Portfolio Financial Analyst

About the Role

U.S. Bank is seeking a strong candidate to join their environmental finance professionals as an Environmental Finance Portfolio Financial Analyst. This role reports up through Infrastructure Finance and Impact Finance.

Key Responsibilities

• Track, review, and input annual operating budgets, quarterly financial statements, annual financial audits, and other required compliance reporting into internal U.S. Bank data systems.
• Provide financial performance analysis, risk assessment support, operational performance analysis, and compliance monitoring for a portfolio of U.S. Bank tax credit investments and loans.
• Interpret and input information into U.S. Bank system data fields before analyzing performance and/or compliance.
• Act as a front-line contact with customers and investment partners to coordinate communications, requests for information, and financial and operational reporting.
• Interact with internal and external customers, general partners, and project sponsors regarding partnership reporting requirements and programmatic compliance with the Renewable Energy Tax Credit (RETC) programs.
• Communicate financial, compliance, and operational performance to the Environmental Finance Asset Management team, including debt service coverage analysis, variance analysis, analysis of investment guarantors, compliance requirements, and reporting requirements.
• Support various internal parties, including asset managers, project managers, syndication fund managers, transition management, and tax analysts.
• Support the onboarding, scheduling, and continuous monitoring of internal U.S. Bank data systems.

Requirements & Tech Stack

• Microsoft Excel proficiency.
• Familiarity with relational databases.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, Real Estate, Economics, or Taxation, or equivalent work experience.
• Up to three years of related experience.
• Knowledge of Environmental Finance preferred.
• Considerable knowledge of financial principles.
• Ability to read and interpret financial statements of partnerships, corporations, and individuals.
• Strong interpersonal, written, and verbal communication skills.
• Well-developed mathematical and analytical skills.
• Ability to identify and resolve/escalate complex problems with minimal guidance.
• High attention to detail with the ability to interpret data and identify and resolve exceptions.
• Highly motivated and able to work independently.
• Strong relationship management abilities.
• Experience and technical knowledge of tax credit financing is preferred.

Location Expectations

• Hybrid/flexible schedule: 3 or more days per week in the office, with flexibility to work outside the office for other days.

Pay Range

• $75,820.00 - $89,200.00