Financial Planning & Analysis (FP&A) Manager

Overview We are designing the grid of the future!

We are seeking a strategic and hands-on FP&A Manager to lead financial planning and forecasting, while supporting ERP implementation and M&A integration. This key role will partner with the business leaders to support their initiatives and help shape the company’s financial strategy, enhance operational efficiency, and build a best-in-class FP&A function. The ideal candidate also brings deep SaaS and software industry experience, including a strong understanding of recurring revenue models, development expenditures, budget preparation, KPI tracking, and subscription-based metrics.

Responsibilities How you can make an impact : FP&A Leadership & Team Development

- Mentor and inspire a high-performing FP&A team focused on continuous improvement and professional growth.

- Establish best-in-class practices for financial modeling, forecasting, and business partnering, including a strong focus on SaaS metrics and revenue modeling.

- Foster a data-driven culture that supports operational excellence and informed decision-making.

- Research and suggest metric to better track, analyze and forecast trends in business operations.

Financial Planning, Forecasting & ERP Enablement

- Manage numerous aspects of the annual budgeting and rolling forecast processes using automation and advanced analytics.

- Strengthen management reporting through BI-enabled dashboards and ERP-integrated insights.

- Partner with IT, Accounting, and Operations to ensure data accuracy, scalability, and alignment across systems.

- Support ERP implementation and optimization to ensure systems effectively enable FP&A and reporting needs.

Software Team Support & Performance Metrics

- Partner with Product and Engineering leadership to build and manage departmental budgets, aligning resource investments with strategic priorities.

- Track and analyze software team KPIs, including R&D spend, project ROI, and headcount productivity.

- Support capital planning and CapEx forecasting for software development, infrastructure, and technology investments.

- Develop models to evaluate build vs. buy decisions and long-term product roadmap impacts.

- Provide financial insights that help optimize project prioritization, product profitability, and cost efficiency.

Executive Business Partnering & Strategic Insights

- Serve as a trusted advisor to the Director of Finance, Corporate Controller, CFO, and other senior leaders, providing actionable insights that drive performance.

- Lead the creation of monthly reporting packages, including financial results, forecasts, analysis and scenario assessments. .

- Monitor alignment of financial plans with strategic goals while promoting cross-functional collaboration.

- Conduct market, operational, and competitive analysis to identify risks and opportunities.

M&A Financial Leadership & Integration

- Develop detailed financial models and investment cases to support strategic decisions.

- Prepare executive and board materials outlining M&A opportunities and financial impacts.

- Lead post-merger budget and forecast integration, harmonizing reporting, planning, and performance reporting.

Qualifications

Bring your passion, here's what’s needed:

- Bachelor’s degree in Finance, Accounting, or related field; MBA preferred. - 10+ years of FP&A experience with demonstrated expertise in financial modeling, forecasting, and executive reporting.

- Experience supporting SaaS or software-based business models, including knowledge of ARR, churn, retention, and unit economics.

- Advanced proficiency in Excel, PowerPoint, and FP&A/BI tools (e.g., Datarails, Adaptive, Anaplan, Hyperion, Power BI, Tableau).

- Exceptional communication skills and executive presence, with the ability to influence senior leadership.

- Bilingual in English and Spanish highly preferred.

The Ideal Candidate

- Strategic thinker who can translate complex financial data into clear, actionable insights.

- Proven people leader with a track record of developing high-performing teams.

- Deep understanding of SaaS metrics, software revenue recognition (ASC 606), and recurring revenue forecasting.

- Thrives in dynamic, high-growth environments—preferably within software, engineering, or technology sectors.

- Experienced with international subsidiaries, multi-entity reporting, and process automation.

- Not hesitant to challenge assumptions, and seeks innovative solutions

- Intellectually curious and takes the initiative to learn new skills.

- Interested in the energy industry and eager to stay aware of industry trends.

Be a part of an innovative team shaping the grid of the future through advanced energy intelligence . For more than half a century, Electric Power Engineers (EPE) has partnered with power and energy clients across the globe, providing consulting expertise and energy intelligence software solutions for complex engineering and grid modeling challenges. As leaders in the renewables space, we are focused on building a modern, secure, and resilient grid.

Join us in making an impact on the communities we serve and the environment in which we live. Together we can transform the future of energy.

How We Support You

- Comprehensive health and wellness benefits including medical, dental, and vision

- Generous PTO and paid holidays

- MyShare Employee Ownership Program

- Work with industry leaders

- 401K, up to a 4% match (100% vested from day 1)

Location

: This position will be located in Austin, Texas

Travel

: Occasional travel may be needed (10 % or less )

EPE is an equal opportunity/AA/Disability/Veteran employer. The EEO is the Law poster, and its supplement are available using the following links: EEOC is the Law Poster

Third-Party Recruiting Notification

EPE does not accept unsolicited resumes from

third-party recruiters

. Any unsolicited third-party resumes forwarded by recruiters to EPE via our career page or to any of our managers or employees will be considered public information, may be treated as a direct application from the person identified in the resume, and will not be eligible for placement fee payment to the agency. EPE will not pay a fee to a third-party recruiter or agency without a previously signed third-party agreement and has not coordinated their recruiting activity with the appropriate member of the Talent Acquisition team.