Remote Project Assistant Jobs in Santa Rosa, CA (NOW HIRING)

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 company's 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 they're 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 function's 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:  

• 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 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.