Financial Planning & Analysis Manager

ABOUT US At POWERX, we make power work. We deliver engineering, protection and control, commissioning, NETA field services, and compliance, supporting the full lifecycle of power infrastructure. With a multinational footprint across the United States and Canada, we bring technical depth and field-proven experience to every project. POWERX is built on four pillars, with our people as the foundation. Guided by our values, HEART, our people-first culture shapes how we show up for each other and for our clients because we believe the best work comes from people who feel valued and supported. That commitment to excellence has been recognized nationally, including Great Place to Work, Fortune Best Workplace in Construction, and Power Best Companies. In an industry where technology and complexity are ever-changing, we’re ready to help you meet today’s challenges while preparing for tomorrow’s innovations. Work with a team that’s powered by excellence. OUR POWERX PERKS  Competitive Pay Incentives for Certifications Referral Bonus Program Tuition Reimbursement Medical, dental, vision, LTD, STD, Basic Life/AD&D, and other ancillary products 401k program with a company match Performance Program Paid Parental Leave PTO including Wellness Days and Paid Holidays And much more! Job Summary: The Financial Planning & Analysis (FP&A) Manager is responsible for leading the company’s financial planning, budgeting, forecasting, and analysis functions. This strategic role owns budgeting and performance analysis, forecasting, and business analytics across the platform and is the primary analytical partner to the leadership team. The individual provides actionable insights to leadership, drives performance through data, and supports decision-making that aligns with company objectives. The ideal candidate possesses deep financial expertise, outstanding analytical abilities, and proven proficiency in Microsoft Excel. Preference for NetSuite experience and business intelligence software (e.g., PowerDB)., ELT automation and/or artificial intelligence platforms (e.g., Claude), and quantitative modeling and deep learning technique experience is a plus. Supervisory Responsibilities: Directly supervises the Financial Planning and Analysis Analyst and grows the team as the platform scales; operates as a player-coach who builds models and pulls data personally rather than routing all analytical work to staff. Duties/Responsibilities: Financial Planning & Forecasting Build and own the annual budget, the rolling forecast, and the long-range plan across all subsidiaries in NetSuite OneWorld, consolidated across entities and multiple currencies. Own revenue forecasting driven by backlog, awarded work, and pipeline, tying job-level schedules to the consolidated Income Statement and contract accounting results from the financial operations department. Own the multi-factor cash flow forecast and the 13-week liquidity view, including Accounts Receivable collection timing, financial operations billing cycles, capital expenditures, and debt service. Produce budget-to-actual and forecast-to-forecast bridges that explain the change in plain language, not just a column of variances. Analysis & Reporting Prepare analysis materials to support leadership meetings and board reporting. Deliver job- and location-level profitability analysis for a project-based business: job costing, contract accounting hindsight analyses, and margin fade analyzes. Own the labor productivity analytics that drive this business, including revenue per hour by location, service line, and project type against target rates, and convert the findings into specific actions with operations leaders. Analyze fleet, equipment, and indirect cost per revenue dollar in partnership with the fleet and facilities functions. Own the recurring monthly reporting package for the executive team and the board, assembled through automation rather than by hand. Budget Management Run a bottom-up budget process with branch and operations leaders; load approved budgets by subsidiary, department, class, and location. Monitor variances, analyze drivers, and flag issues to provide actionable insights to increase corporate value. Performance Monitoring Define and maintain the operating KPI set: revenue per hour, labor utilization, backlog conversion, receivable and retention aging, DSO, and cash conversion. Build KPI reporting that operators can self-serve, and hold metric definitions consistent across brands and subsidiaries. Systems, Data & Automation Lead the selection and implementation of a cloud planning platform integrated to NetSuite OneWorld - dimensional design, driver logic, security, and cutover from today's spreadsheet-based process. Pull your own data. Saved searches in NetSuite and work directly with source systems including Ramp (spend and card data), Egnyte (contracts and job documentation), Fleetio (fleet), and timekeeping exports. Build and maintain dashboards on the existing Microsoft 365 estate; advanced Excel and Power Query are daily tools in this role, not occasional ones. Automate the recurring work. Anything rebuilt by hand every month is treated as a defect. Use AI tooling where it accelerates analysis; POWERX actively supports it. Partner with the VP of Finance on the NetSuite configuration that drives reporting: chart of accounts, subsidiaries, classes, departments, and project/job structures. Team Leadership Build a small, high-output FP&A function in which everyone stays close to the data. Foster a culture of collaboration, accountability, and continuous improvement. Provides mentorship, guidance, and career development opportunities to team members. Oversees work allocation, performance management, and team structure for maximum effectiveness. Partners with the Director of Global Controllership, Director of Treasury, and Director of Financial Operati