As Vice President, FP&A and M&A, reporting to the Chief Financial Officer, you will play a pivotal leadership role within Resource Innovations’ Finance Department. We are seeking a mission driven and dynamic leader to pilot our financial planning processes, drive strategic insights, and deliver financial visibility to support the growth of the company. We are also seeking a strong integration leader to ensure effective and efficient pre and post integration processes.
Resource Innovations (RI) is a women-led energy transformation firm dedicated to making a difference. With our foundation in energy efficiency, we continually broaden our suite of clean energy solutions to help utilities tackle increasingly intricate and interconnected challenges. From load flexibility to electrification and carbon reduction, we’re passionately driving change forward.
Duties and Responsibilities:
Key FP&A Responsibilities
Strategic Financial Leadership: Lead Resource Innovations’ FP&A team, overseeing all aspects of financial planning, budgeting, forecasting, and analysis. Provide actionable insights to senior leadership to inform key business decisions and drive strategic growth. Collaborative Partnership: Act as a trusted advisor to the executive leadership team by delivering comprehensive financial analysis, identifying risks and opportunities, and presenting data-driven recommendations. Scalable Processes: Develop and implement scalable financial models and systems to support our rapidly growing organization, ensuring accurate and timely reporting. Performance Management: Establish and track financial performance metrics, identifying trends and opportunities to enhance profitability, efficiency, and cost management. Investor Relations: Support capital allocation decisions, fundraising efforts, and other investor-related activities through robust financial analysis and presentations. Team Leadership & Development: Build, mentor, and lead a high-performing FP&A team, fostering a collaborative and growth-oriented culture aligned with Resource Innovations’ core values. Data Integration: Work closely with operational and technology teams to integrate financial and operational data, ensuring alignment with the company’s goals.Key M&A Responsibilities
Serve as the primary point of contact for diligence and integration-related communications between internal teams, leadership, and external partners. Lead oversight and project management of diligence process to ensure all diligence items are delivered on time and evaluated by all key stakeholders. This include managing external consulting teams. Develop and execute integration plans that align with the strategic objectives of the merger or acquisition and define integration goals, timelines, and success metrics. Mergers and Acquisitions: Identify, evaluate, and negotiate potential M&A opportunities, support and negotiate during prospective deals with external stakeholders, Lead deal valuation and analysis through IOI or LOI processes and for potential acquisition targets Engage with Investors: Manage existing and prospective relationships in coordination with the CEO, CFO and CRO Collaborate with finance and integration teams to track cost savings, revenue synergies, and the financial health of the integration. Monitor operational efficiency and collaborate with the integration team to ensure that integration activities contribute to the realization of strategic business objectives. Conduct post-integration assessments to evaluate the effectiveness of the integration process. Other Duties as assigned