Senior Manager, Finance, Planning, & Analysis

Silicon Valley Clean Energy•Sunnyvale, CA

10d•Hybrid

About The Position

Formed in 2016, Silicon Valley Clean Energy (SVCE) is a Community Choice Energy provider serving approximately 280,000 residential and commercial customer accounts in thirteen Santa Clara County communities. The SVCE mission is to provide customers with electricity generated from renewable and carbon-free sources at competitive rates, and further accelerate decarbonization through deployment of innovative local programs. Key program areas include: building electrification, electric vehicles and charging infrastructure, supporting local policies that advance electrification, and demand management. SVCE is a joint-powers agency governed by a Board of Directors comprised of an elected official from each of the thirteen SVCE member communities. By providing reliable and responsive electricity service at competitive rates, SVCE maintains a 96+% customer participation rate and a strong financial foundation. Access to clean electricity has helped our communities take a major step in fighting climate change by reducing local emissions. Yet, supplying clean electricity is just one part of the solutions needed to ensure a pollution-free future. It is essential that SVCE continues to proactively engage with our customers and community stakeholders in the electrification journey - helping to inspire, educate, and enable action in transitioning from fossil fuels to clean electricity – in homes, buildings, and transportation. Achieving SVCE’s ambitious and urgent mission requires a team capable of meeting the tremendous challenges embedded in these goals. SVCE develops and fosters a diverse and talented team that thrives in a dynamic and fast-changing environment. As such, at SVCE we recruit and retain smart, passionate, innovative, and collaborative employees. Company employees contribute, as a team and as individuals, to continuously building and supporting a culture of collaboration and trust. SVCE employees encourage creativity and the free flow of ideas to spur innovation. The workplace environment is adaptable, and technology enabled to drive innovative solutions. SVCE emphasizes focus and prioritization across departments to achieve quality, rather than simply quantity of output. SVCE provides a rewarding workplace experience where productivity can be maintained across a variety of work environments. SVCE provides opportunities for growth, engagement, and support professional and personal development. SVCE offers opportunities that position their people, as well as SVCE, for success. More information can be found at: www.svcleanenergy.org POSITION SUMMARY The Sr. Manager, FP&A leads SVCE’s financial planning and analysis function, including budgeting, long-range financial planning, forecasting, financial modeling, performance reporting, and analysis that supports strategic decision-making. This role partners with the CFO and cross-functional leaders to evaluate financial impacts, maintain sound financial policies and planning processes, and provide clear insights that support SVCE’s fiscal health and long-term objectives. SUPERVISION RECEIVED AND EXERCISED Receives general direction from the Chief Financial Officer. Exercises direct and/or functional supervision over assigned Finance staff and provides oversight of external vendors, consultants, and service providers supporting FP&A activities. ESSENTIAL FUNCTIONS Lead SVCE’s budget development and preparation process in partnership with the CFO and organizational leaders. Develop and maintain multi-year financial plans, revenue forecasts, and financial models that incorporate key regulatory, legislative, market, and organizational assumptions. Analyze financial performance, including actual results compared to budget and forecast, reserve planning, and other key financial indicators. Develop management reports, KPIs, dashboards, and other decision-support tools that communicate financial performance, risks, and opportunities. Evaluate the financial impact of new programs, rates, and strategic initiatives and provide recommendations to support informed decision-making. Support treasury-related planning, including cash flow forecasting, liquidity analysis, reserve management, and investment portfolio oversight in coordination with the CFO and external investment manager. Improve FP&A planning tools, forecasting processes, data collection, and reporting integrity in collaboration with internal stakeholders, including SVCE’s data team. Support SVCE’s credit rating management by monitoring key financial metrics and preparing reports and analyses for rating reviews. Maintain and support compliance with applicable financial planning, budget, reserve, treasury, and related policies, standards, and procedures. Improve financial planning and budgeting tools and systems, including data collection and integrity.

Requirements

Advanced knowledge of budgeting, forecasting, long-range financial planning, financial modeling, reserve planning, revenue analysis, and management reporting.
Ability to interpret regulatory, legislative, market, and operational factors and incorporate them into financial plans, forecasts, and recommendations.
Strong analytical and problem-solving skills, including the ability to evaluate complex financial data, identify key drivers, and communicate insights clearly.
Ability to develop dashboards, KPIs, models, and reporting tools that support sound financial and strategic decision-making.
Strong leadership, project management, collaboration, and communication skills, including the ability to present financial information to executive leadership, committees, governing boards, and cross-functional stakeholders.
Bachelor’s degree in finance, business administration, economics, public administration, accounting, or a related field.
7+ years progressive experience in financial planning and analysis, budgeting, forecasting, financial modeling, reporting, treasury support, or a related finance function, including experience leading staff, projects, vendors, or cross-functional work.
3+ year experience leading, supervising, and developing employees in a people management role

Nice To Haves

Experience with a public power agency, community choice aggregator, utility, public agency, or similarly regulated environment.
Experience with long-range financial planning, revenue forecasting, reserve planning, treasury analysis, credit rating support, cost-of-service analysis, or financial dashboard development.
Experience in Energy/Commodity Risk Management
Experience presenting financial analysis and recommendations to executive leadership, advisory committees, boards, or elected officials.
Professional certification or advanced degree in finance, business administration, public administration, economics, accounting, or a related field.

Responsibilities

Lead SVCE’s budget development and preparation process in partnership with the CFO and organizational leaders.
Develop and maintain multi-year financial plans, revenue forecasts, and financial models that incorporate key regulatory, legislative, market, and organizational assumptions.
Analyze financial performance, including actual results compared to budget and forecast, reserve planning, and other key financial indicators.
Develop management reports, KPIs, dashboards, and other decision-support tools that communicate financial performance, risks, and opportunities.
Evaluate the financial impact of new programs, rates, and strategic initiatives and provide recommendations to support informed decision-making.
Support treasury-related planning, including cash flow forecasting, liquidity analysis, reserve management, and investment portfolio oversight in coordination with the CFO and external investment manager.
Improve FP&A planning tools, forecasting processes, data collection, and reporting integrity in collaboration with internal stakeholders, including SVCE’s data team.
Support SVCE’s credit rating management by monitoring key financial metrics and preparing reports and analyses for rating reviews.
Maintain and support compliance with applicable financial planning, budget, reserve, treasury, and related policies, standards, and procedures.
Improve financial planning and budgeting tools and systems, including data collection and integrity.