The FP&A Specialist plays a key role in delivering accurate, insight-driven financial planning and analysis for the DCM business unit. Partnering closely with Finance leadership and cross-functional teams, this role helps drive forecasting precision, supports strategic decision-making, and enhances financial transparency. The ideal candidate is analytical, detail-oriented, and skilled at translating financial data into actionable insights that support a customer-centric, innovative, and agile organization in the Utilities & Energy technology sector.
Duties & Responsibilities- Support the development of annual budgets, quarterly forecasts, and long-term financial plans, ensuring alignment with business strategy and customer-focused outcomes
- Maintain and enhance financial models for revenue, expenses, and headcount planning with a focus on accuracy, scalability, and innovation
- Analyze budget and forecast vs. actual results; deliver clear variance explanations and actionable insights to support accountable decision-making
- Identify financial trends, risks, and opportunities to optimize performance and improve operational efficiency
- Collaborate cross-functionally with department leaders and operational teams to integrate business insights into financial plans and forecasts
- Communicate financial results, forecasts, and key insights to leadership in a clear, concise, and authentic manner
- Serve as a trusted, collaborative advisor by translating complex financial concepts into actionable recommendations
- Develop, track, and report on key performance indicators (KPIs), including bookings and ARR metrics relevant to a SaaS/subscription-based model
- Support month-end close processes, including reviewing revenue recognition (recurring and hardware) and assisting with professional services revenue tracking
- Prepare and distribute departmental budget vs. actual reports following close cycles
- Partner with Operations to monitor project financial performance, including profitability, utilization, and capacity planning
- Participate in project status meetings and follow up on financial action items to ensure accountability
- Identify and implement process improvements to enhance the efficiency, accuracy, and agility of financial planning and reporting workflows
- Enhance reporting tools and systems to support scalable, data-driven decision-making in a technology-driven utilities environment
Required Skills & Experience- Bachelor’s degree in Finance, Accounting, or a related field
- 2–5 years of experience in FP&A, accounting, financial operations, or a similar role
- Strong financial modeling and analytical capabilities with attention to detail and accuracy
- Solid understanding of accounting principles, including revenue recognition
- Advanced proficiency in Microsoft Excel and experience working with large datasets
- Ability to communicate financial information clearly to non-finance stakeholders in a collaborative and customer-centric manner
- Strong organizational and time management skills, with the ability to manage multiple priorities effectively
- Proactive, agile mindset with a focus on continuous improvement and innovation
- High level of accountability and ownership in delivering accurate, timely results
Preferred Skills & Experience- Experience with ERP and financial planning systems (e.g., NetSuite, Oracle EBS, Oracle EPM Cloud, or similar platforms)
- Experience in a SaaS, subscription-based, or technology-driven Utilities & Energy business model
- Exposure to ARR, bookings, and subscription revenue metrics
- Experience supporting cross-functional business units or operational teams
- Familiarity with financial processes related to project-based or professional services environments
- Demonstrated ability to drive process improvements and enhance reporting capabilities in a collaborative environment
Benefits Info:
This position also includes a competitive benefit package including; financial, social, health and wellbeing programs, paid vacation, 401k matching, employee stock purchase program, hybrid work schedule, and more!
The successful candidate’s starting salary will be determined based on permissible, non-discriminatory factors such as skills and experience and may vary by location. The base salary is $75,000-124,500,000 annually.
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