Orchestrate the FP&A team, which will operate functionally based on the primary responsibilities they will be overseeing, such as budgeting and forecasting, financial analysis, and strategic planning. The FP&A team will be assembled based on area of expertise to effectively drive strategic value for the business. Primary objectives will be working on building and maintaining the operating model to preparing board materials, guiding planning and budgeting processes, running ad hoc analysis, mapping out growth scenarios, and special projects. Develop a next-level FP&A team to synthesize financial and nonfinancial data to create a consistent fact base that will help inform critical business decisions and improve organizational performance. Actively participate with the CFO to create a narrative providing perspective to both internal and external stakeholders regarding results, forecasts, and our strategy. This individual is expected to be a strategic thought partner to the executive leadership team to drive sound business decisions and ensure the execution of short and long-term financial targets.

Energy storage represents a multibillion-dollar market at the center of the energy transition. The integration of energy storage requires software and technological solutions that play a critical role in the adoption of renewables at scale—offsetting the intermittency and reliability challenges that renewable power generation creates for the grid. Since its founding in 2009, FlexGen has supported deployments of more than 3 GWh of energy storage systems across the U.S. and internationally for utility, microgrid, and C&I customers. The Company’s proprietary software platform allows energy storage owners to deploy various power market strategies and combine storage solutions with any form of generation.

FlexGen is dedicated to providing best-in-class service and performance for its customers, seeking to ensure safety, reliability and resiliency in all operating environments. FlexGen supports the customer across the full journey of developing an energy storage project, and leverages decades of engineering and software expertise to maximize value that its customers ultimately receive. The company’s HybridOS solutions include six distinct energy management solution applications including: DigitalTwin, FlexPack, SiteController, FleetManager, PowerCloud and FlexBidr.

Backed by a world-class group of investors including: founding investors Jerry Miller and Mark Dreyfus, legacy investors GE Venture and Caterpillar Ventures, an initial equity investment by venture capital firm Altria Group, a Series B led by Apollo Global Management, and a Series C led by Swiss investment firm Vitol with participation from all existing investors, FlexGen is poised to grow substantially and quite rapidly.

Major Job Responsibilities:

• Working directly with the CFO, this role is responsible for orchestrating the FP&A team’s resources to execute the forward-looking side of the finance function.
• Actively participate with the CFO to create “the story” behind the numbers. Use narratives that provide insight and perspective into how the company is executing its strategy, budget, and forecasts.
• Lead annual and quarterly planning discussions, with the ability to tie business initiatives and goals to the financial plan.
• Building out consistent FP&A processes for financial reporting and financial modeling to maintain compliance and deliver guidance to both internal and external stakeholders.
• Create and direct internal processes for short-term and long-term budgeting, financial forecasting (including our 24-month rolling forecast), while ensuring initiative-taking and timely analysis is generated.
• Assemble key insights and takeaways from financial reports and deliver recommendations to business leaders as well as executives to support better business decisions.
• Become the figure head for business partnership between the FP&A function and other departments. Forge bonds that streamline ad hoc analysis and forecasting conversations.
• Create and implement a comprehensive ROI framework evaluating product-level unit economics and the impact of initiatives in S&M, R&D, and CX & Ops. Use this to inform decisions on capital allocation across business units.
• Financial modeling and analysis skills are a must, while utilizing soft skills to build relationships with partners across the business will make the difference in adding strategic value from the finance side of the company.
• Lead the Long-Range Planning Process, coordinating with business leaders to develop 3-year business plans, including backlog, pipeline, revenue, and expenses.
• Lead the Annual Budget Planning Process, working with senior management and executive leadership to develop backlog, pipeline, revenue, and expenses.
• Responsible for creating KPI and dashboard framework such that all KPIs have definitions and are integrated into the Company’s financial model.
• Responsible for monthly departmental budget vs. forecast vs. actual reporting and analysis, including educational training on expense impacts.
• Direct the daily activities for and career development of the FP&A team.
• Supports M&A activities as relevant (acquisitions, divestments, mergers, spin-offs, and joint ventures)
• Interact with investors, shareholders, and outside lending/equity relationships.

Position Requirements:

• BA/BS in Business, preferably in Finance and /or Accounting; MBA Preferred.
• 8-10+ years in FP&A roles with increasing responsibilities; leadership experience required.
• Experience at a bulge bracket utility and/or private equity firm, along with Finance operating roles at startups or other large tech companies.
• Superior ability to understand complex problems, evaluate them systematically, and drive to a solution with intellectual and analytical rigor.
• Excellent financial modeling experience and skills.
• ERP software company experience required; NetSuite preferred.
• Leadership experience required.
• Track record of driving positive results in hands-on environments.
• Demonstrated success in consistently producing timely and highly predictable financial models.
• Moderate travel required.

FlexGen provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, FlexGen complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

FlexGen expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

To the extent permitted by law, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing.