Financial Planning & Analysis Associate

energyRe LLC; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

energyRe LLC seeks a Financial Planning & Analysis Associate to drive corporate and project-level planning, executive reporting, and enterprise system management. You will partner with Finance leadership to deliver timely, decision-oriented insights supporting capital allocation and liquidity planning.

This high-visibility role requires advanced financial modeling, autonomous operation, and the ability to produce polished, executive-ready materials for Board and senior leaders.

Qualifications

• 5–8+ years in FP&A, corporate finance, or related roles.
• Experience preparing executive-level financial reporting.
• Experience in capital-intensive, multi-entity, or project-based environments.
• Strong written and verbal communication, attention to detail.
• Hands-on experience with Workday Adaptive Planning or similar tools.

Responsibilities

• Lead corporate and project-level financial reporting packages for executive leadership.
• Synthesize financial and operational data into executive-ready insights highlighting key performance drivers, risks, and opportunities.
• Support preparation of Board and investor-facing materials, as needed.
• Present financial analyses to senior leadership with increasing ownership over time.
• Lead key components of the annual budgeting and quarterly forecasting processes.
• Maintain and enhance integrated financial models, including long-range planning and scenario analysis.
• Perform detailed variance analysis and identify performance drivers across entities.
• Serve as a primary FP&A owner of Workday Adaptive Planning, including model development and reporting automation.
• Ensure model integrity across entities, versions, and dimensional structures, partnering with Accounting and IT as needed.
• Provide analytical support to Treasury to align forecasts with liquidity requirements.
• Support modeling of financing transactions and capital structure scenarios.

Skills

Executive communication

Analytical skills

Ownership and independence

Financial modeling

Tools

Excel / spreadsheets

Workday Adaptive Planning

BI / data visualization tools

Job description

The Financial Planning & Analysis Associate plays a critical role in both corporate and project-level financial planning, executive reporting, and enterprise financial systems management. This position partners closely with Finance leadership and executive stakeholders to deliver accurate, timely, and decision-oriented financial insights that support capital allocation, liquidity planning, and overall company performance.

This is a high-visibility role requiring advanced financial modeling expertise, strong executive communication skills, and the ability to operate with a high degree of autonomy in a capital-intensive, growth-oriented environment. The Associate will take ownership of core FP&A processes and contribute to scaling and enhancing the company’s financial planning infrastructure.

Requirements

• Lead preparation of corporate and project-level financial reporting packages for executive leadership.
• Synthesize financial and operational data into clear, executive-ready insights highlighting key performance drivers, risks, and opportunities.
• Support preparation of Board and investor-facing materials, as needed.
• Present financial analyses to senior leadership with increasing ownership over time.
• Lead key components of the annual budgeting and quarterly forecasting processes.
• Maintain and enhance integrated financial models, including long-range planning and scenario analysis.
• Perform detailed variance analysis and identify performance drivers across corporate and project entities.
• Serve as a primary FP&A owner of Workday Adaptive Planning, including model development, structural enhancement, and reporting automation.
• Ensure model integrity across entities, versions, and dimensional structures, partnering with Accounting and IT as needed.

Treasury & Capital Planning Support

• Provide analytical support to Treasury to ensure alignment between operating forecasts and liquidity requirements.
• Support modeling of financing transactions and capital structure scenarios.
• Support financial evaluation of new projects, investments, and strategic initiatives.
• Other duties as needed.

Required Experience

• 5–8+ years of progressive experience in FP&A, corporate finance, investment banking, consulting, public accounting, or related financial roles.
• Demonstrated experience preparing executive-level financial reporting and decision-support analysis.
• Experience in capital-intensive, multi-entity, or project-based environments preferred.

Core Competencies

• Exceptional written and verbal communication skills, with the ability to produce polished executive-ready materials and clearly convey complex financial insights.
• High degree of ownership and ability to operate independently with limited oversight.
• Strong analytical rigor and attention to detail.

Technical Skills

• Advanced financial modeling skills (Excel and enterprise planning systems).
• Hands-on experience building and structurally managing models within an enterprise FP&A / EPM platform required.
• Workday Adaptive Planning experience strongly preferred.
• Working knowledge of GAAP and financial statement mechanics.
• Experience with business intelligence and data visualization tools preferred.

Physical Requirements

The Financial Planning & Analysis Associate may be required to endure the following physical activities, environmental conditions, and physical demands:

• Remain in a stationary position, often standing or sitting for prolonged periods,
• Moving about to accomplish tasks or moving from one worksite to another,
• Adjusting or moving objects up to 20 pounds in all directions,
• repeating motions that may include the wrists, hands and/or fingers, and
• assessing the accuracy, neatness and thoroughness of the work assigned.