Company Overview

Our organization is building a utility services platform that provides mission-critical construction and maintenance services in the electric transmission and distribution (T&D) sector. We serve investor-owned utilities, electric cooperatives, municipalities, and industrial power users. Backed by a private investment firm focused on energy transition and critical infrastructure, we are positioned for significant growth across the U.S.

About the Role

As the Director of Financial Planning & Analysis, you will play a pivotal role in shaping the financial future of the organization. Your insights and expertise will guide strategic decision-making and help ensure the company’s long-term financial health. By providing data-driven analysis and actionable recommendations, you will directly influence our growth trajectory and profitability.

Key Responsibilities

• Lead the development of financial forecasts, budgets, and long-term plans to optimize resource allocation and support strategic growth initiatives.
• Design and enhance sophisticated financial models and tools to facilitate accurate reporting and informed decision-making.
• Prepare monthly and quarterly financial reports for senior management and the board of directors.
• Partner cross-functionally to analyze key metrics, identify trends, and provide actionable insights that drive cost optimization and profitability.
• Collaborate across departments to align financial strategies with overall business objectives.

Key Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Economics, or a related field.
• 5+ years of progressive experience in financial planning and analysis.
• Proven track record of driving financial strategy, managing budgets, and delivering meaningful insights.
• Exceptional proficiency in financial modeling, data analysis, and presentation of findings.
• Strong analytical and problem-solving skills, with the ability to interpret complex data sets.
• High attention to detail and the ability to deliver results in a fast-paced environment.
• Strong leadership skills with a collaborative mindset.
• Excellent written and verbal communication skills, with the ability to engage effectively at all levels.
• Experience in construction, industrial services, or utility services strongly preferred.
• Proficiency in accounting and financial software systems.
• Professional certifications such as CFA, CMA, or CPA preferred but not required.
• Graduate degree (MBA or master’s in finance, accounting, etc.) preferred but not required.