Senior Financial Planning Analyst

Opportunity Summary

We are seeking a Senior FP&A Analyst to support the financial planning, forecasting, and reporting requirements of a strategic joint venture project within our data center portfolio. This role is ideal for a finance professional with a strong analytical foundation, deep experience in capital-intensive environments, and the ability to operate independently across a broad scope — from JV-level financial reporting and variance analysis to forecasting, budgeting, and cross-functional business partnering.

This is a high-visibility, individual-contributor role with direct exposure to senior leadership and a meaningful opportunity to shape how FP&A supports the reporting requirements of a complex, joint-venture-structured development project. The right candidate brings intellectual curiosity about data center and project finance economics, a bias toward action, and the ability to translate complex financial data into clear, decision-ready insights. This is an experienced senior hire, not an entry point into FP&A.

Key Responsibilities

• Own the recurring reporting package delivered to the joint venture partner, ensuring deliverables are accurate, complete, and delivered on the agreed reporting cadence.

• Prepare project-level and facility-level P&L reporting, including monthly variance analysis, commentary, and distribution to project leadership and the joint venture partner.

• Support preparation of periodic compliance certificates, financial statements, and other lender- or investor-required deliverables in coordination with Accounting, Treasury, and Corporate Development.

• Track and reconcile capital contributions, capital accounts, and incentive/promote calculations against the joint venture's return waterfall mechanics.

• Build and maintain driver-based forecasting models for the project, incorporating construction draw schedules, phased delivery timing, and stabilization assumptions across the development lifecycle.

• Own preparation of the annual business plan and budget for the project, coordinating inputs with Project Delivery, Operations, and the joint venture partner's asset management team.

• Monitor actual development costs versus budget, flagging variances and escalating items with a material cost or return impact.

• Partner with Accounting to ensure accurate treatment of the joint venture's legal entity structure in corporate consolidation, distinguishing consolidation versus equity-method accounting where applicable.

• Apply and maintain the corporate cost allocation methodology used to determine shared costs attributable to the joint venture, ensuring allocations are well-documented and defensible.

• Reconcile general ledger data to joint venture and lender reporting outputs, identifying and resolving discrepancies in partnership with Accounting.

• Serve as the embedded FP&A point of contact for the project, working cross-functionally with Legal, Accounting, Treasury, and Development to support reporting, budgeting, and ad hoc partner requests.

• Support ad hoc financial analysis and business case development as assigned, including cost-benefit analysis, valuation support, and scenario modeling.

• Identify and flag data quality issues in source systems and reporting outputs, documenting discrepancies with clear recommendations and following through on resolution with Accounting.

• Contribute to the documentation of joint venture reporting processes, templates, and standards as this workstream matures.

Specific Skills/Abilities

• Advanced Excel proficiency including financial modeling, lookup functions (XLOOKUP, INDEX/MATCH), pivot tables, and multi-source data consolidation; Power Query experience strongly preferred.

• Working knowledge of private equity / joint venture structures — capital contributions, preferred return and profit-split waterfalls, capital account mechanics, and incentive/promote calculations.

• Comfort translating dense legal and partnership agreement language into repeatable, well-documented finance processes and reporting calendars.

• Strong understanding of GAAP accounting principles — including accruals, prepaids, depreciation, capitalization policy, and CapEx vs. OpEx classification — with demonstrated ability to apply these concepts in an FP&A context.

• Ability to manage external-facing, contractually-driven reporting deadlines with precision, escalating risks to timely delivery well in advance.

• Strong analytical and communication skills — able to synthesize complex, multi-entity financial data into clear, concise variance commentary and executive-ready reporting.

• Ability to manage multiple workstreams independently, prioritize effectively under tight deadlines, and escalate issues with clear documentation.

• Intellectually curious about business operations — able to engage meaningfully with non-finance stakeholders and translate operational realities into financial assumptions.

Skills and Requirements

• Direct experience in capital-intensive industries — data centers, real estate, energy, infrastructure, or project-based environments — strongly preferred; data center finance experience is a meaningful differentiator.

• Prior exposure to joint venture, fund, or PE-backed reporting obligations (capital call/distribution tracking, compliance certificates, investor/quarterly reporting) is a meaningful differentiator.

• Demonstrated ownership of a full reporting cycle: close, variance analysis, commentary, and distribution.

• Experience building or maintaining project-level, property-level, or site-level P&L models preferred.

• Prior experience owning a budget or forecasting process for one or more cost centers, not just supporting it.

• Proficiency with ERP or financial reporting systems; NetSuite experience a plus.

Education/Experience

• Bachelor's degree in Finance, Accounting, Real Estate Finance, or related field.

• 5–7+ years of FP&A, financial analysis, project/real estate finance, or relevant accounting experience — this is an experienced senior hire, not an entry point into FP&A.

• Experience at a PE-backed, joint-venture-structured, or high-growth company a plus.