The Role
The Financial Planning Analyst supports Capital Markets and Real Estate teams, providing financial analysis, modeling, and reporting to drive strategic decision-making and optimize capital projects.
Summary Generated by Built In
Serverfarm is a leading developer and operator of data centers with over 750+ locations and key customer relationships in 45 countries. We're revolutionizing how data centers operate across North America, Western Europe, and Israel, serving the world's leading technology and hyperscale companies. With Manulife Investment Management's acquisition in 2023 and our award-winning InCommand platform we're positioned for explosive growth as AI adoption and cloud migration drive unprecedented demand for data center capacity.
A career at Serverfarm means being at the forefront of digital infrastructure innovation, where your work directly impacts how the world's data is managed and secured. As we target 4x growth over the next four years, you'll have unprecedented opportunities to take on new challenges, develop cutting-edge skills, and grow your career across our expanding global operations.
Join our team of innovators and help shape the future of sustainable data centers while building a career without boundaries.
The Financial Planning Analyst will support the Capital Markets and Real Estate teams and work closely with senior team members in Accounting, Operations, Engineering, Marketing, and Sales across the global Serverfarm organization. This is an exciting opportunity to learn in a demanding environment and own high-priority, high-impact projects while maintaining our spirit of fun, energy, and passion. The role requires superior analytical skills, as well as a demonstrated ability to collaborate across a diverse range of internal and external stakeholders.
You will contribute to the analysis of company financial results, corporate budgeting process, investor and lender reporting, and projection of capital needs. You will support the data center acquisition, development, and asset management functions by providing financial underwriting support and assistance with investment memorandums. You will become an expert using and maintaining the corporate operating financial model and individual and portfolio transaction models.
Key Accountabilities
- Prepare and deliver high-quality presentations for senior executives, board of directors, and business partners
- Provide analyses to assist with strategic decisions
- Assist in evaluation and implementation of capital projects and strategic initiatives by performing analyses such as ROI, market sizing, benchmarking, etc.
- Become an expert in the Serverfarm corporate operating model and acquisition model
- Create financial models for scenario analysis regarding potential business decisions
- Perform continuous market research of global data center providers and create market profiles
- Assist in the coordination of due diligence meetings and preparation of executive presentations for investors and lenders
- Perform monthly, quarterly, and annual reporting obligations and seek process improvement opportunities to enhance reporting and analytics
- Author investment memorandums
- Assist with special financial and business-related studies and partner with other departments in preparing analyses, including financial modeling of business cases
- Collaborate and coordinate with stakeholders across the company in the development and execution of key projects and initiatives
- Perform other duties as required
Required Skills
- Bachelor’s degree in finance, Accounting, Economics, or a related field.
- Strong background in financial modeling, budgeting, and forecasting.
- Experience with capital-intensive industries or energy-related financial analysis is an advantage.
- Advanced proficiency in Microsoft Excel, including financial modeling and data analysis.
- Experience with financial software such as SAP, Oracle, Hyperion, or similar platforms.
- Knowledge of business intelligence tools (e.g., Tableau, Power BI) for data visualization and reporting.
- Strong analytical and problem-solving skills.
- Excellent communication and presentation skills, with the ability to explain complex financial concepts to non-financial stakeholders.
- Detail-oriented with the ability to manage multiple priorities and deadlines.
- Collaborative and team-oriented mindset, with strong interpersonal skills.
Preferred Skills
- MBA or CPA certification is a plus.
- 3+ years of experience in financial planning and analysis, preferably within the data center, technology, or infrastructure industries.
Serverfarm is committed to providing an equal opportunity workplace and offers paid time off, paid holidays, 401k and FULL coverage medical, dental and vision. Our compensation philosophy rewards employees for achieving the values and objectives aligned with the company’s goals and strategic initiatives.
The listed salary range for this position is an estimate based on the competitive job market. Final compensation will be based on your own individual skills, experience, and location.
The above statements are intended to describe the general nature and level of work being performed in this role. They are not intended to serve as an exhaustive list of all possible responsibilities and duties. We encourage you to apply even if your experience isn't an exact match to the job description.
The listed salary range for this position is an estimate based on the competitive job market. Final compensation will be based on your own individual skills, experience, and location.
The above statements are intended to describe the general nature and level of work being performed in this role. They are not intended to serve as an exhaustive list of all possible responsibilities and duties. We encourage you to apply even if your experience isn't an exact match to the job description.
Top Skills
Hyperion
Excel
Oracle
Power BI
SAP
Tableau
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The Company
What We Do
Serverfarm is a unique data center developer and operator – and the global leader in Data Center Management as a Service (DMaaS). For over 24 years, we’ve maximized operational efficiencies and managed critical IT infrastructure and environments for the world’s top enterprises.
Our vision? To drive a new era of sustainable data center management and modernization forward so that enterprises can focus on innovation.
