Manager, Financial Planning & Analysis

Deriva Energy Holdco I; Charlotte (NC); On-site; USD 140,000 - 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 North American renewables company, is seeking a Senior Manager of FP&A in Charlotte, NC. The role owns the corporate planning model, drives forecasting, and partners with operations, asset management, and development teams to support capital allocation decisions.

You will lead a small team, deliver period close analyses and Board-ready materials, and advance automation and data quality across planning tools in a sponsor-backed growth environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field.
• Five years in FP&A, corporate finance, investment banking, Big 4 or corporate development.
• In lieu of a bachelor’s degree, associate’s degree and eight years relevant experience.
• In lieu of an associate’s degree, HS Diploma and ten years relevant experience.

Responsibilities

• Plan and forecast annual budget, rolling forecasts and long-range plan.
• Own the integrated corporate model and run scenario analyses.
• Deliver monthly/quarterly results, KPI dashboards, variance analysis.
• Prepare materials for senior leadership, Board, and sponsor reporting.
• Partner with Operations, Asset Management, Development, and corporate functions.
• Provide analysis for M&A, asset sales, financings, and strategic initiatives.
• Drive standardization, automation, and data quality in planning tools.
• Coach and develop FP&A analysts and manage workload.

Skills

Financial modeling

Leadership

Advanced Excel

GAAP/IFRS

Strategic thinking

Education

Bachelor's degree in Finance/Accounting/Economics

MBA, CPA, or CFA

Tools

ERP/NetSuite/SAP

Power BI

OneStream/Anaplan/Adaptive

BI tools

Job description

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.

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 from an accredited college or university
• 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 an 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 Aff… encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to their rac