Financial Analyst

Financial Analyst Overview

• The Financial Analyst will oversee complex settlement calculations, revenue reporting, and contract reviews to ensure compliance and accuracy.
• Maintain and manage revenue-centric models for investor reporting and invoicing, ensuring efficiency and continuous improvement.
• Collaborate with external clients to perform market analyses and deliver monthly performance reports.
• Analyze energy market trends to optimize financial performance of renewable energy assets.
• Support the development of tools in Excel and Power BI to enhance commercial efficiencies.
• Verify ISO bilateral trade scheduling and support Day-Ahead/Real-Time scheduling execution.
• Manage REC trading and tracking systems to ensure compliance with market standards.
• Collaborate with accounting teams to reconcile revenue and deliver accurate financial reports.
• Provide insights into financial impacts and revenue calculation methodologies for internal stakeholders.

Financial Analyst Key Responsibilities & Duties

• Perform shadow settlements and validate final settlements, addressing discrepancies with counterparties.
• Draft and analyze transaction confirmations to ensure accuracy and compliance with commercial terms.
• Collaborate with asset management and accounting teams to deliver investor reporting and reconcile variances.
• Create and maintain revenue models for internal and external reporting purposes.
• Analyze market dynamics and pricing trends to inform financial strategies.
• Support the development of commercial tools to enhance operational efficiency.
• Manage REC trading activities and ensure compliance with tracking systems.
• Read and interpret contracts to communicate obligations to relevant stakeholders.
• Maintain knowledge of ISO rules and monitor proposed changes impacting operations.

Financial Analyst Job Requirements

• Bachelor of Arts (BA) degree required, preferably in finance, economics, or related field.
• Minimum of 3 years of experience, with 5 years preferred, in financial analysis or related roles.
• Proficiency in Excel and Power BI for data analysis and reporting.
• Experience with ISO rules and REC trading systems such as PJM GATS, NCRETS, and WREGIS.
• Strong analytical skills to interpret market trends and optimize asset performance.
• Ability to collaborate across departments and communicate complex financial concepts effectively.
• Knowledge of energy markets and renewable energy asset management is highly desirable.
• Experience in creating and maintaining financial models for reporting purposes.
• Detail-oriented with excellent organizational and problem-solving skills.