Data Analyst Portfolio Manager

4 days ago


Charlotte, North Carolina, United States Insight Global Full time

About Insight Global

We are seeking a skilled and experienced Senior Project Reporting Analyst to support one of our Renewable Energy companies. As a key member of our team, you will be responsible for preparing all reporting aspects of assigned solar and wind operating projects.

Key Responsibilities:

  • Primary point of contact with external stakeholders, including debt investors, equity investors, external auditors, and vendors and consultants as required.
  • Prepare quarterly unaudited and annual audited financial statements for assigned project/portfolio financings/partnerships.
  • Prepare periodic debt service coverage ratio filings for assigned project/portfolio financings.
  • Owner of the detailed trial balances for assigned project/portfolio financings/partnerships.
  • Oversee analytical reviews of assigned projects' results and the communications of the results to internal management and external stakeholders.
  • Be knowledgeable of assigned projects/portfolios by reviewing financing and partnership agreements.
  • Ensure compliance with debt covenants and any new applicable accounting standards.
  • Complete ad hoc requests for internal and external parties or special projects, as assigned.

Requirements:

  • Bachelor's degree with a major in Accounting, Finance, or related discipline.
  • Experience preparing financial statements.
  • CPA certification.
  • Public Accounting experience.

Compensation: $125,000 per year, based on skills, experience, and education.



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