Analyst, Finance

Caturus Management Services, LLC; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Caturus Management Services, LLC in Houston seeks an Analyst, Finance to join a small, high-visibility financing team responsible for arranging and executing project finance debt and construction equity. You will build and modify Excel models and support diligence and data room activities.

The role reports to the VP, Finance and involves financial modeling, monthly project reviews, and presenting findings to investors and lenders.

Qualifications

• Bachelor's degree in finance, accounting, economics, or similar degree.
• 2+ years of demonstrated relevant experience in investment banking or project financing required
• Analytics and financial modeling skills
• Model debt, proforma projections, financial statements, and valuations in Excel
• Experience with financing and/or M&A transaction processes, including data rooms and memos
• Knowledge of energy industry and LNG sector preferred
• Strong analytical and communication skills

Responsibilities

• Create, modify and manipulate Excel models to inform leadership decisions and third-party presentations.
• Conduct monthly review and analysis of assigned projects to identify budgetary risks.
• Perform detailed financial analysis and cash flow modelling for projects.
• Review draft documentation and reports.
• Coordinate due diligence flows with lenders, bankers, lawyers, and technical teams.
• Summarize complex qualitative and financial information for investors, lenders and executives.
• Assist in identifying commercial considerations and contribute financial acumen.
• Analyze project data to produce standard and ad-hoc reports.
• Support FP&A, budgeting and forecasting to manage capital draws and liquidity.

Skills

Financial modeling

Excel

Debt modeling

Projections

Education

Bachelor's degree in finance/ accounting/ economics

Tools

Excel

Job description

Department: Finance

Employment Type: Full Time

Location: US TX Houston - Corporate Office

Description

About Us:

The Caturus platform founded by Kimmeridge – an alternative asset manager focused on the energy sector – supports Kimmeridge’s overarching goal of providing low-cost energy on demand with the lowest carbon footprint.

Kimmeridge’s vision in creating Caturus is to build the only independent, fully integrated natural gas and LNG export platform in the U.S. through a combination of its upstream operations and via Commonwealth LNG, a 9.5 million tonnes per annum liquefied natural gas export terminal in southwestern Louisiana on the U.S. Gulf Coast. The combined entities are committed to delivering responsibly sourced, low-emission fuel to domestic and international markets.

Caturus is a Houston-based, private exploration and production company seeking to materially grow production through development of deep, high pressure, dry gas windows of the Eagle Ford and Austin Chalk, as well as Haynesville formations located in Texas and Louisiana while maintaining a relentless focus on safety.

Commonwealth LNG was founded by industry veterans who decided to re-engineer the LNG construction model. Using proven best practices, Commonwealth is committed to building a world-class LNG export facility while focusing on safety, managing risk and achieving best-in-class environmental standards.

Job Description

This individual will join a small, highly visible financing team responsible for arranging and executing project finance debt and construction equity. This capital is critical to the success of the business and will enable the construction of Commonwealth’s LNG export terminal. This role will be involved in financial modeling, data room and diligence management, and coordination of the overall financing process. The Analyst, Finance will report to the VP, Finance.

Key Accountabilities:

• Responsible for creating, modifying and manipulating Excel models to inform company leadership decisions, financial advisors, sensitivity testing, and presentations to third parties.


• Conduct monthly review and analysis of assigned projects to determine if there are any budgetary risks.


• Perform detailed financial analysis and cash flow modelling of the projects.


• Responsible for reviews of draft documentation and reports.


• Conduct due diligence flows to lenders consultants, bankers, lawyers, technical teams.


• Work closely with leadership, staff and advisors to summarize and present complex qualitative and financial information into materials for investors, lenders and the executive team to make decisions.


• Will help review documents and models to assist in identification of commercial considerations and contribute their financial and technical acumen.


• Analyze project data to produce standard and ad-hoc reports


• Responsible for FP&A, including budgeting and forecasting to manage capital draws from banks and investors, and overall corporate liquidity.

Qualifications:

Education, Certificates, and Licenses:

• Bachelor's degree in finance, accounting, economics, or similar degree.

Experience:

• 2+ years of demonstrated relevant experience in investment banking or project financing required

Knowledge, Skills, and Abilities:

• Analytics and financial modeling skills:
  
  
  
  • Prior experience building new models from scratch
  
  
  • Modeling debt, proforma projections, financial statements, and valuations in Excel
  
  
  • Model various equity structures including equity waterfall ·
  
  
  
  


• Knowledge/Experience with set-up and maintenance of financing and/or M&A transaction processes, including:
  
  
  
  • Establish and review of virtual data rooms
  
  
  • Creation of debt and/or equity offering memos
  
  
  • Investment / credit memos etc.
  
  
  
  


• Experience reviewing and commenting on energy and financing related documentation, including: Loan documentation, partnership agreements, sale and purchase agreements, commodity purchase agreements (e.g. power, LNG etc.), equity contribution agreements, etc.


• Ability to balance multiple priorities simultaneously and proactively manage workload by seeking additional support as needed.


• Presentable to external investors, bankers, and executive leadership with the ability to speak extemporaneously about familiar topics.


• Familiarity with the energy industry, industry themes, trends and drivers of LNG sector. Preference for some direct LNG experience.


• Strong analytical and problem-solving abilities, with a propensity for attention to detail and ability to work in a time-conscious and time effective manner with minimal supervision.


• Effective communication skills, both verbal and written, with the ability to articulate complex concepts to stakeholders at various levels within and external to the organization.