Financial Planning & Analysis Manager

Socket.dev; Houston (TX); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Flexible work environment

Equal opportunity employer

Job summary

Priority Power is seeking a Financial Planning & Analysis Manager to lead the review and analysis of financial performance across business units. You will drive insight from historic performance, manage budgeting and forecasting with the FP&A Director, and supervise analysts across reporting, modeling, and consolidation tasks.

You will validate analyses, ensure data integrity, and translate complex findings into actionable guidance for senior leadership, including integration efforts across CRM,

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• Analytical thinker with strong conceptual and problem-solving skills, including strong financial modeling skills.
• Strong knowledge of GAAP and the relationships between the three financial statements.
• Working ERP knowledge and advanced Microsoft Office skills (Excel, PowerPoint).
• Meticulous attention to detail with the ability to multi-task.
• Ability to work under pressure and meet deadlines.
• Ability to work independently and as part of a team.

Responsibilities

• Analyze current monthly data and historic trends of key performance indicators including areas of revenue, cost of sales, expenses, cash flow, capital expenditures, and liquidity.
• Review monthly and quarterly financial reports prepared by the Senior Financial Analyst team for accuracy and completeness prior to distribution, highlighting trends.
• Assist in financial close variance analysis, maintenance of financial models including fully integrated 3-statement financial consolidation model and driver-based long-range financial forecast.
• Review and finalize presentations prepared by the Senior Financial Analyst team for the VP of Finance, FP&A Director, Commercial and Business Unit Heads, and other levels of management.
• Serve as the primary reviewer and quality-control checkpoint for analyses, models, and reporting produced by the Senior Financial Analyst team, and supervise and develop their performance.
• Review and assemble Management and Board Reporting Package components prepared by the Senior Financial Analyst team.
• Review model enhancements for efficiency, accuracy, and data integrity, and approve automation of model linkages developed by the Senior Financial Analyst team.
• Design internal controls over financial planning and reporting processes, in coordination with the FP&A Director.
• Act as FP&A lead for CRM, ERP, and Reporting tool integration and improvement efforts.
• Translate complex financial analysis into clear, actionable recommendations for commercial and business unit leadership, escalating strategic considerations to the FP&A Director as needed.
• Manage evaluation exercises around existing and new projects / initiatives, including financial models, evaluating potential cash flows, risks, and other tangible benefits, for review and approval by the FP&A Director.

Skills

Analytical thinking

GAAP knowledge

Financial modeling

ERP systems

Excel

PowerPoint

Attention to detail

Deadline-driven

Independent / team player

Education

Bachelor's degree

Tools

NetSuite

Oracle

OneStream

Hyperion

Tableau

Power BI

Databricks

Job description

Description

This position may be based out of Priority Power Management's Arlington, TX or Houston, TX locations.

Who We Are

Priority Power is the energy partner delivering the systems, expertise, and execution, required to power enterprise growth. Through our integrated multi-service offering spanning strategy, supply, infrastructure, and operations, we develop and operate mission critical energy solutions for organizations navigating today's complex energy landscape. From greenfield to gigawatt to grid, we make power possible at the scale and speed of ambitious growth demands - meeting the needs of an energy driven future.

Our Vision

To be the most trusted and capable integrated energy partner in the United States -delivering strategy, infrastructure, and execution at the speed ambitious growth demands.

Our Mission

Priority Power delivers the strategy, infrastructure, and execution that powers enterprise growth - with the speed, transparency, and accountability our clients depend on.

Job Summary

The Financial Planning & Analysis Manager will be responsible for the review and analysis of the financial performance of Priority Power’s business units while working closely with the Finance team and business unit leadership. The FP&A Manager will review and validate the analyses and reporting prepared by the Senior Financial Analyst team, drive insight into historic performance, set and measure the assigned business units on Key Performance Indicators, and manage the budgeting/forecasting processes in coordination with the FP&A Director

Job Responsibilities

• Analyze current monthly data and historic trends of key performance indicators including areas of revenue, cost of sales, expenses, cash flow, capital expenditures, and liquidity
• Review monthly and quarterly financial reports prepared by the Senior Financial Analyst team for accuracy and completeness prior to distribution, highlighting trends
• Assist in financial close variance analysis, maintenance of financial models including fully integrated 3-statement financial consolidation model and driver-based long-range financial forecast
• Review and finalize presentations prepared by the Senior Financial Analyst team for the VP of Finance, FP&A Director, Commercial and Business Unit Heads, and other levels of management
• Serve as the primary reviewer and quality-control checkpoint for analyses, models, and reporting produced by the Senior Financial Analyst team, and supervise and develop their performance
• Review and assemble Management and Board Reporting Package components prepared by the Senior Financial Analyst team
• Review model enhancements for efficiency, accuracy, and data integrity, and approve automation of model linkages developed by the Senior Financial Analyst team
• Design internal controls over financial planning and reporting processes, in coordination with the FP&A Director
• Act as FP&A lead for CRM, ERP, and Reporting tool integration and improvement efforts
• Translate complex financial analysis into clear, actionable recommendations for commercial and business unit leadership, escalating strategic considerations to the FP&A Director as needed
• Manage evaluation exercises around existing and new projects / initiatives, including financial models, evaluating potential cash flows, risks, and other tangible benefits, for review and approval by the FP&A Director

Requirements

• Bachelor's degree in accounting, finance, or related field
• Analytical thinker with strong conceptual and problem-solving skills, including strong financial modeling skills
• Strong knowledge of GAAP and the relationships between the three financial statements
• Working ERP knowledge and advanced Microsoft Office skills (Excel, PowerPoint)
• Meticulous attention to detail with the ability to multi-task
• Ability to work under pressure and meet deadlines
• Ability to work independently and as part of a team

Preferred Skills and Qualifications

• 8 plus years of work experience in FP&A or similar function
• Prior experience directly supervising, reviewing, or mentoring the work of financial analysts
• Industry experience with energy or utility businesses
• Cloud ERP experience (e.g., NetSuite, Oracle)
• Consolidation and planning software experience (e.g., OneStream, Hyperion)
• Business intelligence software experience (e.g., Tableau, Power BI, Databricks)

Why Choose Priority Power?

Empowered to Make an Impact in a Values-Driven Energy Future

At Priority Power, we’re more than just an energy company—we’re a purpose-driven team dedicated to transforming the future of energy through meaningful work, empowered people, and enduring partnerships. We invite mission-minded professionals to grow with us in a culture defined by trust, collaboration, and real outcomes.

Values-Driven Culture

We lead with integrity, customer focus, and accountability—prioritizing ethics and purpose in every decision we make. Our culture is rooted in doing what’s right for our clients, our communities, and each other.

Empowered Opportunities

Here, initiative is celebrated. You’ll have the autonomy to lead, innovate, and contribute in ways that grow your career and advance our mission. We empower our employees to take ownership of their impact.

Accountability & Outcomes Orientation

Our results matter. We are a high-performance culture that rewards accountability, champions progress and celebrates milestones that move the needle for our clients and the energy industry.

Collaborative Colleagues

You’ll work alongside passionate experts who are generous with knowledge and united by a shared vision. Cross-functional teamwork and open communication are at the core of how we solve big energy challenges together.

Make a Real Difference

At Priority Power, your work directly contributes to building a more resilient, efficient, and sustainable energy future. Whether optimizing large-scale power strategies or innovating in renewables, you’ll be part of something bigger than yourself.

Flexible Work Environment

We respect your life outside of work. Our flexible work policies allow you to thrive personally and professionally ensuring balance, trust, and well-being for every team member.

Equal Opportunity Employer

We are an equal opportunity employer and value diversity in our workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability.