Role Description We are looking for a highly analytical and relationship-driven professional who can combine strong underwriting expertise with business development and deal origination skills. This role is ideal for someone who understands commercial real estate finance end-to-end — from sourcing opportunities and underwriting deals to structuring transactions and managing closings. - Underwrite commercial real estate transactions across multiple asset classes including multifamily, office, retail, industrial, hospitality, and mixed-use - Analyze borrower financials, rent rolls, operating statements, tax returns, and market data - Build and review financial models, cash flow projections, and valuation analyses - Structure loan terms and investment scenarios based on risk assessment and deal strategy - Source and originate new commercial lending opportunities through brokers, borrowers, investors, and industry relationships - Manage deal flow from initial screening through closing - Coordinate due diligence, legal documentation, title, third-party reports, and closing requirements - Present investment and lending recommendations to leadership - Maintain relationships with lenders, brokers, borrowers, and capital partners - Monitor market trends and identify strategic lending and investment opportunities Qualifications - 4+ years of experience in commercial real estate underwriting, investment analysis, mortgage banking, acquisitions, or loan origination - Strong understanding of commercial lending structures and CRE financial analysis - Experience underwriting income-producing properties and evaluating investment opportunities - Proven ability to source, negotiate, or originate commercial deals - Experience working with banks, private lenders, debt funds, bridge loans, agency financing, or institutional capital - Advanced Excel and financial modeling skills - Strong communication and negotiation abilities - Ability to thrive in a fast-paced, entrepreneurial environment Requirements - Preferred Background - We are especially interested in candidates with experience in: - Commercial mortgage banking - CRE acquisitions or investment analysis - Loan origination and capital markets - Debt/equity structuring - Institutional or private real estate lending Benefits - Competitive base salary + performance-based compensation - Opportunity to work on high-value commercial transactions - Career growth within an expanding real estate finance platform - High exposure to acquisitions, underwriting, and capital markets - Collaborative and entrepreneurial team environment

Role Description We are seeking a strategic and analytically rigorous Finance Business Partner to join the Strategic Finance / FP&A team as our dedicated commercial finance lead. This individual will own revenue and sales forecasting, quota-setting, and commercial metrics for the combined Arcadia and ENGIE Impact go-to-market organization, serving as the connective tissue between Finance, Sales, Marketing, and Customer Success. This is a high-visibility, high-impact role for a finance professional who thrives at the intersection of data and strategy. You will partner directly with the CRO and GTM leadership to translate business performance into financial insight and financial targets into commercial plans. The ideal candidate combines rigorous quantitative skills and financial expertise with genuine curiosity about energy, climate, and the enterprise software businesses that are reshaping how companies manage their operations. Arcadia is open to fully remote candidates and employees have access to co-working spaces. What you'll do: - Own the end-to-end revenue forecast model for the commercial organization, integrating pipeline data, bookings, churn, and expansion assumptions across all GTM segments. - Serve as the primary finance business partner to the CRO, VP of Sales, and GTM leadership, translating financial data into actionable insights that drive quota attainment, headcount decisions, and growth strategy. - Lead the annual quota-setting and territory planning process in close partnership with Sales Operations, ensuring alignment between top-down revenue targets and bottoms-up sales capacity modeling. - Build and maintain dashboards tracking key commercial metrics (ARR, NRR, ACV, win rates, CAC, LTV, payback period, pipeline coverage) and deliver regular reporting to the CFO and executive team. - Support QBRs, board materials, and investor-facing narratives with GTM financial performance analysis and forward-looking commentary. - Partner with Marketing to develop spend efficiency models, track CAC by channel and segment, and assess pipeline contribution from demand generation programs. - Drive financial integration work across the Arcadia and ENGIE Impact commercial teams, including harmonizing revenue definitions, CRM data standards, and go-to-market reporting. - Lead ad-hoc strategic analyses, including pricing and packaging scenarios, market expansion modeling, and M&A revenue diligence — as the company scales post-acquisition. - Continuously improve FP&A processes, tools, and automation in partnership with RevOps, Sales Ops, and the broader Finance team. Qualifications - 5+ years of progressive experience in FP&A, strategic finance, investment banking, or management consulting; at least 2 years supporting a commercial or GTM organization in a SaaS, tech-enabled services, or B2B software environment. - Expert-level financial modeling skills - you can build a bottoms-up sales capacity model, a cohort-based ARR bridge, and a scenario-driven revenue forecast from scratch. - Deep fluency in SaaS and recurring revenue metrics: ARR/MRR, NRR, GRR, ACV, TCV, CAC, LTV, payback period, magic number, and pipeline coverage ratios. - Demonstrated experience supporting quota-setting, territory carving, or incentive compensation design in partnership with Sales Operations. - Strong data skills - proficiency in Excel/Google Sheets at a minimum; experience with Salesforce and BI tools (e.g., Tableau, PowerBI) strongly preferred. - Outstanding communication and executive presence - you are equally comfortable presenting to a CFO, a CRO, or a field sales rep. - A genuine interest in leveraging AI and automation to push FP&A toward more scalable, tech-forward ways of working. - Ability to operate with high autonomy in a fast-moving, post-merger environment where structure is still being built. Requirements - Prior experience modeling revenue for businesses with mixed revenue types, including subscription, usage-based, non-recurring, and treasury revenue. - Prior experience at an energy, sustainability, or climate technology company, or financial partnership experience with a business that sells into enterprise sustainability, procurement, or facilities management buyers. - Familiarity with utility bill management, energy procurement, or sustainability reporting as a product category. - Experience supporting a commercial integration or go-to-market harmonization following an M&A transaction. - Experience with financial planning tools (e.g. Abacum, Pigment, Adaptive Planning). - Experience identifying and implementing AI-driven automation opportunities within FP&A workflows. - SQL and/or Python experience. - MBA or CFA designation. Benefits - "Remote first" culture - work anywhere in the US as long as you have a reliable internet connection. - Flexible PTO - no accrued hours and no limit on the number of vacation days exempt employees can take each year. - 11 annual holidays. - 10 days sick leave. - Up to 2 weeks bereavement leave. - 2 volunteer days off. - 2 professional development days off. - Parental leave benefits for all parents. - 75-95% employer cost coverage for medical, dental, and vision benefits for employees and dependents.

• Lead monthly financial reporting and analytics for regional leadership • Manage regional forecasting and budgeting processes in partnership with operational and clinical leaders • Partner with practices and management to identify and execute initiatives that improve financial performance across the region • Serve as a key financial liaison to Physicians and Practice Leadership, communicating financial results and providing strategic financial guidance • Participate in Practice Board meetings and collaborate with Physician, Practice, and Operations Leadership to prepare and present financial analyses and materials • Develop methodologies to ensure key performance indicators are identified, incorporated, and monitored • Support the regional capital planning process, including financial analysis of new initiatives and ongoing forecasting of capital spend • Conduct timely and thorough analysis of practice financial results, including discounts, expense control, receivables aging, and operating efficiency • Support regional growth initiatives, including product line analysis, financial projections related to physician recruitment, and acquisition activity • Lead, coach, and develop a geographically dispersed team of finance professionals

• Collaboration with managers, directors, and senior leadership on monthly productivity and remediation of variances. • Coordination on and completion of annual operating budgets. • Responsible for month end closing cycle, including reviewing financial information, journal entries, and reviewing for accuracy. • Maintaining and reporting of management systems, reviewing all financial data for accuracy. • Collaborates with accounting staff for fair financial representation. • Evaluating the financial impact of new programs, preparing projections for new building projects, and other projects.