Sr. Financial Analyst, Investments

Heelstone Renewable Energy

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

Qualifications

  • Bachelor's Degree in finance, economics, statistics, or similar field
  • 2-3 years of work experience in banking or a related industry advantageous
  • Advanced Excel skills required
  • Background in renewable finance, investment banking, private equity, or leveraged finance
  • High proficiency in financial modeling and analytical skills

Responsibilities

  • Develop and maintain complex financial models for underwriting and transactions
  • Assist in screening, structuring, and pricing acquisitions and bids
  • Prepare analyses for investment committee approvals
  • Support raising and structuring project debt, equity, and tax equity
  • Assist in origination of revenue contracts and related pricing analysis
  • Support project divestiture structuring and pricing
  • Conduct due diligence on greenfield development opportunities

Benefits

  • Hybrid work schedule with two days in-office and three days remote
  • Generous Bonus Program
  • 401(K) company match with immediate vesting
  • Comprehensive Medical, Dental, and Vision Benefits
  • Company-sponsored HRA and employee-funded FSA and DCA
  • EAP Benefits
  • Company paid Long and Short-Term Disability, Life, and AD&D Insurance
  • Cell Phone Reimbursement Plan
  • Flexible Paid Time Off and Sick Time
  • 12 Paid Holidays
  • At-home Tech setup provided
  • Free downtown Durham parking next to the Durham Bulls Stadium
  • Free access to gym facilities
  • Fully stocked kitchen with snacks and drinks
  • Discount program for various local services
  • Rooftop views of Downtown Durham
Full Job Description
POSITION: Financial Analyst

POSITION SUMMARY

Heelstone is seeking a Sr. Financial Analyst who will provide support in all aspects of renewable energy and corporate finance activities, including M&A, underwriting, raising and structuring project debt and tax equity, and revenue contract origination. The role will work directly with leading industry participants, including developers, financing partners, and investment banks. This is a full-time position located in Durham, NC.

RESPONSIBILITIES

  • Develop and maintain financial models using complex capital structures for underwriting and transactions
  • Assist in screening, structuring, and pricing acquisitions and project bids
  • Prepare analyses for investment committee approvals
  • Support raising and structuring debt, equity and tax equity for utility-scale solar projects
  • Support origination of revenue contracts and related analysis to inform pricing and structuring
  • Assist in structuring and pricing project divestitures
  • Assist in due diligence of greenfield development opportunities
  • Understand historical data sets through publicly available energy pricing to form forward views on pricing and other market dynamics
  • Assist with market research, analytics, and financial modeling
  • Perform other duties as assigned


SKILLS AND PERSONAL QUALITIES
  • Excellent financial modeling skills, including high proficiency with Excel
  • Exceptional analytical capabilities and attention to detail
  • Self-starter who operates well in an entrepreneurial and collaborative environment
  • Strong sense of accountability
  • Strong organization and management skills
  • Ability to prioritize concurrent tasks in a fast-paced environment
  • Excellent oral and written communication and presentation skills


EDUCATION/PROFESSIONAL EXPERIENCE
  • Bachelor's Degree in finance, economics, statistics, or a similar discipline
  • 2-3 years of work experience in banking or a similar industry a plus
  • Advanced Excel skills required
  • Background in renewable finance, investment banking, private equity or leveraged finance


TOTAL REWARDS PACKAGE

Heelstone offers a family-friendly culture with a hybrid schedule of 2 days in the Durham office and 3 days working from home. Our attractive compensation package offers:
  • Competitive Base Salary
  • Generous Bonus Program
  • 401(K) company match with immediate vesting
  • Comprehensive Medical, Dental, and Vision Benefits
  • Company-sponsored HRA and employee-funded FSA and DCA are available
  • EAP Benefits
  • Company paid Long and Short-Term Disability, Life, and AD&D Insurance
  • Cell Phone Reimbursement Plan
  • Flexible Paid Time Off and allotted Sick Time
  • 12 Paid Holidays


In addition to the compensation package, we also boast robust perks, which include:
  • Provided Setup of at-home Tech
  • Company-paid downtown Durham Parking next to the Durham Bulls Stadium
  • Free access to our building's state-of-the-art gym
  • Fully stocked kitchen with snacks and drinks
  • Discount program for popular locations and services
  • Amazing rooftop views of Downtown Durham


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