U.S. Bank

Infrastructure Finance - Portfolio Financial Analyst

U.S. Bank$75K — $89K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, Business Administration, Real Estate, Economics, or Taxation, or equivalent work experience
  • Up to three years of related experience
  • Knowledge of Environmental Finance preferred
  • Considerable knowledge of financial principles and capable of reading financial statements.
  • Proficient in Microsoft Excel and familiarity with relational databases.

Responsibilities

  • Track and input annual operating budgets and quarterly financial statements into U.S. Bank systems.
  • Provide financial performance analysis and risk assessment support for renewable energy tax credit investments.
  • Interpret and analyze data regarding investment and compliance performance.
  • Serve as the main contact for customers and investment partners regarding financial and operational reporting.
  • Communicate financial and compliance performance to the Environmental Finance Asset Management team.

Benefits

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • 401(k) and employer-funded retirement plan
  • Paid vacation (two to five weeks depending on tenure)
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per year.
Full Job Description
Job Description

U.S. Bank is currently seeking a strong candidate to join our growing team of environmental finance professionals as an Infrastructure Finance Portfolio Financial Analyst. The Portfolio Financial Analyst provides financial performance analysis, risk assessment support and compliance monitoring for a portfolio of U.S. Bank renewable energy tax credit investments and loans.

Essential Functions:
  • Responsible for tracking, reviewing, and inputting annual operating budgets, quarterly financial statements, annual financial audits, as well as other required compliance reporting into internal U.S. Bank data systems
  • Provide financial performance analysis, risk assessment support, operational performance analysis, and compliance monitoring for a portfolio of U.S. Bank tax credit investments and loans
  • Ability to critically think to interpret and input information into our U.S. Bank system data fields before further analyzing performance and/or compliance
  • Engage as front-line contact with customers and investment partners to coordinate communications, requests for information and financial and operational reporting
  • Interacts with internal and external customers, general partners and project sponsors regarding partnership reporting requirements and programmatic compliance with the Renewable Energy Tax Credit (RETC) programs.
  • Effectively communicate financial, compliance, and operational performance to the Environmental Finance Asset Management team (including debt service coverage analysis, variance analysis, analysis of investment guarantors, compliance requirements and reporting requirements).
  • Support a variety of internal parties, including but not limited to asset manager, project manager, syndication fund manager, transition management, tax analyst
  • Support the onboarding, scheduling, and continuous monitoring of internal U.S. Bank data systems


Basic Qualifications
  • Typically Bachelor's degree with emphasis in Accounting, Finance, Business Administration, Real Estate, Economics, or Taxation, or equivalent work experience
  • Typically up to three years of related experience


Preferred Skills/Experience
  • Knowledge of Environmental Finance preferred
  • Considerable knowledge of financial principles and capable of reading and interpreting financial statements of partnerships, corporations, and individuals
  • Strong interpersonal, written, and verbal communication skills
  • Well-developed mathematical and analytical skills
  • Ability to identify and resolve/escalate complex problems with minimal guidance
  • High attention to detail with the ability to interpret data and identify and resolve exceptions
  • Proficient Microsoft Excel skills and familiarity with relational database
  • Experience and technical knowledge of tax credit financing is preferred
  • Highly motivated and able to work independently
  • Strong relationship management abilities


Location Expectations
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law


Review our full benefits available by employment status here.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $75,820.00 - $89,200.00

Posting may be closed earlier due to high volume of applicants.

About U.S. Bank

U.S. Department of the Treasury is a government agency responsible for promoting economic prosperity and ensuring financial security. The department is responsible for a wide range of activities such as advising on economic and financial issues, encouraging sustainable economic growth, and fostering improved governance in financial institutions.

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Learn more about U.S. Bank
Size
68,796 employees
Market Cap
$66.2 billion
Industry
Net Income
$4.9 billion
5 Year Trend
+0.5%
NASDAQ

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