Talent.com
Manager, Financial Modeling & Portfolio Valuation
Manager, Financial Modeling & Portfolio ValuationAustin Staffing • Austin, TX, US
Manager, Financial Modeling & Portfolio Valuation

Manager, Financial Modeling & Portfolio Valuation

Austin Staffing • Austin, TX, US
22 days ago
Job type
  • Full-time
Job description

Join Our Team at Lightsource bp

We are Lightsource bp and we're on a mission to become a global leader in onshore renewables, anchored by our proven track record in solar development. For over a decade we've been actively working to diversify the way our world is powered with sustainable and responsible renewable power. We work to safely deliver affordable, reliable, large-scale onshore renewable and energy storage solutions to help the world decarbonise. Our growing business is constantly innovating and investing to help drive the energy transition. Our people and projects are focused on supporting long-term sustainable growth and energy security. Lightsource bp was fully acquired by bp in 2024. As a global developer, LSbp has adopted a capital-light model designed to retain management and equity interest in projects whilst minimizing capex and debt consolidation. Therefore, once developed, project funding is relying extensively on third party capital including debt, tax equity, structured and / or common equity. This is a hybrid role and must be performed out of our Austin, Denver, or San Francisco office.

Core Responsibilities

Financial Modelling

  • For each individual asset portfolio, creating, developing and maintaining appropriate and robust financial models capable of :
  • Calculating returns and valuations for investments.
  • Sizing debt, calculating ratios and running sensitivities for different scenarios.
  • Assisting in short-, medium-, and long-term corporate level business planning and budgeting.
  • Update portfolio models with actuals provided by the Finance team.
  • Providing support in debt financing / re-financing and M&A transactions.
  • Working with independent advisors (technical, legal, tax) and internal teams to develop in-depth knowledge of value drivers (e.g. technical, tax & accounting, Opex assumptions, and optimum capital structure).
  • Providing good quality, timely financial modelling advice to stakeholders (debt, tax equity, partners & internal stakeholders), in a way that non-specialists can readily understand.
  • Maintaining the monthly, semi-annual and annual cash flow models and assessing the impacts of model outputs on short- or long-term financing requirements.
  • Supporting with Budgeting and financial planning.
  • Supporting with Board presentations and analysis for various stakeholders.

Portfolio Valuation Activities

  • On a regular basis, review the Asset Valuation Framework and provide update recommendations on matters including :
  • Valuation methodology
  • Modelling assumptions setting
  • Financial KPIs and sensitivities to report
  • Update on a semi-annual basis all individual asset portfolio model by :
  • Collating from other teams and / or recommending modelling assumptions in accordance with the Asset Valuation Framework
  • Updating models with financial actuals provided by the finance team and any agreed updated modelling assumptions
  • Delivering updated outputs, KPIs and sensitivities in accordance with the Asset Valuation Framework
  • Prepare valuation reports (PowerPoint / word) in a timely manner (expected to be semi-annually).
  • Provide ad-hoc model update to support specific investment or divestment initiatives undertaken by the IM team or the wider group.
  • Create or update portfolio models for valuation and divestment purposes.
  • Within the Investment Management Team

  • Support the IM Portfolio Management group on investor compliance matters including but not limited to modelling and presentations to lenders and other external parties (tax equity, JV partners etc.).
  • Support the risk management & optimization of assets by :
  • Performing financial analysis of proposals from other members of the team (e.g. Commercial Investment Director) or other LSbp teams (e.g. power marketing)
  • Providing analytical support on risk analysis / scenario planning under the guidance of other members of the team
  • Provide analytical and modelling support to investment / divestment opportunities
  • In conjunction with the wider IM team (and other cross-functional and local teams) contribute to the generation of new asset investment or divestment ideas, which, then, may be discussed with other teams, analyzed and eventually implemented. Such ideas to cover :
  • Maintenance capex
  • Operational improvement
  • Site improvement (e.g. extension, new battery etc.)
  • Other Commercial improvements (e.g. amendment to commercial contracts)
  • Potential assets candidate for divestments or refinancing
  • Interaction with Other Teams

  • Report / recommend (where applicable) to internal stakeholders (e.g. Regional CFO, Regional Head of Asset Management, LSbp executive committee etc.) on financial performance or valuation matters relating to the portfolio being managed.
  • Day-to-day engagement with the Structured Finance Team including but not limited to :
  • Seeking full understanding of closed projects.
  • Taking ownership of financial close models (with a view to creating a fit-for-purpose valuation model);
  • Ensuring valuation models share best practice with the structured finance modelling team.
  • Supporting refinancing or M&A processes led by the Structured Finance Team
  • Day-to-day engagement with other teams including but not limited to :
  • Ensuring that actual performance (prepared by the Finance team) is analyzed and incorporated in the valuation models on a regular basis.
  • Ensuring modelling assumptions have been collated and / or reviewed with other teams (e.g. Asset Management, local development, tax etc.) in accordance with the Asset Valuation Framework.
  • Ad-hoc interaction in relation to valuation of potential investments / disposals.
  • Who We're Looking For

    Knowledge

  • Strong excel skills, VBA, Power Query, Power Bi (or similar data analysis tools) are a must.
  • Able to build financial models for project valuations and raising project level debt.
  • Understanding the key drivers that will impact a valuation.
  • Understanding key project finance debt sizing requirements.
  • Good exposure and understanding of typical tax-related problems that can arise from investing in businesses outside the UK.
  • Qualifications

  • Engineering or business degree
  • Experience

  • Proven ability to independently build financial models (including operating models), run sensitivities and question assumptions on project finance transactions.
  • Track record of acting as the primary modeler on a debt raising transaction within a financial institution, a financial advisory or a model auditing firm.
  • Prior experience in taking a project through an IC committee including building models which present the business case for investing in a project would be a plus, although not necessarily required.
  • Prior valuation experience would be a plus but is not necessarily required.
  • 3-5 years of relevant work experience.
  • What Challenges Can You Expect In This Role?

    In this role, you are expected to deal with multiple stakeholders across a complex matrix environment. You may not have all "pieces of the jigsaw" at any one time, but will be expected to think two or three shots ahead. You (alongside the wider IM team) are expected to support Regional Heads by going into the details and "distilling" critical matters. You must handle regular tasks in a consistent, predictable and professional manner whilst being able to step-up on "emergencies" or critical issues. You must be able to connect with multiple stakeholders and think globally e.g. leverage best practices or learning from one area into the wider portfolio; provide strategic portfolio or regional insight from a detailed understanding of specific assets.

    Why You'll Make A Great Member Of The Team?

    Personal qualities

  • Ability to organize workload and prioritize to maximum effect for both you and your team.
  • Flexible approach in a fast-paced business which is constantly changing, keeping a clear head under pressure.
  • Excellent attention to detail when checking information with an ability to recognize and question anomalies.
  • Keen problem solver who can focus on appropriate details when solving problems and propose
  • Create a job alert for this search

    Portfolio Manager • Austin, TX, US

    Related jobs
    Senior FP&A Manager

    Senior FP&A Manager

    thatgamecompany • Austin, TX, US
    Full-time
    We are seeking a Senior Manager, Financial Planning & Analysis (FP&A) to join our Finance team and help drive financial planning, forecasting, and strategic decision-making at TGC.This role will be...Show more
    Last updated: 21 days ago • Promoted
    Portfolio Investment Manager, US

    Portfolio Investment Manager, US

    Lightsource bp • Austin, TX, United States
    Full-time
    Join Us in Driving the Energy Transition.For over a decade, we've been diversifying the way the world is powered with safe, responsible, and sustainable renewable solutions.Our large-scale solar an...Show more
    Last updated: 17 days ago • Promoted
    Senior Manager, FP&A

    Senior Manager, FP&A

    Austin Staffing • Austin, TX, US
    Full-time
    Join Coinbase's Future Global Financial System.Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world.It's a massive, ambi...Show more
    Last updated: 22 days ago • Promoted
    Senior Financial Analysis & Strategy Manager

    Senior Financial Analysis & Strategy Manager

    Zendesk • Austin, TX, US
    Full-time
    GTM Finance - Pricing / Costing Senior Manager.Job Title : Financial Analysis and Strategy Senior Manager.Location : Remote / Austin, TX or Madison, WI. Zendesk is a customer service and engagement plat...Show more
    Last updated: 30+ days ago • Promoted
    Portfolio Investment Manager, US

    Portfolio Investment Manager, US

    Austin Staffing • Austin, TX, US
    Full-time
    Join Us in Driving the Energy Transition.We are Lightsource bp, and we're on a mission to become a global leader in onshore renewables, anchored by our proven track record in solar development.For ...Show more
    Last updated: 22 days ago • Promoted
    Finance Manager, Mathematics

    Finance Manager, Mathematics

    University of Texas at Austin • Austin, TX, United States
    Full-time
    The College of Natural Sciences (CNS) at the University of Texas at Austin strives to foster a work environment that enables all employees to contribute at the highest possible level to support the...Show more
    Last updated: 3 days ago • Promoted
    Financial Planner

    Financial Planner

    Pax Financial Group • Austin, TX, US
    Full-time
    PAX Financial Group is hiring experienced Financial Planners to serve as guides for clients who seek unbiased, quality financial expertise through the delivery of behavioral finance, holistic finan...Show more
    Last updated: 30+ days ago • Promoted
    Director, Actuarial Analytics - Healthcare Utilization & Revenue Forecasting

    Director, Actuarial Analytics - Healthcare Utilization & Revenue Forecasting

    Athenahealth India • Austin, TX, US
    Full-time
    Director, Actuarial Analytics – Healthcare Utilization & Revenue Forecasting page is loaded## Director, Actuarial Analytics – Healthcare Utilization & Revenue Forecastinglocations : Boston...Show more
    Last updated: 28 days ago • Promoted
    Finance Manager / CFO

    Finance Manager / CFO

    Norse Organics • Austin, Texas, United States
    Remote
    Full-time
    Quick Apply
    Your Notion dashboard is tighter than most P&Ls.You've cleaned up broken models, spotted margin arbitrage before others saw it, and quietly made founders look like visionaries.Arctic herbs and...Show more
    Last updated: 30+ days ago
    Portfolio Manager, Global Equities

    Portfolio Manager, Global Equities

    Teza Technologies • Austin, TX, United States
    Full-time
    We are looking for a Portfolio Manager to join our Team to focus on global equities trading.Your work will impact the profitability of strategies across global equities, as we aim to expand busines...Show more
    Last updated: 17 days ago • Promoted
    Strategic Finance, Life Sciences

    Strategic Finance, Life Sciences

    Austin Staffing • Austin, TX, US
    Full-time
    Datavant is a data platform company and the world's leader in health data exchange.Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format....Show more
    Last updated: 22 days ago • Promoted
    Corporate Financial Planning & Analysis SOX Program Manager

    Corporate Financial Planning & Analysis SOX Program Manager

    Glacier Bancorp • Austin, TX, United States
    Full-time +1
    The Financial Planning & Analysis (FP&A) SOX Program Manager is a corporate resource responsible primarily for overseeing the management of Glacier Bancorp's Sarbanes-Oxley (SOX) compliance program...Show more
    Last updated: 6 days ago • Promoted
    Portfolio Manager

    Portfolio Manager

    Crowe • Austin, TX, United States
    Full-time
    Your Journey at Crowe Starts Here : .At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i...Show more
    Last updated: 12 days ago • Promoted
    Senior Director, Strategic Modeling & Planning

    Senior Director, Strategic Modeling & Planning

    Cloudflare • Austin, TX, US
    Full-time
    Senior Director, Strategic Modeling & Planning.At Cloudflare, we are on a mission to help build a better Internet.Today the company runs one of the world's largest networks that powers millions of ...Show more
    Last updated: 13 hours ago • Promoted • New!
    Director, Actuarial Analytics – Healthcare Utilization & Revenue Forecasting

    Director, Actuarial Analytics – Healthcare Utilization & Revenue Forecasting

    Athenahealth India • Austin, TX, United States
    Full-time
    Director, Actuarial Analytics – Healthcare Utilization & Revenue Forecasting page is loaded## Director, Actuarial Analytics – Healthcare Utilization & Revenue Forecastinglocations : Boston MA : R...Show more
    Last updated: 30+ days ago • Promoted
    Hybrid Senior Actuary : Pricing, Analytics & Strategy

    Hybrid Senior Actuary : Pricing, Analytics & Strategy

    Texicare Health Insurance Company • Austin, TX, United States
    Full-time
    A Texas-based health insurance provider is seeking a Lead Actuary in Austin.The role involves managing actuarial tools to support financial results, analyzing data, and developing strategies for he...Show more
    Last updated: 3 days ago • Promoted
    Vice President, Portfolio Manager - Innovation / Tech ABL

    Vice President, Portfolio Manager - Innovation / Tech ABL

    Western Alliance Bank • Austin, TX, United States
    Full-time
    Vice President, Portfolio Manager - Innovation / Tech ABL.As Portfolio Manager III you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex lo...Show more
    Last updated: 17 days ago • Promoted
    Senior Vice President of Financial Planning & Analysis

    Senior Vice President of Financial Planning & Analysis

    Confidential • Austin, TX, United States
    Full-time
    Senior Vice President of Financial Planning & Analysis.Leading provider of a real-time social media management platform.Information Technology and Services. Privately Held, Private Equity-backed.Inf...Show more
    Last updated: 17 days ago • Promoted