Analyst, Finance

Caturus Management Services, LLC

$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, accounting, economics, or similar degree.
  • 2+ years of demonstrated relevant experience in investment banking or project financing required.
  • Experience building financial models, including debt structures and proforma projections, from scratch.
  • Knowledge of financing and M&A transaction processes, including virtual data rooms and credit memos.
  • Experience with energy sector documentation such as loan agreements and partnership agreements.
  • Ability to manage multiple priorities effectively while seeking support as needed.
  • Strong analytical, problem-solving, and effective communication skills.

Responsibilities

  • Create and modify Excel models to support decision-making and presentations.
  • Conduct monthly project reviews to assess budgetary risks.
  • Perform detailed financial analysis and cash flow modeling for projects.
  • Review draft documentation and reports relevant to financing.
  • Manage due diligence flows to various stakeholders like lenders and legal teams.
  • Summarize and present complex financial information to investors and leadership.
  • Analyze project data to produce standard and ad-hoc reports.

Benefits

  • Full-time employment with a stable work environment.
  • Opportunity to work on high-visibility projects in the LNG sector.
  • Engagement with senior management and external stakeholders.
  • Involvement in significant financial processes critical to business success.
  • Development of advanced financial modeling skills in a real-world context.
Full Job Description
Analyst, Finance

Department: Finance

Employment Type: Full Time

Location: US TX Houston - Corporate Office

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 modeling 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.

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