Entry - Level Financial Analyst supporting impactful financial operations at Boeing. Collaborating on data analysis, cost management, and compliance tasks.
CP
Hybrid Finance and Capital Markets Analyst
Posted 2 months ago
About the role
- Analyst in Finance and Capital Markets supporting capital raising and financial operations for renewable energy. Involved in deal execution, modeling, and strategic recommendations with a hybrid work arrangement.
Responsibilities
- Support capital raising activities including HoldCo/Mezzanine financing and non-recourse project financing such as debt (e.g., construction loan, term debt, back leverage), leases and tax equity for renewable energy battery storage, and other energy-related technology development projects.
- Assist the deal captain to coordinate internal and external tax, accounting, and legal teams to develop appropriate transaction structures specifically related to tax-incentivized financing (utilizing expertise in capital accounts, basis, depreciation) and debt financings.
- Assist with the deal-closing process, including coordinating reviews and approvals across multi-functional teams, to bring transactions to financial close under tight timeframes.
- Prepare and analyze financial models to evaluate the economic feasibility of energy storage and solar-plus-storage projects.
- Support debt and tax equity transactions through modeling, due diligence, maintaining an accurate and robust virtual data room.
- Maintain and update standard financial models and tools to improve efficiency and accuracy.
- Support Capital Markets, management, and other teams by providing accurate financial analysis, including economic merits and risks, for both transaction and project decision making.
- Partner with deal captain, accounting, tax to implement hedging and other risk management strategies to mitigate embedded currency, rates, and commodity risks.
- Contribute to strategic recommendations to senior leadership to optimize financing structures and portfolio growth.
- Serve as a key liaison between internal teams (development, project execution, procurement, legal, tax, accounting, asset management) and external stakeholders (independent engineer, insurance/market consultants, insurance brokers, and appraisers), to align transaction objectives and proactively manage risks.
- Identify and implement process improvements to enhance transaction efficiency and cross-functional collaboration.
Requirements
- Bachelor’s degree in finance, business, economics, STEM (computer science, engineering, etc.), or a related quantitative field.
- 1-3 relevant internships.
- Beginner proficiency in Microsoft Excel for financial modeling.
- Basic understanding of discounted cash flow (DCF) analysis and financial principles.
- Working competence with Outlook, Word, and PowerPoint to prepare financing marketing materials including teasers, (Confidential Information Memorandum) CIMs, and other internal committee memos.
- Strong ability in external facing and internal cross-departmental settings.
- Strong attention to detail to ensure accuracy in deliverables.
- Ability to collaborate effectively with cross-functional teams.
- Strong written and verbal communication skills.
- Capacity to prioritize tasks and meet deadlines in a fast-paced environment.
- Proactive approach to managing assigned responsibilities.
- Alignment with Convergent’s mission and values: Continuous Improvement, Diversity Equity and Inclusion, Ethical Governance, Safety, Sustainability, Collaboration, Ownership, Resilience, and a strong interest in the Clean Energy Transition.
- 10% of time spent traveling for team events, company-wide meetings, trade shows, industry conferences, and meeting with external bankers, investors, lawyers, and consultants.
- 1-2 years of professional experience. (preferred)
- Experience with storage and renewable energy projects, and energy markets. (preferred)
- Experience with financial modeling and discounted cash-flow analysis or experience in management consulting covering industrial, energy or power markets. (preferred)
- Ability to analyze and work with large datasets. (preferred)
Benefits
- Medical, Dental, and Vision insurance
- Vacation, Sick, and Volunteer days
- 401K with an employer safe harbor match
- Special Vendor Discounts on programs for:
- Identity theft and fraud prevention
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Finance Manager overseeing preparation of management accounts and budgets at growing law firm. Key contact for auditors and responsibility for statutory accounts.
Senior Admission Advisor managing recruitment strategies and admissions processes at Candler School of Theology. Engaging with prospective students and enhancing recruitment experiences through various initiatives.
Vice President of Finance at Coalfire overseeing financial planning and business partnership. Leading a team in a dynamic cybersecurity professional services environment based in Chicago.
FP&A Analyst providing analytical financial support at BlackSky. Collaborating with programs and teams to enhance financial strategies and modeling efforts.
Manager of Corporate Center Finance overseeing financial operations including strategic planning for Westinghouse Electric Co. Collaborating with senior leaders and managing forecasting and financial reporting in a hybrid work environment.
Senior Financial Analyst role providing support for M&A strategy in a family - owned food company. Involves financial modeling and executive communication to drive company growth.
Investment Associate assisting Teradyne Ventures with market and technology research. Supporting investment sourcing, financial modeling, and competitive analysis in a hybrid role.
Financial Reconciliation Specialist ensuring financial stability for EBANX's Cost Controlling team. Partnering with various teams to perform critical financial analysis and guidance.
SAA Developer for Lincoln’s Investment Strategy & Portfolio Management team. Building and maintaining analytics platforms to support enterprise wide asset allocation and risk management.