Project Finance Analyst Job Description
Project finance analyst
provides general Accounting and Finance support for to Product Management and Accounting including: Account Reconciliations, ad hoc Reporting, Variance Analysis and other.
Project Finance Analyst Duties & Responsibilities
To write an effective project finance analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included project finance analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Perform detailed financial analysis and cash flow modeling of the projects
Research and analysis of markets and industries
Research and financial analysis of companies based on company information, research reports, and other information sources
Perform in-depth financial analysis to develop the appropriate financing strategy for a given situation
Have an interest in international finance and working across different cultures
Enjoy working at a fast pace in a constantly evolving marketplace
Have strong numerical, analytical and interpersonal skills
Work well in a team – as both a leader and member
Receive highly structured training that will encourage you to reach your full potential
Have regular access to business leaders for coaching and advice on your progress
Project Finance Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Project Finance Analyst
List any licenses or certifications required by the position: CFA, PMP, CSM, FRM, BA
Education for Project Finance Analyst
Typically a job would require a certain level of education.
Employers hiring for the project finance analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Business, Economics, Education, Business/Administration, Engineering, MBA, Management, Project Management
Skills for Project Finance Analyst
Desired skills for project finance analyst include:
Financial risks and assumptions
Analysis
Compass
E3T
Finance & accounting practices relevant to a project based business
Finance systems & Excel
Reporting environments
Excel spreadsheet programs
Revenue recognition
Variance analysis
Desired experience for project finance analyst includes:
Receive regular and constructive business feedback on your performance
Accountable for the effective implementation of change management related to new and/or revised systems and operational services provided through the product operations unit, ensuring minimal disruption to the operations and customers
Accountable for of the various stages in project lifecycle including idea and opportunity assessment, business case development, solution design development, testing and implementation
Accountable to provide business/ operational subject matter expertise (SME) and knowledge to Trade Finance Line of Business
This role meets objectives within a twelve month time horizon
Work with the Head of PFNA and the rest of the PFNA team to originate new opportunities
Project Finance Analyst Examples
1
Project Finance Analyst Job Description
Job Description Example
Our innovative and growing company is looking for a project finance analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for project finance analyst
- Deal analytics (financial analysis, financial modeling)
- Leading ratings analysis and research on new and existing transactions;
- Conduct analysis and research on the performance of borrowers to assess historical performance and future projections
- Conduct monthly review and analysis of assigned projects to determine if there are any budgetary risks
- Consolidate and maintain central repository of project data obtained from Project Managers and Suppliers
- Analyze project data to produce standard and ad-hoc reports
- Perform reconciliations to resolve discrepancies
- Design/Improve data collection techniques
- Play a significant role within the PMO team as the key reporting point-of-contact for all projects
- Analyze project data to produce standard and ad-hoc reports (Weekly project status reports
Qualifications for project finance analyst
- 7+ years experience in a Finance Change role in the Financial Services industry
- Investment Banking product knowledge (Derivatives - Interest Rate , Credit, FX, securities and structured products) and the CFO processes typically required to support such processes
- Demonstrated capability (2 years +) of managing and executing change in a Financial Services organisation for CFO systems and processes
- Good communication (written, verbal, presentation) skills
- Strong working knowledge of Microsoft office products such as (project, PowerPoint, excel, visio )
- A keen, long-term interest in investment banking and the financial markets
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Project Finance Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of project finance analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for project finance analyst
- Prepare summaries, reports, financial schedules and impact analysis to be used in presentations and as support for incentive negotiation
- Lead on instrument format reviews for Capital and Industrial businesses to ensure Corporate Compliance and Risk mitigation
- Assist with Contingent Liabilities quarterly Bank fee payments, become an expert on Fx portfolio revalue, Webcash interface, IBS interface, Corporate GL
- Prepare pitch books and other marketing material
- Work closely with the Directors in negotiating financing terms on behalf of your clients with banks and other financiers
- Participate in all stages of transaction executions, from the pitch phase through to deal closing
- As Bridge contact, proactively coordinate with front line, supply chain and GPS team on customer & project set up upon project OTR release
- Lead all report out after period closing and deep-dive project actual vs
- Support the duties of the other members of the Project Finance Group
- Resource management (headcount, leavers, joiners, on/off boarding, seating)
Qualifications for project finance analyst
- Build working relationships with stakeholders in the different businesses and functions supported by the team (e.g., Equities, Fixed Income, Commodities, Investor Services, Finance, Operations, Legal, Compliance)
- Work with cross functional and cross LOB teams to execute on project plans, ensuring issue/risk/dependency identification and resolution
- Microsoft Office/Suite proficient (Project, Excel, PowerPoint)
- QL
- Bachelor’s degree or related experience, CPA / CFA helpful
- Fluency in English, , Portuguese required ( French is a plus)
3
Project Finance Analyst Job Description
Job Description Example
Our growing company is looking to fill the role of project finance analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for project finance analyst
- Conduct analysis of forecast position vs
- Performing technical and legal due diligence, reading consultant reports
- Support in the preparation of client materials (presentations, proposals, RFPs, term sheets)
- Ensure budget reviews are completed in a timely manner
- Understands monthly results and communicates issues vs
- Act as a financial advisor to the Project Manager, and Global Unit Head
- Overall Responsibility and accountability for people/resource management
- Ensure financial (Invoicing & PO ) project governance & run the process
- Support in other Miscellaneous operational activities
- Work closely with Servicing Capacity Planning Leader to develop and implement capacity planning models
Qualifications for project finance analyst
- Fluency in Spanish and/or Portuguese is strongly preferred
- Be adept at problem solving and have a proven ability to work accurately in a fast-paced environment
- 2-3 years + proven business analyst
- Skills & delivery track record
- Knowledge of the full range of Finance functions (with business product knowledge of Accounting (SAP GL), Reference Data, FDW, MIS, and a keen eye for details
- Knowledge of Ledger and MIS related processing and operations across Test and Production
4
Project Finance Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of project finance analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for project finance analyst
- Prepare monthly reporting requirements for assigned projects, including unsigned contract opportunities, backlog, and other ad-hoc financial analysis as required
- Provide support, analysis and recommendations, in connection with key business initiatives
- Manage the process of funding individual projects into equity partnerships and debt funds
- Assist the Finance Division’s Information Risk Office to monitor the division’s information risk posture, providing management with transparency over what these risks are and how they can be addressed
- Facilitate creation of divisional requirements and procedures
- Support the governance of agreed upon rules and processes, including the development and division- wide distribution of training and communication
- Produce monthly, quarterly and ad-hoc reports
- Articulate RaDAR program topics with the principal stakeholders in the region
- Maintaining and updating various energy infrastructure and market databases
- Providing general support to the Project Finance team
Qualifications for project finance analyst
- Sound knowledge of PC applications MS PowerPoint, MS Word, MS Excel, and Lotus, other credit and risk systems of the Bank
- Knowledge of multicurrency transaction processing that includes understanding how the booking of the transactions occur with the revalue of local equivalent of foreign currency
- Knowledge of understanding the differences between corporate ledger transactions and local ledger transactions
- Knowledge of the Spot Revaluation process
- Resolve email inquiries relating to Opportunities, Organizations, Contacts, and reporting
- Knowledge of project finance, leasing, equipment finance or renewable energy is a plus
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Project Finance Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for a project finance analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for project finance analyst
- Perform adhoc analysis and support preparation of communication material for senior management
- Assist with integration of on-line and face-to-face sales business in various distribution channels
- Write process mapping and respective manuals of sales accounting flows
- Test systems set-up of pre-defined accounting, VAT and customs
- Test systems output – forms, ensure compliance with pre-defined expected templates
- Assist with various workarounds till automated solution is in place
- Support administration of setting up treasury arrangements with new customers, banks, service providers
- Validate pre-designed controls over various sales processes
- Provide exceptional client service to private sector clients seeking financial assistance from state and local governments
- Research government incentives programs such as tax credits and grants for job creation and investment, property tax abatements, sales tax incentives, low interest financing options and tax increment financing
Qualifications for project finance analyst
- Bachelor’s degree in Business, previous corporate finance/corporate lending/project finance and infrastructure lending experience is preferred
- Bachelor’s degree in Finance Accounting, or related field or equivalent experience and training
- Ability to effectively communicate in both writing and orally information to top management and external parties
- Demonstrates expert functional, technical and people and/or process management skills customer (external and internal) relationship skills
- Experience in a high-growth construction related company
- Experience in Solar and with working with international operations