Director of Financial Planning & Annalysis

Job description

Company Overview

Our client is a leading developer, owner, and operator of utility-scale energy storage projects across North America. At the forefront of the fast-growing battery energy storage market, and with projects are helping to transition the nation’s electric grid to a cleaner and more reliable future. This company’s storage projects provide major utilities with a multitude of important services, including reliable fast-ramping capacity, energy, and ancillary grid services, including renewable energy integration support. The Company is independently owned and is among the largest players in the US energy storage sector with a 15+ GWh pipeline and about 1.7 GWh of projects already in operation, construction, or advanced development under contract with utilities and other power buyers. We are headquartered in Newport Beach, California, with employees in multiple regions across the U.S. Our diverse management team has many decades of experience in the renewable energy, utility, and independent power sectors.

Job Description

The Company seeks a passionate and data-driven financial leader to oversee all aspects of the Company’s financial planning and analysis as Director, Financial Planning & Analysis. The Director will lead the Company’s budgeting and forecasting processes to help make informed and intelligent decisions about energy storage project development, investment, and financing opportunities. The Director will report to the CFO.

Key Responsibilities

  • Lead, coordinate, and consolidate budgeting, forecasting, re-forecasting, and reporting processes.
  • Implement processes to enhance cost tracking, including greater visibility into spend and streamlined reporting.
  • Serve as a middle point of contact between senior management and stakeholders. 
  • Analyze and interpret tax equity financing structures in great detail.
  • Partner with colleagues in finance, controller, and IT teams to ensure accuracy, alignment, and efficiency of key budgeting, forecasting, and reporting processes and tools.
  • Ensure proper goal alignment for teams and direct reports, including robust performance and development discussions.
  • Prepare comprehensive business reviews and updates for company executive management, shareholders, and investors.
  • Evaluate the processes, systems, capabilities, and structure of the Finance organization and make appropriate recommendations to optimize.
  • Provide thoughtful insight and support commercial leadership in the development of strategic plans for current and future business needs and opportunities.

Skills and Qualifications

  • 10+ years of progressive experience in Financial Planning & Analysis with a focus on budgeting, forecasting, and financial modeling. Renewable energy industry experience is a significant plus.
  • Bachelor’s degree in Business, Finance, Economics, or Accounting.
  • A deep understanding of project financing and various tax equity structures is essential.
  • Experience working in a cross-functional environment, including with accounting, financial modeling, development, and construction departments.
  • Ability to meet deadlines, handle multiple priorities, and perform job responsibilities accurately while working in a vibrant environment.
  • Strong interpersonal and communication skills and demonstrated ability to influence partners and key business decisions.
  • Proven ability to lead cross-functional teams and build relationships.
  • Skilled at working with GAAP accounting systems (specifically Sage Intacct and Business Dynamics).
  • Tech-savvy with a strong working knowledge of MS Office, including demonstrable expertise with Excel and spreadsheet analysis.
  • Self-starter with natural curiosity, enthusiasm, a desire to learn, and the ability to deal with ambiguity.
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