What are the responsibilities and job description for the Senior Financial Analyst position at Cordia LLC?
SUMMARY:
The Senior Financial Analysist will work with the CFO and other Finance/Accounting team members to fulfill the financial analysis and forecasting needs for this PE owned, multidivisional district energy company. This team-oriented person will work across the organization, interacting with each business unit in the analysis of both financial and operational data, overseeing the long-term financial forecasting for the corporate function, supporting the financial analysis of new business opportunities, and providing the PE owners the financial analysis they need. The Senior Financial Analyst will also work across the organization to support the commodities planning and analysis in oil, natural gas and electricity purchases.
ESSENTIAL FUNCTIONS:
Develop and maintain a comprehensive corporate forecast for the company, with the capabilities to do commodity level analysis for each business unit and to analyze new scenarios of growth and expansion. Financial analysis will include forecasting financial statements as well as running funding sensitivities.
Participate in all planning and budgeting exercises, and support the FP&A function, as needed, in their routine reporting
Working with the business development team, review and support the financial analysis of new acquisitions and development.
Support all financial analysis requests of the PE owners, including periodic and timely updates of all corporate forecasts, and responding to any ad hoc requests
Provide the financial analysis support for all corporate financing activities
Expand analysis to include ESG metrics
Participate on the commodities committee, providing require financially analysis to support the company’s acquisition of oil, natural gas and electricity.
Support the corporate, business development and operating divisions by providing thoughtful analysis which can identify areas for improvement
Work with the existing ERP (SAP/OneStream) and incoming ERP (NetSuite) to access and upload data, as needed.
OTHER RESPONSIBILITIES:
Must comply with all applicable safety and environmental policies and procedures.
Performs other work-related duties as assigned.
EDUCATION/LICENSE:
Preference will be given to a bachelor’s or master’s degree in Business Administration, Finance or Accounting.
Degree or experience in engineering or energy related helpful
CFA, CPA (active or inactive license) helpful
EXPERIENCE:
Minimum of four years professional experience in financial analysis, preference given to those with:
Experience in corporate development, investment banking, private equity or management consulting
Experience and knowledge of financial modeling, including company valuation and operating models, LBO models, and project finance models
Experience or interest in power & utilities, energy, or district energy
TECHNICAL SKILLS:
Excellent, demonstrable Excel skills, as well as other Microsoft Office products (PowerPoint and Word)
Strong quantitative and critical thinking skills
Demonstrated knowledge of financial building blocks (accounting, capital structure, valuation analysis)
Ability to work with ERP and accounting software
OTHER SKILLS:
Strong verbal, written, analytical, and interpersonal skills.
Trustworthy and dependable with the ability to multi-task and manage multiple projects concurrently
Highly motivated with a willingness to learn and solve problems, history of strong performance academically
Solid oral and written communication skills coupled with strong independent judgment and discretion (will need to be able to communicate with folks at all levels of the company and PE owner and about sensitive topics such as M&A opportunities and valuation)
PHYSICAL REQUIREMENTS.
Eyesight sufficient for computer use and paperwork.
Ability to sit for long periods.
Ability to travel by ground transportation and by air throughout the United States.
Hearing sufficient for extensive telephone use.
Speaking in a group setting.
Minimal lifting required.
Ability to travel throughout the world by ground and air transportation.
WORKING CONDITIONS.
Combination of remote and in-office work; remote work expected due to geographic disbursement of corporate operations
Preference for candidates in Phoenix or Minneapolis.
Irregular hours associated with travel or business demands, which may be planned or unplanned.
Travel estimated at 25% average.
Will be required to use safety equipment in shop and field environments.
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