Job Title: Senior Analyst, Portfolio Finance
Location: San Francisco, CA (Open to Remote)
Summary
Reporting to the Director, Portfolio Finance, the Portfolio Finance Sr. Analyst is responsible for managing portfolios of solar and/or wind assets. The primary objective is funding coordination, financial modeling, reporting to key stakeholders, and other duties related to Portfolio Finance.
Responsibilities
* Update and maintain complex structured financial models with most recent project and corporate assumptions with respect to tax equity, debt, and cash equity fundings.
* Manage and update tax equity and cash equity tracking models on a regular basis to track projected returns, flip dates, and other financial outcomes.
* Collaborate with other members of the team to support tranching of projects into existing funds.
* Support data/document management improvements and development of new tools to manage the portfolios.
* Assist in reporting of fund performance to internal and external stakeholders.
* Create comprehensive, cash-based financial models that can be sensitized for various operating and financial assumptions.
* Clearly present returns and financial conclusions based upon scenario analysis.
* Run scenarios to ensure decision-making is informed by quantitative financial analysis.
Knowledge & Skills
* Advanced Microsoft Excel modeling skills including use of complex functions and proven ability to create well organized and intuitive presentations of information to formulate conclusions.
* Strong understanding of financial, tax, accounting, and investments concepts.
* Understanding of data tables and databases.
* Ability to perform well under pressure on teams in a demanding environment and occasionally work extended hours to meet project deadlines.
* Excellent communication, presentation, and interpersonal skills.
* Self-motivated, organized, and detail oriented.
Qualifications
* Bachelor's in Finance, Business, Economics, Accounting, Engineering, or related field.
* Experience in energy or infrastructure sections preferred.
* 3+ years of professional experience in portfolio management, financial analysis, project finance or M&A.
* Experience with reading and interpreting financing agreements and project contracts.
* Experience in project finance transactions (i.e. discounted cash-flow with multiple parties) and structuring and closing of tax equity highly preferred.
* Experience creating reusable Excel templates, instead of single use/purpose spreadsheets.
*Energy Experience Required*