Financial Modeling & Analysis AssociateRaymond James Financial, Inc.

Duties and Responsibilities

• Build, maintain, and analyze financial models for renewable energy and tax credit investment opportunities, including project economics, cash flows, tax benefits, investment returns, and other key transaction metrics.

• Support underwriting of prospective investments by reviewing project assumptions, revenue structures, operating expenses, capital requirements, financing terms, tax attributes, and other inputs affecting transaction economics.

• Develop and maintain forecasts for project performance, investment returns, tax credit delivery, cash funding requirements, and other financial metrics used in transaction evaluation and planning.

• Perform valuation analyses to assess investment economics, pricing, expected returns, and relative attractiveness of prospective opportunities.

• Conduct scenario analysis and sensitivity testing to evaluate the impact of changes in key assumptions, including project performance, timing, pricing, costs, tax benefits, and transaction structure.

• Review sponsor and third-party financial models for consistency, accuracy, and reasonableness and reconcile model outputs to supporting diligence materials.

• Support the Product Origination team in evaluating new opportunities and developing preliminary economic proposals for prospective transactions.

• Prepare clear analytical summaries, model outputs, charts, and supporting materials for Investment Committee presentations, investor materials, and internal transaction discussions.

• Coordinate with Product Origination, Transaction Team, tax, accounting, legal, and other internal and external stakeholders to incorporate diligence findings and updated assumptions into financial analyses.

• Assist with investor and transaction requests by producing timely financial analysis, scenario comparisons, and supporting schedules.

• Maintain organized model files, assumptions, source data, and supporting documentation in accordance with RJREI processes and documentation standards.

• Monitor renewable energy and tax credit market developments, pricing trends, and relevant financial or regulatory considerations that may affect underwriting assumptions and valuation.

• Support ad hoc analysis, portfolio planning, forecasting, and other initiatives critical to the Product Origination team and broader RJREI platform.

Knowledge & General Skills

• Strong financial modeling and analytical skills, including proficiency in Microsoft Excel and the ability to build, review, and interpret detailed financial models.

• Working knowledge of financial, accounting, tax, valuation, and investment concepts; familiarity with renewable energy or project finance concepts is preferred.

• Ability to analyze financial information, identify key value drivers and risks, and translate complex model outputs into clear conclusions.

• Understanding of underwriting, forecasting, valuation, scenario analysis, and sensitivity analysis techniques.

• Strong quantitative problem-solving skills and attention to detail, with the ability to identify inconsistencies in assumptions, calculations, and model outputs.

• Strong written and verbal communication skills, including the ability to summarize analytical findings for senior team members and transaction stakeholders.

• Ability to manage multiple assignments and deadlines while maintaining accuracy, responsiveness, and appropriate documentation.

• Demonstrated commitment to integrity, accountability, collaboration, intellectual curiosity, and high-quality work product.

Qualifications / Education

• 3+ years of relevant experience in renewable energy, project finance, investment banking, accounting, valuation, corporate finance, financial analysis, or a comparable analytical role. Candidates with more extensive experience are encouraged to apply.

• Demonstrated experience developing, reviewing, or overseeing complex financial models, performing valuation and forecasting analyses, and evaluating investment or project economics.

• Experience with renewable energy infrastructure, tax credit investments, partnership structures, transfer transactions, or project finance is preferred.

• Bachelor's degree in Finance, Accounting, Economics, Business, Engineering, Mathematics, or a related quantitative discipline.

• Advanced Microsoft Excel skills required, including experience developing and evaluating sophisticated financial models

Personal Qualities

• Analytical and intellectually curious professional with a strong interest in renewable energy, investing, and transaction economics.

• Detail-oriented and disciplined, with a commitment to producing accurate, well-supported analysis and high-quality work product.

• Self-motivated, organized, and responsive, with the ability to prioritize multiple assignments and learn quickly in a transaction-oriented environment.

• Collaborative team player with strong communication skills, sound judgment, exceptional integrity, and a client-first mentality.