Senior Manager, Services Finance

NextGenEnergyJobs; San Jose (CA); Hybrid; USD 140,000 - 200,000; Full time

Job summary

NextGenEnergyJobs is seeking a senior FP&A leader to act as the finance business partner for our Services organization. You will influence executive decisions and guide performance management for a multi-billion-dollar backlog portfolio.

You will own diverse forecasting cycles, build robust models, and work with Operations to translate business objectives into financial commitments while delivering data-driven insights for strategic initiatives and cost optimization.

Qualifications

• Bachelor's degree or higher in Finance, Accounting, Economics, Business, Engineering, or related discipline.
• Demonstrated expertise in FP&A, budgeting, forecasting, and performance management.
• Ability to translate operational metrics into financial outcomes for senior leadership.
• Experience influencing cross-functional stakeholders within matrixed organizations.

Responsibilities

• Serve as the lead finance business partner for the Services organization, supporting executive decision-making.
• Own monthly, quarterly, annual, and long-range forecasting processes for Services revenue, gross margin, COGS, and operating performance.
• Develop and maintain financial models that provide visibility into backlog conversion and service profitability.
• Partner with Services Operations to translate objectives into financial commitments and measurable outcomes.
• Deliver timely analysis on financial performance, including volume, mix, pricing, productivity, and cost variance drivers.
• Lead monthly operating reviews and provide insights to improve operational and financial results.
• Identify risks and opportunities within forecasts and develop mitigation strategies with business leaders.
• Support strategic initiatives such as service offering expansion, margin improvement, and cost reduction.
• Develop scenario analyses and business cases to support resource allocation and planning.

Skills

Financial modeling

Forecasting

Analytics

Cross-functional collaboration

ERP systems (Oracle preferred)

Advanced Excel

Executive communication

Education

Bachelor's degree in related field

Tools

Oracle ERP

Excel

PowerPoint

Job description

Bachelor's degree in Finance, Accounting, Economics, Business, Engineering, or a related discipline required.

Key Responsibilities

Serve as the lead finance business partner for Bloom's Services organization, supporting executive decision-making and operational performance management across a multi-billion-dollar backlog portfolio.

• Own monthly, quarterly, annual, and long-range forecasting processes for Services revenue, gross margin, cost of goods sold, and operating performance.
• Develop and maintain robust financial models that provide visibility into backlog conversion, service profitability, cost trends, contract economics, and operational drivers.
• Partner closely with Services Operations leaders to translate business objectives into financial commitments and measurable performance outcomes.
• Deliver timely, data-driven analysis on financial performance, including volume, mix, pricing, productivity, and cost variance drivers.
• Lead monthly operating reviews and financial performance discussions, providing insights and recommendations to improve operational and financial results.
• Identify risks and opportunities within forecasts and proactively develop mitigation strategies with business leaders.
• Support strategic initiatives including service offering expansion, margin improvement programs, contract optimization efforts, and cost reduction opportunities.
• Develop scenario analyses and business cases to support resource allocation, investment decisions, and strategic planning activities.
• Drive forecasting process improvements, reporting automation, and standardization of financial operating mechanisms across the organization.
• Partner with Accounting, Supply Chain, Manufacturing, Commercial Operations, and Corporate FP&A teams to ensure consistency and integrity of financial assumptions and reporting.
• Lead implementation of systems enhancements, reporting tools, and costing methodologies that improve visibility, decision quality, and business performance.
• Support internal control compliance, audit requirements, and budget governance processes.
• Prepare executive-level presentations, operating review materials, and performance updates for senior leadership.

Requirements

Minimum of 10 years of progressive experience in FP&A, operational finance, manufacturing finance, strategic finance, or related disciplines.

• Demonstrated experience supporting complex operational organizations within industrial, manufacturing, energy, technology, or capital equipment industries.
• Strong financial modeling, forecasting, and analytical capabilities with experience translating operational metrics into financial outcomes.
• Proven ability to influence cross-functional stakeholders and drive alignment within a matrixed organization.
• Experience supporting revenue forecasting, gross margin analysis, cost accounting, and operational performance management.
• Advanced knowledge of financial planning systems, ERP platforms, and reporting tools. Oracle experience preferred.
• Advanced Excel and PowerPoint skills with the ability to build executive-ready analyses and presentations.
• Strong communication skills with the ability to present complex financial concepts clearly to operational and executive audiences.
• Demonstrated ability to lead process improvement initiatives and implement scalable finance operating mechanisms.
• High degree of intellectual curiosity, ownership, business acumen, and bias toward action.