Note: The job is a remote job and is open to candidates in USA. Edged is a fast-growing provider of sustainable, AI-ready data centers and energy infrastructure. The Senior Financial Planning Analyst will support financial planning, forecasting, reporting, budgeting, and business partnering for a strategic joint venture data center project, including variance analysis, financial modeling, capital tracking, and partner reporting.
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
Skills
- 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
- 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
- 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
- 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
- Advanced Excel proficiency including financial modeling, lookup functions (XLOOKUP, INDEX/MATCH), pivot tables, and multi-source data consolidation; Power Query experience strongly preferred
- 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
- Experience building or maintaining project-level, property-level, or site-level P&L models preferred
- NetSuite experience a plus
- Experience at a PE-backed, joint-venture-structured, or high-growth company a plus
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- 401(k) retirement plan
- Flexible spending and HSA accounts
- Paid holidays
- PTO
- Employee assistance program
- Other company benefits
- A flexible, autonomous work environment
- Growth and travel opportunities
Company Overview