Jobs · Oregon

Associate, FP&A

Copia Power · Lake Oswego, OR · 3 wk ago
HybridFull-time
We need to output HTML fragment with sections: About the role? Actually job description includes sections: Job Description, Key Responsibilities, What We Look For, Minimum Qualifications, Compensation, Benefits, About Copia. We must use

for section headings (e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use
  • for any list of duties/requirements/benefits, and

    for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

    or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences. We need to decide which sections to include based on content. We have: - Job Description: description paragraph about role. Could be under "About the role" heading? The instruction says use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can use "About the role" for the introductory description. - Key Responsibilities: list of duties. Use

    Responsibilities and then
    • . - What We Look For: list of desired attributes/skills. Could be under Skills or Requirements. The instruction includes Skills heading. We'll use Skills. - Minimum Qualifications: list of qualifications. Could be under Requirements or Qualifications. Use Qualifications. - Compensation: The posting says "Compensation: At Copia, we carefully consider a wide range of factors when determining compensation, including your skills, qualifications, location, and experience. This role may also be eligible for benefits, performance bonuses, and other perks. We encourage all interested candidates to apply." This is vague, no specific numbers. The instruction says never create Pay/Schedule/Benefits sections unless the posting actually states them. It does mention compensation but not specific pay. It says "This role may also be eligible for benefits, performance bonuses, and other perks." That's vague. Should we include a Pay section? The instruction says never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state compensation in general terms, but not specific pay. It might be considered stating compensation, but it's vague. However they say "never create Pay/Schedule/Benefits sections unless the posting actually states them." The posting does have a "Compensation:" heading with some text. It's not filler like "commensurate with experience" but it's still vague. I'd argue we should include a Pay section with that prose. But we need to check if they want to avoid filler like "commensurate with experience". This is not exactly that; it's a statement about considering factors. It's substantive enough? Might be okay. However they also say "Prefer a few substantive sections over many thin ones." Could combine compensation and benefits into Benefits? But they said Benefits section only if posting actually states them. The posting has a Benefits section with list of benefits. So we should include Benefits. Thus we will have sections: About the role, Responsibilities, Skills, Qualifications, Benefits, About Copia (maybe not needed? The instruction includes About the role but not About Copia. However we have an "About Copia" section at end describing company. Could we treat that as part of About the role? Probably better to include as a separate section maybe "About the company"? But not in list. The instruction only gave examples; we can still use other headings? It says use

      for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). The e.g. suggests those are examples but not exclusive. However to be safe, we could incorporate About Copia into About the role or maybe omit? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. So we need to keep the About Copia paragraph. We could put it under a heading "About the company" but not in examples. Might be okay. But to follow instruction, maybe we can put it under About the role? However About the role is supposed to describe the role, not company. But we could still include both under About the role heading? Might be mixing. Better to add a heading "About Copia" as it's substantive. The instruction didn't forbid other headings; just gave examples. So we can use

      About Copia

      . We must not include boilerplate like EEO etc. At the end there is EEO statement; we must remove that. Also remove duplicated lines, navigation, cookie, legal, scam-warning, application instructions. There's a line: "We are partnering with select search firms for this role and are not accepting inquiries or candidates from additional third-party agencies or recruiters." That's application instruction? It's about agencies; maybe consider application instruction? It's not exactly how to apply but it's a restriction. Might be considered boilerplate; but it's substantive about recruitment process. The instruction says remove application instructions. This line is about not accepting inquiries from agencies; could be considered application instruction. Safer to remove. Also "Applicants must be authorized to work in the United States without employer sponsorship" is a requirement; that's substantive, should keep under Minimum Qualifications maybe. Also "Ability to work in the Dana Point, CA, Salt Lake City, UT, Lake Oswego, OR or Phoenix, AZ office a minimum of 3 days per week Ability to travel up to 25%" is location requirement; keep. Now we need to format. We'll produce:

      About the role

      Copia is seeking an Associate, FP&A to work alongside the Corporate Finance team to help shape financial strategy and business planning, directly influencing our growth in the renewable energy sector. The ideal candidate will be responsible for working at the intersection of planning and reporting, gaining meaningful exposure to the accounting, technical reporting, and capital markets side of the business as the Company scales. The Associate, FP&A will report directly to the Director, FP&A and work closely with Copia’s asset management, energy markets, legal, and finance teams in an individual contributor capacity.

      Responsibilities

      • Help prepare monthly budget-to-actual reporting packages and surface the insights behind the variances, supporting the annual budget, monthly forecast reports, and quarterly board materials.
      • Help prepare and consolidate monthly and quarterly financial forecasts that inform strategic decision-making.
      • Partner with the Accounting team on the monthly and quarterly close, assisting with the preparation and review of consolidated financial statements, supporting schedules, and disclosures in accordance with U.S. GAAP (or IFRS), and helping reconcile reported results to management reporting.
      • Support the Asset Management team in developing, tracking, and reporting on the Company's renewable assets from test power through the project life cycle.
      • Assist in forecasting the Company's capital structure, including the debt/equity portfolio and debt financing at both the consolidated company and project level.
      • Assist in preparing ad-hoc financial models and forecasts that highlight the risks and opportunities associated with potential investment decisions.
      • Maintain and update financial databases and systems, ensuring the accuracy and reliability of financial data.
      • Work closely with other departments to gather financial data and insights and ensure alignment with the Company's financial strategy.

      Skills

      • Strong interpersonal and communication skills, written and verbal, with the ability to translate complex financial data and concepts into clear, non-technical terms.
      • Strong organizational skills, with particular attention to detail and accuracy, including in externally reported figures.
      • Highly driven with problem-solving abilities, integrity, and strong work ethic.
      • Proactive mindset with the ability to thrive in a fast-paced, dynamic environment.
      • Ability to work effectively within a rapidly changing organization.
      • A team player who enjoys collaborating across functions to identify issues and propose practical solutions.
      • Comfort adapting to shifting priorities within a rapidly changing organization.
      • An aptitude for identifying and implementing process improvements.
      • High drive, sound judgment, integrity, and a strong work ethic.
      • Resourcefulness and polite persistence.

      Qualifications

      • 3+ years of professional experience, in financial planning & analysis, accounting, or a combination of the two, preferably in the renewable energy industry.
      • Public accounting or a mix of public accounting experience is a plus.
      • Working knowledge of U.S. GAAP or IFRS, with hands-on exposure to the preparation or review of financial statements.
      • Experience with technical accounting research or the preparation of financial statements and footnote disclosures.
      • Exposure to a public company reporting environment, including internal controls documentation and structured reporting deadlines.
      • Bachelor's degree in Finance, Accounting, Economics, or a related field; advanced degree preferred.
      • Demonstrated financial modeling skills, paired with analytical rigor and attention to detail.
      • Proven experience with Microsoft Office, including advanced proficiency in PowerPoint & Excel.
      • Familiarity with ERP and consolidation or reporting systems.
      • Experience with project management software.
      • Ability to work in the Dana Point, CA, Salt Lake City, UT, Lake Oswego, OR or Phoenix, AZ office a minimum of 3 days per week.
      • Ability to travel up to 25%.
      • Applicants must be authorized to work in the United States without employer sponsorship.

      Benefits

      • Medical, Dental & Vision Coverage (with no premiums)
      • Company contribution to 401(k) plans
      • Annual bonus eligibility
      • Flexible work hours
      • Unlimited paid time off for a healthy work-life balance
      • Paid holidays to celebrate and recharge
      • Wellness and cell phone credits to support personal well-being
      • Life and AD&D insurance for peace of mind
      • Employee Resource Groups (ERGs) for community and support
      • Opportunities for professional development to grow and thrive within the company

      About Copia

      Copia Power (“Copia”), is a wholly owned portfolio company of the global investment firm, The Carlyle Group. Copia’s platform is focused on developing, owning, and operating utility-scale sustainable infrastructure in the United States. We value diversity and are committed to creating an inclusive environment for all employees. For more information, visit www.copiapower.com.

      We should also include compensation? The posting had a Compensation section with vague text. Should we include? The instruction says never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state compensation but not specific pay. It's a section titled "Compensation:" with prose. I'd argue we should include a Pay section with that prose. However we already have Benefits section. Could combine compensation and benefits? But they said prefer few substantive sections over many thin ones. Adding a Pay section might be thin. The compensation prose is: "At Copia, we carefully consider a wide range of factors when determining compensation, including your skills, qualifications, location, and experience.

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