Manager, Financial Planning and Analysis

Montera; San Francisco (CA); Remote; USD 150,000 - 180,000; Full time

Benefits offered by this job

Health coverage

Paid time off

Parental leave

401(k) with employer match

Professional development reimbursement

Remote work stipend

Job summary

Montera is a remote-first company accelerating the development of hyperscale data centers. We seek a Manager, Financial Planning & Analysis to lead budgeting, forecasting, and financial modeling for a fast‑growing platform.

You’ll partner with Development, Delivery, Procurement, People, Accounting, and leadership to deliver forecasts, dashboards, and actionable insights that drive strategic decisions. This role offers a base salary range of $150,000–$180,000 plus an annual performance bonus

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business or related field.
• 6–10 years experience in financial planning and analysis, development or project finance.
• Experience with data center development economics and capital planning.
• Strong financial modeling and reporting skills.
• Ability to partner with internal functions and senior leadership.

Responsibilities

• Lead annual budgeting, planning templates, consolidation, and leadership reporting.
• Own and maintain corporate financial model covering Opex, G&A, headcount, and forecasts.
• Develop rolling headcount models linking hiring to budgets and cash flow.
• Build project cash flow forecasts and assess budgets, contingencies, and variances.
• Create dashboards and executive reporting for CFO and leadership.

Skills

Financial modeling

Budgeting & forecasting

Headcount planning

Stakeholder communication

ERP systems (NetSuite)

Capital planning

Data center economics

Cross-functional collaboration

Education

Bachelor's degree in Finance, Accounting, Economics, Business

Tools

NetSuite

Job description

Description

At Montera, we’re building the future of digital infrastructure. Founder-led with $1.5B backed by Stonepeak, Montera is driven by a future-focused vision: to develop and operate hyperscale data centers essential for tomorrow's technology. Our mission is to deliver strategically located, hyperscale data centers designed for speed, reliability, and scalability. Backed by decades of experience in design, construction, and operations, we don’t just build, we execute with purpose.

Our Values

• Client First Alignment: We align every solution to our clients’ goals.
• Speed with Certainty: Velocity matters. We deliver with urgency and precision.
• Operational Excellence: Decades of experience drive our high standards.
• Safety & Integrity: Safety is non-negotiable. We lead with integrity and transparency.
• Ownership Mentality: We think like owners, because we are.

Position Overview:

The Manager, Financial Planning & Analysis is responsible for building and leading Montera's forward-looking financial planning function as the company continues to scale its hyperscale data center development platform.

Reporting directly to the Chief Financial Officer, this role will own company-wide budgeting, forecasting, financial modeling, project cash flow analysis, and executive reporting. The position partners closely with Development, Delivery, Procurement, People, Accounting, and executive leadership to provide financial visibility, improve planning processes, and support strategic and operational decision-making.

The ideal candidate brings strong financial modeling capabilities, a practical understanding of data center development and construction economics, and experience managing financial planning activities in a capital-intensive environment. Success in this role means establishing reliable financial forecasts, creating scalable planning and reporting processes, and delivering actionable financial insights that support company growth.

This is a hands‑on opportunity for someone who enjoys building processes, models, dashboards, and reporting infrastructure from the ground up.

Key Responsibilities and Deliverables:

Corporate Financial Planning & Forecasting

• Lead the annual budgeting and planning process, including development of templates, planning timelines, departmental inputs, financial consolidation, and leadership reporting.
• Own and maintain the corporate financial model, including operating expenses, G&A, headcount, capitalized costs, and company-wide financial forecasts.
• Manage ongoing forecasting and reforecasting activities to provide visibility into financial performance, spending trends, and future funding requirements.
• Partner with People and Accounting to develop and maintain a rolling headcount model that connects hiring plans to operating budgets and cash flow.
• Develop financial scenarios and sensitivity analyses to evaluate business decisions, resource allocation, and long‑term financial impacts.

Project Financial Analysis & Cash Flow Management

• Develop and maintain project‑level cash flow forecasts to provide visibility into development spending, construction funding requirements, and overall liquidity.
• Partner with Development and Delivery teams to evaluate project budgets, construction spending, change orders, contingencies, and cost variances.
• Analyze key development and construction financial metrics, including cost per megawatt (MW), dollars per watt ($/W), and overall project economics.
• Track construction draw schedules, funding requirements, and projected cash outflows to support financial planning and capital management.
• Identify financial risks, cost pressures, and opportunities to improve project financial performance.

Procurement & Commercial Financial Support

• Collaborate with Procurement to evaluate equipment purchasing decisions, payment terms, supplier deposits, milestone payments, and working capital requirements.
• Assess the financial and cash flow implications of long‑lead equipment purchases and major procurement commitments.
• Support commercial decision‑making through financial modeling, pricing analysis, and evaluation of lease economics.
• Assist in establishing a commercial deal desk to support pricing discipline, financial approvals, and yield‑on‑cost analysis.
• Develop financial analyses and recommendations that support project‑level investment decisions and commercial negotiations.

Financial Reporting, Analytics & Process Development

• Build and maintain financial dashboards, key performance indicators, and executive reporting packages for the CFO and leadership team.
• Provide clear financial reporting on actual performance against budgets, forecasts, and company objectives.
• Translate complex financial information into actionable recommendations for executive and cross‑functional stakeholders.
• Establish scalable financial planning processes, reporting tools, and analytical frameworks as the organization grows.
• Partner with Accounting and other business functions to improve financial data accuracy, reporting consistency, and operational visibility.
• Identify opportunities to improve financial processes, automate reporting, and strengthen financial decision‑making across the organization.

Requirements

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 6–10 years of experience in financial planning and analysis, development finance, project finance, or a related financial function.
• Experience working within a data center developer, owner, or operator.
• Strong understanding of data center development economics, construction costs, capital requirements, and project cash flows.
• Demonstrated experience owning or playing a significant role in corporate budgeting, financial forecasting, and long‑range planning.
• Advanced financial modeling and analytical skills, including experience building and maintaining comprehensive financial models.
• Experience partnering with development, construction, procurement, accounting, or other operational teams.
• Strong understanding of project and construction finance, including budgets, cash flow forecasting, contingencies, and cost variance analysis.
• Experience with NetSuite or a comparable enterprise resource planning (ERP) system.
• Ability to independently develop financial reporting, dashboards, and analytical tools.
• Strong written and verbal communication skills, with the ability to present financial information and recommendations to senior leadership.
• Highly organized, detail‑oriented, and comfortable managing multiple priorities in a fast‑paced development environment.

Preferred Skills:

• Experience supporting financial planning for hyperscale data center development, construction, or operations.
• Experience developing project cash flow models, construction spending forecasts, and capital expenditure plans.
• Familiarity with data center financial metrics, including cost per MW, $/W, development yields, and lease economics.
• Experience evaluating commercial agreements, procurement payment structures, or major capital commitments.
• Background in investment banking, Big Four accounting, transaction advisory, or a similar environment, paired with meaningful operating experience.
• Experience establishing FP&A processes, financial reporting frameworks, or corporate planning functions within a growing organization.
• Ability to work independently, take ownership of ambiguous problems, and collaborate effectively with senior stakeholders.

Work Environment & Physical Demands:

• Remote Work: Montera operates as a remote‑first company. Employees are expected to maintain a professional, reliable remote work setup and appropriate availability during working hours.
• Travel Requirements: Travel may be required for meetings, company planning sessions, and other business activities, depending on organizational needs.
• Physical Demands: This role primarily involves standard office and computer‑based work, including participation in virtual and in‑person meetings, financial analysis, and regular communication with internal stakeholders.
• Montera will provide reasonable accommodations to enable qualified individuals to perform the essential functions of the role, consistent with applicable law.

Benefits

Why Join Montera?

At Montera, you’ll shape the next generation of digital infrastructure while being supported by a team that values integrity, collaboration, and long‑term partnership. We’re a remote‑first company that empowers our people with flexibility, ownership, and meaningful rewards.

This position offers the opportunity to help establish the FP&A function within a growing data center infrastructure platform. Rather than managing a narrow piece of financial planning within a large organization, you'll partner directly with the CFO and company leadership across development, construction, procurement, and commercial decision‑making.

For the right candidate, there is flexibility to consider the position at the Senior Manager level based on relevant data center development and construction finance experience.

Compensation:

At Montera, we believe great work starts with investing in great people. That is why we offer a competitive and thoughtful total compensation package designed to recognize the value each team member brings.

Our compensation ranges are informed by market data and aligned to job level and role. When making hiring and compensation decisions, we consider a variety of factors, including skills, experience, education, training, competencies, and overall business needs.

The reasonable base salary range for this role is $150,000–$180,000 annually, plus an annual performance-based bonus.

Our Benefits at a Glance:

• Comprehensive Health Coverage: We pay 90% of health premiums for employees and their dependents.
• Generous Time Off: Up to 8 weeks of paid time off per year, which includes holidays, PTO, and sick time.
• Parental Leave: Up to 8 weeks of paid time off after 6 months of employment.
• Financial Security: 401(k) plan with immediate eligibility, no vesting requirement, and employer match contributions up to 6%.
• Learning & Development Reimbursement: Up to $3,500 reimbursed annually for approved courses, certifications, conferences, and professional development opportunities.
• Extra Support: Remote work stipend to help you stay connected.