Manager, Financial Planning and Analysis

This is a fully remote position, open to applicants in California.

📋 Description

• Spearhead Montera's strategic financial planning as the organization expands its hyperscale data center development platform.

• Directly report to the Chief Financial Officer.

• Oversee the company-wide budgeting, forecasting, financial modeling, project cash flow analysis, and executive reporting.

• Collaborate with Development, Delivery, Procurement, People, Accounting, and executive leadership to enhance financial visibility and decision-making.

• Lead the annual budgeting and planning process, including templates, timelines, departmental contributions, consolidation, and leadership reporting.

• Manage and sustain the corporate financial model encompassing operating expenses, G&A, headcount, capitalized costs, and company-wide forecasts.

• Supervise ongoing forecasting and reforecasting efforts.

• Create and maintain a rolling headcount model that connects hiring plans to operating budgets and cash flow.

• Develop financial scenarios and conduct sensitivity analyses.

• Generate project-level cash flow forecasts for development expenditures, construction funding, and liquidity.

• Assess project budgets, construction expenditures, change orders, contingencies, and cost variances.

• Analyze metrics related to data center development and construction, including cost per MW, $/W, and project economics.

• Monitor construction draw schedules, funding needs, and projected cash outflows.

• Identify financial risks, cost pressures, and opportunities to enhance project financial performance.

• Evaluate equipment purchasing choices, payment terms, supplier deposits, milestone payments, and working capital requirements.

• Assess cash flow implications of long-lead equipment purchases and procurement commitments.

• Support commercial decisions through financial modeling, pricing analysis, and lease economics evaluation.

• Assist in the establishment of a commercial deal desk for pricing discipline, approvals, and yield-on-cost analysis.

• Develop analyses and provide recommendations for project investment decisions and commercial negotiations.

• Construct and maintain financial dashboards, KPIs, and executive reporting packages.

• Report actual performance against budgets, forecasts, and company objectives.

• Convert complex financial data into actionable insights.

• Implement scalable planning processes, reporting tools, and analytical frameworks.

• Enhance financial data accuracy, reporting consistency, and operational visibility.

• Streamline processes, automate reporting, and strengthen financial decision-making.

⛳️ Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.

• 6–10 years of experience in financial planning and analysis, development finance, project finance, or a related financial function.

• Experience in a data center developer, owner, or operator role.

• Strong grasp of data center development economics, construction costs, capital requirements, and project cash flows.

• Proven experience in owning or significantly contributing to corporate budgeting, financial forecasting, and long-range planning.

• Advanced financial modeling and analytical capabilities, including the development and maintenance of comprehensive financial models.

• Experience collaborating with development, construction, procurement, accounting, or other operational teams.

• Strong understanding of project and construction finance, including budgets, cash flow forecasting, contingencies, and cost variance analysis.

• Familiarity with NetSuite or a comparable ERP system.

• Ability to independently create financial reporting, dashboards, and analytical tools.

• Excellent written and verbal communication skills, capable of presenting financial information and recommendations to senior leadership.

• Highly organized, detail-oriented, and adept at managing multiple priorities in a rapid development environment.

• Preferred: experience in financial planning for hyperscale data center development, construction, or operations.

• Preferred: experience in developing project cash flow models, construction expenditure forecasts, and capital expenditure plans.

• Preferred: knowledge of data center financial metrics, including cost per MW, $/W, development yields, and lease economics.

• Preferred: experience evaluating commercial agreements, procurement payment structures, or major capital commitments.

• Preferred: background in investment banking, Big Four accounting, transaction advisory, or a similar environment, complemented by substantial operating experience.

• Preferred: experience in establishing FP&A processes, financial reporting frameworks, or corporate planning functions within a growing organization.

• Preferred: ability to work autonomously, take ownership of ambiguous challenges, and collaborate effectively with senior stakeholders.

• Professional, reliable remote work setup and appropriate availability during working hours.

🏝️ Benefits

• Annual performance-based bonus.

• Comprehensive health coverage; employer pays 90% of health premiums for employees and dependents.

• Up to 8 weeks of paid time off per year, including holidays, PTO, and sick time.

• Up to 8 weeks of paid parental leave after 6 months of employment.

• 401(k) plan with immediate eligibility.

• No 401(k) vesting requirement.

• Employer 401(k) match contributions up to 6%.

• Up to $3,500 annual reimbursement for approved courses, certifications, conferences, and professional development.

• Remote work stipend.

• Remote-first work environment.

• Flexibility to consider the position at the Senior Manager level based on relevant experience.