Manager, Financial Planning & Analysis

Summary

The Manager, Financial Planning/Analysis, will be responsible for managing the financial planning, budgeting, and analysis function within the organization. This role involves developing financial models, analyzing financial data, consolidating financials and providing strategic financial insights to support business decisions. The Manager will report to the VP of Finance and work with regional finance team members, the CFO and other Finance/Accounting team members to fulfill financial analysis and forecasting needs for this PE owned, multidivisional district energy company. This team-oriented person will work across the organization to take ownership of the analysis of both financial and operational data including preparation of monthly financial reporting for the board and delivering financial analysis to the PE owner as needed, as well as accountability for the long-term financial forecasting for the company.

Principle Responsibilities

• Oversee Financial Planning, Budgeting and Reporting:
  • Develop and manage financial plans and budgets, ensuring alignment with company goals and objectives
  • Work with resources in regional operations to guide budget assumptions and budget development
  • Prepare the consolidated monthly reporting for the board and quarterly reporting for the PE owner
  • Develop financial reports and presentations for senior management and the board, including periodic and timely updates of corporate forecasts and ad hoc requests
  • Financial analysis will primarily include forecasting Income and Cash Flow Statements
• Long-range Planning: Lead financial modeling efforts to develop and take ownership of long-term forecasts, including annual updates for the long-range, 20+ year financial plan for the business
• Budgeting System and Processes:
  • Ongoing analysis of the budgeting and financial systems as well as processes to improve efficiency, accuracy and relevance of reporting
  • Support the corporate and operating divisions by providing thoughtful analysis which can identify areas for improvement
• Provide the financial analysis support for all corporate financing activities
• Work with the ERP (NetSuite) and budgeting software (NSPB) to access and upload data

Requirements

EDUCATION/LICENSE

• Preference given to a bachelor’s or master’s degree in business administration, finance or accounting

• CFA, CPA (active or inactive license) helpful

 EXPERIENCE:

• Minimum of five years professional experience in financial analysis, preference given to those with:

• • Experience in corporate development, investment banking, private equity or management consulting
  • Experience and knowledge of financial modeling, including company valuation and operating models
  • Experience or interest in power & utilities, energy, or district energy
  • Experience with planning & budgeting and ERP systems

TECHNICAL SKILLS:

• Excellent, demonstrable Excel skills, as well as other Microsoft Office products (PowerPoint and Word)
• Strong quantitative and critical thinking skills
• Demonstrated knowledge of financial building blocks (accounting, capital structure, valuation analysis)
• Ability to work with financial reporting software
• Proficiency with analytics warehouse or similar tool used to create reporting and dashboards is helpful

OTHER SKILLS:

• Demonstrated oral and written communication skills coupled with analytical and interpersonal skills
• Focus on attention to detail, ability to review work of others for accuracy and cohesiveness across the company
• Trustworthy and dependable with the ability to multi-task and manage multiple projects concurrently
• Highly motivated with a willingness to learn and solve problems
• Strong independent judgment and discretion (will need to be able to communicate with employees at all levels of the company and PE owner)

PHYSICAL REQUIREMENTS:

• Eyesight sufficient for computer use and paperwork
• Ability to travel by ground transportation and by air throughout the United States 
• Hearing sufficient for extensive telephone use
• Speaking in a group setting

WORKING CONDITIONS:

• Role is expected to be primarily remote due to geographic disbursement across the U.S.; if a candidate is located near a corporate location there is opportunity to be in an office
• Preference for those located in the Eastern Time or Central Time zone, but strong candidates in other US locations will also be considered
• Depending on the time zone of the employee and given geographic disbursement of the company, irregular hours and higher accountability / responsiveness may be required around monthly reporting and budget completion
• Travel estimated at once a quarter