GoodLeap
Treasury Analyst
GoodLeap, San Francisco, California, United States, 94199
About GoodLeap:
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.
GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
Summary:
The Treasury Analyst at GoodLeap supports the Capital Markets and Treasury teams in funding and selling residential solar and home improvement loans. They manage loan warehouses, whole loan purchase facilities, and asset-backed securitizations while assisting in investor relationship management. The role involves coordinating with lenders, capital partners, and vendors to initiate, price, and settle trades. Advanced Excel and intermediate to advanced SQL skills are required to produce financial models that optimize warehouse allocation, forecast funding and sales, and analyze the cost of capital. The analyst also supports pricing model maintenance and collaborates closely with the Capital Markets, Treasury, Finance, and Accounting teams. This position reports to the VP of Treasury.
Essential Job Duties & Responsibilities:
Initiates, prices, and settles whole loan sales by generating and delivering loan schedules, pricing models, loan agreements, and underwriting documents to investors.Interfaces directly with investors and/or vendors of investors during loan reviews and collaborates closely with other functional departments - including Product Development, IT, Loan Operations, and/or Underwriting - to respond to questions and clear exceptions.Assists management with analysis which supports the implementation of strategies related to the funding and sale of residential solar and home improvement loans.Supports Treasury's funding operation by managing and operating GoodLeap's revolving warehouse credit facilities.Onboards new investors and performs ongoing investor and management reporting.Maintains and develops Microsoft Excel based models including the Sales Engine, Funding Engine, Pricing Model, and Broker Fee tracker. Drives automation by assisting with the development and maintenance of treasury software solutions.Required Skills, Knowledge & Abilities:
Bachelor's degreeExperience in treasury, finance, or asset-backed securitizationsExperience in financial services, consumer finance, or renewable energy financeAdvanced Excel for financial modeling, data analysis, and supporting GoodLeap's consumer finance operationsSkilled in manipulating and analyzing large datasetsStrong written and verbal communication skills to present findings clearly to management, investors, and external partiesAbility to work cross-functionally with Finance, Capital Markets, Product Development, IT, Underwriting, and Loan Operations teams, while professionally representing the company to funding and capital partnersCurious and tenacious problem solverSolid knowledge of finance, accounting, business operationsIntermediate to advanced SQL skills are preferred
Compensation:
$90,000 - $120,000 per year, DOE
Additional Information Regarding Job Duties and Job Descriptions:
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.
GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
Summary:
The Treasury Analyst at GoodLeap supports the Capital Markets and Treasury teams in funding and selling residential solar and home improvement loans. They manage loan warehouses, whole loan purchase facilities, and asset-backed securitizations while assisting in investor relationship management. The role involves coordinating with lenders, capital partners, and vendors to initiate, price, and settle trades. Advanced Excel and intermediate to advanced SQL skills are required to produce financial models that optimize warehouse allocation, forecast funding and sales, and analyze the cost of capital. The analyst also supports pricing model maintenance and collaborates closely with the Capital Markets, Treasury, Finance, and Accounting teams. This position reports to the VP of Treasury.
Essential Job Duties & Responsibilities:
Initiates, prices, and settles whole loan sales by generating and delivering loan schedules, pricing models, loan agreements, and underwriting documents to investors.Interfaces directly with investors and/or vendors of investors during loan reviews and collaborates closely with other functional departments - including Product Development, IT, Loan Operations, and/or Underwriting - to respond to questions and clear exceptions.Assists management with analysis which supports the implementation of strategies related to the funding and sale of residential solar and home improvement loans.Supports Treasury's funding operation by managing and operating GoodLeap's revolving warehouse credit facilities.Onboards new investors and performs ongoing investor and management reporting.Maintains and develops Microsoft Excel based models including the Sales Engine, Funding Engine, Pricing Model, and Broker Fee tracker. Drives automation by assisting with the development and maintenance of treasury software solutions.Required Skills, Knowledge & Abilities:
Bachelor's degreeExperience in treasury, finance, or asset-backed securitizationsExperience in financial services, consumer finance, or renewable energy financeAdvanced Excel for financial modeling, data analysis, and supporting GoodLeap's consumer finance operationsSkilled in manipulating and analyzing large datasetsStrong written and verbal communication skills to present findings clearly to management, investors, and external partiesAbility to work cross-functionally with Finance, Capital Markets, Product Development, IT, Underwriting, and Loan Operations teams, while professionally representing the company to funding and capital partnersCurious and tenacious problem solverSolid knowledge of finance, accounting, business operationsIntermediate to advanced SQL skills are preferred
Compensation:
$90,000 - $120,000 per year, DOE
Additional Information Regarding Job Duties and Job Descriptions:
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!