Financial Planning & Analysis Associate
energyRe
•
Houston, TX
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0
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Not Applicable
Posted April 5, 2026
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Responsibilities
Commitments
Responsibilities
- Executive Reporting & Financial Analysis
- Lead preparation of corporate and project-level financial reporting packages for executive leadership.
- Synthesize financial and operational data into clear, executive-ready insights highlighting key performance drivers, risks, and opportunities.
- Support preparation of Board and investor-facing materials, as needed.
- Present financial analyses to senior leadership with increasing ownership over time.
- Financial Planning, Forecasting & Systems Ownership
- Lead key components of the annual budgeting and quarterly forecasting processes.
- Maintain and enhance integrated financial models, including long-range planning and scenario analysis.
- Perform detailed variance analysis and identify performance drivers across corporate and project entities.
- Serve as a primary FP&A owner of Workday Adaptive Planning, including model development, structural enhancement, and reporting automation.
- Ensure model integrity across entities, versions, and dimensional structures, partnering with Accounting and IT as needed.
- Treasury & Capital Planning Support
- Provide analytical support to Treasury to ensure alignment between operating forecasts and liquidity requirements.
- Support modeling of financing transactions and capital structure scenarios.
- Support financial evaluation of new projects, investments, and strategic initiatives.
- Other duties as needed.
Commitments
Full-time
Other duties as needed.
The Financial Planning & Analysis Associate may be required to endure the following physical activities, environmental conditions, and physical demands:
Remain in a stationary position, often standing or sitting for prolonged periods,
Moving about to accomplish tasks or moving from one worksite to another,
Not Met Priorities
What still needs stronger evidence
Requirements
- Financial Planning, Forecasting & Systems Ownership
- 5–8+ years of progressive experience in FP&A, corporate finance, investment banking, consulting, public accounting, or related financial roles.
- Demonstrated experience preparing executive-level financial reporting and decision-support analysis.
- Exceptional written and verbal communication skills, with the ability to produce polished executive-ready materials and clearly convey complex financial insights.
- Strong analytical rigor and attention to detail.
- Advanced financial modeling skills (Excel and enterprise planning systems).
- Hands-on experience building and structurally managing models within an enterprise FP&A / EPM platform required.
- Working knowledge of GAAP and financial statement mechanics.
Preferred Skills
- Experience in capital-intensive, multi-entity, or project-based environments preferred.
- Renewable energy project development experience strongly preferred.
- Workday Adaptive Planning experience strongly preferred.
- Experience with business intelligence and data visualization tools preferred.
Job Type
Full-time
Description
The Financial Planning & Analysis Associate plays a critical role in both corporate and project-level financial planning, executive reporting, and enterprise financial systems management. This position partners closely with Finance leadership and executive stakeholders to deliver accurate, timely, and decision-oriented financial insights that support capital allocation, liquidity planning, and overall company performance.
This is a high-visibility role requiring advanced financial modeling expertise, strong executive communication skills, and the ability to operate with a high degree of autonomy in a capital-intensive, growth-oriented environment. The Associate will take ownership of core FP&A processes and contribute to scaling and enhancing the company’s financial planning infrastructure.
Requirements
Executive Reporting & Financial Analysis
Lead preparation of corporate and project-level financial reporting packages for executive leadership.
Synthesize financial and operational data into clear, executive-ready insights highlighting key performance drivers, risks, and opportunities.
Support preparation of Board and investor-facing materials, as needed.
Present financial analyses to senior leadership with increasing ownership over time.
Financial Planning, Forecasting & Systems Ownership
Lead key components of the annual budgeting and quarterly forecasting processes.
Maintain and enhance integrated financial models, including long-range planning and scenario analysis.
Perform detailed variance analysis and identify performance drivers across corporate and project entities.
Serve as a primary FP&A owner of Workday Adaptive Planning, including model development, structural enhancement, and reporting automation.
Ensure model integrity across entities, versions, and dimensional structures, partnering with Accounting and IT as needed.
Treasury & Capital Planning Support
Provide analytical support to Treasury to ensure alignment between operating forecasts and liquidity requirements.
Support modeling of financing transactions and capital structure scenarios.
Support financial evaluation of new projects, investments, and strategic initiatives.
Other duties as needed.
Required Experience
5–8+ years of progressive experience in FP&A, corporate finance, investment banking, consulting, public accounting, or related financial roles.
Demonstrated experience preparing executive-level financial reporting and decision-support analysis.
Experience in capital-intensive, multi-entity, or project-based environments preferred.
Renewable energy project development experience strongly preferred.
Core Competencies
Exceptional written and verbal communication skills, with the ability to produce polished executive-ready materials and clearly convey complex financial insights.
High degree of ownership and ability to operate independently with limited oversight.
Strong analytical rigor and attention to detail.
Technical Skills
Advanced financial modeling skills (Excel and enterprise planning systems).
Hands-on experience building and structurally managing models within an enterprise FP&A / EPM platform required.
Workday Adaptive Planning experience strongly preferred.
Working knowledge of GAAP and financial statement mechanics.
Experience with business intelligence and data visualization tools preferred.
Physical Requirements
The Financial Planning & Analysis Associate may be required to endure the following physical activities, environmental conditions, and physical demands:
Remain in a stationary position, often standing or sitting for prolonged periods,
Moving about to accomplish tasks or moving from one worksite to another,
Adjusting or moving objects up to 20 pounds in all directions,
repeating motions that may include the wrists, hands and/or fingers, and
assessing the accuracy, neatness and thoroughness of the work assigned.
Full-time
Description
The Financial Planning & Analysis Associate plays a critical role in both corporate and project-level financial planning, executive reporting, and enterprise financial systems management. This position partners closely with Finance leadership and executive stakeholders to deliver accurate, timely, and decision-oriented financial insights that support capital allocation, liquidity planning, and overall company performance.
This is a high-visibility role requiring advanced financial modeling expertise, strong executive communication skills, and the ability to operate with a high degree of autonomy in a capital-intensive, growth-oriented environment. The Associate will take ownership of core FP&A processes and contribute to scaling and enhancing the company’s financial planning infrastructure.
Requirements
Executive Reporting & Financial Analysis
Lead preparation of corporate and project-level financial reporting packages for executive leadership.
Synthesize financial and operational data into clear, executive-ready insights highlighting key performance drivers, risks, and opportunities.
Support preparation of Board and investor-facing materials, as needed.
Present financial analyses to senior leadership with increasing ownership over time.
Financial Planning, Forecasting & Systems Ownership
Lead key components of the annual budgeting and quarterly forecasting processes.
Maintain and enhance integrated financial models, including long-range planning and scenario analysis.
Perform detailed variance analysis and identify performance drivers across corporate and project entities.
Serve as a primary FP&A owner of Workday Adaptive Planning, including model development, structural enhancement, and reporting automation.
Ensure model integrity across entities, versions, and dimensional structures, partnering with Accounting and IT as needed.
Treasury & Capital Planning Support
Provide analytical support to Treasury to ensure alignment between operating forecasts and liquidity requirements.
Support modeling of financing transactions and capital structure scenarios.
Support financial evaluation of new projects, investments, and strategic initiatives.
Other duties as needed.
Required Experience
5–8+ years of progressive experience in FP&A, corporate finance, investment banking, consulting, public accounting, or related financial roles.
Demonstrated experience preparing executive-level financial reporting and decision-support analysis.
Experience in capital-intensive, multi-entity, or project-based environments preferred.
Renewable energy project development experience strongly preferred.
Core Competencies
Exceptional written and verbal communication skills, with the ability to produce polished executive-ready materials and clearly convey complex financial insights.
High degree of ownership and ability to operate independently with limited oversight.
Strong analytical rigor and attention to detail.
Technical Skills
Advanced financial modeling skills (Excel and enterprise planning systems).
Hands-on experience building and structurally managing models within an enterprise FP&A / EPM platform required.
Workday Adaptive Planning experience strongly preferred.
Working knowledge of GAAP and financial statement mechanics.
Experience with business intelligence and data visualization tools preferred.
Physical Requirements
The Financial Planning & Analysis Associate may be required to endure the following physical activities, environmental conditions, and physical demands:
Remain in a stationary position, often standing or sitting for prolonged periods,
Moving about to accomplish tasks or moving from one worksite to another,
Adjusting or moving objects up to 20 pounds in all directions,
repeating motions that may include the wrists, hands and/or fingers, and
assessing the accuracy, neatness and thoroughness of the work assigned.