Manager, Financial Planning & Analysis

Deriva Energy; Charlotte (NC); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k) with matching

Employee assistance program

Flexible spending account

Life insurance

Paid time off

Parental leave

Attractive Bonus Potential

Job summary

Deriva Energy, a leading Independent Power Producer, seeks a Manager, FP&A based at the Charlotte, NC headquarters. You will own budgeting, forecasting, and the corporate model, partnering with executives to drive capital allocation and strategic planning.

This role requires strong modeling skills, GAAP understanding, and experience with ERP/EPM/BI tools. Four days in office in Charlotte; collaboration with Operations, Asset Management, Development, and Corporate functions.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5+ years of experience in FP&A, corporate finance, investment banking, Big 4 transaction services, or corporate development.
• MBA, CPA, or CFA is a plus.
• Experience with ERP, EPM, and BI tools (OneStream/Anaplan/Adaptive/Power BI).
• Familiarity with energy, renewables, utilities, or infrastructure is a plus.

Responsibilities

• Plan and forecast annual budgets, rolling forecasts, and long-range plans.
• Own the integrated corporate model and run scenario, sensitivity, and valuation analysis.
• Deliver monthly/quarterly results, KPI dashboards, and variance analysis.
• Prepare materials for senior leadership, Board, and sponsor submissions.
• Partner with Operations, Asset Management, Development, and corporate functions on cost management and capital planning.
• Provide analysis for M&A, asset sales, financings, and other strategic initiatives.
• Drive standardization, automation, and data quality across planning tools; support close/reconciliations.
• Coach and develop FP&A analysts and manage workload.

Skills

Budgeting

Forecasting

Long-range planning

Financial modeling

ERP

Education

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

Tools

OneStream

Anaplan

Adaptive

Power BI

NetSuite

Job description

Manager, Financial Planning & Analysis# Careers## Manager, Financial Planning & AnalysisApply: Onsite: Charlotte, NC: Full time: Posted Today: End Date: November 10, 2026 (13 days left to apply): R-200585**Job Description:****Overview**Deriva Energy is a leading Independent Power Producer in the U.S. renewables market, with over 6.5GW of operating or under construction wind, solar, and storage projects across the country. Formerly a division of Duke Energy, Deriva is now backed by Brookfield Renewable and is poised for dynamic growth across its wind, solar, and storage portfolios. Join a team committed to excellence and innovation, envisioning a future of energy independence through resilient, carbon-free generation. Deriva empowers customers with innovative clean energy solutions that strengthen communities and serve future generations. The Manager, FP&A supports the company's planning, forecasting, and performance reporting, and serves as a strategic finance partner to the executive team and business leaders. This role owns the models and insights that drive capital allocation and growth decisions and continuously improves how Finance plans and reports. **This position will be based at Deriva Energy Headquarters located in Charlotte, NC.** **Main Responsibilities*** **Planning & Forecasting:** Support the annual budget, rolling forecasts, and long-range plan, from assumptions through executive and Board review, and lead these processes* **Financial Modeling:** Own the integrated corporate model and run scenario, sensitivity, and valuation analysis* **Performance Reporting:** Deliver monthly and quarterly results, KPI dashboards, and variance analysis vs. budget, forecast, and prior year, with clear explanation of drivers* **Executive & Sponsor Reporting:** Prepare decision-ready materials for senior leadership, the Board, and Brookfield, ensuring consistency across all submissions* **Business Partnership:** Partner with Operations, Asset Management, Development, and corporate functions on cost management, capital planning, and investment decisions* **Strategic Support:** Provide analysis for M&A, asset sales, financings, and other strategic initiatives* **Process & Systems:** Drive standardization, automation, and data quality across planning tools; partner with Accounting on close and reconciliations* **Team Leadership:** Coach and develop the analysts within the FP&A team, set priorities, and manage workload# **Basic Qualifications*** Bachelor's degree in Finance, Accounting, Economics, or a related field* In addition to a bachelor's degree, five (5) years of experience in FP&A, corporate finance, investment banking, Big 4 transaction services, or corporate development* In lieu of a bachelor's degree, associate's degree AND eight (8) years or more of related work experience* In lieu of a associate's degree, HS Diploma/GED AND ten (10) years or more of related work experience **Desired Qualifications*** Six (6) years or more of experience in FP&A, corporate finance, investment banking, Big 4 transaction services, or corporate development AND one (1) year of direct reports* Hands-on experience with budgeting, forecasting, and long-range planning; Senior Managers should have a track record of owning these processes end to end* Advanced financial modeling and Excel skills; strong grasp of three-statement accounting and GAAP/IFRS* Experience with ERP, EPM, and BI tools (e.g., OneStream, Anaplan, Adaptive, Power BI)* Clear, confident communicator who can present complex analysis to senior leaders and the Board* MBA, CPA, or CFA* Experience in energy, renewables, utilities, or infrastructure* Background in a private equity–backed company or other sponsor-owned business* Familiarity with project finance, tax credits (ITC/PTC), PPAs, and asset valuation* Experience leading process automation or a systems implementation (e.g., NetSuite)**Other*** Ability to hire at a higher level if the right candidate is identified + Senior Manager level is expected to lead planning processes end to end and manage direct reports + Manager level will own key components of the cycle and coach analysts **Working Conditions*** Based in **Charlotte, NC** at Deriva Energy Headquarters* Four (4) days in office required **Benefits*** Health Insurance* Dental Insurance* Vision Insurance* 401(k) with matching* Employee assistance program* Flexible spending account* Life insurance* Paid time off* Parental leave* Attractive Bonus Potential**Additional Information:**Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.Deriva welcomes veterans of the United States Armed Forces to apply for this position. Deriva includes veterans of all branches and a diverse set of occupational specialties. We value the independent thinking, problem solving, leadership, and teamwork that our veterans have developed through their service. We welcome applications from any service and any military occupational specialty.Deriva Energy is an Equal Opportunity and Affirmative Action Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, protected veteran or military status, and other categories protected by federal, state or local law.