Vice President, Financial Planning and Analysis

As Vice President, FP&A and M&A, reporting to the Chief Financial Officer, you will play a pivotal leadership role within Resource Innovations’ Finance Department. We are seeking a mission driven and dynamic leader to pilot our financial planning processes, drive strategic insights, and deliver financial visibility to support the growth of the company. We are also seeking a strong integration leader to ensure effective and efficient pre and post integration processes.

Resource Innovations (RI) is a women-led energy transformation firm dedicated to making a difference. With our foundation in energy efficiency, we continually broaden our suite of clean energy solutions to help utilities tackle increasingly intricate and interconnected challenges. From load flexibility to electrification and carbon reduction, we’re passionately driving change forward.

Duties and Responsibilities:

Key FP&A Responsibilities

• Strategic Financial Leadership: Lead Resource Innovations’ FP&A team, overseeing all aspects of financial planning, budgeting, forecasting, and analysis. Provide actionable insights to senior leadership to inform key business decisions and drive strategic growth.
• Collaborative Partnership: Act as a trusted advisor to the executive leadership team by delivering comprehensive financial analysis, identifying risks and opportunities, and presenting data-driven recommendations.
• Scalable Processes: Develop and implement scalable financial models and systems to support our rapidly growing organization, ensuring accurate and timely reporting.
• Performance Management: Establish and track financial performance metrics, identifying trends and opportunities to enhance profitability, efficiency, and cost management.
• Investor Relations: Support capital allocation decisions, fundraising efforts, and other investor-related activities through robust financial analysis and presentations.
• Team Leadership & Development: Build, mentor, and lead a high-performing FP&A team, fostering a collaborative and growth-oriented culture aligned with Resource Innovations’ core values.
• Data Integration: Work closely with operational and technology teams to integrate financial and operational data, ensuring alignment with the company’s goals.

Key M&A Responsibilities

• Serve as the primary point of contact for diligence and integration-related communications between internal teams, leadership, and external partners.
• Lead oversight and project management of diligence process to ensure all diligence items are delivered on time and evaluated by all key stakeholders. This include managing external consulting teams.
• Develop and execute integration plans that align with the strategic objectives of the merger or acquisition and define integration goals, timelines, and success metrics.
• Mergers and Acquisitions: Identify, evaluate, and negotiate potential M&A opportunities, support and negotiate during prospective deals with external stakeholders, Lead deal valuation and analysis through IOI or LOI processes and for potential acquisition targets
• Engage with Investors: Manage existing and prospective relationships in coordination with the CEO, CFO and CRO
• Collaborate with finance and integration teams to track cost savings, revenue synergies, and the financial health of the integration.
• Monitor operational efficiency and collaborate with the integration team to ensure that integration activities contribute to the realization of strategic business objectives.
• Conduct post-integration assessments to evaluate the effectiveness of the integration process.
• Other Duties as assigned

Experience:

• Minimum of 10+ years of progressive FP&A experience, including at least 5 years in a senior leadership role.
• Minimum of 7+ years of experience in M&A integration, project management, or business strategy.
• 3+ years of previous accounting experience.
• Proven experience in a similar role within a mid-sized organization ($100MM+ in revenue), preferably within the energy efficiency, utilities, or sustainability industries.
• Track record of managing complex integration projects from inception to completion.
• Previous experience working in a Private Equity portfolio company environment

Skills:

• Exceptional financial modeling and analytical skills.
• Strong business acumen with the ability to translate complex data into actionable insights.
• Expertise in designing and managing scalable FP&A processes and systems.
• Proficiency with project management tools and software (e.g., MS Project, JIRA, Asana).
• Ability to adapt quickly in a fast-paced and changing environment.

Leadership:

• Demonstrated ability to lead and inspire cross-functional teams.
• Strong communication and presentation skills, with the ability to influence stakeholders at all levels.

Education:

• Bachelor’s degree in finance, Accounting, Economics, or a related field; MBA or CFA designation strongly preferred.
• Certification in project management (e.g., PMP) or other relevant certifications strongly preferred.

Preferred Qualifications and Experience:

• Familiarity with energy efficiency programs, demand-side management, or decarbonization initiatives.
• Experience working in private equity-backed environments or preparing for IPO readiness.
• Expertise in integrating financial and operational data using advanced tools or platforms
• Experience with post-merger integration in a specific industry (e.g., technology, healthcare, finance, etc.).

Resource Innovations offers competitive salaries based on candidate's qualifications. Resource Innovations also offers three weeks paid vacation per year, paid holidays, a 401(k) plan with employee matching funds, a discretionary bonus and an overall comprehensive benefits package.

About Resource Innovations

Resource Innovations (RI) is a women-led energy transformation firm focused on impact. Building on our expertise in energy efficiency, we’re constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we’re leading the charge to power change.

Resource Innovations is an Equal Opportunity Employer, committed to ensuring equal employment opportunities for all job applicants and employees without regard to race, color, religion, national origin, gender, age, disability, marital status, genetics, protected veteran status, sexual orientation, or any other protected status. In addition to federal law requirements, Resource Innovations complies with applicable state and local laws governing non-discrimination in employment in every location in which the company does work.

The above job description and job requirements are not intended to be all inclusive. Resource Innovations retains the right to make changes or adjustments to job descriptions and/or job requirements at any time without notice.