Financial Analyst

Sequoia applied technologies; San Diego (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Company-paid comprehensive Medical, Vision, and Dental Coverage

Commission and annual performance bonus

Job summary

A financial services firm located in San Diego, CA is seeking a skilled financial modeler to maintain and improve project modeling for property assessed clean energy (PACE) bonds. The ideal candidate will possess a 4-year degree in finance or a related field and have excellent Excel modeling skills. Experience in project finance is a plus. This hybrid position allows for remote work for the right candidate. Benefits include comprehensive medical coverage and performance bonuses.

Qualifications

• Excellent Excel modeling skills required.
• Project finance experience a plus.
• Understanding of accounting as it relates to GAAP income statements.
• Proven skills in building financial models and cash flow analysis.
• Experience in PACE debt financing a plus.
• Solid understanding of GAAP income statements, balance sheets, and partnership accounting.

Responsibilities

• Maintain and improve project modeling and prepare client-facing materials.
• Analyze energy savings for potential clients involving various energy projects.
• Report financial and non-financial metrics to fund investors.
• Develop models to analyze energy savings for potential clients (HVAC, energy efficiency retrofits, solar storage, etc.).
• Collaborate with third-party energy tariff data sources to inform project financial models.
• Prepare monthly, quarterly, and annual reporting of financial and non-financial metrics to fund investors.
• Assist sales team in modeling exercises related to offering PACE programs to clients.

Skills

Excel modeling skills

Project finance experience

Financial modeling

Understanding of GAAP

Cash flow analysis

GAAP knowledge

Partnership accounting

Education

4-year college degree in finance, economics, accounting or similar

Tools

Excel

Job description

• Maintain and improve project modeling, including updating key assumptions and preparing client-facing materials utilizing the model output
• Model performance of our portfolio of property assessed clean energy (PACE) bonds using Excel and proprietary financial reporting systems.
• Develop financial models related to various property-assessed clean energy (PACE) programs that meet specific requirements of those programs.
• Develop models to analyze energy savings for potential clients (e.g., for projects involving HVAC or other energy efficiency retrofits, solar storage, etc).
• Work with third-party sources of energy tariff information to analyze and incorporate data into project financial models
• Take on responsibility for monthly, quarterly, and annual reporting of financial and non-financial metrics to fund investors.
• Assist sales team in various modeling exercises related to offering PACE programs to individual clients

Candidate Requirements and Qualifications

• 4-year college degree in finance, economics, accounting or similar.
• Excellent Excel modeling skills required and experience a plus.
• Project finance or financing structures experience a plus.
• Proven skills in building financial models and cash analysis flow a plus.
• Experience in PACE debt financing a plus.
• Solid understanding of accounting, especially as it relates to modeling GAAP income statements and balance sheets, and partnership accounting.

Travel Requirements

Hybrid Position with office located in UTC area of San Diego, CA. Fully Remote position is possible for the right candidate. No travel is required.

Compensation and Benefits

• Annual salary depends on experience + commission and annual performance bonus
• Company-paid comprehensive Medical, Vision, and Dental Coverage within 60 days of hire