Business Planning Manager

Position Overview This role is a key position dedicated to overseeing financial planning and analysis (FP&A), project-level cost/budget control, risk (insurance and bad debt) management, and process innovation (PI) for financial data within the business unit. Operating in a pre-ERP environment, it provides executive management with accurate financial visibility by bridging General Ledger (G/L) data with project-specific data. The role directly contributes to maximizing corporate profitability by establishing early warning systems and driving cost efficiency. Responsibilities FP&A & Business Planning Performance Analysis & Financial Forecasting: Prepare monthly and annual rolling reports for P&L (Revenue, Cost, SG&A), Cash Flow, and Capex. Conduct Plan vs. Actual gap analysis to derive actionable improvement measures. Business Planning: Lead the hands‑on execution of the bi‑annual corporate business planning process, including P&L, Cash Flow, and Capex budget formulation. Management Decision Support: Prepare weekly management reports monitoring Booking, NTP, and COD milestones, adjust revenue projections, and aggregate P&L data with ESS Solution and Asset Mgmt teams. Financial Risk Mitigation: Measure the cash‑flow impact of project schedule delays or changes and establish proactive mitigation strategies. Cost & Budget Control Prevent Cost Overrun: Verify project-specific Accounts Payable (AP) and review cost allocation accuracy based on timesheet data. EPC Cost Risk Management: Collaborate closely with PE&D Project Managers to consolidate the EPC Cost Spend Schedule and identify schedule/cost risks early (Early Warning System). SG&A Optimization: Analyze monthly actual vs. forecasted SG&A, identify variance causes, and propose revisions. Forecast monthly hiring and labor costs in coordination with the HR department. Risk, Asset & Insurance Management Demand Planning & Asset Risk Assessment: Develop PV module and Racking demand plans, align early procurement with HQ, review quarterly win probability of development projects, establish bad debt allowance standards, and assess potential risks related to WIP (development asset) removal. Project Finance (PF) Insurance Compliance: Conduct gap analysis on lender (e.g., KeyBanc) insurance requirements (CGL/Umbrella), track Surety Bond Request Packages, and review requirements for Builder’s Risk Insurance issuance and Decommissioning Bonds. Operational Risk Management: Manage annual corporate insurance renewals and evaluate the necessity for additional coverage. Process Innovation & Data Management System Enhancement & DB Construction: Cleanse and structure existing accounting data into a database for future ERP migration, building an integrated database for scattered Project Cost budget and forecast data. Management Framework Automation: Develop and enhance automated tools for integrated P&L and Cash Flow management, replacing manual matching and settlement between G/L data and project budgets. Qualifications 5+ years of experience in investment management, portfolio governance, business operations, or related fields. Strong analytical skills, including Excel‑based analysis, business case development, and structured reporting. Strong executive communication skills, including PPT story lining and issue framing. High ownership and strong follow‑through. Able to balance structured planning with practical investment and execution support. Strong cross‑functional collaboration, discipline, and outcome focus. Preferred Qualifications Experience in Investment or M&A at a consulting firm. Experience in energy, renewables, distributed energy, ESS, power markets, or project‑based infrastructure businesses. Familiarity with stage‑gate processes, risk management, change control, and project economics. Experience with Power BI, Tableau, SQL, or reporting automation tools. Physical, Mental & Environmental Demands Mobility: Standing 20% of time; Sitting 70% of time; Walking 10% of time. Strength: Pulling up to 10 lbs; Pushing up to 10 lbs; Carrying up to 10 lbs; Lifting up to 10 lbs. Dexterity: Typing frequently; Handling frequently; Reaching frequently. Agility: Turning frequently; Twisting frequently; Bending occasionally; Crouching occasionally; Balancing never; Climbing never; Crawling never; Kneeling never. To comply with the Rehabilitation Act of 1973, the essential physical, mental, and environmental requirements for this job are listed above. Incumbent must be able to successfully perform all of the functions with or without reasonable accommodation. Salary Range The salary range is required by the California Pay Transparency Act. This target salary range is for CA positions only and should not be interpreted as an offer of compensation. Actual compensation is influenced by a wide array of factors including but not limited to skill set, education, licenses and certifications, essential job duties and requirements, and necessary experience relative to the minimum qualifications. #J-18808-Ljbffr