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Finance Manager

Role overview

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
  • 7-10 years of progressive finance, FP&A, accounting, or corporate finance experience.
  • 1-2 years of experience leading and developing teams.
  • Strong experience preparing executive-level financial reporting and performance analysis.

Responsibilities

  • Prepare and distribute monthly consolidated financial performance reports, summarizing results by region and business line.
  • Lead the consolidated forecasting and annual budgeting processes across multiple regions and business lines.
  • Manage the monthly close process, including preparation and review of accruals, reclassification entries, and other adjustments necessary to ensure financial accuracy.
  • Produce and maintain new business reporting, including bookings, pipeline conversion metrics, and related performance indicators.

Key facts

Hard skills

Other skills

  • Budgeting
  • Forecasting
  • Leadership
  • Team Building
  • Collaboration
  • Communication

About the company

CLEAResult logo

CLEAResult

Cleantech / Climate Tech

CLEAResult is the largest provider of energy efficiency, energy transition and decarbonization solutions in North America. Since 2003, our mission has been to change the way people use energy. Today, our experts lead the transition to a sustainable, equitable, and carbon-neutral future for our communities and our planet. Our hometown teams collaborate with a diverse network of local partners to deliver world-class technology and personalized services that make it easy for commercial and industrial businesses, governments, utilities, and residential customers to reduce their energy use and carbon footprint. CLEAResult is headquartered in Austin, Texas, and has over 2,400 employees in more than 60 cities across the U.S. and Canada. CLEAResult is a portfolio company of TPG’s global impact group, The Rise Fund.

Company details

Company typeLarge
IndustryCleantech / Climate Tech
Company size1001 - 5000

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Job description

At CLEAResult, we lead the transition to a sustainable, equitable, and carbon-neutral energy-efficient future for our communities and our planet. We do that by creating a people-first culture built on trust, accountability, and transparency; where every employee – regardless of position, role, or identity is treated with respect and given an equal chance to thrive.

Additionally, you will enjoy:
• Medical, Dental, and Vision Insurance; we also offer a company-paid health care concierge service to help navigate our health plan to make the best decisions for you and yours
• 401(k) with company match
• Paid vacation, sick, personal and parental leave time
• Paid Volunteer Time: giving back to our communities is important to us
• Employee Recognition Program – convert your recognition points into gift cards
• Employee Assistance Program – offers benefits to help you manage daily responsibilities
• Access to on-demand training courses to advance further in your career

Job Description

CLEAResult is seeking an experienced and highly analytical Finance Manager to lead financial planning, reporting, forecasting, and controllership activities across the organization. This role will serve as a key business partner to operational and regional leaders, providing actionable financial insights that support strategic decision-making and operational excellence.


The Finance Manager will own critical financial processes including budgeting, forecasting, monthly reporting, variance analysis, and financial performance reviews. Additionally, this leader will oversee a small team, develop finance talent, and ensure the accuracy and integrity of financial data used by executive leadership.


Key Responsibilities


Financial Reporting & Analysis

  • Prepare and distribute monthly consolidated financial performance reports, summarizing results by region and business line.
  • Develop monthly management reporting packages that clearly communicate business performance, key trends, and variances to budget, forecast, and prior year results.
  • Analyze revenue, operating expenses, and capital expenditures, identifying financial risks, opportunities, and recommended corrective actions.
  • Perform detailed variance analysis and reconciliations against forecasts and annual operating plans.

Forecasting, Budgeting & Planning

  • Lead the consolidated forecasting and annual budgeting processes across multiple regions and business lines.
  • Partner with operational and business leaders to develop accurate financial projections and support strategic decision-making.
  • Monitor financial performance throughout the year and provide recommendations to achieve financial objectives.
  • Ensure consistency and accuracy of financial submissions from regional and business line finance teams.

Controllership & Close Process

  • Manage the monthly close process, including preparation and review of accruals, reclassification entries, and other adjustments necessary to ensure financial accuracy.
  • Maintain ownership of below-the-line bookings and associated forecasts, ensuring completeness and compliance with financial reporting requirements.
  • Prepare Income Statement (IS) and Balance Sheet (BS) reporting used in the calculation and reporting of Credit EBITDA.
  • Partner with accounting and finance teams to ensure strong financial controls and reporting integrity.

Business Development & Contract Reporting

  • Produce and maintain new business reporting, including bookings, pipeline conversion metrics, and related performance indicators.
  • Manage and report on the contract database, including tracking won contract values and business growth metrics.
  • Provide analysis of sales performance and business development trends to support growth initiatives.

Leadership & Collaboration

  • Lead, coach, and develop finance professionals, fostering a high-performance and collaborative team environment.
  • Build strong partnerships with operational, commercial, and executive leadership teams to support strategic and financial objectives.
  • Drive continuous improvement in financial processes, reporting methodologies, and planning tools.

Qualifications


Required Experience

  • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
  • 7-10 years of progressive finance, FP&A, accounting, or corporate finance experience.
  • 1-2 years of experience leading and developing teams.
  • Demonstrated experience owning the budget, forecast, and financial reporting cycle for a business unit, function, or organization.
  • Strong experience preparing executive-level financial reporting and performance analysis.
  • Proven ability to partner effectively with operational leaders and influence business decisions through data-driven insights.
  • Experience managing monthly close processes and financial reporting requirements.

Preferred Qualifications

  • MBA, CPA, CMA, or other relevant financial certification.
  • Experience in professional services, energy, sustainability, consulting, or project-based organizations.
  • Advanced proficiency in Excel, financial modeling, and enterprise financial systems.
  • Experience working with large datasets and business intelligence/reporting tools.

DOT Requirements

If applicable, meet all DOT qualification requirements and comply with all applicable federal, state, and local transportation regulations.

Compensation Range

$86,300.00 - $129,400.00

Currency

USD

Type

Salary

Any offered salary is determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees and certifications (e.g. JD/technology), for example.

CLEAResult will not provide sponsorship or support for immigration status or work authorization including for international students. Applicants must be authorized to work in the country where the position is located without the need for employer sponsorship or support. Successful hires must pass pre-employment checks.

Equal Opportunity Employer

As an Equal Opportunity Employer, we are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant’s race, color, religion, national origin, marital status, age, sex, gender identity, sexual orientation, status as a qualified individual with a disability or protected veteran, or any other protected status.

The above job description and job requirements are not intended to be all inclusive. CLEAResult retains the right to make changes or adjustments to job descriptions and/or requirements at any time without notice.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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