Senior Financial Associate, FP&A

CSC Leasing is a $1.3 billion equipment financing company purpose-built for the innovation economy. We partner with venture capital and private equity-backed companies across capital-intensive industries-from advanced manufacturing and life sciences to aerospace and industrial automation-providing the flexible financing solutions that high-growth companies need to scale without diluting their equity. Unlike traditional lenders who shy away from emerging technologies and pre-profitability businesses, we lean in, underwriting the future by combining deep sector expertise with a venture-informed credit philosophy. Our team operates at the intersection of finance and innovation, evaluating leading-edge technologies and bold business models every single day. If you thrive on intellectual curiosity, want a front-row seat to the companies reshaping entire industries, and believe that smart capital can be a catalyst for transformational change, CSC is where you belong. The Role: CSC Leasing is entering a new phase of financial sophistication and operational scale. With over $1.3 billion in assets under management, we are modernizing our financial planning, reporting architecture, and analytics capabilities to support a fast-growing, capital-intensive business. We are seeking a highly analytical and systems-savvy finance professional to help elevate and transform our FP&A function. This role blends advanced financial modeling, structured finance exposure, data analytics, ERP integration, and executive-level reporting. As we continue to scale, we are investing in modern financial capabilities and building a best-in-class Finance function that blends analytical rigor, operational excellence, and innovative thinking. Key Responsibilities: Financial Planning, Modeling & Strategic Forecasting Develop and maintain enhancement of CSC's integrated three-statement financial model, including long-term projections aligned with growth strategy. Own and continuously refine forecasting processes (monthly, quarterly, annual, and long-range). Conduct scenario planning and sensitivity analyses to evaluate growth pacing, capital allocation, and liquidity impact. Monitor and model bank covenant compliance and headroom, proactively identifying potential risks and mitigation strategies. Support capital structure planning and funding analysis in partnership with the CFO and Treasurer. Structured Finance & Transaction Support Support structured finance, leveraged finance, and ABS/securitization-related analyses. Assist in preparation of financial materials for banking partners and funding vehicles. Evaluate transaction impacts on liquidity, leverage, and long-term financial health. Executive Financial Reporting Produce and deliver monthly financial reporting packages (P&L, Balance Sheet, Cash Flow Statement) for the CEO, President, and CFO. Develop standardized reporting formats that translate financial data into clear, decision-ready insight for senior leadership and the Advisory Board. Partner with Accounting to ensure data integrity and alignment between general ledger output and FP&A reporting. Own the monthly reporting calendar and drive accountability for deliverables across contributing functions. Reserves, Provisions & Portfolio Analytics Support analysis and modeling of residual value reserves, credit loss provisions (CECL), and cash reserve requirements. Analyze portfolio performance metrics including yield, delinquency, charge-offs, and residual realization rates. Translate portfolio trends and financial health indicators into concise reporting for leadership and banking relationships. Budgeting, Expense Management & Growth Discipline Strengthen company-wide budgeting processes and enhance expense management visibility. Analyze cost drivers and operating leverage to support disciplined scaling. Develop forward-looking tools to ensure growth is paced appropriately relative to capital and liquidity. Partner with department leaders to improve financial accountability and performance management. Reporting Modernization & Systems Enablement Partner with Accounting and Technology to align ERP reporting with FP&A models and leadership outputs. Develop executive dashboards using Power BI, Tableau, or similar tools to provide timely, decision-oriented visibility. Identify and implement opportunities to automate and streamline reporting and analytical processes. Improve reporting cycle speed, accuracy, and analytical depth. Qualifications: Required: Bachelor's degree in Finance, Accounting, or a related field 5-8 years of FP&A, Corporate Finance, investment banking, or transaction advisory experience, preferably in a high-growth or analytically rigorous environment Advanced Excel modeling skills; ability to build and maintain complex three-statement financial models Experience with Power BI, Tableau, or similar data visualization tools, including dashboard design and monthly reporting packages Strong understanding of accounting principles and ability to interpret financial statements Exceptional analytical, problem-solving, and storytelling skills Strong communication and presentation abilities with confidence engaging senior leaders High attention to detail, intellectual curiosity, and a continuous improvement mindset Brings a strong sense of ownership, proactively identifying issues and opportunities, driving analyses to completion, and ensuring stakeholders have clear, actionable recommendations Ability to thrive in a fast-paced, entrepreneurial environment Preferred: Experience in equipment leasing, specialty finance, commercial lending, or asset-based lending Familiarity with lease accounting standards (ASC 842), revenue recognition, and reserve methodologies (CECL) Experience with ERP and financial systems such as NetSuite, Adaptive Insights, Power Query, SQL, or similar tools Experience supporting transaction advisory services or investment banking initiatives MBA, CFA, CPA, or FPAC certification Skills for Success: We have organized the critical skills required to be successful into the following key areas: Advanced Financial Analysis & Modeling - the ability to build, maintain, and evolve complex financial models (including three-statement models, forecasts, and scenario analyses) that integrate accounting accuracy with forward-looking business insights. Data Analytics & Visualization - the ability to design, develop, and maintain intuitive dashboards and reports using Power BI, Tableau, or similar tools, enabling leadership to access clean, timely, and actionable data on demand. Strategic Insight & Storytelling - the ability to translate complex financial and operational data into clear, compelling narratives that highlight trends, risks, opportunities, and performance drivers for both financial and non-financial audiences. Business Partnership & Executive Communication - the ability to collaborate cross-functionally, anticipate leadership data needs, and present insights with clarity, confidence, and sound judgment to senior leaders, including the President, CFO, and Advisory Board. Systems Thinking & Continuous Improvement - the ability to identify gaps in processes, tools, and data architecture and proactively design scalable solutions that improve the efficiency, accuracy, and sophistication of CSC's FP&A capabilities. How This Role Impacts CSC: The Senior Financial Associate will: Modernize FP&A processes and financial reporting architecture Strengthen integration between NetSuite, treasury, and executive reporting Build scalable financial models supporting capital planning and liquidity forecasting Improve reporting speed, accuracy, and sophistication for senior leadership and Advisory Board Enhance analytics supporting structured finance, ABS/securitization, and funding strategy Raise the technical rigor and credibility of financial insights across the organization More About CSC Leasing At CSC, we equip innovators with the tools they need to accelerate progress and build a better future. Founded in 1986, CSC is a family owned and operated business located in Richmond, Virginia. With $1.3 billion in assets under management, CSC provides flexible financing alternatives to companies ranging from venture and private equity backed companies to Fortune 500 companies. Check us out at: Life at CSC Leasing What We Believe - Company Vision and Values At CSC, we believe in the power of innovation to reshape the world. We are committed to enabling businesses to thrive by providing flexible and forward-thinking financial solutions. Our vision is simple yet profound: We envision a world reshaped by the ingenuity of innovators. We are guided by six core values that shape our culture and define how we work: The Golden Rule - We treat others as we wish to be treated. Innovation - We look ahead to identify opportunities with the potential to make things better. Integrity - We speak with candor and honor our commitments because our word is our bond. Ambition - We strive for excellence, fueled by determination and a relentless work ethic. Humility - We value what people bring to the table and appreciate other viewpoints. Optimism - We know anything can be accomplished with ingenuity, commitment, and collaboration. At CSC, we don't just provide financial solutions-we build long-term partnerships that help businesses turn vision into reality. Overview Of Our Employee Benefits Please visit: CSC Leasing - Culture & Careers Please note that this job description does not contain a comprehensive list of responsibilities and tasks required for this role. The job description, as well as its responsibilities and tasks, may change at any time with or without notice.

Created: 2026-03-04