Associate, FP&A

Copia Power

• $80K — $95K *
Energy & Utilities
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years in financial planning & analysis or accounting, preferably in renewable energy.
  • Bachelor's degree in Finance, Accounting, Economics, or related field; advanced degree preferred.
  • Experience with U.S. GAAP or IFRS, especially in preparing financial statements.
  • Strong financial modeling skills with attention to detail and analytical rigor.
  • Proficient in Microsoft Office, particularly PowerPoint and Excel.
  • Experience with ERP and consolidation or reporting systems.
  • Ability to work on-site in multiple locations, at least 3 days a week.

Responsibilities

  • Prepare monthly budget-to-actual reports and analyze variances.
  • Consolidate monthly and quarterly financial forecasts for strategic decisions.
  • Assist the Accounting team with monthly and quarterly financial close processes.
  • Support Asset Management in tracking and reporting renewable assets.
  • Forecast the Company's capital structure, including debt and equity.
  • Prepare ad-hoc financial models for investment decisions.
  • Maintain and update financial databases for accuracy and reliability.

Benefits

  • Medical, Dental & Vision Coverage with no premiums.
  • Company contributions to 401(k) plans.
  • Annual bonus eligibility.
  • Flexible work hours.
  • Unlimited paid time off for work-life balance.
  • Paid holidays for recharging.
  • Wellness and cell phone credits.
  • Life and AD&D insurance for peace of mind.
  • Employee Resource Groups for support and community.
  • Professional development opportunities for career growth.
Full Job Description
Job Description:

Copia is seeking an Associate, FP&A to work alongside the Corporate Finance team to help shape financial strategy and business planning, directly influencing our growth in the renewable energy sector. The ideal candidate will be responsible for working at the intersection of planning and reporting, gaining meaningful exposure to the accounting, technical reporting, and capital markets side of the business as the Company scales.

The Associate, FP&A will report directly to the Director, FP&A and work closely with Copia's asset management, energy markets, legal, and finance teams in an individual contributor capacity.

Key Responsibilities:
  • Budgeting and Reporting: Help prepare monthly budget-to-actual reporting packages and surface the insights behind the variances, supporting the annual budget, monthly forecast reports, and quarterly board materials.
  • Financial Forecasting: Help prepare and consolidate monthly and quarterly financial forecasts that inform strategic decision-making.
  • Financial Reporting Support: Partner with the Accounting team on the monthly and quarterly close, assisting with the preparation and review of consolidated financial statements, supporting schedules, and disclosures in accordance with U.S. GAAP (or IFRS), and helping reconcile reported results to management reporting.
  • Operational Finance: Support the Asset Management team in developing, tracking, and reporting on the Company's renewable assets from test power through the project life cycle.
  • Capital Analysis: Assist in forecasting the Company's capital structure, including the debt/equity portfolio and debt financing at both the consolidated company and project level.
  • Financial Analysis Support: Assist in preparing ad-hoc financial models and forecasts that highlight the risks and opportunities associated with potential investment decisions.
  • Data Management: Maintain and update financial databases and systems, ensuring the accuracy and reliability of financial data.
  • Work closely with other departments to gather financial data and insights and ensure alignment with the Company's financial strategy.

What We Look For:
  • Strong interpersonal and communication skills, written and verbal, with the ability to translate complex financial data and concepts into clear, non-technical terms.
  • Strong organizational skills, with particular attention to detail and accuracy, including in externally reported figures.
  • Highly driven with problem-solving abilities, integrity, and strong work ethic.
  • Proactive mindset with the ability to thrive in a fast-paced, dynamic environment.
  • Ability to work effectively within a rapidly changing organization.
  • A team player who enjoys collaborating across functions to identify issues and propose practical solutions.
  • Comfort adapting to shifting priorities within a rapidly changing organization.
  • An aptitude for identifying and implementing process improvements.
  • High drive, sound judgment, integrity, and a strong work ethic.
  • Resourcefulness and polite persistence.

Minimum Qualifications:
  • 3+ years of professional experience, in financial planning & analysis, accounting, or a combination of the two, preferably in the renewable energy industry
  • Public accounting or a mix of public accounting experience is a plus
  • Working knowledge of U.S. GAAP or IFRS, with hands-on exposure to the preparation or review of financial statements
  • Experience with technical accounting research or the preparation of financial statements and footnote disclosures
  • Exposure to a public company reporting environment, including internal controls documentation and structured reporting deadlines
  • Bachelor's degree in Finance, Accounting, Economics, or a related field; advanced degree preferred
  • Demonstrated financial modeling skills, paired with analytical rigor and attention to detail
  • Proven experience with Microsoft Office, including advanced proficiency in PowerPoint & Excel
  • Familiarity with ERP and consolidation or reporting systems
  • Experience with project management software
  • Ability to work in the Dana Point, CA, Salt Lake City, UT, Lake Oswego, OR or Phoenix, AZ office a minimum of 3 days per week
  • Ability to travel up to 25%


We are partnering with select search firms for this role and are not accepting inquiries or candidates from additional third-party agencies or recruiters.

Compensation:

At Copia, we carefully consider a wide range of factors when determining compensation, including your skills, qualifications, location, and experience. This role may also be eligible for benefits, performance bonuses, and other perks. We encourage all interested candidates to apply.

Our Benefits:

At Copia, we prioritize diversity and inclusion, fostering an environment where everyone can be their true selves every day. Our commitment extends to providing comprehensive benefits to all employees, such as:
  • Medical, Dental & Vision Coverage (with no premiums)
  • Company contribution to 401(k) plans
  • Annual bonus eligibility
  • Flexible work hours
  • Unlimited paid time off for a healthy work-life balance
  • Paid holidays to celebrate and recharge
  • Wellness and cell phone credits to support personal well-being
  • Life and AD&D insurance for peace of mind
  • Employee Resource Groups (ERGs) for community and support
  • Opportunities for professional development to grow and thrive within the company

We believe that by fostering a culture of inclusivity and offering these benefits, we empower our employees to thrive both personally and professionally.

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