Senior Manager, Financial Planning & Analysis

Job Description

Power Factors is a software and solutions provider leading the next generation of clean energy with Unity, one of the most extensive and widely deployed renewable energy management suites (REMS) in the market. With over 300 GW of wind, solar, and energy storage assets managed worldwide across more than 600 customers and 18,000 sites, Power Factors manages 25% of the world's renewable energy data.

Power Factors' Unity REMS supports the entire energy value chain, from monitoring and controls to market analytics. The company's suite of open, data-driven applications empowers renewable energy stakeholders to collaborate, automate critical workflows, and make more informed decisions to maximize asset returns. Energy stakeholders receive end-to-end support, including solutions for SCADA & PPC, centralized monitoring, performance management, commercial asset management, and field service management.

With deep domain expertise, AI-powered insights are delivered at scale so businesses can optimize assets, unlock growth, and make smarter decisions as the world rapidly transitions to clean energy. Power Factors fights climate change with code.

• Outside China and India

About the Role

Power Factors is seeking a Senior Manager of Corporate FP&A to strengthen our financial planning, forecasting, and analytics capabilities across our global PE backed SaaS + Professional Services + Hardware business. This role is ideal for a finance leader who combines deep SaaS and services unit economics, hardware financial modeling, advanced Excel modeling, Python proficiency, and experience driving AI-enabled financial transformation. This position will be the key owner of debt covenant monitoring, compliance reporting, and credit agreement support.

Key Responsibilities

Corporate FP&A Leadership

• Own the company-wide budgeting, forecasting, and long-range planning excel model, ensuring accuracy, speed, and cross-functional alignment.
• Build and maintain complex driver-based financial models for SaaS ARR/MRR, Professional Services utilization, and Hardware COGS/margin views.
• Partner with senior leadership to prepare executive-ready reporting, board materials, narrative packages, and scenario analyses.

Advanced Modeling & Analytics

• Own advanced financial modeling in Excel, including multi-scenario forecasting, dynamic cost allocation models, and statistical forecasting techniques.
• Use Python in Excel or standalone Python workflows to automate data cleanup, forecasting, variance analysis, and scenario planning-leveraging emerging FP&A best practices.
• Implement AI-enabled financial processes (e.g., generative insights, automated forecast updates, anomaly detection) aligned with modern FP&A transformation trends.

AI, Automation & Scaling Tools

• Evaluate and implement new BI, data automation, and reporting tools to scale the finance function

Reporting, Forecasting & Performance Management

• Deliver monthly and quarterly reporting packages, variance analyses, and KPI dashboards.
• Improve financial discipline by identifying risks/opportunities early and supporting mitigation or investment recommendations.
• Enhance forecast accuracy through automation, data integrity improvements, and AIassisted forecasting approaches.

Debt Covenant & Credit Agreement Support

• Own the preparation and review of debt covenant calculations, including leverage ratios, fixedcharge coverage, liquidity, and other financial maintenance covenants as defined in credit agreements.
• Partner with Controllership and external advisors to ensure accurate covenant compliance reporting tied to GAAP results and permitted adjustments.
• Maintain detailed covenant calculation models and supporting schedules to facilitate internal review, lender requests, audits, and credit agreement amendments.
• Support ongoing lender reporting requirements, including monthly/quarterly compliance certificates, cash flow reporting, and variance explanations versus forecast.
• Assist with refinancing activities, credit agreement modifications, amendments, and incremental debt transactions by providing pro formas, leverage analyses, and sensitivity scenarios.

Required Qualifications

• 7-10+ years of progressive FP&A, or investment banking experience, ideally across SaaS, Professional Services, and Hardware business models.
• Expert-level Excel modeling skills (dynamic models, statistical forecasting, complex data structures).
• Strong financial storytelling abilities-synthesizing complex operational data into decision-ready insights.
• Ability to thrive in fast-paced environments with ambiguous inputs and evolving priorities.
• Exceptional communication skills with executive stakeholders.

Preferred Qualifications

• Experience leveraging AI, ML, or advanced analytics in financial planning or operational forecasting.
• Experience in energy, renewables, cleantech, IoT, or asset-intensive SaaS domains.
• Experience implementing FP&A systems or planning tools (Anaplan, Adaptive, Pigment, etc.).
• Hands-on Python experience for analytics, automation, or predictive modeling (bonus: Python in Excel).

What Success Looks Like

• Accurate, trusted forecasts delivered at velocity.
• Automated models and processes that reduce manual work and improve insight quality.
• Clear unit economics across SaaS, Professional Services, and Hardware.
• Strong cross-functional relationships and influence at senior levels.
• AI-enabled improvements in forecasting, risk detection, and reporting efficiency.

LIFE @ POWER FACTORS

We are an agile software development company - big enough to make an impact, but small enough to move quickly and execute in a growing industry, taking advantage of rapidly evolving technologies. We are a collective of bold and ingenious talents driven by results. Our team is made up of hard-working, fun-loving people who are passionate about making the world a better place. We seek fierce and humble people to help us achieve our ambitious plan.

WHY JOIN US

By joining the Power Factors team, you'll be part of a dynamic group of innovative and driven individuals dedicated to making a positive impact. Every day, your work will directly contribute to advancing clean energy solutions and supporting global sustainability initiatives. Our culture runs deep and shows up in how we work together - committed, conscientious and collaborative. With many opportunities for professional growth, Power Factors is here to support your development as we lead the charge in transforming the energy industry.

WE ARE AN EQUAL OPPORTUNITY EMPLOYER

Power Factors is an Equal Opportunity Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.