Financial Analyst II

Bernhard - Metairie, LA

Full-time - Mid Level

Metairie, LA

Specialty Trade Contractors

About the position

The Senior Financial Analyst at Bernhard LLC plays a crucial role in the Financial Analytics & Modeling team, focusing on financial modeling and analysis to support strategic decision-making in a fast-growing energy services company. This position involves building financial models, assisting in capital raising, and evaluating investment opportunities, all while fostering relationships with lenders and investors.

Responsibilities

• Builds financial models of central utility, chilled water, and power projects to support executive decisions regarding pricing and capital structures.
• Establishes relationships with potential lenders and investors.
• Maintains financial models for project-level economics.
• Runs sensitivities and scenarios based on capacity, costs, revenue, and regulations.
• Supports the executive team in developing pricing strategies for projects.
• Participates in meetings with legal counsel, tax experts, and accounting firms to understand regulations and tax treatments.
• Applies advanced finance principles to analyze financial and non-financial information.
• Facilitates communication between field finance & operations and corporate Profit & Budget Analysis.
• Interprets financial data to assist management with strategic decisions.
• Performs financial analysis of business results and recommends improvement opportunities.

Requirements

• Bachelor's Degree in finance, accounting, economics, or engineering.
• 7 - 10 years' experience with taxable/tax exempt debt placement/negotiation/valuation.
• Outstanding analytical skills and expertise in developing Excel-based financial models.
• Effective verbal and written communication skills.
• Detail-oriented and able to manage various ongoing projects in a fast-paced environment.
• Versed in the industry and the company's competitors.
• Ability to multitask and perform duties outside of the scope of work when necessary.

Nice-to-haves

• Proficiency in Microsoft Office Suite, specifically Microsoft Excel.
• VBA experience.
• 7 - 10 years minimum experience in financial/business analyst capacity.
• 7 - 10 years minimum experience in financial modeling.
• Functional experience in corporate finance, project finance, investment banking, fixed income.
• Comfortable in a high-growth environment with changing priorities.

Benefits

• Opportunities for advancement