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Financial Analyst

CareerBuilder

Posted on: 22 Mar 2024

Job Location: Delray Beach, US

Job Description:

Financial Analyst
Staff or Senior
Salary to $110K plus bonus
Excellent benefits including Relocation Assistance
Location: Boca Raton area, Florida

Overview of the

Financial Analyst, Modeling

position

Relocation to Florida available!

As the Financial Analyst, Modeling, your work contributes directly to the risk purchasing groups success. The division is ideal for creative and collaborative individuals who have strong ethics and attention to detail. This is an excellent opportunity to join a highly visible and growing global organization operating in a dynamic environment. Consequently, this role requires an energetic, enthusiastic, and driven experienced professional.

What will be expected of me as

Financial Analyst, Modeling ?

Work closely with the Tax Equity structuring teams to understand partnership structure and modeling considerations.

Build models for various tax equity partnerships that track investors IRRs, tax capital accounts, outside basis, flip dates, and Hypothetical Liquidation of Book Value (HLBV) allocations.

Maintain the tax equity tracking models, and other related models, including onboarding new tax equity financings.

Prepare data to support the quarterly/annual financial statement audit process and the quarterly and annual requests from the internal tax group including, but not limited to the HLBV calculations.

Ensure compliance with all SOX responsibilities impacting HLBV calculations, including ensuring the effectiveness of controls design and operation, effectively documenting management review controls, and ensuring IPE standards are met.

Interface with other support areas, including asset management, tax, financial reporting, regulatory controllers, fund accounting, and technical operations.

What qualifies me for the

Financial Analyst, Modeling

position?

Bachelors or Masters degree in Tax, Accounting or related field required.

Staff: 0-2 years of experience, Senior 3-5 years of experience.

Background in renewable energy industry is preferred.

Highly proficient in Excel; and strong communication, presentation, and interpersonal skills with demonstrated ability to deal effectively at all levels within the organization.

At WatsonBarron, we share a philosophy when it comes to recruiting - focus on people. Great companies, no matter the product or service, are run by people. We have made a commitment to the careers and businesses of those who lead. We seek out the best and the brightest in the accounting & finance industries and introduce them to clients with the highest expectations. We do this with a tireless commitment to detail. This commitment has made WatsonBarron the selected recruiter for many of the region's top professionals and ground-breaking companies. These range from incubator companies focused on technology and cutting-edge diagnostics, to Fortune 500 entertainment, pharmaceutical, consumer products, publishing, consulting, manufacturing, and financial services firms.

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