Manager - Financial Planning & Analysis

2 days ago

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Cordia

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Cordia is a comprehensive energy solutions provider focused on creating a more resilient and sustainable energy future. With decades of expertise, Cordia offers innovative services such as district energy systems and combined heat and power solutions, aimed at helping organizations meet their sustainability goals while managing costs. They serve a range of sectors including higher education, healthcare, and government, making a significant impact on communities by delivering efficient, reliable energy services.

201 - 500 employees

Founded 2022

⚡ Energy

☁️ SaaS

🏛️ Government

📋 Description

• 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. • 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

• Preference given to a bachelor’s or master’s degree in business administration, finance or accounting • CFA, CPA (active or inactive license) helpful • 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 • 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 • 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)