Senior Analyst, Financial Planning and Analysis

Invenergy LLC

• $72K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or related field with 2-4 years of relevant experience.
  • Strong team player with cross-departmental coordination skills.
  • Excellent communication, analytical, and interpersonal abilities.
  • Advanced proficiency in Microsoft Excel, Outlook, and PowerPoint.
  • Proactive in identifying and completing action items independently.
  • Detail-oriented with an understanding of overall company goals.
  • Self-starter thriving in an entrepreneurial environment.
  • Commitment to continuous improvement.

Responsibilities

  • Contribute to long-term forecasting for Invenergy’s renewables business segments.
  • Support preparation of FP&A materials for quarterly board meetings.
  • Forecast and track payments and refunds for interconnection queue positions.
  • Assist in monthly budget vs. actual performance reporting.
  • Conduct monthly reviews of development project spending and pipeline updates.
  • Support the annual budgeting process for renewables business.
  • Assist with financial statement forecast modeling for renewables segments.
  • Develop and maintain Power BI dashboards for enhanced reporting.
  • Coordinate with Treasury to align long-term and short-term forecasts.
  • Identify automation opportunities using AI solutions.

Benefits

  • Medical, dental, and vision insurance.
  • 401(k) plan.
  • Paid time off.
  • Bonus eligibility based on individual and company performance.
Full Job Description

Invenergy follows a hybrid schedule, working in office Monday through Thursday and remotely on Fridays if work permits.

This position will be open for application for at least 3 calendar days from the posting date. This position will remain open for application based on business need, which may be before or after the 3-day posting window.

Job Description

Position Overview

The Senior Analyst, Financial Planning and Analysis (FP&A) will be highly involved in forecasting, budgeting, and reporting within the Financial Planning and Analysis team, which operates within the Financial Operations organization of Invenergy. This role reports to the Senior Manager FP&A and will provide key support across a broad range of financial planning activities, contributing to the accuracy and integrity of companywide financial reporting and long-term forecasting. The ideal candidate is a proactive, detail-oriented team player who thrives in a collaborative and fast-paced environment.

Responsibilities

  • Contribute to the long-term forecasting for segments within Invenergy’s renewables business for monthly presentations and deliverables to leadership.
  • Support the preparation of FP&A materials for quarterly board meetings with external partners, including reporting, forecast updates and tracking variances to prior versions of the forecast.
  • Contribute to the forecasting and tracking of payments, security postings, and refunds for interconnection queue positions within specific regions to ensure that Invenergy’s projects advance successfully and that liquidity position is improved.
  • Assist in the monthly preparation, review, and reporting of the companywide budget vs. actual performance.
  • Conduct a monthly review of spend and pipeline updates for development projects and prepare reporting to be distributed to leadership.
  • Support the annual budgeting process for Invenergy’s renewables business.
  • Assist with financial statement forecast modeling for Invenergy’s renewables business segments.
  • Contribute to the development and maintenance of Power BI dashboards to provide enhanced reporting throughout the Company.  
  • Coordinate with the Treasury group to ensure that long-term and short-term forecasts are in sync.
  • Identify opportunities to automate tasks and processes via AI solutions.     

Minimum Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field and 2-4 years of relevant experience.
  • Team player who is able to coordinate productively across departments to achieve companywide goals.
  • Excellent communication, analytical and interpersonal skills.
  • Advanced knowledge of Microsoft Excel, Outlook, and PowerPoint.   
  • Proactive individual who is able to identify action items required from their end and take the necessary steps to complete them.
  • Attentive to detail and able to interpret the impact that tasks have on overall company goals.
  • Self-starter with the ability to thrive in an entrepreneurial environment.
  • Commitment to continuous improvement.
  • Eligible to work in the United States without the need for employer visa sponsorship now or in the future.

Preferred Qualifications

  • Familiarity with Oracle, OneStream, Microsoft Power BI, and utilizing Microsoft Copilot to automate tasks is a plus. 

Base Pay

$72,000.00 - $95,000.00 USD Annual
Bonus: 15%

The base pay range reflects the minimum and maximum target salary for the position. Invenergy considers a number of factors when determining base pay offers such as the scope and responsibilities of the position and the candidate's experience, education and skills.

In addition to base pay, the total annual compensation package may also include eligibility to participate in our bonus program(s) which are designed to reward individual and company performance. Your recruiter can share more about bonus eligibility for this position during the hiring process.
 
Invenergy offers a variety of other benefits including medical, dental and vision insurance, 401k, paid time off, etc.

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