Sr. Financial Analyst

Bloom Energy, a solid oxide fuel cell company, is looking for a Sr Financial Analyst to join its world-class team. This individual should be a dynamic professional who is looking for a rewarding future in one of today’s most exciting technologies.

The candidate will support the Corporate FP&A team. The ideal candidate is expected to have a solid understanding of financial statement analysis, passionate to drive financial automation and support various business partners. The role will include assisting in putting together financial presentations, driving operational efficiencies, as well as optimizing financial performance.

Location: This position will be based in San Jose, CA.

Role and Responsibilities

• Financial Analysis & Reporting
  • Analyze actual financial performance against forecasts and budgets, providing insights into variances and identifying key trends.
  • Prepare and deliver financial reports, including variance analysis, monthly/quarterly/annual financial summaries, and other ad-hoc reporting for senior management.
  • Assist in the preparation and presentation of quarterly and annual business reviews.
• Forecasting & Budgeting
  • Support the preparation of monthly, quarterly, and annual forecasts, ensuring accuracy and alignment with corporate objectives.
  • Collaborate with cross-functional teams to gather data and inputs for forecasting and budgeting processes.
• Process Automation & Data Management
  • Drive initiatives to automate and streamline financial planning and reporting processes using tools such as Excel, QuickBase, and other financial software to create meaningful dashboards with key performance indicators.
  • Maintain and enhance financial models to support ongoing planning, forecasting, and decision-making.
• Financial Modeling & Business Insights
  • Develop and maintain complex financial models to support strategic business decisions.
  • Provide analytical support for financial decision-making, including ROI analysis, cost-benefit analysis, and scenario planning.
• Collaboration & Stakeholder Management
  • Work closely with other finance teams (e.g., accounting, treasury, and business finance) to ensure consistency in financial reporting and alignment of strategic objectives.
  • Partner with business leaders to understand operational performance and provide actionable financial insights.
• Continuous Improvement
  • Identify opportunities to improve and optimize financial processes, tools, and systems.
  • Support ad-hoc projects as needed to improve financial reporting accuracy and efficiency.

Skills and Experience

• Financial Analysis & Reporting:
  • Strong experience in financial analysis, forecasting, and reporting, with a proven ability to analyze large data sets and provide actionable insights.
  • Advanced proficiency in Microsoft Excel (e.g., pivot tables, complex formulas, financial modeling).
  • Experience with financial systems and tools (e.g., Oracle).
• Automation & Data Visualization:
  • Strong experience in automating financial processes, including using tools like Tableau, or similar platforms to create interactive dashboards.
  • Familiarity with coding or scripting for process automation (e.g., Python, VBA, SQL) is a plus.
• Communication & Business Partnering:
  • Excellent communication skills with the ability to present complex financial data to non-financial stakeholders.
  • Ability to build strong relationships across functional teams and collaborate effectively.
• Problem-Solving & Critical Thinking:
  • Strong analytical and problem-solving skills with the ability to identify trends, issues, and opportunities in financial data.
  • Ability to adapt to changing priorities and work in a fast-paced environment.
• Attention to Detail:
  • Meticulous attention to detail with a commitment to ensuring data accuracy and integrity.

Educational Requirements

• Bachelor’s degree (BS/BA) in Accounting or related field
• CPA, CMA or MBA preferred

Key Competencies

• Detail-Oriented: Demonstrates a high level of attention to detail, ensuring accuracy in financial data.
• Self-Starter: Takes initiative in identifying and solving problems, improving processes, and driving automation.
• Team-Oriented: Works collaboratively across various teams to achieve common goals.
• Adaptability: Thrives in a dynamic, fast-paced environment and adapts quickly to changes in priorities and processes.