Financial Planning Associate

2 weeks ago

Denver, Colorado, United States upLIGHT Full time
Position Overview


Are you passionate about contributing to a sustainable future? At Uplight, we are empowering energy consumers and providers to enhance the clean energy landscape.

Collaborating with over 90 of the leading electric and gas utilities globally, Uplight offers a comprehensive customer energy experience.

We strive to deliver tailored experiences that customers expect, which leads to improved satisfaction, increased revenue, reduced service costs, and supports carbon reduction objectives.

As a certified B Corp, we are committed to acting in accordance with our values, making decisions that benefit not only our shareholders but also our customers, the environment, our employees, and the community.


We are seeking a motivated, skilled, and enthusiastic Financial Analyst to join our Financial Planning & Analysis team, assisting us in reaching our ambitious business and environmental goals.

In this role, you will act as a business partner to various departments, focusing on budgeting, forecasting, headcount planning, and monthly financial performance reporting against budget/forecast.

You will closely collaborate with other FP&A team members and Accounting to ensure an accurate and timely financial close.Key Responsibilities

  • Lead the operational expense forecasting, budgeting, and monthly financial review processes for various departments.
  • Enhance your proficiency in NetSuite and Planful financial systems.
  • Conduct analysis and reporting on headcount and operational expense line items.
  • Build relationships with cross-functional stakeholders and business partners.
  • Manage, track, and report all headcount-related activities.
  • Implement process enhancements to improve operational efficiency.
  • Provide ad-hoc analysis to deliver actionable recommendations to leadership.
  • Review preliminary month-end results and suggest journal entries to ensure the accuracy of financial outcomes.
  • Maintain reporting templates on a monthly basis.

Qualifications

  • A minimum of 2 years of relevant experience, including at least 2 years in FP&A.
  • Working knowledge of fundamental Accounting principles (understanding P&Ls, accruals, reclasses, etc.) and GAAP.
  • Understanding of the three financial statements and their interrelations.
  • Strong foundational Excel skills with a desire to expand your knowledge.
  • A willingness to understand the business beyond just number crunching.
  • An analytical mindset focused on identifying win-win solutions that balance opportunities and risks while creating related forecasts.
  • A critical and curious approach to tasks and processes, always asking, "How can I improve this?"
  • Ability to thrive in a fast-paced, dynamic environment with competing priorities.
  • Excellent communication and interpersonal skills.

Preferred Qualifications

  • Experience with Netsuite and Planful (or other FP&A tools) is a significant advantage.


At Uplight, we are dedicated to fostering a diverse, inclusive, and authentic workplace. If you are excited about this role but your experience does not align perfectly with every qualification, we encourage you to apply anyway. You may be the right candidate for this or other opportunities.


What We Offer

  • 401k Match
  • Medical, vision, and dental insurance
  • Monthly wellness stipend
  • Peer-to-peer recognition program
  • Management by objectives bonus plan
  • Innovative flexible time off policy
  • Collaborative and engaging office environment

Salary Range:
$52,000 to $65,000


Uplight is an equal opportunity employer, providing equal employment opportunities to all employees and applicants while prohibiting discrimination and harassment of any kind.

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