Senior Financial Analyst
EV Charging Infrastructure | Investor, Owner & Operator
Location: Remote (U.S.), with occasional travel for periodic company offsites
Reports To: Chief Financial Officer
ABOUT OUR CLIENT
Talisman Advisory Partners is delighted to be partnering with a growth-stage EV charging infrastructure investor, owner, and operator that is building the charging infrastructure needed for the future of real estate. Our client partners with multifamily owners, operators, hotels, and other real estate organizations to deploy and operate Level 2 EV charging solutions, eliminating the upfront capital costs and ongoing operational and technology burdens traditionally associated with EV charging.
The business is backed by a leading institutional sustainable infrastructure investor and is scaling its national portfolio.
THE ROLE
Our client is seeking a Senior Financial Analyst to serve as the central owner of the company’s underwriting model, corporate financial model, and Investment Committee (IC) materials. This is a blended role: you will run day-to-day underwriting and deal analysis for the Go-To-Market (GTM) team, own the analytical and reporting infrastructure that supports every deal decision, and provide senior-level judgment on model integrity, assumptions, and IC-ready outputs.
You will also partner with the Strategy/Data team to track operational performance against underwriting assumptions, support insurance matters, and act as a point of quality and guidance for junior analytical support. This role is a great fit for someone who wants to sit at the center of how the company evaluates, finances, and communicates its deals, with real ownership from day one.
WHAT YOU'LL DO
Underwriting & Corporate Financial Model
▪ Model Ownership: Run and maintain the corporate financial model, ensuring it reflects current
assumptions, deal structures, and business logic.
▪ Underwriting: Lead day-to-day underwriting for new prospective deals, sizing economics and flagging key risks and sensitivities for the GTM team.
▪ Customer-Facing Materials: Build clear, compelling proposals, pro formas, and deal summaries that GTM can bring directly to prospects and partners.
▪ IC Materials: Own the end-to-end IC materials process, packaging underwriting outputs, key
assumptions, and risks into a clear investment narrative for a senior audience.
▪ IC Support: Serve as a primary point of contact for IC-related questions and follow-ups on deal
economics.
Operational Tracking, Model Refresh & Collaboration
▪ Actual-to-UW Tracking: Work with the Strategy/Data team to track how live sites and portfolios are performing against original underwriting assumptions.
▪ Model Refresh: Use actual operating data (utilization, revenue per session, opex/capex) to periodically update and recalibrate model assumptions and drivers.
▪ Data Analysis: Pull, clean, and analyze operational data from the charging network, deployment
partners, and internal systems to support both deal analysis and model updates.
▪ Cross-Functional Collaboration: Partner with GTM, Strategy/Data, Operations, and Finance to keep deal analysis, IC materials, and the financial model consistent and current.
▪ Ad Hoc Analysis: Support the Finance team on special projects (M&A, fundraising, FP&A) and other analytical requests as they arise.
REQUIRED SKILLS
▪ 3+ years of experience in financial analysis, investment/underwriting analysis, corporate finance, or a related analytical role.
▪ Advanced Excel skills, including financial modeling, deal analysis, and scenario/sensitivity analysis.
▪ Demonstrated ownership of a financial or underwriting model, including maintaining and evolving it over time.
▪ Experience building materials for external or senior-audience consumption (e.g. customer-facing
proposals, Investment Committee memos, board decks).
▪ Strong analytical and problem-solving skills, with the ability to translate operational data into clear financial takeaways.
▪ Detail-oriented, organized, and comfortable working independently in a build-mode environment.
▪ Strong communication skills; able to work cross-functionally with GTM, Strategy/Data, Investments, and Finance.
▪ Ability to work remotely within the United States with reliable internet access, and to maintain the
confidentiality of financial information.
PREFERRED EXPERIENCE
▪ Experience owning or building underwriting models in infrastructure, EV, real estate, or other capital-intensive or investment settings.
▪ Experience supporting or presenting to an Investment Committee or similar deal-approval process.
▪ Familiarity with SQL, Power BI, Tableau, or similar data analysis and visualization tools.
▪ Experience tying operational and data-source metrics back to financial or investment models.
▪ Exposure to corporate insurance programs or risk management.
COMPENSATION & BENEFITS
▪ Base Salary: $120,000 to $150,000 (U.S. remote).
▪ Bonus: Eligible for an annual discretionary bonus, with target payout commensurate with role and
experience.
▪ Equity: Eligible for a long-term incentive program.
▪ Benefits: Medical, dental, and vision; 401(k) with company match; 20 days of paid time off plus
company holidays.
WHY THIS OPPORTUNITY
EV adoption is creating significant infrastructure opportunity for real estate owners across the country. Our client’s model removes the financial, operational, and technological barriers that have traditionally made EV charging difficult for property owners. The company is building a national platform in a rapidly developing market, and the analysis this role produces directly shapes which deals it pursues and how they are communicated. The successful candidate will have direct visibility into that commercial impact and will help decision making.
This is an exciting opportunity to join a team delivering a high-impact solution for EV infrastructure and to help shape the future of sustainable transportation and mobility.
HOW TO APPLY
This search is being managed by Talisman Advisory Partners. To be considered, please submit your resume to the Talisman team via link the below or alternatively, email kaeli.long@talismanap.com with the subject line “Senior Financial Analyst, EV Infrastructure: [Your Name]”. All applications and enquiries will be handled in strict confidence