Perform advanced financial modeling and spreadsheet analysis; Work with a group of financial advisors to deliver finance analysis and market research to transaction advisors nationwide; Oversee budgeting and business planning and perform variance analysis for all operating projects. This includes: Providing expertise in the development and refinement of a perpetual budgeting process by preparing forecasts and budgets, analyzing trends in revenue, costs, expenses and other related areas; Perform asset valuation, financial underwriting, preparation of offering materials and deal execution; Conduct financial analysis to evaluate new development opportunities, drawing from investment criteria, build financial models, run pro-forma, test economics, and then define terms for project investment; Support in the origination, negotiation and closing of project finance transactions, including term sheet development and negotiation, as well as assisting due diligence processes; Prepare financial or executive summaries for all active engagements; Consults management in the development of action plans which have resulted from the financial planning and analysis activities through the monthly management review process; Organize and present data analysis, draw objective conclusions, and make recommendations; Oversee monthly, quarterly and year end close, perform account analysis and management, accounting system management; Coordinate with third-party accountants, auditors and financial consultants to deliver final reports/tax returns timely; Perform other accounting and financial duties and all other ad hoc analysis as assigned.
Master’s degree in Accounting or a related field.
Agilitas Energy, LLC. Wakefield, MA.
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