Financial Planning and Analysis Manager

CV Resources is partnering with an Energy Technology client of ours in search for a FP&A/Corporate Finance Manager to build and lead financial planning, modeling, and capital support initiatives. This role goes well beyond traditional budget-to-actual variance reporting. The ideal candidate will be capable of developing sophisticated financial models and company-wide budgets from the ground up while serving as a key partner to accounting, operations, and executive leadership.

This individual must possess strong accounting knowledge, advanced financial modeling capabilities, and experience supporting financing transactions and lender/investor compliance requirements.

• Develop comprehensive financial models from scratch that accurately reflect the Company’s business model, revenue drivers, cost structure, capital needs, and growth strategy
• Lead the annual budgeting process and ongoing forecasting cycles
• Build integrated three-statement models (P&L, balance sheet, and cash flow) with strong attention to accounting detail and data integrity
• Perform scenario planning, sensitivity analyses, and long-range financial projections
• Translate operational initiatives into financial impacts

• Support debt, equity, grant, and lease financing initiatives
• Review and analyze financing agreements, debt covenants, investor reporting requirements, and lease obligations
• Monitor covenant compliance and prepare required lender/investor reporting packages
• Serve as a key finance contact for banking partners and capital providers
• Assist in structuring financing strategies and capital deployment decisions

• Partner closely with accounting to ensure models and forecasts reconcile with financial reporting
• Interface with operations and department leaders to ensure budget assumptions are accurate and timely
• Provide actionable insights to leadership through clear and concise financial presentations
• Strengthen financial discipline across departments through structured planning processes

• Deliver executive-level reporting packages including KPI dashboards and performance analyses
• Go beyond variance explanations by identifying underlying business drivers and recommending strategic actions
• Continuously enhance forecasting accuracy and modeling sophistication

• Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA a plus)
• 6+ years of progressive experience in FP&A, corporate finance, investment banking, or commercial banking
• Advanced financial modeling expertise (integrated three-statement models required)
• Strong understanding of accounting principles and financial statement mechanics
• Experience reviewing financing agreements, debt covenants, and investor requirements
• Background in banking, structured finance, or capital markets strongly preferred
• Excellent communication and presentation skills with the ability to translate financial concepts for non-finance stakeholders