Financial Planning & Analysis (Fp&A) Manager

Position Description

Responsible for all aspects of budgeting, forecasting, and firm/project level performance analysis. Support the budgeting and forecasting process, including the annual and 5-year plan the three financial statements. Continuously develop and enhance the rolling 24-month cashflow forecast. Monitor development and pre-construction spend against budget/forecast and assist in expense tracking. Work with treasury to forecast cash needs during project development and construction. Support strategic development activities based on forecasting data, manage project tracking documents, and perform other ad hoc analyses. Support strategic reporting and assist with preparation of consolidated financial statements, assist with combined and consolidated internal reports, prepare and oversee corporate ad-hoc reports. Assist in development of the KPI reporting dashboard, ensure functional output is developed and delivered to provide management with recurring KPI reports. Work with asset management to develop operating forecasts. Verify that all loans are compliant with debt ratio requirements looking forward. Collaborate with teams to estimate feasibility, cost, and project timeline.

Position Requirements

• Requires a Bachelor's degree in Finance, Accounting, Business, or related plus 2 years of experience in financial planning and analysis, long term budget forecasting, and solar or renewables or construction industry.

Requires skills and experience in the following:

• Direct experience in the solar, renewable energy, or construction industry, specifically involving large, project-based capital expenditure (CAPEX) initiatives.
• Familiarity with project development, pre-construction, and construction-phase financial planning.
• Strong background in budgeting, forecasting, and variance analysis.
• Proficient in three-statement modeling (Income Statement, Balance Sheet, Cash Flow).
• Skilled in preparing rolling cash flow forecasts, including 24-month forecasts.
• Ability to analyze and monitor project spend against budget and forecasts.
• Advanced Excel skills, including pivot tables, VLOOKUP/XLOOKUP, INDEX-MATCH, data tables, and scenario modeling.
• Experience with financial modeling, including discounted cash flow (DCF), IRR, ROI, and sensitivity analysis.
• Working knowledge of FP&A and ERP tools (e.g., Adaptive Insights, Anaplan, NetSuite, SAP, or Oracle).
• Familiarity with BI/reporting tools (e.g., Power BI, Tableau) for KPI dashboard development.
• Experience with consolidated financial reporting and internal management reporting.
• Understanding of loan covenant compliance, including debt ratio monitoring.
• Ability to conduct feasibility studies, cost analysis, and project timeline estimations.
• Strong quantitative and analytical skills to assess performance metrics and identify cost-saving/revenue-generating opportunities.
• Competency in interpreting large financial data sets and providing strategic insights.
• Ability to work collaboratively and manage processes across departments, including Treasury, Asset Management, Project Finance, and Senior Leadership.
• Experience in developing KPI dashboards and presenting financial performance to management.
• Proven ability to manage multiple priorities and deadlines in a dynamic environment.
• Organized, detail-oriented, and skilled in managing project tracking tools and documents.

Location

Miami, FL Office - 800 Brickell Avenue, Suite 1000, Miami, FL 33131 (3 days per week in office)

Job Level

Manager - no direct reports