• Record journal entries and perform account reconciliations; • Support the monthly financial close; • Prepare and analyze financial statements; • Manage and monitor fixed assets; • Provide client support and clarify accounting-related inquiries; • Assist in structuring and improving accounting processes; • Participate in ERP implementation and configuration projects.

• Review, model, analyze, and rebalance investment portfolios. • Create balance sheets, allocation reports, performance reports, cash flow analysis, Monte Carlo simulations, and other client reports. • Assist in all aspects of client service, including but not limited to spreadsheets, analyses, letters, tax documentation, emails, presentations, and data input.

• Responsible for the technical administration, calculation, and optimization of the firm’s third-party compensation programs • Support the calculation, administration, and payment of third-party compensation programs • Partner with Legal and business stakeholders to implement new or amended agreements • Source, reconcile, and validate large volumes of data from CRM, billing, custody, and accounting systems • Validate compensation results, identify risks and recommend scalable technical solutions • Identify opportunities to standardize and automate third-party compensation processes

Uplight is creating a new category of energy. We make software that manages energy resources in homes and businesses including things like smart thermostats, electric vehicles, solar panels, storage batteries, heat pumps, and even people’s behavior to generate, shift, or save energy to balance the grid, making it more efficient and reliable. This creates clean energy capacity that can be used by the power grid instead of burning more fossil fuels. Our solutions accelerate the transition to clean energy and save money for energy customers. We are looking for a Senior Analyst to drive our company forward, and help us lead the clean energy revolution! This is a flexible and remote-friendly role based in the United States with occasional travel for team offsites. You'll join a purpose-driven, collaborative culture where curiosity, ownership, and impact are celebrated. How You Will Make an Impact: This is an exciting opportunity for someone to enhance the future of our post-sales operations across both Implementation and Account Management. Reporting to the Director of Commercial Operations, this is a high-impact individual contributor role for a dynamic problem-solver who can work in fast-paced environments with senior-executive level visibility. It offers a path to broader operational leadership opportunities as Uplight scales, as you will be a key partner in improving the systems, reporting, and workflows that power client delivery, retention, and margin visibility. As a Senior Analyst, you will play a pivotal role in driving business performance by improving the quality, visibility, and scalability of our post-sales operations. You will be an individual contributor responsible for managing critical operational processes across client retention, implementation reporting, and systems administration. The Senior Analyst will collaborate closely with Account Management, Professional Services, Implementation, Finance, Sales, Legal, Product, and Operations to deliver accurate reporting, streamline workflows, and support operational success. Success in this role will be measured by improvements in data integrity, process efficiency, stakeholder satisfaction, and the team’s ability to scale through automation and AI-enabled ways of working. Client Operations and Retention - Compile the monthly churn forecast, partnering with Account Management leadership to ensure strong data hygiene and clear visibility into retention risk and renewal outlook through reporting and dashboarding - Deliver weekly customer satisfaction (CSAT) reporting, track trends over time, and surface actionable insights to leadership - Maintain templates and documentation that support standardized account transitions, contract visibility, and client lifecycle management - Turn operational data into trend reporting and actionable insights that improve decision-making and management visibility - Evaluate and improve customer satisfaction methodology to better incorporate operational and client outcome-based metrics - Assess the value and application of client segmentation approaches and refresh the methodology as needed to better support prioritization and retention strategies - Support leadership in cross-functional quality initiatives and other trend analysis efforts that benefit the business - Identify bottlenecks in the Account Management lifecycle and implement process improvements that streamline work across Commercial, Finance, and Operations teams - Ensure renewal dates, contract values, and related retention data are accurate and consistently maintained, improving visibility from sales handoff through long-term client management - Track revenue recognition and cost milestones, maintain related forecasts, and surface gaps or risks early to support timely revenue recognition and stronger cross-functional planning Implementation Operations - Track contingent revenue in coordination with Professional Services and Implementation leadership to improve reporting accuracy and forecast confidence - Lead the monthly cost and utilization reporting cycle, ensuring data quality, timely reporting, and smooth coordination across teams - Build a scalable path to Finance handoff and longer-term process ownership - Own the source of truth in Wrike, with responsibility for data accuracy, project health indicators, and cost data integrity - Serve as Wrike administrator on the Implementation-side to ensure consistency of Implementation and Professional Services projects and data inputs and outputs - Support integrations across Wrike, Salesforce, and Jira to improve process continuity and reduce manual work - Manage the transfer of key data from Wrike to Finance, including revenue timing, time tracking, and related project information - Act as the primary liaison between Finance and Project Management / Implementation leadership to ensure alignment, timely issue resolution, and process improvement Process Improvement, Automation, and AI Innovation - Partner with post-sales and cross-functional leaders to continuously improve workflows, reduce administrative burden, and strengthen operational rigor - Identify areas with heavy manual data movement or repetitive coordination and lead the implementation of process and system improvements - Implement best practices to increase efficiency, improve reporting quality, and create more scalable ways of working across Account Management and Implementation - Actively seek and test opportunities to leverage AI across the organization, including use cases such as project status summarization, client-ready update drafting, sentiment analysis, predictive churn insights, and proactive internal nudges - Help evolve the team’s technology stack beyond manual spreadsheets by improving adoption, integration, optimization, and long-term system design - Partner with Finance and the Deliver & Operate pillar to improve forecast-to-contract accuracy through biannual churn/ARR reviews and ongoing refinement of the forecasting process What You Bring to Uplight: - Experience: 5-8 years of experience in operations, project management, commercial or sales operations, consulting, implementation, client operations, or financial analysis roles. Energy industry experience is a plus. - Strong operational project management skills, with experience managing multiple complex workflows, stakeholders, and deadlines - Excellent organizational and time-management abilities, with attention to detail and a systems-oriented mindset - Advanced skills in Google Sheets and experience working in systems such as Wrike, Salesforce, and Jira, and business intelligence tools such as Looker and Tableau - Ability to ask strategic questions and dive into problems without deep subject matter expertise on day one - Ability to lead with influence, especially with senior-level leaders and cross-functional team members - Ability to drive accountability across teams with persistence, tact, and strong cross-functional judgment - Ability to work collaboratively in a fast-paced environment and manage multiple priorities effectively - Strong analytical and reporting skills, with the ability to turn complex operational data into clear insights, recommendations, and action plans - Effective communication and interpersonal skills, capable of collaborating with diverse teams and stakeholders - Education: Bachelor’s Degree in Business, Finance, Economics, Operations, or a related field. MBA is a plus. Bonus Points: - Systems Thinking: Proven ability to identify broken workflows, eliminate duplicate work, and improve operational processes at scale - Analytical: Strong analytical skills with the ability to understand and articulate complex operational and financial concepts - Adaptability: Flexible and able to thrive in a fast-paced, deadline-driven environment - Curiosity: Excitement to learn about AI and Uplight’s post-sales processes, systems, and delivery model is key to your success - Passion: Enthusiastic about energy efficiency and sustainability, with a commitment to advancing our mission - Teamwork: Prior experience working with Account Management, Implementation, Professional Services, Finance, or Sales teams Don’t meet every single requirement? Studies have shown that women, marginalized genders and people of color are less likely to apply to jobs unless they meet every single qualification. At Uplight we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles. Why Join Uplight in Leading the Fight Against Climate Change? At Uplight, we're not just offering a job – we're offering a chance to be part of the solution to one of the world's biggest challenges. As a certified B Corporation, we're deeply committed to both social and environmental responsibility. Here's why you should join our team of passionate Uplighters: - Make a Meaningful Impact: Your work directly impacts our mission of decarbonization and building a more sustainable future. - Grow Your Career: We offer ample advancement opportunities, robust learning and development programs, and a supportive team environment that fosters collaboration and innovation. - Thrive: We offer comprehensive benefits, including flexible time off, generous parental leave, a wellness stipend, and work flexibility to help you thrive both personally and professionally. - Belong to an Inclusive Community: We celebrate diversity and foster an inclusive workplace where everyone feels respected, empowered, and heard. Our Employee Resource Groups offer opportunities to connect with colleagues who share your interests and backgrounds. - Be Part of a Growing Movement: Join a team of dedicated individuals who are passionate about creating a more sustainable future. We offer a collaborative environment where your ideas are valued and your contributions Salary Range: $82,160 to $102,700 USD + bonus Application Deadline: May 1, 2026 In accordance with the Colorado Equal Pay for Equal Work Act, the approximate annual base compensation range is listed above. The actual offer, reflecting the total compensation package and benefits, will be determined by a number of factors including the applicant's experience, knowledge, skills, and abilities, as well as internal equity among our team. Uplight provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type without regard to race (including hair texture and hairstyles), color, religion (including head coverings), age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.