Financial Planning Analyst

Key Accountabilities

• Prepare and deliver high-quality presentations for senior executives, board of directors, and business partners
• Provide analyses to assist with strategic decisions
• Assist in evaluation and implementation of capital projects and strategic initiatives by performing analyses such as ROI, market sizing, benchmarking, etc.

• Become an expert in the Serverfarm corporate operating model and acquisition model
• Create financial models for scenario analysis regarding potential business decisions
• Perform continuous market research of global data center providers and create market profiles
• Assist in the coordination of due diligence meetings and preparation of executive presentations for investors and lenders
• Perform monthly, quarterly, and annual reporting obligations and seek process improvement opportunities to enhance reporting and analytics
• Author investment memorandums
• Assist with special financial and business-related studies and partner with other departments in preparing analyses, including financial modeling of business cases
• Collaborate and coordinate with stakeholders across the company in the development and execution of key projects and initiatives
• Perform other duties as required

Required Skills

• Bachelor’s degree in finance, Accounting, Economics, or a related field.
• Strong background in financial modeling, budgeting, and forecasting.
• Experience with capital-intensive industries or energy-related financial analysis is an advantage.
• Advanced proficiency in Microsoft Excel, including financial modeling and data analysis.
• Experience with financial software such as SAP, Oracle, Hyperion, or similar platforms.
• Knowledge of business intelligence tools (e.g., Tableau, Power BI) for data visualization and reporting.
• Strong analytical and problem-solving skills.
• Excellent communication and presentation skills, with the ability to explain complex financial concepts to non-financial stakeholders.
• Detail-oriented with the ability to manage multiple priorities and deadlines.
• Collaborative and team-oriented mindset, with strong interpersonal skills.

Preferred Skills

• MBA or CPA certification is a plus.
• 3+ years of experience in financial planning and analysis, preferably within the data center, technology, or infrastructure industries.