DescriptionThe Senior Renewables Investment Analyst executes and assists with the financial analysis activities of managing BHE Renewables’ tax equity portfolio. These activities are primarily focused on identifying and analyzing opportunities to maximize the portfolio’s performance and long-term value to our company, such as acquisitions, dispositions or restructures. This position will support, execute and have opportunities to lead various structuring, analysis, diligence and other transaction activities related to our tax equity investments. Additionally, the role will be responsible for the maintenance, improvement and implementation of our tax equity financial models that support our planning, reporting and asset management groups.
Responsibilities
- Perform extensive financial modeling for tax equity investments, including the establishment and maintenance of complex tax equity models and the coordination of inputs and review from various stakeholders
- Identify and analyze portfolio optimization strategies, including restructures, value of amendments, acquisition and conversion to full ownership or divestiture of existing investment
- Assess, assemble, summarize and present investment performance, risks, opportunities and recommendations to senior leadership
- Assist with due diligence and technical reviews
- Interact with internal and external stakeholders directly as a company representative regarding financial analysis and recommendations
- Provide technical financial expertise and recommendations, including the review and structuring of acquisitions, dispositions, restructures and consent requests
- Perform any additional responsibilities as requests or assigned
Qualifications
- Bachelor's degree in accounting, finance, or a related field.
- Requires a minimum of 5 years of related progressive work experience including investment modeling and analysis experience and adequate knowledge of partnership tax rules.
- Experience with Tax Equity Modeling, including hypothetical liquidation at book value (HLBV) helpful
- Certification such as CPA or CFA or advanced degree such as MBA beneficial.
- Extensive knowledge of tax equity modeling and analysis, including return on investment, forecasting, buy-out and HLBV calculations as well as knowledge of federal partnership tax rules and the renewable energy industry.
- Advanced accounting and financial modeling skills with the ability to develop and interpret full financial statements, understand financial impacts of changes on cash flows and financial ratios, apply accounting principles to the preparation and analysis of financial statements and reports.
- Ability to direct and coordinate the development of complex financial models including those technically based.
- Advanced research and analytical skills and can read, interpret and understand contracts and other legal documents.
- Advanced software skills in Microsoft Excel, Word and PowerPoint and ability to utilize advanced modeling techniques in order to automate model functionality.
- Effective analytical, problem-solving and decision-making skills to effectively monitor developments in forecasted and actual data, including recognizing patterns and/or outliers in data and events which may influence forecast results or assumptions; the ability to draw logical conclusions and make recommendations for action.
- Flexible and able to professionally meet and interact with others demonstrating effective oral and written communication skills.
- Ability to prioritize and handle multiple tasks and projects concurrently.
