Portfolio Finance Specialist

4 days ago


San Francisco, California, United States Pattern Energy Group Full time
Job Title: Portfolio Finance Analyst

Pattern Energy Group is seeking a highly skilled Portfolio Finance Analyst to join our team. As a key member of our finance team, you will be responsible for ensuring 100% compliance across our project-financing portfolio, serving as the point-of-contact and relationship manager for external financing partners, and owning the project finance functions.

Responsibilities:
  • Ensure compliance across our project-financing portfolio, including project financings, tax equity financings, equity financings, and other financing facility agreements.
  • Serve as the point-of-contact and relationship manager for external financing partners.
  • Own the project finance functions, including producing and reviewing financial and operational reports, monitoring and tracking key financial, operational, and tax and partnership metrics and covenants, forecasting cash and determining cash distributions, and drafting financial tools.
  • Support transactions such as financial closings, fundings, refinancings, payoffs, terminations, take-out financings, and term conversions.
Qualifications:
  • Minimum 2+ years of transferrable work experience in a related financial, contractual, energy, banking, portfolio management, asset management, accounting, and/or project management role.
  • Bachelor's degree or equivalent.
  • Demonstrated history of increased responsibility.
Additional Requirements:
  • Detail-oriented work style with an affinity for precision and accuracy.
  • Eagerness to learn, hard work ethic, and the persistence and self-sufficiency to understand new concepts, including financial and legal structures and statutory requirements.
  • Effective time management skills with an ability to prioritize and handle workload while adhering to deadlines and performance standards.
  • Ability to communicate effectively with all levels of personnel, both within the company and externally, verbally and through writing, and on technical and non-technical topics.
  • Flexibility and willingness to take on new challenges and responsibilities.
Additional Technical Skills:
  • Ability to read, understand, navigate, and interpret complex legal contracts and financing structures.
  • Solid Excel skills backed by a foundation in quantitative/financial reasoning.
  • An understanding of project finance.
  • Effective professional writing and communication skills.
  • Proficiency in standard office software (e.g. MS Word, SharePoint, PowerPoint, Adobe, etc.).

Pattern Energy Group is an Equal Opportunity Employer. The expected starting pay range for this role is $80,000 - $108,000 USD. This range is an estimate and base pay may be above or below the ranges based on several factors, including but not limited to location, work experience, certifications, and education. In addition to base pay, our compensation program includes a bonus structure for full-time employees of all levels. We also provide a comprehensive benefits package, including medical, dental, vision, short and long-term disability, life insurance, voluntary benefits, family care benefits, employee assistance program, paid time off and bonding leave, paid holidays, 401(k)/RRSP retirement savings plan with employer contribution, and employee referral bonuses.



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