Deriva Energy · 1 week ago
Lead Financial Planning Analyst
Charlotte, NC
Full-time
Hybrid
Senior Level
5+ years expDeriva Energy is a national leader in sustainable energy solutions, and they are seeking an experienced Lead Financial Planning Analyst to join their Finance team. This role will be key in driving financial performance, supporting strategic decision-making, and delivering insights that help shape the company’s growth and investment strategy.
Electrical DistributionEnergyLightingRenewable Energy
No H1B
Responsibilities
Lead the FP&A team in preparing and analyzing monthly, quarterly, and annual forecasts and budgets
Develop and maintain complex financial models to evaluate business performance, support investment decisions, and inform long-term strategic planning
Provide variance, trend, and scenario analysis to highlight key drivers of financial performance
Deliver concise and insightful management reports and presentations for senior leadership and parent company stakeholders
Partner with functional leaders to develop financial plans, assess project performance, and drive accountability for results
Support annual budgeting and long-range planning cycles, ensuring alignment with corporate strategy
Continuously enhance financial reporting tools and processes to improve accuracy, timeliness, and efficiency
Support implementation and optimization of financial systems, including Energy Trading and Risk Management (ETRM) and planning tools
Mentor, and develop a high-performing FP&A team, fostering collaboration, innovation, and continuous improvement
Perform ad hoc analysis and support special projects, including M&A evaluations, cost optimization initiatives, and capital planning
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or a related discipline
Five (5) years of relevant FP&A or corporate finance experience
Preferred
Six(6) years or more of progressive experience in FP&A, corporate finance, or energy finance
MBA, CPA, or CFA designation
Experience in the renewable energy or power generation industry
Strong analytical and problem-solving skills with proven ability to interpret financial data and provide actionable insights
Excellent communication and presentation skills, with the ability to engage effectively with senior management
Advanced proficiency in Microsoft Excel, PowerPoint, and Power BI (or equivalent analytics tools)
Strong multitasking and project management skills with the ability to manage multiple priorities in a fast-paced environment
Demonstrated leadership ability and experience developing and coaching high-performing teams
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
Company
Deriva Energy
Deriva Energy generates electricity from renewable resources in the transition to cleaner energy.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$424MKey Investors
Principal Asset ManagementCapital One
2025-05-19Debt Financing· $127M
2024-10-01Debt Financing· $207M
2023-06-12Acquired
Leadership Team
John Clapp
Chief Executive Officer
Russell Young
Chief Operating Officer
Company data provided by crunchbase