FP&A Director

BoxPower Inc
  • San Francisco, CA
  • Remote
    3 days ago

    Job Description

    About BoxPower BoxPower is on a mission to provide clean, reliable, affordable energy ANYWHERE. We design, build, and operate the largest fleet of utility-owned microgrids in the country - partnering with major utilities, tribal nations, and independent developers to deliver speed to power where interconnection takes years. This is a pivotal finance role at the intersection of clean energy, project finance, capital markets, and strategic growth.

    About the Role BoxPower is seeking an FP&A Director to build and own the companys financial planning, analysis, and performance management function. This is a senior role that sits at the intersection of strategic finance and business partnership - you will own the financial models, the annual budget, the operating forecast, and the financial reporting that goes to the executive team and Board of Directors. The FP&A Director owns the planning and intelligence layer. You will be deeply embedded across the business, partnering with Sales, Engineering, Project Management and Delivery to build the models and frameworks that help leaders make better decisions faster. This role is fully remote or hybrid eligible. Key Responsibilities: Project Finance Modeling

    Own the design and build of financial forecast models supporting multiple scenarios, with the majority of revenue tied to BoxPower solution design, construction, and O&M for utility and C&I customers

    Ensure proper application of ASC 606 revenue recognition across all project-based revenue streams

    Direct the integration of BOM analysis and delivery-team milestone roadmaps into forecast models, partnering directly with delivery leadership Own the full 3-5 year integrated three-statement model

    Lead the annual budget process end-to-end, from kickoff through department negotiation to board approval

    Board & Investor Reporting

    Prepare the financial section of the quarterly board package for the Executive team's review

    Own the investor data room and serve as the primary finance point of contact for investors and lenders

    KPI Framework Design

    Assist the company-wide KPIs, what metrics matter, how theyre calculated, and how they cascade from company to department level

    Set the standard for how financial and operational performance is measured and communicated across the organization.

    Scenario Planning & Decision Support

    Prepare the capital allocation framework and lead strategic option analysis for major business decisions

    Assist the M&A diligence, build-vs-buy analysis, and pricing strategy work as the quantitative backbone for leadership decision-making

    Revenue Analytics & Sales Finance

    Own the bottoms-up revenue forecast built from CRM pipeline data & BOM

    Assist development of the annual Sales Plan financial model, including commission expense structure and modeling which is owned by the Sales team

    FP&A Systems Ownership

    Own the FP&A functions systems strategy; partner with Accounting on NetSuite as the ERP of record

    Lead the evaluation and selection of a CPM tool to automate forecasting, while overseeing interim Excel-based modeling

    Set the roadmap for FP&A tooling and process maturity as the company scales

    Data Collection & Financial Reporting

    Own the collection, consolidation, and validation of financial data from ERP systems, project management tools, and internal stakeholders

    Review and ensure the high quality of the project dashboards, trackers, and reports that provide real-time visibility into project costs, margins, and cash flow built and maintained by the Project Management team

    Review and ensure the high quality of the financial reporting packages prepared by the accounting department.

    Reconcile actuals vs. budget across projects and cost centers, identifying and investigating variances by partnering with the project managers.

    Facilitate the departmental budget reviews

    Excel Modeling & Analysis

    Design and maintain sophisticated Excel financial models for project economics, scenario analysis, and cost forecasting

    Build reusable templates for FP&A workflows including budgeting, cash flow forecasting, and project pro formas

    Automate Excel-based processes using AI based tools available

    Analyze project cost data across the full lifecycle - pricing draft procurement, construction, and commissioning - to identify cost drivers and opportunities

    AI-Assisted Workflow & Automation

    Actively use AI coding tools (e.g., Claude, HubSpot, NetSuite, etc.) that automate data extraction, transformation, and reporting tasks

    Identify manual, repetitive finance workflows and lead the effort to replace them with scripted or AI-assisted processes

    Collaborate with the cross functional teams to deploy and iterate on internal AI tools that increase team output and analytical quality

    Document automated workflows and maintain clear handoff materials for the broader finance team

    Required Qualifications:

    Bachelors degree in Finance, Accounting, Economics, or a related quantitative field.

    7+ years of progressive FP&A experience, with at least 3 years in a senior FP&A Manager, Finance Director, or equivalent role.

    Expert financial modeling: three-statement models, DCF/IRR/NPV, scenario and sensitivity analysis. You build models that others trust and that survive investor due diligence.

    Demonstrated ownership of an annual budget process, long-range plan, and rolling forecast in a growth-stage company.

    Experience preparing board- or investor-grade financial reporting: you have presented to a board, built an investor data room, or supported a financing process.

    Advanced Excel proficiency

    Strong data skills: comfortable pulling from ERP systems, building automated reports, and working with financial data at the transaction level.

    Preferred Qualifications:

    CPA, CFA, or MBA

    Experience in renewable energy, clean technology, project finance, construction or capital-intensive infrastructure businesses.

    Numbers & Facts

    LocationSan Francisco, CA (
    Remote
    )

    Skills

    • Accountingunmatched
    • Actualsunmatched
    • Alternative Energyunmatched
    • Analysis Skillsunmatched
    • Artificial Intelligence (AI)unmatched
    • Automationunmatched
    • Bill of Materials (BOM)unmatched
    • Budgetingunmatched
    • Business Administrationunmatched
    • Business Analysisunmatched
    • Capital Allocationunmatched
    • Capital Marketsunmatched
    • Capital Projectunmatched
    • Cash Flowunmatched
    • Certified Public Accountant (CPA)unmatched
    • Chartered Financial Analyst (CFA)unmatched
    • Clean Technologiesunmatched
    • Commission Spendunmatched
    • Commissioningunmatched
    • Constructionunmatched
    • Corporate Financeunmatched
    • Cost Analysisunmatched
    • Cost Forecastingunmatched
    • Cross-Functionalunmatched
    • Customer Relationship Management (CRM)unmatched
    • Data Analysisunmatched
    • Data Collectionunmatched
    • Data Qualityunmatched
    • Decision Supportunmatched
    • Discounted Cash Flow (DCF)unmatched
    • Due Diligenceunmatched
    • ERP (Enterprise Resource Planning)unmatched
    • Economic Analysisunmatched
    • Economicsunmatched
    • Embedded Systemsunmatched
    • Financeunmatched
    • Financial Analysisunmatched
    • Financial Modelingunmatched
    • Financial Operationsunmatched
    • Financial Planningunmatched
    • Financial Planning and Analysis (FP&A)unmatched
    • Financial Reportingunmatched
    • Financial Strategyunmatched
    • Forecastingunmatched
    • Home Automationunmatched
    • Internal Rate of Return (IRR)unmatched
    • Leadershipunmatched
    • Loansunmatched
    • Machine Toolunmatched
    • Make-Versus-Buy Analysisunmatched
    • Marketing Strategyunmatched
    • Mergers and Acquisitionsunmatched
    • Metricsunmatched
    • Negotiation Skillsunmatched
    • Net Present Value (NPV)unmatched
    • NetSuiteunmatched
    • NetSuite ERPunmatched
    • Operational Measurementunmatched
    • Partner Salesunmatched
    • Performance Managementunmatched
    • Performance Metricsunmatched
    • Pricingunmatched
    • Product Pricingunmatched
    • Productivity Managementunmatched
    • Project Evaluationunmatched
    • Project Management Softwareunmatched
    • Project/Program Managementunmatched
    • Purchasing/Procurementunmatched
    • Reporting Dashboardsunmatched
    • Revenue Analysisunmatched
    • Revenue Forecastingunmatched
    • Revenue Recognitionunmatched
    • Salesunmatched
    • Scripting (Scripting Languages)unmatched
    • Strategic Analysisunmatched
    • Vehicle Fleetsunmatched

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