Overview
This role involves owning the financial planning and analysis function to support leadership with budgeting, forecasting, and capital decision-making through rigorous financial analysis.
Job Type: Full Time
Base Pay: $84,000–$140,000 annually
Reports To: Chief Financial Officer
Bonus: Discretionary
Supervises: No direct reports (individual contributor)
Location: Remote (U.S.-based) with approximately 10% travel for leadership meetings and site visits
Responsibilities
Financial Planning & Budgeting
- Lead and coordinate the annual budget process, including building and maintaining consolidated operating and capital budgets.
- Collaborate with business unit leaders to develop budget inputs and produce the executive budget package.
- Maintain rolling forecasts (monthly and quarterly), updating assumptions based on actual results, operational changes, and strategic priorities.
- Develop and maintain budget templates, driver-based forecast models, and scenario planning tools usable by business partners without finance translation.
Reporting & Variance Analysis
- Prepare and distribute monthly financial reporting packages comparing actuals to budget, prior periods, and full-year forecasts with clear variance explanations tied to operational drivers.
- Build and maintain executive dashboards and KPI reports for leadership and board-level audiences.
- Partner with accounting to ensure the close process integrates cleanly into FP&A reporting; identify and resolve data quality issues.
Capital Planning & Project Finance Support
- Develop financial models for capital projects and development investments, including cash flow projections, ROI, payback, and sensitivity analyses.
- Support annual and long-range capital planning; track committed spend against budgets and flag variances.
- Provide analytical support for financing decisions, including debt capacity modeling, coverage ratio analysis, and capital structure scenarios in coordination with treasury and legal teams.
Business Partnering & Decision Support
- Act as a finance business partner to operations and project teams, translating financial data into operational context.
- Respond promptly and accurately to ad hoc analytical requests from executive leadership and business unit leaders.
- Prepare materials for lender reporting, investor updates, and board presentations as needed.
Competencies
- Build accurate, auditable financial models with clear assumptions and outputs.
- Understand operational drivers behind financial results and explain causes.
- Deliver all financial packages and requests on time and with high quality.
- Communicate financial information clearly to non-finance audiences, adjusting detail as appropriate.
- Adapt to ambiguity in a high-growth environment by creating necessary structures.
- Maintain data integrity and proactively identify errors before escalation.
Education & Experience
- Bachelor's degree in Finance, Accounting, Economics, or related field.
- Minimum 2 years of FP&A, corporate finance, or financial analysis experience; experience in energy, infrastructure, or capital-intensive industries preferred.
- Proven experience owning or supporting full budget and forecast cycles.
- Strong financial modeling skills including 3-statement operating models, driver-based budgets, DCF analysis, and capital project cash flow projections.
- Advanced proficiency in Excel and experience with financial planning software.
- Experience with ERP systems (e.g., Sage, SAP, Oracle, NetSuite) for actuals reconciliation.
- Proficiency in PowerPoint for creating executive-quality financial presentations.
Preferred Qualifications
- FP&A experience in energy, infrastructure, real estate, or project finance-intensive companies.
- Familiarity with project finance concepts such as capital budgeting for long-lived assets, debt capacity analysis, and coverage ratios.
- Experience with business intelligence tools like Power BI or Tableau for financial dashboards.
- CFA Level I or MBA with finance concentration.
- Experience preparing lender reporting packages, board financial presentations, or investor materials.
Work Environment
- Fully remote position with a home office setup for daily planning and analysis.
- Occasional travel (~10%) for leadership meetings, annual planning sessions, and site visits.
- Deadline-driven role with predictable periods of higher intensity around month-end close, budget cycles, and board meeting preparation.
- Requires self-direction and effectiveness without in-person supervision; regular communication with CFO and finance team via video and shared tools.
Compensation & Benefits
- Competitive base salary: $84,000–$140,000 annually
- Discretionary bonuses
- Monthly remote work stipend
- Health insurance including a no-cost plan
- Dental and vision insurance
- 401(k) plan with company match
- Paid leave totaling approximately 33 days annually (120 hours PTO, 40 hours paid sick leave, 13 paid holidays)
Additional Information
- Employment offers are contingent upon successful completion of a thorough background check.
- Equal Opportunity Employer: All qualified applicants will receive consideration without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other protected characteristic under applicable law.