About David Energy

David Energy is creating a new kind of power company. Traditional Retail Electricity Providers (REPs) are outdated, opaque, and painful for customers to engage with. We use software to monitor our customers' real-time energy usage, and we aggregate and analyze that data to maximize the value they get from their energy assets – batteries, EVs, HVAC systems and other distributed energy resources (DERs) via participation in energy markets. Our mission is to run the grid on clean energy 24/7.

About the Role:

We are seeking an experienced and dynamic finance professional to join our mission. In this critical role, you will be responsible for overseeing strategic finance initiatives and leading Financial Planning & Analysis (FP&A) efforts to drive strategic decision-making and support sustainable growth. The ideal candidate will possess an exceptional financial acumen, strategic thinking, and strong leadership skills to navigate the dynamic landscape of our organization. You will work closely with senior stakeholders including the COO and President while reporting directly to the VP of Strategic Finance.

Responsibilities:

• Forecasting: Own and evolve our forecasting model and planning exercises to support operational efficiency and resource allocation in line with the Company’s strategic goals, including company and departmental budgeting, rolling reforecasting, and long-range planning.

• Performance Metrics: Drive continued enhancement of all analytical processes, measurements, and models required to support deep ongoing tracking and variance analyses of financial results and KPIs across key facets of the business. Partner with team leaders to provide key insights into monthly performance and financial trends, linking leading indicators in current business drivers to future strategy.

• ROI-Driven Decision Making: Work cross-functionally with leaders across the organization to provide analytical support and financial rigor around key business decisions.

• Efficiency: Drive continued improvement in margins and profitability by working across the organization and 3rd parties to understand, quantify, and execute on initiatives to improve operating leverage & efficiency

• Reporting & Presentations: Prepare reports and presentations for periodic internal and external financial communication, including company management, the Board of Directors, investors, lenders, regulators, and other stakeholders

Requirements:

• Bachelor's degree in finance, business, economics, engineering, or related field; MBA or advanced degree preferred.

• 4+ years of experience in strategic finance, FP&A, investment banking, management consulting, or private equity; particularly in fast-paced environments.

• Strong proficiency in financial modeling, forecasting techniques, and quantitative analysis.

• Demonstrated ability to translate complex financial concepts into actionable insights and strategic recommendations.

• Exceptional analytical skills, attention to detail, and problem-solving abilities.

• Excellent communication and presentation skills, with the ability to articulate financial information to diverse audiences.

• Strategic mindset with the ability to think creatively, anticipate future challenges, and drive innovative solutions.

• Proficiency in financial systems and tools (e.g., Excel, Quickbooks, SQL).

• Leadership qualities including integrity, resilience, adaptability, a collaborative approach to decision-making, and a mindset of continuous improvement.

• Deep understanding of the energy industry and emerging technologies is a plus.

• Excited about our mission to run the grid on clean energy 24/7.

Benefits:

• Base salary of $130,000–$160,000 plus equity

• Group medical and dental insurance

• Flexible vacation/PTO policy

• 401k

• Hybrid office work model (NYC office and WFH flexibility)