Manager, Financial Planning and Analysis (FP&A)

This role has a hybrid work arrangement (1-2 days a week in our NYC office). That said, we value flexibility and if you have a different preference, please do not let that deter you from applying – let’s talk about it!

Applicants must be authorized to work for any employer in the United States or Canada. We are unable to sponsor or take over sponsorship of any employment-based visas at this time.

Energy storage is the key to unlocking a future where our world is powered by renewable resources. At Convergent Energy and Power, our mission is to make the electrical grid cleaner, more reliable, and less expensive by leveraging state-of-the-art energy storage and distributed generation technologies.

FP&A plays a critical role in the success of Convergent by transforming the overarching company strategy into a long-range plan. The team is responsible for maintaining the corporate business model and partners with all departments within the company to set budgets (revenues, expenses, EBITDA, capex, equity capital needs, etc.). The team is further responsible for tracking/reporting performance and articulating the key drivers behind the results to the senior management, executive committee, board, and equity investor(s).

What You’ll Do

• Support the quarterly/annual corporate budgeting exercise; prepare financial budget/forecast and analyze actual performance against budget.
• Support the development and delivery of quarterly/annual reporting packages for the Executive Committee, board, and equity investor(s).
• Provide support to the Accounting and Tax team to prepare financial statements.
• Maintain the pro-forma financial projections across operating assets and projects in advanced development on an aggregate basis; articulate the story behind the drivers of growth, risk factors, and volatility.
• Develop and maintain the long-term strategic financial model for the company
• Develop and maintain robust valuation methodologies with key defensible assumptions driving the pro-forma financials, oversight of valuation at the project and overall portfolio level.
• Partner with diverse internal stakeholders -- Asset Management, Portfolio Strategy and Compliance, Sales, Legal, Development, Regulatory and Government Affairs, Analytics, Commercial Operations, Project Execution, Procurement, Accounting and Tax, and Capital Markets -- and external consultants to manage all financial aspects of the operating assets and assets under construction/development.
• Work closely with the team to maintain forecasts for the Letters of Credit (LCs) for the company
• Partner with commercial operations on the credit risks of counterparties and develop a mitigation strategy when required

Requirements

Required Qualifications

• 5-7 years of experience in financial planning and analysis.
• Significant experience modeling 3-statement financial forecasts
• Implementing financial processes
• Proven team player collaborating with diverse and multiple internal teams and external stakeholders.
• Excellent oral and written communication skills and the ability to concisely present information to senior management and third parties.
• Highly proficient in Excel.
• Excellent analytical skills.
• Advanced modeling capabilities with the ability to work with large data sets.
• Ability to build and maintain complex financial models.
• Build and present PowerPoint presentations.
• Intellectual curiosity, and ability to learn quickly.
• Ability to multi-task.

Preferred Qualifications

• Relevant industry experience.
• Managing small teams

Benefits

We're dedicated to fostering a welcoming and inclusive culture that prioritizes the safety and well-being of all our clean energy professionals. We embrace and learn from our diverse backgrounds, encouraging open dialogue and growth. Through resources like our active Employee Resource Groups, DEI Working Group, and comprehensive training and workshops, we're continuing to build a supportive community that celebrates the convergence of our identities.

Our priority is to ensure that every team member feels valued and supported to have a healthy balance between work life and personal life. We believe a full life outside of the office makes for a happier, healthier team. We support that by offering robust benefits such as but not limited to, the following:

• Medical, Dental, and Vision insurance
• Vacation, Sick, and Volunteer days
• 401K with an employer safe harbor match
• Special Vendor Discounts on programs for:
• Identity theft and fraud prevention

Base Salary Range: $115,000- $135,000; Salary Commensurate with Qualifications and Experience.

We encourage people from minority or marginalized groups to apply. If you don’t meet 100% of the above qualifications, but see yourself contributing, please submit an application.

Convergent is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, height, weight, or any other characteristic protected by applicable laws, regulations, and ordinances. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements in the country where we operate. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected]