Business Planning Manager

POSITION DESCRIPTION

This role is a key position dedicated to overseeing financial planning and analysis (FP&A), project-level cost/budget control, risk (insurance and bad debt) management, and process innovation (PI) for financial data within the business unit. Operating in a pre-ERP environment, this role provides executive management with accurate financial visibility by bridging General Ledger (G/L) data with project-specific data. It directly contributes to maximizing corporate profitability by establishing early warning systems and driving cost efficiency.

This role is a key position dedicated to overseeing financial planning and analysis (FP&A), project-level cost/budget control, risk (insurance and bad debt) management, and process innovation (PI) for financial data within the business unit. Operating in a pre-ERP environment, this role provides executive management with accurate financial visibility by bridging General Ledger (G/L) data with project-specific data. It directly contributes to maximizing corporate profitability by establishing early warning systems and driving cost efficiency.

• FP&A & Business Planning
• Performance Analysis & Financial Forecasting:
  Prepare monthly and annual rolling reports for P&L (Revenue, Cost, SG&A), Cash Flow, and Capex. Conduct Plan vs. Actual gap analysis to derive actionable improvement measures.
• Business Planning:
  Lead the hands‑on execution of the bi‑annual corporate business planning process, including P&L, Cash Flow, and Capex budget formulation.
• Management Decision Support:
  Prepare weekly management reports (monitoring Booking, NTP, and COD milestones, and adjusting revenue projections) and aggregate P&L data in collaboration with ESS Solution and Asset Mgmt teams.
• Financial Risk Mitigation:
  Measure the cash flow impact of project schedule delays or changes and establish proactive mitigation strategies.
• Cost & Budget Control
• Prevent Cost Overrun:
  Verify project‑specific Accounts Payable (AP) and review cost allocation accuracy based on timesheet data.
• EPC Cost
  
  Risk Management:
  
  Collaborate closely with PE&D Project Managers to consolidate the EPC Cost Spend Schedule and identify schedule/cost risks early (Early Warning System).
• SG&A Optimization:
  Analyze monthly actual vs. forecasted SG&A, identify variance causes, and propose revisions. Forecast monthly hiring and labor costs in coordination with the HR department.
• Risk, Asset & Insurance Management
• Demand Planning & Asset Risk Assessment:
  Develop PV module and Racking demand plans (including early procurement alignment with HQ). Review the quarterly win probability of development projects, establish bad debt allowance standards, and assess potential risks related to WIP (development asset) removal.
• Project Finance (PF) Insurance Compliance:
  Conduct gap analysis on lender (e.g., Key Banc) insurance requirements (CGL/Umbrella), track Surety Bond Request Packages, and review requirements for Builder’s Risk Insurance issuance and Decommissioning Bonds.
• Operational
  
  Risk Management:
  
  Manage annual corporate insurance renewals and evaluate the necessity for additional coverage.
• Process Innovation & Data Management
• System Enhancement & DB Construction:
  Cleanse and structure existing accounting data into a database for future ERP migration. Build an integrated database for scattered Project Cost budget and forecast data.
• Management Framework Automation:
  Develop and enhance automated tools for integrated P&L and Cash Flow management (currently executing manual matching and settlement between G/L data and project budgets).

• 5+ years of experience in investment management, portfolio governance, business operations, or related fields
• Strong analytical skills, including Excel‑based analysis, business case development, and structured reporting.
• Strong executive communication skills, including PPT story lining and issue framing.
• High ownership and strong follow‑through.
• Able to balance structured planning with practical investment and execution support.
• Strong cross‑functional collaboration, discipline, and outcome focus

• Experience in Investment or M&A experience at a…