Senior Financial Analyst, Capital Markets

Overview

This role provides highly specialized financial analysis and accounting-related support to senior organizational leadership as a member of the Capital Markets Management team. The position supports multiple business segments within the Global Finance business unit as well as business units outside of Global Finance, and serves as a subject matter expert in relevant areas of specialization.

Responsibilities & Scope

• Manage functional activity aligned to program strategic goals, including developing and coordinating plans, tactics, and overseeing day-to-day work.
• Implement and manage new initiatives and multiple concurrent projects.
• Ensure programmatic work is collaborative and well-integrated across the organization.
• Administer finance activities in accordance with organizational policies and procedures, relevant legal and regulatory frameworks, and financial/management best practices.
• Process and record cash flow transactions, including capital calls, distributions, management fee and other cash flow activities.
• Prepare performance and market data/analytics reporting for distribution.
• Work within budget requirements, including negotiating and contracting with vendors.
• Make decisions that may bind the organization financially and legally.
• Supervise one or more administrative or professional staff and oversee day-to-day work (as applicable).
• Ensure programmatic commitments, policies and procedures, financial standards, and legal requirements are met and managed for compliance.
• Reinforce consistency in organizational policies and procedures and provide support related to relevant field.
• Manage or participate in complex negotiations (as applicable).
• Report to leadership on activities.
• Support leadership evaluation of prospective conservation finance transactions and lending decisions through financial and risk analyses.
• Assist business units supported by the Director of Capital Markets, including development of funding strategies supporting transactions, review and management of internal and external debt, and support of credit rating activities.

Minimum Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration or related field and 7 years related work experience, or equivalent combination of education and experience.
• Experience working with Excel spreadsheets for financial analysis and developing financial models.
• Knowledge of Private Equity structures.
• Knowledge of current trends in conservation finance.
• Demonstrated verbal and written communication skills, organization skills, accuracy, attention to detail, and ability to manage multiple tasks.
• Experience recruiting, supervising, and developing staff.
• Experience developing, directing, and implementing multiple projects.
• Experience generating reports, performing high-level financial analysis, and recommending corrective action as appropriate.

Preferred Qualifications

• Technical expertise in complex accounting/financial issues.
• Advanced expertise in Microsoft Excel.
• Basic understanding of accounting principles, practices, and regulations.
• Experience with relational databases.
• Experience acting as a consultant/advisor to senior executives.
• Experience using accounting and financial reporting systems.
• Experience monitoring for and ensuring compliance with organizational policy, applicable law and regulation, and finance/accounting/management best practices.
• Experience analyzing a regulatory framework and applying it to the situation at hand.
• Experience evaluating the adequacy and effectiveness of management controls; interpreting guidelines; and analyzing factual information to adapt or modify processes as needed.
• Ability to resolve complex issues independently within the program area.
• Demonstrated success in analyzing, manipulating, and interpreting data; and developing, reporting, and implementing solutions.
• CFA or equivalent preferred.
• Multi-lingual skills and/or multi-cultural experience appreciated.
• Demonstrated success in motivating and leading staff.
• Excellent analytical and quantitative skills.
• Service oriented; courteous, personable, tactful, and experienced in dealing effectively with all levels of staff.

Compensation & Benefits

• Starting pay range: $120,000–$160,000.
• This range applies to candidates whose country of employment is the USA.
• Actual pay within the range will be based on factors including location, qualifications, specific skills, and experience.
• Countries outside the USA would have a different pay range in the local currency based on the local labor market.
• Benefits package may include health care benefits, flexible spending accounts, a 401(k) plan with an 8% employer match, parental leave, accrued paid time off, life insurance, disability coverage, an employee assistance program, and other life and work well-being benefits.

Location

• Geographic location will be confirmed during recruitment.

Employment Requirements

• The successful applicant must meet the requirements of the organization’s background screening process.
• Application submission is required through the organization’s Workday application process (via the Jobs Hub).