Sr. Director, Financial Planning & Analysis

Stem Inc; Broomfield (CO); On-site; USD 175,000 - 263,000; Full time

Benefits offered by this job

Health benefits

401k

Holidays

Flexible time-off

Bonus eligibility

Job summary

Stem, Inc. is seeking a Sr. Director of Financial Planning & Analysis to lead the FP&A function across the company. You will drive budgeting, forecasting, and business analysis, partnering with CFO and finance leadership to set strategic plans and ensure budgeting discipline.

You will direct financial models for revenue, opex, headcount, cash flow, and unit economics, while delivering variance analysis and executive commentary. This role requires strong leadership and GAAP expertise.

Qualifications

• 5+ years in FP&A, corporate finance, investment banking, or consulting.
• 3+ years of leading a team of managers/analysts.
• Experience in high-growth tech or energy with software is preferred.

Responsibilities

• Lead annual budgeting, quarterly forecasting, and long-range planning.
• Translate strategy into functional FP&A plans and guide execution.
• Create leadership, board, and investor-ready materials.

Skills

Financial modeling

Leadership

Forecasting

Excel proficiency

Communication

Education

Bachelor's degree in Finance/Accounting/Economics

MBA

CFA

Tools

Adaptive

Anaplan

Pigment

Tableau

Power BI

NetSuite

Job description

About Stem - Driven by human and artificial intelligence – Stem is unlocking energy intelligence.

Stem is a global leader reimagining technology to support the energy transition. Turning complexity into clarity, and potential into performance.
We help asset owners, operators and stakeholders benefit from the full value of their energy portfolio by enabling the intelligent development, deployment, and operation of clean energy assets. Our integrated software suite, PowerTrack, is the industry standard and best-in-class for asset monitoring, supported by professional and managed services, under one roof. Meant to tackle challenges as seamlessly as possible, Stem shows the information needed clearly and accurately and helps harness raw data to inform actionable insight. With global projects managed in 55 countries – from Germany to Japan and across North America – customers have relied on Stem for nearly 20 years to maximize the value of their clean energy projects.

Stem’s culture embodies diversity & inclusion beyond the traditional facets of gender, ethnicity, age, disabilities, and sexual orientation to include experience, personality, communication, work styles, and more. At our core, Stem is at the momentous intersection of clean energy and software technology where diverse ideas, experiences, and professional skills converge to make the inclusive culture we have today. Together, we are turning old school thoughts about software and energy into progressive, collaborative, and innovative solutions. By joining our team, you will be collaborating with data scientists, energy experts, skilled salespeople, thought-leading executives and more from a range of backgrounds. This intersection of ideas, beliefs, and skills is what makes us unique enough to lead the world’s largest network of digitally connected energy storage systems.

About the Role

Stem Inc., a publicly traded company on the NYSE, is looking for a Sr. Director of Financial Planning & Analysis to lead the FP&A function's strategic planning, forecasting, and business analysis activities across the company. This role leads the activities of the FP&A function through subordinate managers, participates with the CFO and senior finance leadership to establish strategic plans and objectives, and ensures operational effectiveness across budgeting, forecasting, and business partnering company-wide.

What You’ll Do

• Lead the end-to-end FP&A function: annual budgeting, quarterly forecasting, long-range financial planning, and monthly management reporting.
• Participate with the CFO and senior finance leadership in establishing strategic financial plans and objectives; translate strategy into functional plans and guide execution.
• Own creation and management of leadership, board, and investor-ready materials.
• Direct the build and maintenance of financial models covering revenue, opex, headcount, cash flow, and unit economics to support scenario planning and strategic decisions.
• Oversee the monthly and quarterly close-to-forecast cycle, ensuring the quality of variance analysis and executive commentary.
• Serve as a senior strategic finance business partner to department and functional leaders, providing analysis that informs pricing, hiring, and investment decisions.
• Direct development of KPIs, dashboards, and reporting tools that give leadership real-time visibility into business performance.
• Lead, mentor, and develop an international team of FP&A managers and analysts through subordinate leaders, building scalable processes as the company grows.
• Drive continuous improvement of planning systems, tools, and processes company-wide to increase forecasting accuracy and reduce cycle time.
• Support capital raises, M&A analysis, and other strategic initiatives as needed.
• Ensure financial planning processes and reporting align with GAAP and internal controls, working closely with Accounting and Investor Relations.

What You’ll Bring

• 10+ years of progressive experience in FP&A, corporate finance, investment banking, or management consulting, including 3+ years leading a team of managers or analysts.
• Experience in high-growth technology or energy with a software company strongly preferred.
• A collaborative leadership style with a bias toward action and continuous improvement.
• Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA a plus.
• Proven track record building financial models and driving planning processes in a fast-growing or complex business environment.
• Deep proficiency in Excel and modern FP&A or BI tooling (e.g., Adaptive, Anaplan, Pigment, Tableau, Power BI); experience with NetSuite or a similar ERP is a plus.
• Strong command of GAAP, financial statement analysis, and corporate finance principles.
• Excellent communication skills, with the ability to translate complex financial data into clear narratives for non-finance stakeholders and executive audiences.
• Demonstrated ability to manage competing priorities and deliver accurate work under tight deadlines.

To learn more about Stem, visit our stem.com where you’ll find information about our solutions, technology, partners, case studies, resources, latest news and more. Here are some relevant links:

At Stem, you will work in a growing, innovative, mission-driven company with talented colleagues that have a passion for building renewable energy systems.Stem offers competitive compensation as well as a comprehensive set of benefits to support the health and wellness of our employee including:

• A competitive compensation package, including eligibility for a bonus or commission based on the role.
• Full health benefits on the first day of employment (several medical plan options-HDHP and PPO, dental plans, FSA/HSA-with employer contribution, employer paid vision/LTD/STD/Life, variety of voluntary coverage)
• 401k (pre- or post-tax) on first day of employment
• 12 paid calendar holidays per year
• Flexible time-off

Stem, Inc . is an equal opportunity employer committed to diversity in the workplace and does not discriminate against any employee or applicant for employment because of race, color, sex, pregnancy, religion, national origin, ethnicity, citizenship, sexual orientation, gender identity, age, marital status, disability, genetic information, military status, protected veteran status or any other factor protected by applicable federal, state or local laws.

The pay range for this role is:

175,360 - 263,040 USD per year (US National)