Job Description

Position Summary:

The Financial Planning Manager is responsible for supporting Foundation Energy Management's

active direct energy funds. The role will report directly to the Senior Vice President and work

alongside the companies Director of Accounting, and Finance/IR Team. This position will oversee the

company's financial performance, assist in the preparation of the long-term and annual budget, and

provide support to various strategic alternatives for the company.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

- Financial Planning
• Oversees and complies all monthly budgeting and quarterly reports for the company
• Lead month-end closing activities, ensuring timely and accurate financial statements
• Prepare and present financial and operating summaries to management and investors
• Integrates forecasts with actual data and inputs from various parts of the organization.
• Tracks financial, operational, and strategic development within the company.
• Assists in analysis of Fund and asset level performance (Mark-to-Market, IRR, ROI, etc.)
• Identifies opportunities for process optimization to streamline and improve financial

models / systems
• Duties include reviewing monthly, quarterly, annual financial statements
• Collaborate cross-functionally and support the Accounting, Operations/D&C

Management teams with business development as needed.
• Assist with A&D integration activities as needed.

- Hedge Modeling
• Maintains summary tables of current hedge positions.
• Evaluates mark-to-market values of existing hedge portfolio.
• Initiate and executes new hedge transactions with AEGIS and counterparties.
• Works with Treasurer and analyst to develop and create new hedge modeling system.

- Treasury
• Back-up support and redundancy to Treasurer
• Manges relationships with banks - including new and existing financing / loan

management
• Provides timely financial analysis for key initiatives including working capital and cash

flow management
• Assist Treasurer in annual insurance renewal process

Qualifications:

- Great attention to detail, strong analytical and problem-solving skills.

- Skilled in crafting and presenting business insights to senior leadership; adept at

translating financial data into clear, concise narratives for all levels of the organization.

- Demonstrates analytical / problem solving skills, strategic thinking, and business

acumen.

- Self-driven with a proactive approach to process improvement; adept at working

independently or working with a team and collaborating across multiple departments

within the company.

- Excellent communication and ability to work with confidential and time sensitive

information.

Education/Experience:

- CPA, CFP, or MBA Preferred

- Bachelor's degree in a quantitative field (Finance, Accounting, Economics)

- Minimum of 3-5 years of industry experience, preferably in high caliber settings with a

mix of finance and strategy exposure (Investment Banking , Private Equity, FP&A, Audit,

Strategy Consulting, etc.).

- Working knowledge of U.S. GAAP accounting principles and financial statements

- Insurance and treasury experience preferred

Computer and Technical Skills:

- Extensive data analytics expertise (data gathering, modeling, analysis)

- Advanced Excel proficiency; and Microsoft Office

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