Manager, Financial Planning & Analysis

Posted 5 Days Ago
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Charlotte, NC, USA
In-Office
Senior level
Energy • Solar • Renewable Energy
The Role
The Manager, FP&A leads budgeting, forecasting, long-range planning, financial modeling, performance reporting, variance analysis, and executive and Board reporting. The role partners with business leaders on capital allocation, cost management, investments, M&A, asset sales, and financings. Responsibilities include improving planning systems and data quality, supporting accounting processes, and coaching FP&A analysts. The position is based in Charlotte, NC, with four days per week in the office.
Summary Generated by Built In

Job Description:

Overview

Deriva Energy is a leading Independent Power Producer in the U.S. renewables market, with over 6.5GW of operating or under construction wind, solar, and storage projects across the country. Formerly a division of Duke Energy, Deriva is now backed by Brookfield Renewable and is poised for dynamic growth across its wind, solar, and storage portfolios. Join a team committed to excellence and innovation, envisioning a future of energy independence through resilient, carbon-free generation. Deriva empowers customers with innovative clean energy solutions that strengthen communities and serve future generations. The Manager, FP&A supports the company's planning, forecasting, and performance reporting, and serves as a strategic finance partner to the executive team and business leaders. This role owns the models and insights that drive capital allocation and growth decisions and continuously improves how Finance plans and reports.


This position will be based at Deriva Energy Headquarters located in Charlotte, NC.


Main Responsibilities

  • Planning & Forecasting: Support the annual budget, rolling forecasts, and long-range plan, from assumptions through executive and Board review, and lead these processes
  • Financial Modeling: Own the integrated corporate model and run scenario, sensitivity, and valuation analysis
  • Performance Reporting: Deliver monthly and quarterly results, KPI dashboards, and variance analysis vs. budget, forecast, and prior year, with clear explanation of drivers
  • Executive & Sponsor Reporting: Prepare decision-ready materials for senior leadership, the Board, and Brookfield, ensuring consistency across all submissions
  • Business Partnership: Partner with Operations, Asset Management, Development, and corporate functions on cost management, capital planning, and investment decisions
  • Strategic Support: Provide analysis for M&A, asset sales, financings, and other strategic initiatives
  • Process & Systems: Drive standardization, automation, and data quality across planning tools; partner with Accounting on close and reconciliations
  • Team Leadership: Coach and develop the analysts within the FP&A team, set priorities, and manage workload
 

Basic Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or a related field from an accredited college or university
  • In addition to a bachelor's degree, five (5) years of experience in FP&A, corporate finance, investment banking, Big 4 transaction services, or corporate development
  • In lieu of a bachelor's degree, associate's degree AND eight (8) years or more of related work experience
  • In lieu of a associate's degree, HS Diploma/GED AND ten (10) years or more of related work experience

Desired Qualifications

  • Six (6) years or more of experience in FP&A, corporate finance, investment banking, Big 4 transaction services, or corporate development AND one (1) year of direct reports
  • Hands-on experience with budgeting, forecasting, and long-range planning; Senior Managers should have a track record of owning these processes end to end
  • Advanced financial modeling and Excel skills; strong grasp of three-statement accounting and GAAP/IFRS
  • Experience with ERP, EPM, and BI tools (e.g., OneStream, Anaplan, Adaptive, Power BI)
  • Clear, confident communicator who can present complex analysis to senior leaders and the Board
  • MBA, CPA, or CFA
  • Experience in energy, renewables, utilities, or infrastructure
  • Background in a private equity–backed company or other sponsor-owned business
  • Familiarity with project finance, tax credits (ITC/PTC), PPAs, and asset valuation
  • Experience leading process automation or a systems implementation (e.g., NetSuite)

Other

  • Ability to hire at a higher level if the right candidate is identified
    • Senior Manager level is expected to lead planning processes end to end and manage direct reports
    • Manager level will own key components of the cycle and coach analysts

Working Conditions

  • Based in Charlotte, NC at Deriva Energy Headquarters
  • Four (4) days in office required

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) with matching
  • Employee assistance program
  • Flexible spending account
  • Life insurance
  • Paid time off
  • Parental leave
  • Attractive Bonus Potential

Additional Information:

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Deriva welcomes veterans of the United States Armed Forces to apply for this position. Deriva includes veterans of all branches and a diverse set of occupational specialties. We value the independent thinking, problem solving, leadership, and teamwork that our veterans have developed through their service. We welcome applications from any service and any military occupational specialty.

Deriva Energy is an Equal Opportunity and Affirmative Action Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, protected veteran or military status, and other categories protected by federal, state or local law.

Skills Required

  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • Five or more years of experience in FP&A, corporate finance, investment banking, Big 4 transaction services, or corporate development
  • Associate's degree and eight or more years of related work experience in lieu of a bachelor's degree
  • High school diploma or GED and ten or more years of related work experience in lieu of an associate's degree
  • Hands-on experience with budgeting, forecasting, and long-range planning
  • Advanced financial modeling and Microsoft Excel skills
  • Strong understanding of three-statement accounting and GAAP or IFRS
  • Experience with ERP, EPM, and BI tools
  • Ability to communicate clearly and present complex analysis to senior leaders and the Board
  • Six or more years of relevant experience and one year of direct-report experience
  • MBA, CPA, or CFA
  • Experience in energy, renewables, utilities, or infrastructure
  • Experience in a private equity-backed or sponsor-owned company
  • Familiarity with project finance, ITC/PTC tax credits, PPAs, and asset valuation
  • Experience leading process automation or systems implementation
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The Company
HQ: Charlotte, NC
314 Employees

What We Do

Deriva Energy is an established leader in clean energy, with over 9 GW of operating assets and 10.8 GW of assets in development across the U.S. Headquartered in Charlotte, North Carolina, Deriva is a portfolio company of Brookfield, the world's largest owner and operator of renewable power and climate transition assets.

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