Senior Portfolio Financial Analyst – Infrastructure Finance

Role Overview

• Responsible for tracking, reviewing, and inputting annual operating budgets, quarterly financial statements, annual financial audits, as well as 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
• Ability to critically think to interpret and input information into our U.S. Bank systems data fields before further analyzing performance and/or compliance
• Engage as front-line contact with customers and investment partners to coordinate communication, requests for information, and financial and operational reporting
• Interact with internal and external customers and project sponsors regarding partnership reporting requirements and programmatic compliance with the Renewable Energy Tax Credit (RETC) programs
• Effectively communicate financial, compliance, and operational performance to the Environmental Finance Asset Management team for a complex portfolio (including debt service coverage analysis, variance analysis, analysis of investment guarantors, compliance, and reporting requirements)
• Support a variety of internal parties, including but not limited to asset manager, project manager, syndication fund manager, transition management, tax analyst
• Support the onboarding, scheduling, and continuous monitoring of internal U.S. Bank data systems
• Participate in special projects, including the development and revision of internal process and procedures
• Serves as a mentor to peers, assisting in continuous training and development of employees
• Ability to work independently as well as collaboratively in a team environment

Requirements

• Typically a bachelor's degree with emphasis in Accounting, Finance, Business Administration, Economics, or Taxation, or equivalent work experience
• Three to five years of experience in financial analysis activities
• Knowledge of Environmental Finance preferred
• Advanced knowledge of financial principles and capable of reading and interpreting 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
• Proficient Microsoft Excel skills and familiarity with relational database
• Experience and technical knowledge of tax credit financing is preferred
• High attention to detail with the ability to interpret data and identify and resolve exceptions

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law