Senior Manager Financial Planning & Analysis

At Meridian Cooperative, we don’t just keep the lights on — we’re lighting the way for the future of utilities. As a trusted technology partner to over 500 utilities across the U.S., we’ve built a legacy of innovation, service, and impact. Now, we’re looking for a Financial Planning & Analysis (FP&A) Lead to join our team and help drive strategic decision-making at the highest levels.

This is a high-visibility role ideal for someone who thrives in a collaborative, fast-paced environment and is passionate about connecting the story behind the numbers. If you enjoy translating complex financial data into clear insights, building smart models, and contributing to big-picture planning, this role is for you.

What You'll Do

Working independently with minimal guidance, you'll own and lead Meridian’s financial planning, budgeting, forecasting, and strategic analysis efforts, partnering closely with leadership across the organization.

• Lead the execution of annual budgets and long-range (3-year) strategic financial plans
• Develop and maintain robust financial models that forecast performance and support key strategic initiatives
• Prepare and interpret core financial reports, including income statements, balance sheets, and cash flow statements
• Perform variance analysis across operating units; identify trends and provide actionable recommendations
• Evaluate investment opportunities, M&A activity, and new business initiatives through detailed feasibility studies and due diligence
• Identify financial risks and develop proactive mitigation strategies
• Streamline monthly financial reporting and improve accuracy, clarity, and timeliness of executive reports
• Analyze industry, economic, and peer data to support scenario planning and strategic pivots
• Partner with Product and Operational leaders on costing and pricing strategy
• Guide and mentor Financial and Senior Financial Analysts, fostering a culture of growth and accountability
• Represent Meridian at select conferences and networking events as a subject matter expert

What You Bring

Education & Experience

• 6–10 years of progressive experience in financial planning, modeling, and analysis
• CPA and/or CMA certification preferred
• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA strongly preferred)

Core Skills & Competencies

• Expert-level financial modeling and forecasting experience
• Deep understanding of financial statements and key performance indicators
• Strategic thinking paired with strong tactical execution
• Ability to distill complex data into clear, actionable insights
• High proficiency in NetSuite Planning and Budgeting (as admin and SME)
• Strong communicator — able to engage stakeholders at all levels
• Highly analytical, with a proactive, solution-oriented mindset
• Advanced Microsoft Office skills (Excel, PowerPoint, Word)
• Ability to thrive in a fast-paced environment with shifting priorities

What We Offer:

• Outstanding Medical/Dental/Vision
• Education/Training Reimbursement
• On-Site Education Courses
• Flexible Spending Account
• Health/Wellness Reimbursement
• Excellent Life and AD&D insurance
• Paid Time Off:  Eligible to begin accrual from date of hire; accrual amount based on years of service. Beginning accrual rate equivalent to 22 days per year. 9 holidays which inclu