Financial Planner Jobs in Rohnert Park, CA (NOW HIRING)

About BoxPower

BoxPower is on a mission to provide clean, reliable, affordable energy ANYWHERE. We design, build, andoperate 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 company's financial planning, analysis, and performance managementfunction. 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 ManagementandDelivery tobuild 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, withthe majority ofrevenue tied to BoxPower solutiondesign,construction, and O&Mfor 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 deliveryleadership
• Ownthe 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 boardpackage 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

• Assistthecompany-wide KPIs, what metrics matter, how they'recalculated, 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

• Preparethe capital allocation framework and lead strategic option analysis for major business decisions

• Assist theM&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

• Assistdevelopment of the annual Sales Plan financial model, including commission expense structure and modelingwhich is owned by the Sales team
  

FP&A Systems Ownership

• Own the FP&A function's systems strategy; partner with Accounting on NetSuite as the ERP of record

• Lead the evaluation andselectionof a CPM tool to automate forecasting, while overseeing interim Excel-basedmodeling

• 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

• Reviewandensurethehigh qualityoftheprojectdashboards, trackers, and reportsthat provide real-time visibility into project costs, margins, and cash flowbuilt andmaintainedby the Project Management team

• Reviewand ensure the high quality ofthefinancial reporting packagespreparedby theaccounting department.

• Reconcile actuals vs. budget across projects and cost centers,identifyingand investigating variancesby partnering with the project managers.

• Facilitate the departmental budget reviews

Excel Modeling & Analysis

• Design andmaintainsophisticated 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 -pricingdraft procurement, construction, and commissioning- toidentifycost 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

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

• Collaborate with thecross functional teamsto deploy and iterate on internal AI tools that increase team output and analytical quality

• Document automated workflows andmaintainclear handoff materials for the broader finance team

Required Qualifications:

• Bachelor's 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 surviveinvestorduediligence.

• 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 Excelproficiency

• 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,constructionor capital-intensive infrastructure businesses.