Lead Financial Planning Analyst

Deriva Energy•Charlotte, NC

7d•Hybrid

About The Position

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.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related discipline
Five (5) years of relevant FP&A or corporate finance experience

Nice To Haves

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

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