Manager, Financial Planning & Analysis

Deriva Energy Holdco I LLC; United States; On-site; USD 130,000 - 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 is seeking a Manager, FP&A to lead planning, forecasting and performance reporting across the organization. You will own the integrated financial model, run scenario analyses, and partner with Operations, Asset Management and Development to guide capital allocation and growth decisions.

The role is based at our Charlotte, NC headquarters with four days in office. Ideal candidates have 5+ years in FP&A, advanced financial modeling and experience with ERP/EPM/BI tools; MBA/CPA/CFA is

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field.
• 5+ years FP&A, corporate finance or related roles.
• Experience with budgeting, forecasting, long-range planning.
• MBA, CPA or CFA preferred.

Responsibilities

• Planning & forecasting: support annual budget, rolling forecasts, long-range plan from assumptions through Board review.
• Financial modeling: own integrated corporate model and run scenario, sensitivity, valuation analyses.
• Performance reporting: deliver monthly/quarterly results, KPI dashboards, variance analysis vs budget/forecast/prior year.
• Executive & sponsor reporting: prepare materials for senior leadership, Board, Brookfield with consistency across submissions.
• Business partnership: work with Operations, Asset Management, Development and corporate functions on cost management and capital planning.
• Strategic support: provide analysis for M&A, asset sales, financings and other strategic initiatives.
• Process & systems: drive standardization, automation, data quality across planning tools; partner with Accounting on close/reconciliations.
• Team leadership: coach analysts, set priorities, manage workload.

Skills

Forecasting

Financial modeling

Budgeting

GAAP/IFRS

Power BI

ERP/OneStream

Leadership

Communication

Strategic partnering

Education

Bachelor's degree in Finance/Accounting/Economics

MBA

CPA/CFA

Tools

OneStream

Anaplan

Adaptive

NetSuite

Power BI

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.

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 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 Affimitive 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.

Welcome to Deriva Energy Careers! An Industry Leader. Since 2007, we've grew our business to become one of the nation's top renewable energy companies, managing a portfolio of wind, solar and battery storage projects across the U.S. At Deriva Energy, our mission is to advance the transition to a sustainable, clean energy future and create value for our customers, investors and other stakeholders. We are proud to have some of the most talented, dedicated and knowledgeable people in the industry. Their diverse backgrounds and experiences help create a dynamic and exciting workplace that delivers great results every day. We believe fostering a workforce that encompasses and encourages varied backgrounds and perspectives is critical for business success, and we are committed to embedding diversity and inclusion across our company. We know that the best ideas come from having people of different backgrounds, perspectives, experience and skills who work together with a shared purpose.

Equal Opportunity Employer Deriva Energy is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, age, disability, status as a protected veteran, or any category protected by law.

Know Your Rights: Workplace Discrimination is Illegal Deriva Energy participates in E-Verify. E-Verify electronically compares information entered on the Employment Eligibility Verification, Form I-9, with records contained in Social Security Administration and Department of Homeland Security (DHS) databases. This helps employers verify the identity and employment eligibility of newly hired employees. If you have the right to work, don't let anyone take it away (e-verify.gov) E-Verify Participation Poster English and Spanish