Senior Analyst, FP&A

Position Summary 

Reporting to the Vice President of Finance & Accounting, the Senior Analyst, FP&A (“Senior Analyst”) drives financial planning, forecasting, modeling, and performance reporting across New Leaf Energy. Partnering closely with colleagues in Project Development, Project Finance/Sales, and Finance & Accounting, the Senior Analyst leads the annual budget and forecasting cycles, builds and maintains complex financial models, and delivers clear, actionable reporting to executive leadership and the Board. The role also optimizes and enhances use of the FP&A system, advances automation and reporting capabilities, owns near-term cash forecasting, and manages key financial instruments, ensuring visibility into financial performance, disciplined capital management, and data-driven decision-making.

Position responsibilities will include, but are not limited to: 

Data Systems 

• Play a leading role optimizing the configuration and use of the FP&A system, working closely with the system administrator and user stakeholders to ensure accurate, timely and effective provision of reports, forecasts and ad-hoc analyses. 
• Lead continuous improvement initiatives to enhance user experience by automation and development of new reports and analyses. 

Strategic Planning & Forecasting

• Lead the process for the annual budget, monthly/quarterly forecast, and long-range planning cycles.

Financial Modeling & Analysis

• Build and maintain complex financial models required for forecasting and planning.
• Perform scenario planning and what-if analyses. 
• Conduct other ad-hoc analyses as needed.

Performance Reporting & Insights

• Analyze variances between actuals, forecasts, and budgets to identify trends, risks, and opportunities for improvement.

Business Partnership

• Collaborate closely with the Project Development and Project Finance/Sales departments to analyze and challenge forecast updates.

Management Reporting 

• Prepare monthly/quarterly and ad-hoc financial review materials for executive leadership and the Board of Directors.

Additional Responsibilities

• Own near term cash forecasting, collaborating with colleagues in Project Development, Project Finance/Sales and Accounting to maintain accurate and credible projections.
• Own the process for identifying the need for letters of credit, performance bonds or other instruments and manage these through their lifecycle.
• Perform other duties as assigned.

Desired Qualifications 

• 5+ years of experience in related roles.
• Bachelor’s Degree in a technical, accounting or finance discipline.  Further relevant qualifications or certifications are an advantage.
• Advanced proficiency managing and using an FP&A tool to support a complex business.  Demonstrable understanding of data structures, report generation, scenario management and integration with Excel.  Ideally this experience would be using Data Rails in a project development business, however we’d still like to hear from you if you have related experience and can demonstrate the drive and aptitude to learn quickly and transfer your particular skill set.
• Strong-to-expert level financial modeling skills, including complex 3 statement financial models driven by operating business inputs, and ad-hoc modelling of other business areas.
• General understanding of GAAP accounting and the ability to work with colleagues to understand key accounting implications for the business and apply those in modeling and analysis.
• Excellent verbal and written communication skills; concise, articulate, and confident in presenting financial data and strategic recommendations senior leadership.
• Ability to work collaboratively in a cross-functional environment, partner effectively with business colleagues and really own the message as well as the analysis.
• Ability to operate independently and be self-motivated in a fast paced private equity environment.
• Highly intellectually curious; we really value the drive to continuously explore and learn about our business and how the work that you do relates to the work of our colleagues.
• Solutions-oriented with a practical approach to developing initial solutions quickly, and then evolving them through a process of continuous improvement.