Associate, FP&A
About the role
with a paragraph. - Responsibilities: The "Key Responsibilities" bullet list. So we needResponsibilities
with- items.
- Requirements: Could be "What We Look For" (skills/attributes). That's more like skills/requirements. Could map to Skills section. But we also have Minimum Qualifications separate. So we can have Requirements (maybe "What We Look For") and Qualifications (minimum qualifications). Or we could combine. The instruction: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have multiple.
We need to decide what goes where.
- Skills: Could be the interpersonal/communication etc from "What We Look For". That's skills.
- Requirements: Could be the "Minimum Qualifications"? Actually Minimum Qualifications are qualifications. So Qualifications heading for that.
- Requirements could be something else like "Ability to work in the office..." maybe schedule? But schedule is separate.
We have schedule: "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%" That's schedule/location/travel. Could be Schedule section.
Pay: Compensation section: "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." That's vague but mentions compensation factors. It's not specific numbers, but it's still content about compensation. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state compensation (though vague). So we can include Pay section with that paragraph.
Benefits: "Our Benefits:" list with items. So Benefits section.
Schedule: The location/travel requirement could be schedule. We'll include Schedule section with that sentence.
Now we need to remove boilerplate: EEO, legal, navigation, cookie, duplicated lines, application instructions. Also remove "We are partnering with select search firms..." etc. Also remove "About Copia" maybe? That's company description but could be considered boilerplate? It's not EEO but it's about the company. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. "About Copia" is not those; it's company overview. Could be kept? But we already have About the role; maybe we can include a short paragraph about company under About the role or separate? The instruction says use headings for sections like About the role, Responsibilities, etc. Not About the company. So we likely should not include About Copia as a section. We could incorporate relevant info into About the role? But we must preserve ALL substantive information; do not invent or summarize away detail. If we omit About Copia entirely, we lose that info. However, the instruction says we should include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text. It doesn't forbid including other content not under those headings? The output should be HTML fragment; we can include paragraphs not under headings? The instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but suggests we should use those headings for sections. It doesn't say we cannot have other content outside those headings. However, to be safe, we could include a brief paragraph about the company under About the role? But About the role is about the role, not company. Maybe we can add a separate
About Copia
but that's not in the list; but the list is examples, not exclusive? It says "usefor section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." The "e.g." implies those are examples, but likely they expect only those headings. Safer to stick to those. Thus we need to incorporate company description somewhere else, maybe within About the role paragraph as context. But we must preserve ALL substantive information; we can't omit company description. We could add a short paragraph before the headings describing the company, not under a heading. That's allowed? The instruction didn't forbid extra paragraphs. It just says use those headings for sections. So we can have a leading
describing Copia, then headings. Let's extract company description: "Copia Power (“Copia”) is a Carlyle-backed energy and digital infrastructure platform that develops, constructs, and operates large-scale assets across the U.S. to accelerate the electrification and growth of the digital economy. Copia Power has over 2,600 MW of energy generation and storage assets in operation or under construction and is actively developing over 15 GW of grid-connected data centers supported by Copia’s portfolio of gigawatt-scale energy campuses comprising more than 25 GW of solar and storage and 7 GW of natural gas generation assets. At Copia, we pride ourselves on a culture where sustainability is at the heart of everything we do. We are dedicated to making a meaningful impact on the environment, and we believe that achieving this goal requires not just hard work but also enjoying the journey. Our team thrives on connectivity, fostering strong relationships across all levels of the organization. Together, we combine passion and playfulness to drive progress and make a difference." That's substantive. Now About the role paragraph: "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." Now Responsibilities: list from "Key Responsibilities". Let's extract each bullet: - 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. Now Skills (What We Look For): list: - 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. Note some duplicates: "Highly driven..." and later "High drive, sound judgment, integrity, and a strong work ethic." Might be similar but we keep as is. Now Qualifications (Minimum Qualifications): list: - 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 Note: The last two about office and travel could be schedule; but they are in Minimum Qualifications. We'll keep them under Qualifications? But we also have Schedule section. To avoid duplication, we could move those to Schedule section and not duplicate. However, we must preserve all info; we can keep them under Qualifications but also mention in Schedule? That would duplicate. Better to separate: Keep office/travel under Schedule, and remove from Qualifications. But then we lose them from Qualifications; but we can note that Qualifications includes those? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. If we move them, we still preserve them, just under a different heading. That's okay as long as we keep the info. Thus Qualifications will exclude office/travel and work authorization? Work authorization is also a requirement; we could keep under Qualifications or maybe under Requirements? It's a eligibility requirement. Could be under Qualifications as well. We'll keep it. Now Pay section: compensation paragraph. Benefits section: list from "Our 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