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LG Energy Solution Vertech, Inc. · 12 hours ago

Financial Planning Analyst

Westborough, MA

Full-time

Hybrid

Senior Level

$90K/yr - $140K/yr

5+ years exp

LG Energy Solution Vertech, Inc. is a leading supplier and integrator in the energy storage market. The Financial Planning Analyst will provide financial control, planning, and reporting for the Service business, overseeing revenue, costs, and profitability of service contracts while collaborating across various departments.

Information Technology & Services

H1B Sponsor Likely

Hiring Manager

Jazmin Afonso

Responsibilities

Develop and maintain service-level financial forecasts (revenue, cost, margin) aligned with contracts and project schedules

Prepare monthly reporting packages including budget-to-actual variance analysis, KPIs, and cash flow projections

Support annual budget and quarterly reforecast processes for the service portfolio

Monitor revenue recognition, accruals, and contract-level profitability in line with GAAP and company policies

Partner with the Service Administrator on customer and vendor financial transactions (quotes, POs, invoices)

Review service contracts for billing terms, invoicing schedules, and recognition rules

Ensure ERP entries are accurate for accounts payable, accounts receivable, and service commitments

Audit and reconcile invoices for compliance and support timely resolution of billing/vendor issues

Provide financial support to Service leadership for decision-making and customer negotiations

Collaborate with Finance and Accounting teams to ensure alignment between actuals, forecasts, and reporting

Work with Operations and Procurement to align financial commitments with service delivery

Contribute to process documentation, system improvements, and control framework development

Qualification

Financial analysisSAPAdvanced ExcelAccounting conceptsRevenue recognitionCMA certificationVendor/customer processesCPA certificationOrganizational skillsCommunication skillsProject management

Required

Strong financial analysis skills and understanding of accounting concepts

Experience with SAP

Advanced Excel and Microsoft Office skills

Strong organizational skills with attention to detail

Excellent verbal and written communication skills

Ability to manage multiple projects and deadlines in a fast-paced environment

Bachelor's Degree in Finance, Accounting, or related field required

CMA strongly preferred, CPA a plus

5+ years of relevant financial analysis or project/service control experience

Preferred

Experience in energy, utilities, or service contract-based businesses

Knowledge of revenue recognition for long-term contracts

Familiarity with vendor/customer financial processes (AP/AR)

Benefits

100% employer sponsored medical, dental and vision insurance

Flexible working hours

Company

LG Energy Solution Vertech, Inc.

Founded in 2022

Westborough, Massachusetts, US

51-200 employees

https://lgensol-vt.com/

H1B Sponsorship

LG Energy Solution Vertech, Inc. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (4)

2023 (4)

Funding

Current Stage

Growth Stage

Leadership Team

Steve DeBruyn

Chief Operating Officer

Jazmin Afonso

Talent Acquisition Partner

Company data provided by crunchbase