Portfolio Planning Manager

$125,000 - $187,500/Yr

Sempra Infrastructure - Houston, TX

Part-time,Full-time - Mid Level

Houston, TX

Utilities

About the position

The Portfolio Planning Manager will be responsible for managing the development and maintenance of the Sempra Infrastructure (SI) Portfolio model, which consolidates all SI's projects and provides 10 years of financial projections with the ability to sensitize key variables. This model is crucial as it produces projections of GAAP Financial statements along with other key financial metrics. The projects under Sempra Infrastructure include opportunities in LNG, Net Zero, Energy Networks, and Clean Power. In this role, the manager will oversee the execution and management of the SI Portfolio Model, ensuring its ongoing development and maintenance. This requires a forward-thinking approach to assess the feasibility and effort required for modeling enhancements and requests. The manager must understand the key economic drivers of individual projects and construct high-level sensitivities in the portfolio model. Additionally, the position involves supervising financial analysts assigned to the SI Portfolio Model, necessitating close involvement in updates to the model, identifying optimal modeling paths, and addressing any inefficiencies or errors. The Portfolio Planning Manager will also review the modeling output for scenarios requested by stakeholders, presenting and discussing results with key stakeholders and senior management. Coordination with relevant functional areas within the company, such as tax, accounting, planning, treasury, and corporate development, is essential to ensure the model contains accurate methodologies and performs the required analyses and projections. Other duties may be assigned as needed, but these will constitute no more than 5% of the overall responsibilities.

Responsibilities

• Manage the development and maintenance of the SI Portfolio model.
• Execute and oversee the management of the SI Portfolio Model, including ongoing maintenance.
• Assess the feasibility and effort required for modeling enhancements and requests.
• Understand key economic drivers of individual projects and construct high-level sensitivities in the portfolio model.
• Supervise financial analysts assigned to the SI Portfolio Model.
• Review modeling output for scenarios requested from stakeholders and present results to key stakeholders and senior management.
• Interface and coordinate with relevant functional areas within the company to ensure accurate methodologies in the model.
• Perform other duties as assigned.

Requirements

• Bachelor's degree in accounting, business administration, finance, economics, mathematics, engineering, or a related analytical field.
• 10+ years of related experience in financial modeling and planning.
• Strong understanding of US GAAP and tax regulations.
• Proficient in Excel with experience in complex financial models.
• Strong PowerPoint presentation skills and effective business written and oral communication skills.
• Excellent analytical skills with the ability to tackle extremely complex problems.
• Strong project management skills, balancing detail-oriented work with deadlines.
• Strong relationship-building skills, capable of working across functional teams and business units.
• Experience in the Energy industry is preferred.
• Intellectual curiosity.

Nice-to-haves

• Master's degree in a relevant field.
• Bilingual in English and Spanish.

Benefits

• Health and welfare benefits (medical, dental, vision).
• Employer contributions to retirement benefits.
• Life insurance coverage.
• Paid time off (PTO).
• Tuition reimbursement for further education.
• Paid parental leave.
• Employee assistance programs.
• Annual performance-based incentive (bonus).
• Merit-based recognition.