Financial Analyst

The Opportunity

Join our expanding Finance team as a Financial Analyst where you will provide key support to our executive team by analyzing performance trends and forecasting to inform business strategy.  You will utilize your expertise to provide accurate, data-based information on Trimark’s profitability, solvency, stability, and liquidity.

The Team

This role reports to our Controller and works in close collaboration with our small team financial experts.  You will also work closely with our executive team, Directors, and external stakeholders to achieve goals.

The Environment

This role is based at our corporate headquarter office in Folsom, CA.  You can be successful in this role in an office-based or flex-based working arrangement.  This role provides flexibility for up to two remote work days per week.

You will work in a controlled office under artificial lighting.  You may be required to sit for extended periods of time using a keyboard and monitor display, lift up to 20lbs, and push/pull up to 50lbs.  Some travel to other locations may be required.

Growth & Development

As a direct contributor to Trimark’s management team your work products will have high visibility and offer an opportunity to improve company performance directly and significantly by evaluating and driving efficiencies. The position has a potential for career growth as Trimark builds out its analytical capabilities.

Your Key Contributions

• Provide accurate and timely financial information and analysis to support management decision making, including analysis of current and past trends and unexpected variances in revenue, cost of sales, operating expenses and capital expenses, and key performance indicators.
• Regular/recurring reporting, including month-end financials, KPIs, analysis, work-in-progress (WIP), labor utilization, and actual vs. budget comparisons.
• Lead recurring and ad hoc planning exercises and develop and maintain analytical models to support these, including pipeline and backlog revenue forecasting, annual sales and revenue targets, annual headcount planning, annual departmental operating budgets, quarterly income and balance sheet forecasting, cash forecasting, strategic initiatives, etc.
• Improve performance by evaluating processes to drive efficiencies and understand the profit margin with respect to each project and product category, including analysis of direct costs for purposes of pricing projects and services, allocating costs to projects, etc.
• Assess the financial risk of Trimark’s key clients and vendors
• Investor analysis support: Assist in investor processes including due diligence, valuation analysis, modeling synergies, and integration planning.
• Financial Modeling: Develop and maintain complex financial models to evaluate various financial plans. This includes scenario analysis and sensitivity analysis to assess risks and opportunities.
• Data Analysis & Reporting: Analyze financial data and reports to provide actionable insights to senior management. Ensure accurate and timely reporting of financial performance.
• Stakeholder Collaboration: Work closely with different departments and stakeholders to gather information and align financial plans with business strategies.
• Investment Appraisal: Assess and appraise potential investment opportunities, providing detailed reports and recommendations.
• Assist and provide back-up to accounting with project setups, record changes and customer invoicing.
• Perform other duties and special projects as assigned.

Traits for Success

• Bachelor’s Degree in Accounting, Finance, or related field
• 3-5+ years’ progressive growth in financial planning and analysis within the accounting function
• Knowledge of Generally Accepted Accounting Principles (GAAP)
• Advanced competency with MS Excel and PowerBI
• Experience working with NetSuite or major ERP System
• Experience with best practices for modeling, including valuations and conversion assumptions based on historical data
• Ability to develop productive working relationships with internal and external stakeholders
• Drive to work independently towards achievement of agreed outcomes
• Strong presentation, written, and verbal communication skills
• BONUS: Experience with project-based accounting
• BONUS: Knowledge of Oracle and SQL databases
• BONUS: FPAC
• BONUS: Knowledge of renewable energy industry

We’re not perfect (no one is!)  If your skillset is a bit different than what we’ve identified but you share our passion for renewable energy and believe you can make a valuable contribution to the role we’d love to learn more about you!

Getting to Know Us

Top applicants will be invited to an introductory call with one of our talent team members so we can share some background with you and understand what intrigues you about this opportunity.  The hiring team will select from our talent pool for a virtual face-to-face conversation with our Controller, followed by a virtual face-to-face conversation with our CFO, and an onsite meeting with the team you will collaborate with on a day-to-day basis.  The introductory process will also include a practical application exercise to assess aptitude for valuation modeling and an onsite meeting with the team you will collaborate with on a day-to-day basis.

Trimark

Trimark is an industry leader in the movement towards a greener grid and a cleaner future.  We enable a carbon-free electric power system by securely delivering control, metering, communication and revenue/performance optimization solutions for independent power producers and utilities.

Our products and services are at the forefront of generating dispatchable power from renewable plants by combining the intermittent renewable resource with energy storage. Our team designs systems from concept to commissioning, including system and network architecture, software development, component assembly, technology configuration, installation, testing, certification, ongoing support, and maintenance.

Our Community

We are passionate about creating a sustainable future through advanced technology and innovative ideas.  Our teams are collaborative, dedicated, and approach each challenge with curiosity and a sense of humor.

INTEGRITY • INTELLECTUAL CURIOUSITY • TRANSPARENCY

INNOVATION, COMPETENCE, & ONTIME DELIVERY

MAINTAINING WORK LIFE SYNERGY • EFFECTIVE COMMUNICATION

Employee Support & Benefits

• Work-Life Synergy
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Flexible Spending Account
• Long Term Disability
• Short Term Disability
• Life/AD&D Insurance
• Voluntary Life Insurance
• Critical Illness Insurance
• Accident Insurance
• Hospital Indemnity Insurance
• Pet Insurance
• 401K with employer match
• Student Loan Assistance
• 529 Saving Plan
• Open Paid Time Off
• Paid Sick Leave
• Paid Holidays
• Employee Assistance Program
• Referral Program
• Lunch & Learn Sessions
• Onsite Gym & Snacks
• Employee Events

Legal Notes

Equal Opportunity Statement

Trimark is committed to compliance with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in Company operations and prohibits unlawful discrimination by any employee of the Company, including supervisors and coworkers.

E-Verify Statement

Trimark will provide the Social Security Administration, and if necessary, the Department of Homeland Security, with information from each new employee’s Form I-9 to confirm work authorization. Please note that we do not use this information to pre-screen job applicants.

Work Authorization

This role is Not Eligible for sponsorship by Trimark, including future sponsorship.  Candidates must reside in the United States.

Pay Transparency

This announcement is open to job levels II-III.  The base pay range for this position is $75,000-110,000 annually, with starting salary typically falling in the mid-range for the level.  This is an overtime Exempt position.  Compensation is based on market rate, job level, job related knowledge, skills, experience, education, and certifications.  This is a Full Time opportunity.

Candidate Safety

Trimark engages in structured hiring process during which you will meet with multiple team members.  We do not issue offers based on email contact and will not ask for your personal or sensitive information prior to an accepted offer.  Communications from our talent team will come from the trimarkassoc.com or greenhouse.io domains.  

Unsolicited Candidate Referrals

Trimark values our strategic partnerships with our agency partners who may supplement our internal recruitment team’s efforts from time to time.  To submit candidates for consideration, agency partners must have an executed agreement signed by Trimark’s president and a job specific requisition.  Without such agreements in place, Trimark will not pay a fee to any agency.  Unsolicited referrals from any source other than directly from a candidate will be considered Trimark property and will be considered to have been referred by the agency free of any charge or fee.  This includes resumes, partial resumes, candidate profiles, and candidate details or information.