcare & Medical Services
- Insurance
- Manufacturing
- Medical Devices
- Renewable Energy
Entry Level Financial Planning and Analysis Lead Jobs: Frequently Asked Questions
How do I get an entry level financial planning and analysis lead job?
Employers at this level look for candidates who can demonstrate hands-on exposure to financial modeling, variance analysis, or budgeting, even through coursework, internships, or personal projects. A degree in finance, accounting, or economics builds the foundation, but proficiency in Excel, familiarity with ERP systems, and the ability to communicate data-driven insights clearly give entry level applicants a real edge during the hiring process.
Which companies hire entry level financial planning and analysis leads?
Companies hiring entry level financial planning and analysis leads right now include Waters, Ascensus, and Tektronix, based on current listings on Migrate Mate as of November 2026. At this level, hiring comes from a broad range of organizations, including corporate finance teams at large enterprises, growing mid-size companies building out their FP&A function, and startups that need analytical support early in their growth.
Are there remote entry level financial planning and analysis lead jobs?
Yes, though remote availability varies by employer and industry. About 25% of entry level financial planning and analysis lead openings are remote or hybrid as of November 2026, reflecting how finance teams have adapted to flexible work. Many fully on-site roles still exist, particularly at companies where in-person collaboration with budget owners and business partners is a core part of the job.
Are these new grad financial planning and analysis lead jobs?
Yes, many of the financial planning and analysis lead roles listed here are new grad and junior positions that welcome recent graduates and candidates with limited professional experience. A new-grad-friendly posting typically welcomes zero to two years of experience, accepts internship or academic project work in lieu of full-time history, and may offer structured onboarding or mentorship to help early-career analysts develop quickly.
Which industries hire the most entry level financial planning and analysis leads?
Entry Level financial planning and analysis lead roles concentrate in Healthcare & Medical Services, Insurance, and Manufacturing, based on current listings on Migrate Mate as of November 2026. These sectors tend to drive early-career FP&A hiring because they operate with complex cost structures, recurring budget cycles, or rapid growth that creates demand for analysts who can build models and support strategic decision-making from day one.