Director of Financial Planning and Analysis

Company: Leading Distributed Generation (DG) Renewable Energy Platform

Overview

Our client is a rapidly growing distributed generation renewable energy company focused on the development, financing, construction, and operation of solar, storage, and other distributed energy assets across the United States. The company is seeking a Director of Financial Planning & Analysis to lead corporate and project-level financial planning, budgeting, forecasting, and strategic analysis during a period of significant growth.

Reporting to the CFO, this individual will serve as a key business partner to executive leadership, providing financial insights that support capital allocation, operational performance, and long-term strategic decision‑making.

Key Responsibilities

• Lead the annual budgeting process, quarterly forecasting cycles, and long-range strategic planning.
• Develop and maintain integrated financial models covering corporate operations, project development, construction, and operating assets.
• Prepare monthly, quarterly and annual financial reporting packages for executive leadership and investors.
• Analyze variances between actual results, budget and forecast, providing actionable recommendations.

Strategic Finance & Business Partnership

• Partner with Development, Asset Management, Capital Markets, Operations and Executive Leadership teams to evaluate business performance and investment opportunities.
• Support strategic initiatives including M&A, joint ventures, new market expansion and capital deployment decisions.
• Conduct scenario analysis, sensitivity modelling and investment return assessments across the portfolio.
• Provide financial insights that drive operational efficiency and profitability.

Capital Planning & Investor Reporting

• Assist in liquidity planning, corporate cash forecasting and capital allocation analysis.
• Support debt and equity financing activities through financial modelling and diligence materials.
• Prepare board, lender and investor presentations highlighting company performance and outlook.
• Collaborate with Capital Markets and Accounting teams to ensure consistency between forecasts and reported results.

Reporting & Process Improvement

• Establish and enhance FP&A processes, reporting tools, dashboards and KPIs.
• Drive implementation and optimisation of financial systems and business intelligence platforms.
• Develop standardised reporting packages and management metrics across the organisation.
• Build scalable processes to support continued growth and portfolio expansion.
• Manage and mentor FP&A team members.
• Foster a culture of analytical rigour, accountability and continuous improvement.
• Partner cross‑functionally to improve financial transparency and decision‑making throughout the organisation.

Qualifications Required

• Bachelor's degree in Finance, Accounting, Economics or related field.
• 8+ years of progressive FP&A, corporate finance, investment banking, private equity, infrastructure or renewable energy experience.
• 3+ years of leadership or management experience.
• Advanced financial modelling, budgeting, forecasting and analytical skills.
• Strong understanding of financial statements, cash flow forecasting and corporate finance principles.
• Expert-level Excel skills and experience with financial planning systems.
• Excellent communication and presentation skills with experience interacting with senior executives and investors.

Preferred

• Experience within renewable energy, distributed generation, infrastructure, power or energy transition sectors.
• Familiarity with solar, battery storage, community solar or distributed energy project economics.
• Experience supporting private equity‑backed or high‑growth organisations.