Financial Planning Analyst

Financial Planning Analyst - Service Controls

Hybrid - Westborough, MA

Company Overview

LG Energy Solution Vertech, Inc. (LGES Vertech) is a full-service energy storage system supplier and integrator. Using our core strengths of expert service to our customers, unparalleled safety, and excellence in manufacturing, we bring standardized, fully integrated energy storage systems to a rapidly growing worldwide market. Our systems address our customers' needs to reduce capital equipment and installation costs while enhancing system level performance and reliability using automated monitoring systems and analytics across the battery, power conditioning and auxiliary systems.

Our AEROS® energy operating system is the engine of innovation to provide advanced control functions allowing our customers to maximize the value of their energy storage assets. Our service capabilities include advanced monitoring and analytics, scheduled maintenance, augmentation, and auxiliary system upgrades. The combination of excellence in battery technology and production coupled with nearly two decades of energy storage integration makes LGES Vertech a leading supplier and integrator in the power and energy markets.

LGES Vertech empowers and expects its team members to assume responsibility and make good decisions, while maintaining a team environment that fosters collaboration and innovation. Our diverse and growing team enjoys competitive salaries, generous benefits, including 100% employer sponsored medical, dental and vision insurance, and flexible working hours.

For more information about LGESVT, please visit www.lgensol-vt.com.

Position Overview

The Financial Analyst – Service Control is part of the Service Team and works closely with the Service Administrator and Service Financial Manager. This position will provide financial control, planning, and reporting for the Service business, including oversight of revenue, costs, and profitability of service contracts. The role requires a strong blend of financial analysis, ERP transaction management, and cross-functional collaboration with Finance, Legal, Procurement, and Operations.

This position offers the opportunity to shape processes and tools that improve financial visibility and decision-making as LGES Vertech’s service business expands rapidly.

Primary responsibilities

Financial Planning & Analysis

• Develop and maintain service-level financial forecasts (revenue, cost, margin) aligned with contracts and project schedules.
• Prepare monthly reporting packages including budget-to-actual variance analysis, KPIs, and cash flow projections.
• Support annual budget and quarterly reforecast processes for the service portfolio.
• Monitor revenue recognition, accruals, and contract-level profitability in line with GAAP and company policies.

Transaction & Control Support

• Partner with the Service Administrator on customer and vendor financial transactions (quotes, POs, invoices).
• Review service contracts for billing terms, invoicing schedules, and recognition rules.
• Ensure ERP entries are accurate for accounts payable, accounts receivable, and service commitments.
• Audit and reconcile invoices for compliance and support timely resolution of billing/vendor issues.

Cross-Functional Collaboration

• Provide financial support to Service leadership for decision-making and customer negotiations.
• Collaborate with Finance and Accounting teams to ensure alignment between actuals, forecasts, and reporting.
• Work with Operations and Procurement to align financial commitments with service delivery.
• Contribute to process documentation, system improvements, and control framework development.

Key Knowledge, Skills and Abilities

Required

• Strong financial analysis skills and understanding of accounting concepts.
• Experience with SAP
• Advanced Excel and Microsoft Office skills.
• Strong organizational skills with attention to detail.
• Excellent verbal and written communication skills.
• Ability to manage multiple projects and deadlines in a fast-paced environment.

Desired

• Experience in energy, utilities, or service contract-based businesses.
• Knowledge of revenue recognition for long-term contracts.
• Familiarity with vendor/customer financial processes (AP/AR).

Education/Certifications

• Bachelor’s Degree in Finance, Accounting, or related field required.
• CMA strongly preferred, CPA a plus.
• 5+ years of relevant financial analysis or project/service control experience.

Working Conditions/Office Environment/Travel

• Ability to sit for periods of time at a desk/cubicle
• Hybrid working environment
• Minimal travel required