Financial Planning Assistant Jobs in San Ramon, CA

At Elevate, we are deploying reliable energy solutions that power the communities we serve. We’re not just building infrastructure; we’re enabling the future of energy, supporting massive digital and data center expansions and supporting a more resilient, electrified grid.

Elevate is where top talent meets real impact. We're a lean, mission-driven team accelerating the clean energy transition through bold, meaningful projects. Here, you’ll work alongside some of the smartest people in the industry, have a seat at the table from day one, and help shape a company that’s building the future of power—fast. If you thrive in dynamic environments, value authenticity over fluff, and want your work to matter, Elevate is the place to be.

We are seeking a highly motivated FP&A Associate to support and scale the company’s financial planning and reporting, project budgeting, and liquidity forecasting functions. This role will work directly with the Director of FP&A and play a critical role in maintaining financial accuracy, improving processes, and enabling strategic decisions as the company grows.

• Support annual budgeting process, including model updates and data consolidation

• Maintain and support detailed project budgets across development and capex phases
• Track actuals vs. budget and forecast, identifying and explaining variances
• Ensure consistency between project budgets and financial models

• Maintain and update cash flow forecasts
• Track and allocate cash actuals across projects and accounts
• Support preparation of capital call analyses and liquidity planning
• Assist in maintaining cash rollforwards and balance bridges

• Consolidate project and G&A forecasts from department heads
• Maintain and update corporate forecast models
• Analyze and report on variances vs. budget and prior forecasts

• Improve structure, consistency, and controls across financial models and datasets
• Support development of scalable FP&A processes and tools
• Help implement best practices for version control, data integrity, and reporting

• Prepare variance analysis across projects, G&A, and overall cash flows
• Support development of monthly business review and board presentation materials
• Build and maintain reporting outputs, dashboards, and supporting analyses

• Bachelor’s degree (finance, accounting, economics, or other related quantitative field)
• 2–5 years of experience in FP&A, investment banking, project finance, or related field
• Strong Excel / financial modeling skills
• High attention to detail and strong organizational skills
• Strong analytical and problem‑solving skills
• Ability to manage multiple workflows and meet deadlines
• Excellent written and verbal communication skills

• Experience in renewable energy, infrastructure, or project-based industries
• Exposure to cash flow forecasting, liquidity management, or treasury functions
• Experience working with complex financial models

• Make a Meaningful Impact: Play a direct role in accelerating the energy transition by contributing to transformative, utility‑scale energy storage projects—especially on complex brownfield and urban‑constrained sites where innovation drives real‑world results.
• Thrive in a Mission‑Driven Culture: Be part of a lean, agile team that values integrity, innovation, and decisive execution. We foster a collaborative environment where every team member has a voice and is empowered to make a difference.
• Grow with a Company on the Rise: Join at a pivotal moment as we scale from startup to growth stage. You'll have the opportunity to shape strategy, influence outcomes, and grow professionally alongside a company backed by top‑tier private equity and poised for significant expansion.

Pay range: 90,000 – 125,000 USD per year (BK / SF)

Employees in this role are also eligible to participate in the Company’s annual discretionary bonus program, subject to the terms of the applicable plan.

Elevate is an Equal Opportunity employer and committed to a diverse and inclusive workplace. We welcome all applications regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or Veteran status.