Analyst, Portfolio Finance

Job Locations US-CA-San Francisco | US-TX-Houston | US
Posted Date 3 months ago(8/21/2024 4:19 PM)
# of Openings
1
Category
Finance & Treasury
Job ID
2024-2633

Overview

Company Overview

 

Pattern Energy is a leading renewable energy company that develops, constructs, owns, and operates high-quality wind and solar generation, transmission, green fuels and energy storage facilities. Our mission is to transition the world to renewable energy through the sustainable development and responsible operation of facilities with respect for the environment, communities, and cultures where we have a presence. 

 

Our approach begins and ends with establishing trust, accountability, and transparency. Our company values of creative spirit, pride of ownership, follow-through, and a team-first attitude drive us to pursue our mission every day. Our culture supports our values by fostering innovative and critical thinking and a deep belief in living up to our promises.  

Headquartered in San Francisco, Pattern has a portfolio of 30 power facilities and transmission assets across North America, serving various customers that provide low-cost clean energy to millions of consumers. 

Responsibilities

Job Purpose

 

The “Portfolio Finance Analyst” serves as the primary owner and point-of-contact for financing agreements within the Pattern Energy project-financing portfolio.  This portfolio primarily consists of construction and operating power generation and transmission assets.  The main responsibilities of the “Portfolio Finance Analyst” include, among others:

  • Ensuring 100% compliance across Pattern Energy’s portfolio of project financings, tax equity financings, equity financings, and other financing facility agreements, as applicable;
  • Serving as the point-of-contact and relationship manager for external financing partners;
  • Serving as the knowledge center across the financing agreements, including managing and interpreting complex financing agreements;
  • Owning the project finance functions and serving as the Managing Member (as applicable) across Pattern Energy’s portfolio of financed assets – this includes producing and reviewing financial and operational reports; monitoring and tracking key financial, operational, and tax and partnership metrics and covenants; forecasting cash and determining cash distributions; drafting financial tools; budget reporting; managing construction loan administration; interpreting financial statements; performing ad-hoc financial analysis; working across financial funding / closing models and HLBV tracking models; contributing to internal senior management reports; etc.; and
  • Supporting transactions such as financial closings, fundings, refinancings, payoffs, terminations, take-out financings, and term conversions; and leading certain financing processes and executions such as formal consents, amendments, waivers, notices, etc. 

Qualifications

Education and Required Work Experience

  • Minimum 2+ years transferrable work experience in a related financial, contractual, energy, banking, portfolio management, asset management, accounting, and/or project management role
  • Bachelor’s degree or equivalent
  • Demonstrated history of increased responsibility

Additional Requirements

 

A successful candidate will possess strengths in the following areas:

  • Detail-oriented work style with an affinity for precision and accuracy;
  • Eagerness to learn, hard work ethic, and the persistence and self-sufficiency to understand new concepts including financial and legal structures and statutory requirements;
  • Effective time management skills with an ability to prioritize and handle workload while adhering to deadlines and performance standards;
  • Ability to communicate effectively with all levels of personnel, both within the company and externally, verbally and through writing, and on technical and non-technical topics;
  • Flexibility and willingness to take on new challenges and responsibilities; and
  • Being a team player and an all-around great person with which to work.

Additional Technical Skills

  • Ability to read, understand, navigate, and interpret complex legal contracts and financing structures – ability to draft legal documents a plus;
  • Solid excel skills backed by a foundation in quantitative / financial reasoning;
  • An understanding of project finance;
  • Effective professional writing and communication skills; and
  • Proficiency in standard office software (e.g. MS Word, SharePoint, PowerPoint, Adobe, etc.) - proficiency with ERPs a plus.

 

The expected starting pay range for this role is $80,000 - $108,000 USD. This range is an estimate and base pay may be above or below the ranges based on several factors including but not limited to location, work experience, certifications, and education. In addition to base pay, Pattern’s compensation program includes a bonus structure for full-time employees of all levels. We also provide a comprehensive benefits package which includes medical, dental, vision, short and long-term disability, life insurance, voluntary benefits, family care benefits, employee assistance program, paid time off and bonding leave, paid holidays, 401(k)/RRSP retirement savings plan with employer contribution, and employee referral bonuses.

 

 

Pattern Energy Group is an Equal Opportunity Employer.

 

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