Principal Financial Portfolio Analyst

Reposted 4 Days Ago
Be an Early Applicant
Houston, TX
In-Office
Senior level
Other • Energy
The Role
The Principal Financial Portfolio Analyst develops and maintains a financial model for Sempra Infrastructure projects, providing financial projections and collaborating with stakeholders to ensure accuracy and effective analysis.
Summary Generated by Built In
Job Summary & Responsibilities

Primary purpose

Primary modeler / analyst for Sempra Infrastructure (SI) portfolio model (the Model) that consolidates all of SI's projects and provides 10 years of financial projections with ability to sensitize key variables.  The model produces projections of GAAP Financial statements along with other key financial metrics.  Sempra Infrastructure projects includes opportunities in LNG, Net Zero, Energy Networks, and Clean Power.  This position will have the key responsibilities of maintaining and updating the Model at the direction of SI Portfolio Project Manager.


Duties and Responsibilities

  • Develops, maintains, optimizes and updates model. Understands key economic drivers of the individual projects and constructs high-level sensitivities in the portfolio model.
  • Models scenarios as requested from management and stakeholders.  Presents and discusses results with key stakeholders and management.
  • Interfaces and collaborates with other functional areas across the company, e.g., tax, accounting, planning, treasury, corporate development etc., to ensure model contains accurate methodologies and is performing required analysis / projections.
  • Performs other duties as assigned.
Preferred Qualifications

Required Qualifications

  • Bachelor's degree in accounting, business administration, finance, economics, mathematics, engineering or analytical field, or substantive post-graduate work in these fields.
  • 8 + years of related experience
  • Financial modeling and planning experience. Advanced
  • Strong understanding of US GAAP and tax. Advanced
  • Strong Excel modeling skills and experience with complex models. Advanced
  • Strong PowerPoint presentation, business written and oral communications skills. Advanced
  • Strong analytical skills, ability to work on extremely complex problems. Advanced
  • Strong relationship building skills.  Able to work cross functional teams and across business units. Advanced
  • Excellent project management skills.  Maintains proper balance between the need for careful, detail-oriented and essential work versus meeting external and internal deadlines. Advanced
  • Intellectual curiosity and desire to deepen understanding of industry fundamentals. Intermediate
  • Experience in the Energy industry. Intermediate
  • Bilingual, English and Spanish, professional working level proficiency preferred. Intermediate

Preferred Qualifications

  • Master's degree - Master's or MBA 

Top Skills

Excel
Gaap
PowerPoint
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: San Diego, CA
469 Employees

What We Do

We deliver energy for a better world. Through the combined strength of our assets in North America, we’re dedicated to building the energy systems of the future.

Similar Jobs

Liberty Mutual Insurance Logo Liberty Mutual Insurance

Solutions Engineer

Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Hybrid
Plano, TX, USA
40000 Employees
134K-254K Annually

Liberty Mutual Insurance Logo Liberty Mutual Insurance

Solutions Architect

Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Hybrid
Plano, TX, USA
40000 Employees
134K-254K Annually

JPMorganChase Logo JPMorganChase

Controller

Financial Services
Hybrid
Fort Worth, TX, USA
289097 Employees
Hybrid
Dallas, TX, USA
289097 Employees

Similar Companies Hiring

UL Solutions Thumbnail
Software • Renewable Energy • Professional Services • Energy • Consulting • Chemical • Automotive
Chicago, IL
15000 Employees
Energy CX Thumbnail
Utilities • Professional Services • Greentech • Financial Services • Energy • Consulting • Business Intelligence
Chicago, IL
108 Employees
Compa Thumbnail
Software • Other • HR Tech • Business Intelligence • Artificial Intelligence
Irvine, CA
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account