Director of Financial Planning and Analysis

Our client, a rapidly growing, $100M company in the green energy storage sector, is seeking a Director of Financial Planning and Analysis. This innovative organization leverages its technical expertise to deliver unique solutions to renewable energy customers. The Director of FP&A will report directly to the CFO and be responsible for building and leading the FP&A function within the company.

Role Overview:

The Director of Financial Planning & Analysis will be responsible for developing and implementing a comprehensive financial forecasting and reporting process for the company. This pivotal role will provide strategic financial insights to the executive team and private equity investors to drive the company’s rapid growth. The ideal candidate will have experience in project-based accounting, particularly within the construction or energy sectors, and the ability to build financial models and processes from the ground up.

Key Responsibilities:

• Develop and implement a bottoms-up forecasting process capable of modeling both project-level and company-wide cash flow scenarios.
• Integrate data from various systems into the forecasting model, including Salesforce, Procore, and NetSuite.
• Produce an initial company-wide forecast within the first 60 days, with the goal of refining it over the subsequent 90 days.
• Provide weekly cash flow forecasts and key financial reporting to the executive team and private equity investors.
• Identify opportunities to enhance the company’s accounting processes, particularly in project accounting, and collaborate with the finance team to implement effective solutions.
• Serve as a strategic business partner to the CFO, CEO, VP of Finance, and other leaders, providing financial analysis and recommendations to support decision-making.
• Mentor and develop the finance team, fostering a culture of continuous improvement and process optimization.

Qualifications:

• 10-12 years of relevant experience, preferably in a project-based environment, such as construction or energy industries
• Demonstrated success in building financial forecasting and reporting processes from the outset
• Expertise in project accounting, including percentage of completion accounting
• Strong financial modeling and data analysis skills, with the ability to use tools like Excel, Tableau, and Procore
• Experience integrating data from multiple systems and building automated reporting
• Excellent communication and interpersonal skills, with the ability to present complex financial information to both technical and non-technical stakeholders
• Hands-on, scrappy mindset with a passion for driving process improvements and efficiencies
• Bachelor's degree in Accounting, Finance, or a related field; CPA or MBA preferred

This hybrid role is based in Houston, Texas, with the expectation of 3 days per week in the office. Competitive compensation includes a base salary of $150,000 - $180,000 plus bonus.