What are the responsibilities and job description for the Financial Analyst position at Caturus?
Department: Finance
Location: US TX Houston - Corporate Office
About Us:
The Caturus platform was founded by Kimmeridge, an alternative asset manager focused on the energy sector, with subsequent additional investment by Mubadala Energy. Caturus is building an independent, fully integrated natural gas and LNG export platform in the U.S. through a combination of its upstream operations and Commonwealth LNG, a 9.5 Mtpa LNG export terminal in southwestern Louisiana. Together, they will provide low-cost energy on demand with the lowest carbon footprint.
Job Description
The Financial Analyst plays a key role in supporting the company’s financial planning, analysis, and strategic decision-making processes. This position is responsible for developing and maintaining financial models, analyzing project and corporate financial performance, and supporting budgeting, forecasting, and reporting activities. The Financial Analyst will report directly to the VP, FP&A.
Key Accountabilities:
- Responsible for creating, modifying and manipulating Excel models to inform company leadership decisions, financial advisors, sensitivity testing, and presentations to third parties.
- Conduct monthly review and analysis of assigned projects to determine if there are any budgetary risks
- Perform detailed financial analysis and cash flow modeling of the projects.
- Responsible for reviews of draft documentation and reports.
- Conduct due diligence flows to lenders consultants, bankers, lawyers, technical teams.
- Work closely with leadership, staff and advisors to summarize and present complex qualitative and financial information into materials for investors, lenders and the executive team to make decisions.
- Will help review documents and models to assist in identification of commercial considerations and contribute their financial and technical acumen.
- Analyze project data to produce standard and ad-hoc reports
- Responsible for FP&A, including budgeting and forecasting to manage capital draws from banks and investors, and overall corporate liquidity.
Education, Certificates, and Licenses:
- Bachelor's degree in finance, accounting, economics, or similar degree.
- 2 years of demonstrated relevant experience in in investment banking, financial planning, analysis, or related finance functions.
- Analytics and financial modeling skills:
- Prior experience building new models from scratch
- Modeling debt, proforma projections, financial statements, and valuations in Excel
- Model various equity structures including equity waterfall
- Knowledge/Experience with set-up and maintenance of financing and/or M&A transaction processes, including:
- Establish and review of virtual data rooms
- Creation of debt and/or equity offering memos
- Investment / credit memos etc.
- Experience reviewing and commenting on energy and financing related documentation.
- Loan documentation, partnership agreements, sale and purchase agreements, commodity purchase agreements, equity contribution agreements, etc.
- Ability to balance multiple priorities simultaneously and proactively manage workload by seeking additional support as needed.
- Presentable to external investors, bankers, and executive leadership with the ability to speak extemporaneously about familiar topics.
- Familiarity with the energy industry, industry themes, trends and drivers.
- Strong analytical and problem-solving abilities, with a propensity for attention to detail and ability to work in a time-conscious and time effective manner with minimal supervision.
- Effective communication skills, both verbal and written, with the ability to articulate complex concepts to stakeholders at various levels within and external to the organization.