UGE

Director, FP&A

UGE

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • 🇺🇸 United States

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Job Level

Lead

About the role

  • Lead the monthly and quarterly review processes, analyzing performance vs. forecast and budget.
  • Update assumptions and returns in coordination with Development, Project Execution, and Capital Markets teams.
  • Deliver key insights and recommendations to leadership through structured financial reviews and dashboards.
  • Own periodic reports to the company’s private equity sponsor, which provide clarity and key insights into the company’s performance.
  • Drive the annual budgeting process and regular forecast-to-actual updates.
  • Build and maintain forecasting tools to support real-time visibility into business performance.
  • Collaborate cross-functionally to gather data and assumptions that support proactive financial planning.
  • Communicate with and regularly update cross-functional teams on progress against budget.
  • Manage monthly KPI reporting, monthly updates for the company’s private equity sponsor, and insightful executive dashboards.
  • Ensure alignment with external reporting requirements, including lender and tax equity partner updates.
  • Conduct project lookback analysis to evaluate financial outcomes vs. expectations and inform future project planning.
  • Maintain and leverage individual project and consolidated company financial models.
  • Partner with Capital Markets team to align financial assumptions and support investment decisions.
  • Maintain and improve reporting infrastructure, including Power BI dashboards and Power Automate workflows.

Requirements

  • Bachelor's degree in finance, accounting, economics, or a related field; MBA or advanced degree a plus.
  • 6+ years of experience in FP&A, corporate finance, or related roles in renewable energy, infrastructure, or related industries.
  • Strong modeling skills with advanced Excel proficiency; familiarity with project finance structures is helpful but not required.
  • Experience with budgeting, forecasting, KPI tracking, and financial reporting.
  • Proficiency in Power BI and Power Automate or similar business intelligence/reporting tools.
  • Excellent communication and stakeholder management skills.
  • Highly analytical with a detail-oriented mindset and the ability to manage multiple priorities.
Benefits
  • Competitive salary and incentive compensation
  • Ability to work remotely
  • Option to enroll in a fully paid Medical, Dental and Vision plan
  • 401K Employer Match
  • Generous PTO policy (19 Vacation/Sick Days)
  • Smart, collaborative, and fun team making a tangible impact on our transition to the clean energy future and health of our planet.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial modelingbudgetingforecastingKPI trackingfinancial reportingadvanced Excel proficiencyproject finance structures
Soft skills
communicationstakeholder managementanalytical skillsdetail-orientedability to manage multiple priorities
Certifications
Bachelor's degree in financeBachelor's degree in accountingBachelor's degree in economicsMBA
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