What are the responsibilities and job description for the Director of Financial Planning and Analysis position at talisman?
Director, FP&A
Location: New York City, NY (Hybrid)
Company: Leading Distributed Generation (DG) Renewable Energy Platform
Overview
Our client is a rapidly growing distributed generation renewable energy company focused on the development, financing, construction, and operation of solar, storage, and other distributed energy assets across the United States. The company is seeking a Director of Financial Planning & Analysis to lead corporate and project-level financial planning, budgeting, forecasting, and strategic analysis during a period of significant growth.
Reporting to the CFO, this individual will serve as a key business partner to executive leadership, providing financial insights that support capital allocation, operational performance, and long-term strategic decision-making.
Key Responsibilities
Financial Planning & Forecasting
- Lead the annual budgeting process, quarterly forecasting cycles, and long-range strategic planning.
- Develop and maintain integrated financial models covering corporate operations, project development, construction, and operating assets.
- Prepare monthly, quarterly, and annual financial reporting packages for executive leadership and investors.
- Analyze variances between actual results, budget, and forecast, providing actionable recommendations.
Strategic Finance & Business Partnership
- Partner with Development, Asset Management, Capital Markets, Operations, and Executive Leadership teams to evaluate business performance and investment opportunities.
- Support strategic initiatives including M&A, joint ventures, new market expansion, and capital deployment decisions.
- Conduct scenario analysis, sensitivity modeling, and investment return assessments across the portfolio.
- Provide financial insights that drive operational efficiency and profitability.
Capital Planning & Investor Reporting
- Assist in liquidity planning, corporate cash forecasting, and capital allocation analysis.
- Support debt and equity financing activities through financial modeling and diligence materials.
- Prepare board, lender, and investor presentations highlighting company performance and outlook.
- Collaborate with Capital Markets and Accounting teams to ensure consistency between forecasts and reported results.
Reporting & Process Improvement
- Establish and enhance FP&A processes, reporting tools, dashboards, and KPIs.
- Drive implementation and optimization of financial systems and business intelligence platforms.
- Develop standardized reporting packages and management metrics across the organization.
- Build scalable processes to support continued growth and portfolio expansion.
Team Leadership
- Manage and mentor FP&A team members.
- Foster a culture of analytical rigor, accountability, and continuous improvement.
- Partner cross-functionally to improve financial transparency and decision-making throughout the organization.
Qualifications Required
- Bachelor's degree in Finance, Accounting, Economics, or related field.
- 8 years of progressive FP&A, corporate finance, investment banking, private equity, infrastructure, or renewable energy experience.
- 3 years of leadership or management experience.
- Advanced financial modeling, budgeting, forecasting, and analytical skills.
- Strong understanding of financial statements, cash flow forecasting, and corporate finance principles.
- Expert-level Excel skills and experience with financial planning systems.
- Excellent communication and presentation skills with experience interacting with senior executives and investors.
Preferred
- Experience within renewable energy, distributed generation, infrastructure, power, or energy transition sectors.
- Familiarity with solar, battery storage, community solar, or distributed energy project economics.
- Experience supporting private equity-backed or high-growth organizations.
- MBA, CFA, or CPA designation preferred.