Portfolio finance manager

Fluence

Houston (TX)

On-site

USD 90,000 - 130,000

Full time

2 days ago
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Job summary

Fluence in Houston, TX seeks a Portfolio Finance Manager to oversee financial performance of a growing energy storage project portfolio. This full-time, on-site role collaborates with project management, operations, commercial, and accounting to optimize profitability and ensure accurate cash flows.

You will monitor revenues, costs, and variances, prepare periodic reports, support budgeting and forecasting, evaluate financial risks, and participate in investment decisions.

Qualifications

  • Strong financial analysis and portfolio management skills.
  • Experience with cash flow modeling and profitability assessment.
  • Budgeting, forecasting, and variance analysis experience.
  • Knowledge of energy or renewables markets and PPAs.
  • Excellent communication and cross-functional collaboration.
  • Bachelor’s degree in Finance/Accounting/Economics/Business; CFA/CPA a plus.
  • Prior portfolio management or corporate finance experience in energy/utilities.

Responsibilities

  • Oversee financial performance of a portfolio of energy storage projects.
  • Monitor revenues, costs, and cash flows; prepare periodic reports.
  • Support budgeting, forecasting, and variance analysis.
  • Collaborate with project management, operations, commercial, and accounting.
  • Evaluate financial risks and participate in investment decisions.
  • Support contract reviews from a financial perspective.
  • Contribute to process improvements and financial controls across the portfolio.

Skills

Financial analysis
Portfolio management
Cash flow modeling
Excel modeling
ERP / BI tools
Communication
Cross-functional collaboration

Education

Bachelor's degree
CFA or CPA (plus)

Tools

ERP systems
BI tools
Excel

Job description

Company Description Fluence advances the clean energy transition by designing, deploying, and operating modular energy storage products, lifecycle services, and AI-enabled asset management software. Backed by the heritage of Siemens and AES, Fluence operates in nearly 50 markets, supporting safer, more resilient, and highly optimized electric grids. Teams collaborate across disciplines and regions to deliver innovative solutions that reshape how energy is produced, stored, and managed. Fluence is committed to cultivating inclusive, forward-thinking talent who challenge the status quo and share a passion for transforming the way the world is powered.

Role Description The Portfolio Finance Manager is a full-time, on-site role based in Houston, TX, responsible for overseeing the financial performance of a portfolio of energy storage projects. This role includes monitoring project-level revenues, costs, and cash flows, preparing periodic financial reports, and supporting budgeting, forecasting, and variance analysis. The Portfolio Finance Manager collaborates with project management, operations, commercial, and accounting teams to optimize portfolio profitability and ensure accurate financial tracking. Day-to-day tasks also include evaluating financial risks, participating in investment decisions, supporting contract review from a financial perspective, and contributing to process improvements and financial controls across the portfolio.

Qualifications

  • Strong financial analysis, portfolio management, and project finance skills, including experience with cash flow modeling and profitability assessment.
  • Advanced proficiency in financial modeling and Excel; familiarity with ERP or financial reporting systems and business intelligence tools.
  • Knowledge of energy, infrastructure, or renewable power markets and an understanding of long-term contracts, PPAs, and asset management concepts.
  • Experience with budgeting, forecasting, and financial planning, as well as variance analysis and performance reporting.
  • Ability to interpret complex financial data, communicate insights clearly, and collaborate effectively with cross-functional stakeholders.
  • Strong organizational skills, attention to detail, and the ability to manage multiple projects and deadlines in a fast-paced environment.
  • Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field; professional certifications (e.g., CFA, CPA) are a plus.
  • Prior experience in portfolio management, project finance, or corporate finance, ideally within energy, utilities, or related sectors.
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