Senior FP&A Leader | Strategy, ERP Rollout & AI Budgeting

Blue Energy; Chevy Chase (MD); On-site; USD 150,000 - 230,000; Full time

Job summary

Blue Energy is seeking a strategic Principal of Financial Planning & Analysis to lead budgeting, forecasting, and performance analysis across the organization. You will shape financial strategy, enhance MIS, and deliver insights to leadership and the board.

You will also drive ERP implementation to streamline reporting. The role requires 5+ years in FP&A or related fields, strong Excel and modeling skills, and ability to collaborate across development, commercial, operations, and finance

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA a plus.
• 5+ years of FP&A, investment banking, consulting, or corporate finance, preferably in a high-growth environment.
• Strong analytical skills with advanced proficiency in Excel and financial modeling.
• Experience with BI tools (e.g., Vena, Looker, Tableau, Power BI) and financial planning software (e.g., Adaptive Insights, Anaplan).
• Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
• Ability to collaborate cross-functionally with teams in development, commercial, operations, legal, engineering, and executive leadership.

Responsibilities

• Develop and maintain financial models to support budgeting, forecasting, and long-term planning on a monthly, quarterly and annual basis.
• Provide financial insights and analysis to support decision-making and strategic planning. Identify opportunities to improve financial performance and operational efficiency.
• Design and enhance internal reporting frameworks to provide timely, accurate, and insightful financial and operational metrics to leadership.
• Lead the finance workstream of the ERP system rollout, ensuring alignment with business needs and seamless integration with existing tools and processes.
• Assist with the preparation of monthly leadership report and quarterly board decks, including financial performance, KPIs, and strategic analysis.
• Collaborate with department heads to support strategic initiatives, optimize resource allocation, and drive financial accountability.
• Conduct variance analysis and identify trends and key drivers of financial performance and recommend corrective actions.
• Continuously improve FP&A processes, tools, and systems to enhance efficiency and scalability. Automate budgeting by incorporating latest AI technologies.
• Build, mentor and develop a growing finance and accounting team.

Skills

Excel modeling

Financial analysis

Cross-functional collaboration

Strategic thinking

Variance analysis

Education

Bachelor’s degree in Finance/Accounting/Economics

MBA or CFA (a plus)

Tools

Vena

Looker

Tableau

Power BI

Adaptive Insights

Anaplan

Job description

Blue Energy is seeking a strategic Principal of Financial Planning & Analysis to lead budgeting, forecasting, and performance analysis across the organization. You will shape financial strategy, enhance MIS, and deliver insights to leadership and the board.

You will also drive ERP implementation to streamline reporting. The role requires 5+ years in FP&A or related fields, strong Excel and modeling skills, and ability to collaborate across development, commercial, operations, and finance