FP&A Analyst

Proterra; Greer (SC); Ibrido; USD 70.000 - 90.000; Tempo pieno

Descrizione del lavoro

Proterra, based in Greer, SC, is seeking an FP&A Analyst to support budgeting, forecasting, and financial reporting. You will build and maintain financial models, partner with department leaders, and translate data into actionable insights to guide growth in the electric vehicle industry.

The role emphasizes advanced Excel modeling, scenario analysis, and collaboration across functions to drive accurate plans and performance transparency.

Competenze

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 2–5 years of FP&A, corporate finance, or related analytical role.
• Advanced Excel skills with INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables, scenario analysis.

Mansioni

• Support budgeting and rolling forecast processes with department leaders to gather inputs and challenge assumptions.
• Consolidate departmental budgets into company-level plans and develop revenue, expense, headcount, and capex forecasts.
• Maintain planning calendars and templates; update forecasts for business changes, risks, and opportunities.
• Build and maintain auditable financial models; perform scenario and sensitivity analyses.
• Support pricing, capital investment, and business-case analyses for strategic initiatives.
• Prepare monthly/quarterly variance analyses (budget vs actual) and explain drivers.
• Develop recurring management reporting packages and KPI dashboards; ensure data integrity across reports.
• Serve as a trusted finance partner to business areas and translate financial results for non-finance stakeholders.
• Identify opportunities to automate and streamline reporting and planning processes.

Conoscenze

Advanced Excel

Financial modeling

Budgeting & forecasting

Variance analysis

Financial analysis

Formazione

Bachelor's degree in Finance, Accounting, Economics, or related field

Strumenti

SAP

Oracle

NetSuite

Adaptive Planning

Planful

OneStream

Oracle EPM

Power BI

Tableau

SQL

Descrizione del lavoro

Position Overview:

The FP&A Analyst is responsible for supporting the company's budgeting, forecasting, and financial reporting processes, delivering accurate analysis and actionable insights that guide business decisions. This role combines strong technical finance and Excel modeling skills with business partnership to help leaders understand performance, evaluate opportunities, and plan for growth.

Reporting to the Head of FP&A and Treasury, this position builds and maintains the financial models that underpin planning, owns key recurring reporting deliverables, and partners with department leaders across the organization. The FP&A Analyst plays a critical role in translating financial data into clear, decision-ready insights and supporting the company's growth in the electric vehicle industry through disciplined financial planning and analysis.

About the Role – You will:

Budgeting & Forecasting

• Support the annual budget and rolling forecast processes, partnering with department leaders to gather inputs and challenge assumptions
• Consolidate departmental budgets and forecasts into company-level financial plans
• Develop revenue, expense, headcount, and capital expenditure forecasts
• Maintain planning calendars and templates to ensure timely, accurate submissions
• Update forecasts to reflect business changes, risks, and opportunities
• Build, maintain, and improve complex financial models with an emphasis on accuracy, scalability, and auditability
• Perform scenario and sensitivity analyses to evaluate business outcomes
• Support pricing, capital investment, and business case analyses for strategic initiatives
• Analyze unit economics, cost drivers, and margin trends
• Ensure models are well-documented and easy for stakeholders to use

Reporting & Variance Analysis

• Support month-end close activities in partnership with Accounting, including P&L and accrual reviews
• Prepare monthly and quarterly variance analyses (budget vs. actuals) and explain key drivers
• Develop recurring management reporting packages and KPI dashboards for leadership
• Track and report on financial and operational performance metrics
• Ensure data integrity and consistency across financial reports

Business Partnership

• Serve as a trusted finance partner to assigned business areas and department leaders
• Translate financial concepts and results into clear insights for non-finance stakeholders
• Provide ad hoc financial analysis to support operational and strategic decisions
• Monitor spending against budget and identify cost-saving opportunities

Process Improvement & Support

• Identify opportunities to automate and streamline reporting and planning processes
• Document FP&A procedures and maintain process documentation
• Support all members of the Finance team with ad hoc projects/analysis

Your Experience Includes:

• Bachelor's degree in Finance, Accounting, Economics, or related field
• Minimum of 2-5 years of experience in FP&A, corporate finance, investment banking, or a related analytical role
• Advanced Excel skills, including complex formulas (INDEX/MATCH, XLOOKUP, SUMIFS), pivot tables, and scenario/sensitivity analysis
• Proven ability to build well-structured, auditable financial models
• Solid understanding of the three financial statements and how they link together
• Hands-on experience with budgeting, forecasting, and variance analysis
• Strong attention to detail and commitment to accuracy
• Excellent written and verbal communication skills

Additional Desired Skills:

• Experience in manufacturing, automotive, or electric vehicle industry
• Familiarity with ERP systems (SAP, Oracle, NetSuite)
• Experience with planning tools (Adaptive Planning, Planful, OneStream, Oracle EPM)
• Experience with BI and data tools (Power BI, Tableau, Power Query, SQL)
• Progress toward an MBA, CFA, CPA, or FP&A certification

Key Attributes:

• Highly analytical with strong problem-solving skills
• Proactive and self-motivated with ability to work independently
• Strong interpersonal skills and ability to build relationships across functions
• High integrity and commitment to maintaining confidentiality
• Adaptable and comfortable working in a fast-paced, dynamic environment
• Continuous improvement mindset focused on efficiency and accuracy
• Ability to communicate complex financial information clearly and concisely

Performance Indicators:

• Accuracy and timeliness of budgets and forecasts
• Quality and reliability of financial models
• Timeliness and accuracy of management reporting and variance analysis
• Quality of business partnership and stakeholder feedback
• Effectiveness of insights provided to support decision-making
• Contribution to process improvements and automation initiatives

Designed and assembled in the United States, Proterra’s innovative battery platform offers industry-leading energy density, durability, performance and safety systems – enabling Proterra EV batteries to be the premium choice for commercial vehicles and industrial equipment.

Proterra’s battery technology offers industry-leading energy density, safety systems, and durability. Proudly designed and assembled in Greer, South Carolina, Proterra® batteries are the premier choice to electrify commercial vehicles ranging from buses and trucks to construction equipment and more. Proterra is building innovative battery technology to power a better, more sustainable world.

Applicants must be authorized to work for any employer in the U.S. There is no immigration sponsorship available for this role (ex: H1-B, OPT, CPT, TN or any other employment sponsorship).

Proterra is an Equal Employment Opportunity Employer, providing equal employment opportunities to all Employees and applicants for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, genetic information, veteran status, pregnancy, childbirth, or related medical conditions, including, but not limited to, lactation or any other characteristic protected by applicable federal, state, or local law or ordinance. Proterra participates in the Electronic Employment Verification Program (E-Verify).