Head of Financial Planning & Analysis

Ascend Analytics; Boulder (CO); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Life, short- and long-term disability

Parental leave

FSA and HSA options and dependent care

401(k) with 3% company contribution

Flexible paid time off

Job summary

Ascend Analytics in Boulder, CO, a software and consulting company focused on energy analytics, seeks a hands-on Head of FP&A to lead financial planning, modeling, and KPI reporting. This role is an individual contributor reporting to the CFO, partnering with leaders to drive strategic financial insight.

Responsibilities include budgeting, forecasting, variance analysis, and dashboards. Candidates should have 5+ years FP&A experience, SaaS exposure, and strong Excel/AI tools skills.

Qualifications

• 5+ years of progressive FP&A experience.
• Experience in a SaaS company.
• Expertise in financial modeling and data-driven decision making.

Responsibilities

• Own and execute the annual budgeting process and rolling 12-month forecast.
• Provide financial analysis including revenue and expense reporting; variance analysis.
• Maintain ARR waterfall and key financial indicators.
• Build financial models for scenario analysis including headcount planning and cost improvements.
• Deliver monthly financial packages and board/investor updates.
• Collaborate with Accounting, IT, Legal, HR for proactive business support.

Skills

FP&A expertise

SaaS experience

Financial modeling

Data-driven decisions

Forecasting cash flow

Communication skills

Education

Bachelor's degree

MBA preferred

Tools

Excel

QuickBooks

AI tools

Job description

We are looking for aHead of FP&A for our Boulder, CO office who is passionate about clean energy and thrives as a hands-on, individual contributor finance professional.

AscendAnalyticsis an innovative software and consulting company focused on energy analytics thatare transformingthe electric gridtorenewables.Ascend'ssolutions provide the tools to support critical power supply decisions from operating strategies over the next hour, to hedging and budgeting decisions over the next five years, to long-term investment and resource planning decisionsover the next thirty years. For more information, visitwww.ascendanalytics.com.

Position Overview

The Head of FP&A will own and execute the company’s financial planning, business modeling, and KPI reporting across the organization. This is an individual contributor role that is critical in providing strategic insight into financial and operational performance, partnering closely with business leaders, and delivering timely analysis to optimize results. Reporting directly to the CFO, this person will be a key driver of financial initiatives aligned to the company’s strategic goals.

Core Responsibilities

• Own and execute the annual budgeting process and in-year rolling 12-month re-forecasting, ensuring alignment with company strategy.
• Provide comprehensive financial analysis, including revenue and expense reporting, variance analysis, and budget-to-actual comparisons.
• Maintain ARR waterfall and key financial indicators (e.g., cash flow, revenue).
• Build and refine financial models for scenario analysis, including revenue growth, headcount planning, operational efficiencies, and cost improvement opportunities.
• Maintain weekly dashboard metrics to track business performance.
• Deliver detailed financial reports for internal and external stakeholders, including quarterly board presentations and monthly investor operations updates.
• Produce and make enhancements to monthly financial reporting packages formanagement andthe Board of Directors.
• Collaborate closely with G&A functions (Accounting, IT, legal, HR) to provide proactive business support and ad hoc analysis.
• Stay informed onindustrybest practices and drive continuous improvement in FP&A processes(e.g.AI).

Qualifications

• Bachelor’s Degree required; MBA preferred.
• 5+ years of progressive FP&A experience, with demonstrated ability to operate independently as a hands-on, individual contributor.
• Experience in a SaaS company.
• Expertisein financial modeling and data-driven decision-making, including integrated financial statement modeling.
• Proficiencyin financial reporting, with a demonstrated ability to forecast cash flow and balance sheet items.
• Experience with SaaS business metrics and performance drivers.
• Advanced knowledge of financial systems(e.g.Excel, QuickBooks, AI tools) and databasemanagement.
• Strong project management skills with a proventrack recordof managing multiple priorities in a fast-paced environment.
• Excellent communication and presentation skills, with the ability to convey complex financial data to senior management and external stakeholders.
• A commitment to excellence, ethics, and integrity.
• Highly organized,accurate, detail-oriented, and takes pride in the quality of their work.
• Acumen and curiosity to learnthe businessand understandgrowthdrivers.

Base Salary

$150,000-$175,000education, qualifications and experience aretaken into accountwhendeterminingcompensation.

At Ascend, we believegreat talentdeserves great rewards—andwe’reproud to offer compensation that is often above the industry average.

But theperksdon’tstop there.We’recommitted to creating a workplace where people can do meaningful work, grow their careers, and still have a life outside the office.You’llenjoy flexible work hours, a collaborative environment, and real opportunities for advancement.

Our benefits package is designed to support you and your family, including:

• Medical, dental, and vision coverage
• Life,Short- and long-term disabilityinsurance
• Parental leave
• FSA and Health Savings Account optionsanddependentcare
• 401(k) with a 3% non-elective company contribution(yes—we contribute even if youdon’t!)
• Flexible paid time off so you can recharge when you need it

Join a team thatvalues your work, supports your growth, and invests in your future.

We celebrate diversity and are committed to creating an inclusive environment for all employees. Ascend Analytics is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information or other applicable legally protected characteristics.

Ascend Analytics is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or accommodation due to a disability, please contact us at [e-mail].

Job posting details for Head of Financial Planning & Analysis at Ascend Analytics in Boulder, Colorado. Compensation / salary range: $150,000-$175,000education, qualifications and experience aretaken into accountwhendeterminingcompensation. ClimateTechList gathers 9,000+ job openings from over 480 climate tech companies and updates them daily.