Lead Financial Planning Analyst

Job Description:

Overview

Deriva Energy, a portfolio company of Brookfield Renewable U.S., is a national leader in sustainable energy solutions including wind, solar, backup power, and energy management services. With over 5,100 megawatts of nonregulated renewable energy capacity, we are shaping the future of clean energy in the U.S.

We are seeking an experienced Lead Financial Planning Analyst to join our dynamic Finance team at our Charlotte, NC headquarters. This role will be key in driving financial performance, supporting strategic decision-making, and delivering insights that help shape the company’s growth and investment strategy.

This is an in-person position located in Charlotte, NC.

Summary

This individual will play a critical role in developing financial models, analyzing key performance metrics, and partnering with business leaders across Deriva Energy to optimize results and support strategic initiatives. The ideal candidate has strong analytical skills, leadership experience, and a passion for using data to drive business decisions. This position reports directly to the Director of FP&A and works closely with Accounting, Commercial Operations, and Senior Leadership.

Key Responsibilities

• Lead the FP&A team in preparing and analyzing monthly, quarterly, and annual forecasts and budgets

• Develop and maintain complex financial models to evaluate business performance, support investment decisions, and inform long-term strategic planning

• Provide variance, trend, and scenario analysis to highlight key drivers of financial performance

• Deliver concise and insightful management reports and presentations for senior leadership and parent company stakeholders

• Partner with functional leaders to develop financial plans, assess project performance, and drive accountability for results

• Support annual budgeting and long-range planning cycles, ensuring alignment with corporate strategy

• Continuously enhance financial reporting tools and processes to improve accuracy, timeliness, and efficiency

• Support implementation and optimization of financial systems, including Energy Trading and Risk Management (ETRM) and planning tools

• Mentor, and develop a high-performing FP&A team, fostering collaboration, innovation, and continuous improvement

• Perform ad hoc analysis and support special projects, including M&A evaluations, cost optimization initiatives, and capital planning

Basic Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline

• Five (5) years of relevant FP&A or corporate finance experience

Desired Qualifications

• Six(6) years or more of progressive experience in FP&A, corporate finance, or energy finance

• MBA, CPA, or CFA designation

• Experience in the renewable energy or power generation industry

• Strong analytical and problem-solving skills with proven ability to interpret financial data and provide actionable insights

• Excellent communication and presentation skills, with the ability to engage effectively with senior management

• Advanced proficiency in Microsoft Excel, PowerPoint, and Power BI (or equivalent analytics tools)

• Strong multitasking and project management skills with the ability to manage multiple priorities in a fast-paced environment

• Demonstrated leadership ability and experience developing and coaching high-performing teams

Working Conditions

This is an in-person position based in Charlotte, NC, with flexibility to work remotely one day per week.

Benefits

• Health Insurance

• Dental Insurance

• Vision Insurance

• 401(k) with matching

• Employee assistance program

• Flexible spending account

• Life insurance

• Paid time off

• Parental leave

• Attractive Bonus Potential

Additional Information:

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Deriva welcomes veterans of the United States Armed Forces to apply for this position. Deriva includes veterans of all branches and a diverse set of occupational specialties. We value the independent thinking, problem solving, leadership, and teamwork that our veterans have developed through their service. We welcome applications from any service and any military occupational specialty.

Deriva Energy is an Equal Opportunity and Affirmative Action Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, protected veteran or military status, and other categories protected by federal, state or local law.