Financial Planning Manager

3 weeks ago


Addison, Texas, United States Foundation Energy Management , LLC Full time
Job Title: Financial Planning Manager

Foundation Energy Management, LLC is seeking a highly skilled Financial Planning Manager to join our team. The successful candidate will be responsible for supporting our active direct energy funds and will report directly to the Senior Vice President.

Key Responsibilities:

  • Oversee and comply with all monthly budgeting and quarterly reports for the company.
  • Lead month-end closing activities, ensuring timely and accurate financial statements.
  • Prepare and present financial and operating summaries to management and investors.
  • Integrate forecasts with actual data and inputs from various parts of the organization.
  • Track financial, operational, and strategic development within the company.
  • Assist in analysis of Fund and asset level performance (Mark-to-Market, IRR, ROI, etc.).
  • Identify opportunities for process optimization to streamline and improve financial models / systems.
  • Collaborate cross-functionally and support the Accounting, Operations/D&C Management teams with business development as needed.

Requirements:

  • Great attention to detail, strong analytical and problem-solving skills.
  • Skilled in crafting and presenting business insights to senior leadership; adept at translating financial data into clear, concise narratives for all levels of the organization.
  • Demonstrates analytical / problem solving skills, strategic thinking, and business acumen.
  • Self-driven with a proactive approach to process improvement; adept at working independently or working with a team and collaborating across multiple departments within the company.
  • Excellent communication and ability to work with confidential and time sensitive information.

Education/Experience:

  • CPA, CFP, or MBA Preferred
  • Bachelor's degree in a quantitative field (Finance, Accounting, Economics)
  • Minimum of 3-5 years of industry experience, preferably in high caliber settings with a mix of finance and strategy exposure (Investment Banking, Private Equity, FP&A, Audit, Strategy Consulting, etc.).
  • Working knowledge of U.S. GAAP accounting principles and financial statements
  • Insurance and treasury experience preferred


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