Associate, FP&A

We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We need to parse the job posting. Key parts: - Job Description: description of role, responsibilities. - What We Look For: skills/qualities. - Minimum Qualifications: qualifications. - Compensation: mentions benefits, performance bonuses, other perks. No specific pay numbers. - Our Benefits: list of benefits. - About Copia: company description. - Also mention location: Ability to work in 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 US. - Also mention "We are partnering with select search firms..." etc (boilerplate to remove). We need to remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So remove the EEO paragraph at end, also "We are partnering with select search firms..." etc. We need to preserve all substantive information. We need to use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections have content. - About the role: we can use the Job Description paragraph describing 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." That's substantive. - Responsibilities: list of key responsibilities bullet points. We have bullet list under "Key Responsibilities". We'll convert each bullet to

. - Requirements: maybe combine Minimum Qualifications? The spec says separate sections: Requirements, Qualifications, Skills. We need to decide what goes where. We have "What We Look For": interpersonal skills, communication, organizational, driven, problem-solving, proactive, team player, adapt, aptitude for process improvements, high drive, sound judgment, integrity, strong work ethic, resourcefulness, polite persistence. Those are skills/qualities. We have "Minimum Qualifications": 3+ years experience, public accounting plus, working knowledge of GAAP/IFRS, exposure to technical accounting, public company reporting environment, Bachelor's degree, advanced degree preferred, financial modeling skills, proficiency in PowerPoint & Excel, familiarity with ERP and consolidation or reporting systems, experience with project management software, ability to work in specific offices 3 days/week, travel up to 25%, authorized to work in US. We could treat Requirements as the hard requirements (experience, education, authorization, location, travel). Qualifications as preferred qualifications (advanced degree, public accounting plus, etc). Skills as the soft skills/interpersonal. But we need to follow instruction: Use sections only when posting has real specific content. So we can include all three if we have content. We need to avoid filler like "commensurate with experience". Not present. Pay: The posting mentions 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." No specific numbers. According to rule: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does mention compensation generally, but not specific pay. Is that enough to include a Pay section? The rule says: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state compensation generally, but not specific numbers. I'd argue that is stating compensation (though vague). However they also say: "Prefer a few substantive sections over many thin ones." Might be better to omit Pay if no concrete numbers. But we have Benefits section with concrete list. So we can include Benefits. Schedule: The posting mentions ability to work in office minimum 3 days per week, travel up to 25%. That's schedule info. So we could include Schedule section with that detail. Thus we will include sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Schedule. Possibly omit Pay. Now we need to format. We need to use

for each section heading. Inside sections: use

for prose,

• for lists. We need to preserve all substantive information. Let's extract content. About the role paragraph: as above. Responsibilities: list: - 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. We need to ensure we didn't miss any: The original also had "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." Good. Now Requirements: Let's define as mandatory qualifications: 3+ years professional experience in FP&A, accounting, or combination, preferably renewable energy; Bachelor's degree in Finance, Accounting, Economics, or related field; Ability to work in 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. Also maybe "Working knowledge of U.S. GAAP or IFRS, with hands-on exposure to the preparation or review of financial statements" could be requirement or qualification. We'll treat as Requirement? It's a qualification. But we have separate Qualifications section for preferred/extras. Let's decide: Requirements (hard): 3+ years experience, Bachelor's degree, location/work schedule, travel, US work authorization. Qualifications (preferred/public accounting plus, advanced degree preferred, exposure to technical accounting, public company reporting environment, internal controls, ERP/reporting systems, project management software, financial modeling skills, proficiency in PowerPoint & Excel). Also "Public accounting or a mix of public accounting experience is a plus". Also "Demonstrated financial modeling skills, paired with analytical rigor and attention to detail". Also "Experience with technical accounting research or the preparation of financial statements and footnote disclosures". Also "Exposure to a public company reporting environment, including internal controls documentation and structured reporting deadlines". Also "Familiarity with ERP and consolidation or reporting systems". Also "Experience with project management software". Also "Advanced degree preferred". Also "Working knowledge of U.S. GAAP or IFRS, with hands-on exposure to the preparation or review of financial statements". Also "Public accounting or a mix of public accounting experience is a plus". Also "Bachelor's degree in Finance, Accounting, Economics, or a related field; advanced degree preferred" (we already have bachelor's as requirement, advanced degree as preferred). Also "Proven experience with Microsoft Office, including advanced proficiency in PowerPoint & Excel". Also "Familiarity with ERP and consolidation or reporting systems". Also "Experience with project management software". 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" (we already have as requirement). Also "Ability to travel up to 25%" (requirement). Also "Applicants must be authorized to work in the United States without employer sponsorship" (requirement). Thus we can separate. Skills: interpersonal and communication skills, written and verbal, ability to translate complex financial data into clear non-technical terms; strong organizational skills, attention to detail and accuracy; highly driven with problem-solving abilities, integrity, strong work ethic; proactive mindset; ability to thrive in fast-paced dynamic environment; ability to work effectively within rapidly changing organization; team player who enjoys collaborating across functions; comfort adapting to shifting priorities; aptitude for identifying and implementing process improvements; high drive, sound judgment, integrity, strong work ethic (some duplication); resourcefulness and polite persistence. We can consolidate. Benefits: list: - 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 Also mention "We prioritize diversity and inclusion..." but that's more description; we can include as prose. Schedule: details: Ability to work in 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%. We could also mention flexible work hours (already in benefits). But schedule section can include location and travel. Now we need to output HTML fragment only. We must not include any markdown code fences. We'll produce something like:

  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.