
Senior Portfolio Financial Analyst
2 days ago
This role plays a pivotal part in creating and refining portfolio-level financial models, meeting debt and tax-equity investor reporting requirements, and overseeing the client's operating portfolio of photovoltaic and battery storage assets.
You will collaborate closely with various teams to build and enhance portfolio-level financial models. This will inform budgets and reforecasts, deliver project level budget to actual variance analysis, and communicate findings to operational teams.
The individual will have the opportunity for future growth and development amongst a group of high achieving professionals. You will work with operational teams to ensure delivery of key alerts and protect portfolios from operational risk.
Key Responsibilities:- Build and enhance portfolio-level financial models to inform budgets and reforecasts.
- Produce project level budget to actual variance analysis and communicate findings to operational teams.
- Highlight and investigate underperformance and optimization opportunities of operating assets leading to actionable recommendations that drive improved results.
- Prepare reporting packages and various deliverables to investors and lenders.
- Work with operational teams to ensure delivery of key alerts and protect portfolios from operational risk.
- Bachelor's degree in accounting or similar field.
- At least 2 years of experience in related field or relevant coursework preferred.
- Creative mindset with proven analytical ability and attention to detail.
- Superior organizational and time management skills, and the ability to efficiently manage multiple projects in a fast-paced work environment.
- Excellent written and verbal communication skills.
- Demonstrated experience in effectively communicating information, ideas, and perspectives with people inside and beyond your organization.
- Experience working with large datasets, querying databases, and using ERPs such as NetSuite.
- Strong proficiency in MS Office Suite (Word, PowerPoint, Excel).
- 100% Remote Work Enjoy the flexibility of working from anywhere.
- Company-Provided Equipment We've got you covered with all the tools you need.
- Paid Leave Take time off to recharge, starting upon regularization.
- HMO Benefits Comprehensive healthcare coverage as soon as you're regularized.
- Government-Mandated Benefits All statutory benefits such as SSS, PhilHealth, and Pag-IBIG are fully provided.
- Fun & Collaborative Culture Be part of a dynamic team that values creativity, innovation, and teamwork.
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