Manager, Financial Planning and Analysis

| Folsom, CA, USA
Employer Provided Salary: 65,000-85,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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The Opportunity

This position is responsible for providing financial decision support and being a trusted internal partner to the brand leadership and operations teams. The incumbent will provide accurate, data-based information on profitability, solvency, stability, and liquidity as well as prepare monthly routine financial reporting along with any ad hoc projects. Additionally, this role will maintain develop and maintain strong partner relationships and provide support when needed, identify trends, and partner with operation teams on variance analysis and forecasting.

The Team

You will report directly to our CEO and work closely with the VP of Finance and the finance team.  You will also work with our vendors, clients, and internal departments both in person and virtually.

The Environment

This is an office-based role in our Folsom, CA headquarter location.  You will work primarily onsite in a controlled office environment. This role provides hybrid flexibility for up to two remote workdays per week.

Growth & Development

This role will afford you the opportunity to work alongside finance professionals to expand your accounting knowledge, refine your business communications, and learn more complex accounting functions. We are truly looking for someone who would like to learn and grow with the company in every way and are excited to get the right person in place to help us get to the next level!

Your Key Contributions

  • Provide accurate and timely financial information and analysis to support management decision making, including analysis of current and past trends and unexpected variances in revenue, cost of sales, operating expenses and capital expenses, and key performance indicators. Regular/recurring reporting includes month-end financials, KPIs and analysis, project work-in-progress (WIP), labor utilization and actual vs. budget comparisons.
  • Lead recurring and ad hoc planning exercises and develop and maintain analytical models to support these, including pipeline and backlog revenue forecasting, annual sales and revenue targets, annual headcount planning, annual departmental operating budgets, quarterly income and balance sheet forecasting, strategic initiatives, etc.
  • Partner with the broader Finance/Accounting teams to support the Company’s rolling 13-week cash flow forecast.
  • Improve performance by evaluating processes to drive efficiencies and understand the profit margin with respect to each project and product category, including analysis of direct costs for purposes of pricing projects and services, allocating costs to projects, etc.
  • Investor analysis support: Assist in investor processes including due diligence, valuation analysis, modeling synergies, and integration planning.
  • Financial Modeling: Develop and maintain complex financial models to evaluate various financial plans. This includes scenario analysis and sensitivity analysis to assess risks and opportunities.
  • Data Analysis & Reporting: Analyze financial data and reports to provide actionable insights to senior Ensure accurate and timely reporting of financial performance.
  • Stakeholder Collaboration: Work closely with different departments and stakeholders to gather information and align financial plans with business strategies.
  • Assist and provide back-up to accounting with project setups, recording changes and customer invoicing.

Traits for Success

  • Bachelor's Degree in Accounting, Business or related field (required)
  • 5+ years of experience in Financial Planning and Analysis
  • Knowledge of Generally Accepted Accounting Principles (GAAP)
  • Experience in financial planning, budgeting, and forecasting
  • Strong written and verbal communication skills
  • Strong business judgement, conviction, and confidence to communicate and influence effectively with business partners
  • Strong working knowledge of Excel and PowerPoint required, with particular focus on financial modeling
  • Proficiency in the use of software applications, databases, extensive knowledge of spreadsheets a must, and word processing required
  • Knowledge of NetSuite and PowerBI tools preferred
  • Ability to be organized, strategically focused, and detail oriented is essential
  • Experience with project based accounting

This position will have access to confidential information.  Intentional or erroneous disclosure of information to unauthorized parties may have far reaching impact.  Employee must act to protect proprietary information and intellectual property.  Employee must act to protect the privacy of employees, comply with the Information Practices Act, HIPPA, and other applicable laws governing confidential information.  Employee must act ethically and responsibly to protect corporate financial information and resources.

We’re not perfect (no one is!)  If your skillset is a bit different than what we’ve identified but you share our passion for renewable energy and believe you can make a valuable contribution to the role we’d love to learn more about you!

Getting to Know Us

Top applicants will be invited to an introductory call with one of our talent team members so we can share some background with you and understand what intrigues you about this opportunity.  The hiring team will select from our talent pool for a virtual face-to-face conversation with our Controller, followed by an onsite meeting with the team you will collaborate with on a day-to-day basis.


Trimark is an industry leader in the movement towards a greener grid and a cleaner future.  We enable a carbon-free electric power system by securely delivering control, metering, communication and revenue/performance optimization solutions for independent power producers and utilities.

Our products and services are at the forefront of generating dispatchable power from renewable plants by combining the intermittent renewable resource with energy storage. Our team designs systems from concept to commissioning, including system and network architecture, software development, component assembly, technology configuration, installation, testing, certification, ongoing support, and maintenance.

Our Community

We are passionate about creating a sustainable future through advanced technology and innovative ideas.  Our teams are collaborative, dedicated, and approach each challenge with curiosity and a sense of humor.




Employee Support & Benefits 

Work-Life Synergy

Medical Insurance

Dental Insurance

Vision Insurance

Flexible Spending Account

Long Term Disability

Short Term Disability

Life/AD&D Insurance

Voluntary Life Insurance

Critical Illness Insurance

Accident Insurance

Hospital Indemnity Insurance

Pet Insurance

401K with employer match

Student Loan Assistance

529 Saving Plan

Paid Holidays

Open Paid Vacation

Paid Sick Leave

Employee Assistance Program

Referral Program

Lunch & Learn Sessions

Onsite Gym & Snacks

Employee Events

 Legal Notes

Equal Opportunity Statement

The Company is committed to compliance with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in Company operations and prohibits unlawful discrimination by any employee of the Company, including supervisors and coworkers.

E-Verify Statement

We will provide the Social Security Administration, and if necessary, the Department of Homeland Security, with information from each new employee’s Form I-9 to confirm work authorization. Please note that we do not use this information to pre-screen job applicants.

Work Authorization

This role is Not Eligible for sponsorship by Trimark, including future sponsorship.  Candidates must reside in the United States.

Pay Transparency

This announcement is open to the manager level.  The base pay range for this position is $120,000 - $145,000/annual salary.  This is an overtime Exempt position.  Compensation is based on market rate, job level, job related knowledge, skills, experience, education, and certifications.  This is a Full Time opportunity.

Unsolicited Candidate Referrals

Trimark values our strategic partnerships with our agency partners who may supplement our internal recruitment team’s efforts from time to time.  To submit candidates for consideration, agency partners must have an executed agreement signed by Trimark’s president and a job specific requisition.  Without such agreements in place, Trimark will not pay a fee to any agency.  Unsolicited referrals from any source other than directly from a candidate will be considered Trimark property and will be considered to have been referred by the agency free of any charge or fee.  This includes resumes, partial resumes, candidate profiles, and candidate details or information.

Candidate Safety

Trimark engages in structured hiring process during which you will meet with multiple team members.  We do not issue offers based on email contact and will not ask for your personal or sensitive information prior to an accepted offer.  Communications from our talent team will come from the or domains.  

More Information on Trimark Associates, Inc.
Trimark Associates, Inc. operates in the Energy industry. The company is located in Folsom, CA. Trimark Associates, Inc. was founded in 2000. It has 112 total employees. To see all 9 open jobs at Trimark Associates, Inc., click here.
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