Financial Planning & Analysis, Associate

Elevate Infrastructure

San Francisco (CA)

On-site

USD 90,000 - 125,000

Full time

7 days ago

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Benefits offered by this job

Discretionary bonus program

Job summary

Elevate Infrastructure seeks a highly motivated FP&A Associate to support financial planning, budgeting, and liquidity forecasting as the company scales its energy projects. You will work directly with the Director of FP&A to improve processes and ensure financial accuracy across development and capex initiatives.

Key duties include budgeting, cash flow forecasting, variance analysis, and preparing insightful reporting for leadership and the board.

Qualifications

Bachelor’s degree in finance, accounting, economics, or related quantitative field.
2–5 years of FP&A or related experience.
Strong Excel / financial modeling skills.
Excellent written and verbal communication skills.

Responsibilities

Support annual budgeting process with model updates and data consolidation.
Maintain project budgets across development and capex; track variances.
Forecast cash flow and liquidity; assist in capital calls and liquidity planning.
Consolidate department forecasts and analyze variances vs. budget.
Develop reports, dashboards, and board-ready materials.

Skills

Excel

Financial modeling

Attention to detail

Analytical thinking

Time management

Communication

Education

Bachelor’s degree in finance, accounting, economics, or related field

Job description

About Elevate

At Elevate, we are deploying reliable energy solutions that power the communities we serve. We’re not just building infrastructure; we’re enabling the future of energy, supporting massive digital and data center expansions and supporting a more resilient, electrified grid. Elevate is where top talent meets real impact. We're a lean, mission-driven team accelerating the clean energy transition through bold, meaningful projects. Here, you’ll work alongside some of the smartest people in the industry, have a seat at the table from day one, and help shape a company that’s building the future of power—fast. If you thrive in dynamic environments, value authenticity over fluff, and want your work to matter, Elevate is the place to be.

Position Summary

We are seeking a highly motivated FP&A Associate to support and scale the company’s financial planning and reporting, project budgeting, and liquidity forecasting functions. This role will work directly with the Director of FP&A and play a critical role in maintaining financial accuracy, improving processes, and enabling strategic decisions as the company grows.

Key Responsibilities

Corporate Budgeting

Support annual budgeting process, including model updates and data consolidation

Project Budgeting & Cost Control

Maintain and support detailed project budgets across development and capex phases
Track actuals vs. budget and forecast, identifying and explaining variances
Ensure consistency between project budgets and financial models

Cash Flow Forecasting & Liquidity Management

Maintain and update cash flow forecasts
Track and allocate cash actuals across projects and accounts
Support preparation of capital call analyses and liquidity planning
Assist in maintaining cash rollforwards and balance bridges

Corporate Forecasting

Consolidate project and G&A forecasts from department heads
Maintain and update corporate forecast models
Analyze and report on variances vs. budget and prior forecasts

Systems & Process Improvement

Improve structure, consistency, and controls across financial models and datasets
Support development of scalable FP&A processes and tools
Help implement best practices for version control, data integrity, and reporting

Reporting & Analysis

Prepare variance analysis across projects, G&A, and overall cash flows
Support development of monthly business review and board presentation materials
Build and maintain reporting outputs, dashboards, and supporting analyses

Candidate Profile

Required Experience

Bachelor’s degree (finance, accounting, economics, or other related quantitative field)
2–5 years of experience in FP&A, investment banking, project finance, or related field
Strong Excel / financial modeling skills
High attention to detail and strong organizational skills
Strong analytical and problem-solving skills
Ability to manage multiple workflows and meet deadlines
Excellent written and verbal communication skills

Preferred

Experience in renewable energy, infrastructure, or project-based industries
Exposure to cash flow forecasting, liquidity management, or treasury functions
Experience working with complex financial models

Why Join Us?

Make a Meaningful Impact

Play a direct role in accelerating the energy transition by contributing to transformative, utility-scale energy storage projects—especially on complex brownfield and urban-constrained sites where innovation drives real-world results.

Thrive in a Mission-Driven Culture

Be part of a lean, agile team that values integrity, innovation, and decisive execution. We foster a collaborative environment where every team member has a voice and is empowered to make a difference.

Grow with a Company on the Rise

Join at a pivotal moment as we scale from startup to growth stage. You'll have the opportunity to shape strategy, influence outcomes, and grow professionally alongside a company backed by top-tier private equity and poised for significant expansion.

The posted salary range represents the Company’s good-faith estimate of the salary range for this position at the time of posting. Actual compensation will be determined based on the skills, experience, and qualifications of the candidate selected.

Employees in this role are also eligible to participate in the Company’s annual discretionary bonus program, subject to the terms of the applicable plan.

Elevate is an Equal Opportunity employer and committed to a diverse and inclusive workplace. We welcome all applications regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or Veteran status.

The Pay Range For This Role Is