FP&A Manager

Primergy; Oakland (CA); On-site; USD 140,000 - 180,000; Full time

Job summary

Primergy in Oakland is seeking an FP&A Manager to lead budgeting, forecasting, and cash flow planning for solar projects, providing a consolidated outlook for strategic decisions. The role serves as a key liaison with project development, operations, project finance, and commercial strategy teams under executive leadership.

You will produce annual budgets, quarterly forecasts, and performance reports; manage liquidity, equity drawdown timing, and lending facilities; drive process improvements

Qualifications

• Bachelor's degree in finance/accounting, engineering, or quantitative discipline.
• 5+ years of experience in renewable energy finance, FP&A in Energy, Project finance, Construction.

Responsibilities

• Lead annual budget and quarterly forecasts for Board approvals.
• Produce managerial reports tracking P&L, assets, KPIs, and project spends.
• Forecast corporate and project cash flows to manage liquidity and equity drawdowns.
• Manage loan facilities, intercompany loans and corporate guarantees.
• Interface with asset management for liquidity analysis and distributions.

Skills

Budgeting

Forecasting

P&L analysis

Stakeholder communication

Education

Bachelor's degree in finance/accounting

Engineering or quantitative discipline

Tools

Excel

PowerPoint

Word

Access

Co-Pilot

Job description

ROLE & RESPONSIBILITIES

The FP&A Manager (Solar Development) will be responsible for leading on funding, budgeting and forecasting of Solar projects to provide a consolidated business outlook for strategic decision making. The position has high visibility across organization & serves as a key liaison across project development, operations, Project Finance, and commercial strategy teams under directive of the executive leadership.

RESPONSIBILITIES INCLUDE

• Responsible for producing annual budget and Quarterly Forecasts for Board approvals.
• Produce managerial performance reports that track P&L/Operating Assets/ KPIs and Project Spends
• Forecast corporate and project-level cash flows to manage liquidity & timing of equity drawdowns.
• Manage Loan & Letter Credit Facilities, intercompany loans and corporate guarantees
• Work with operating Assets Mgmt. Teams on financial performance & Liquidity analysis /Distributions.
• Interface/implement new tools/applications required for FP&A/Accounting/finance process improvement projects.

EDUCATION AND EXPERIENCE REQUIREMENTS

• Degrees: Bachelor’s degree in finance/accounting, Engineering, or quantitative discipline.
• Experience: 5+ years of experience in renewable energy finance, FP&A in Energy, Project finance, Construction.

SKILLSET

• Highly motivated, organized and detail oriented.
• Ability to establish immediate credibility at all levels, inside and outside the organization; demonstrate effective written and verbal communication skills at all levels of the organization.
• Creative problem-solving skills and ability to utilize good judgment. Ability to Collaborate with multiple teams within organization & ability to drive consensus-based decision making.
• Proficient in Microsoft Office applications such as Excel, PowerPoint, Word, and Access, Co-Pilot.
• Knowledge of Salesforce, Adaptive planning and AI Applications (Claude) Stable background or knowledge of accounting practices (preferred)

Primergy is committed to cultivating an inclusive and welcoming workplace. We encourage applicants from all backgrounds and do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status. We understand that individuals from historically underrepresented groups may hesitate to apply if they don't meet 100% of the listed qualification. If this role aligns with your interests and career goals, we encourage you to apply even if you don’t meet all the criteria.