Financial Analyst

Financial Analyst – CPV Retail at Competitive Power Ventures

Competitive Power Ventures, Inc. ("CPV"), headquartered in Silver Spring, MD, with offices in Braintree, MA and Houston, TX, is uniquely positioned to leverage global technology and financial partnerships to modernize America’s power generation. CPV is seeking a motivated Financial Analyst to join its Finance & Treasury team, based in Sugar Land, TX. The analyst will support the company’s financial operations and liquidity management in the dynamic retail energy market, monitoring cash flows, managing AR facility utilization, performing collateral and credit support analyses, and assisting in monthly close and forecasting activities.

• Monitor daily cash collections, payments, balances, and facility availability through the financial portal and other financial systems.
• Maintain an up-to-date schedule of accounts payable with expected due dates to determine appropriate advance request amounts and ensure liquidity for energy settlements and supplier payments.
• Independently calculate and validate interest and factoring fees to ensure accuracy in financing costs.
• Partner with the accounting team to record monthly entries related to AR facilities, interest, and borrowing activities, ensuring that financial statement deliverables are accurate and on time.
• Maintain the cash model to show actual AR facility utilization, borrowing base status, and cash availability to management.

• Run and distribute weekly collateral reports, ensuring timely visibility into energy supplier, ISO, and credit support positions.
• Maintain and update the forecast of expected collateral requirements based on market activity, customer load, and forward positions.
• Monitor bonds and letters of credit for expiry dates, coordinating renewals or replacements as needed to maintain compliance with market and supplier requirements.
• Support the Risk Management team in the issuance and management of new collateral and credit instruments.

• Run and analyze month-end close reports including Labor and ODC (Other Direct Costs) budget vs. actuals, providing insight into cost drivers across retail and wholesale operations.
• Download and reconcile fixed cost reports and invoices, updating the budget vs. actual model and investigating variances.
• Provide variance explanations for significant cost movements or unexpected charges.
• Update and refine forecasts for upcoming months, reflecting changes in booked MWhs, pricing trends, and operational spending.

• Assist in preparing monthly and quarterly financial presentation materials for executive review.
• Support the development of management reports that summarize financial performance, cash position, and collateral status.
• Help transform complex data into clear, actionable insights to support strategic decision‑making in a volatile energy market.

• Bachelor’s degree in Finance, Accounting, Economics or related field required.
• 2‑5 years of experience in financial analysis, treasury, or accounting, preferably in the retail energy, power, or commodities industry.
• Advanced proficiency in Microsoft Excel (financial modeling, pivot tables, and data analysis).
• Experience with ERP or accounting systems (e.g., Net Suite, SAP, Oracle).
• Understanding of energy markets, ISO settlements, and collateral requirements preferred.
• Strong analytical and problem‑solving skills.
• Excellent attention to detail and accuracy.
• Effective communication and presentation abilities.
• Ability to thrive in a fast‑paced, data‑driven, and regulated environment.
• Preferred:
  Prior experience preparing and maintaining detailed budgets, forecasts, and financial outlooks, with the ability to analyze variances and provide actionable insights to management.
• Must pass a pre‑employment criminal background check and financial credit check.

• Competitive compensation and benefit package.
• Opportunity to learn the electric generation business from the industry’s leading experts and contribute to modernization of America’s power grid.
• Intellectually stimulating and collaborative work environment.

CPV holds all employees to the highest ethical standards and is committed to conducting business with integrity, transparency and honesty to ensure our success.

CPV is an Equal Opportunity Employer.