Finance Associate

Who is CenTrio?

CenTrio is a leading provider of sustainable energy services for higher education, healthcare campuses, and cities, managing utility infrastructures across 10 U.S. cities and serving over 170 million square feet. We deliver efficient electricity, steam, hot water, and chilled water, offering reduced costs, lower emissions, and exceptional reliability. As a subsidiary of a global Infrastructure Investment Consortium, CenTrio benefits from strong financial backing and manages high-quality, long-term assets that ensure stable, growing cash flows.

CenTrio is planning an aggressive growth strategy during the next 30 years. CenTrio will expand the existing district energy systems, build new systems in other parts of the cities already located, pursue growth to expand its public-private partnerships with higher education and healthcare customers (both Design-Build-Finance-Operations-Maintain and other types of long-term concession arrangements), add to its power generation portfolio, introduce alternate fuels and technologies, and provide services to other municipalities.

Why Join CenTrio?

CenTrio offers a dynamic and friendly work environment, dedicated to nurturing a top-notch team culture! Additionally, CenTrio offers an array of fabulous benefits and perks.

• Medical Benefits first day of hire
• Medical, dental, vision, Life & AD&D benefits
• Option of supplemental Life & AD&D benefits
• Company paid High-Deductible Healthcare Benefit Plan
• 401k plan with % match
• Training Opportunities and career progression
• Competitive salaries that reflect the value of skills and experience
• Dynamic and friendly work environment in a rapidly expanding industry with a national presence
• Remote, Hybrid, and In Office schedules available dependent on job responsibilities
• 24-hour Employee Assistance Program/Hotline
• Corporate discounts (Travel, Entertainment, Home, Auto, Apparel, Health and Wellbeing, and other various retail options)

Job Summary

The Finance Associate will serve as a core member of the Corporate Finance team, delivering financial analysis and modeling to support budgeting, long-term strategic planning, liquidity management, and capital markets activity. The role includes supporting debt and equity financing, credit rating reviews, derivative transactions, and ongoing monitoring of financing and contractual obligations, while preparing high-impact materials for senior management, the board, and external stakeholders. This position operates with direct exposure to senior leadership and private equity sponsors and requires close coordination with accounting, operations, and business development to produce accurate, and decision-ready analysis. A successful candidate is highly analytical, detail-oriented, and proactive, with financial modeling skills, sound judgment, and the ability to thrive in a high-ownership environment.

This position offers a hybrid work structure, allowing flexibility to work remotely or from the office based on business needs. While remote work is an option, working from the office is encouraged for tasks requiring high collaboration or on-site completion. Office attendance can vary weekly, typically ranging from 3 to 4 days in any given week.

Core Responsibilities

• Financial analysis (including financial modelling, sensitivity and scenario analysis)
• Develop an intimate understanding of the Corporate Model and assist in managing the annual budget and long-term strategic model
• Provide support in managing the financial contractual obligations of the Company and Concessionaire entities, including calculating and monitoring debt service coverage ratios
• Prepare presentations to support our annual credit rating review
• Provide materials to support debt and equity financing transactions
• Support liquidity planning, cash flow forecasting, and working capital analysis
• Read and analyze project financing documents and create and update cash and compliance models
• Assist in executing derivative transactions.
• Provide customer credit quality assessments for the Business Development team
• Prepare presentations and materials for senior management, board meetings, and external stakeholders
• Coordinate with accounting, operations, and other cross-functional teams to ensure accuracy and consistency of financial inputs
• Serve as a key member of the Corporate Finance team, operating with direct exposure to senior leadership and private equity sponsors
• Perform ad hoc financial analysis and special projects in support of strategic and operational decisions

Working Style to Be Successful in This Role:

• Highly analytical with a keen attention to detail
• Demonstrates exceptional initiative and execution skills
• Strong oral and written communication abilities
• Collaborative with excellent interpersonal skills
• Capable of developing and maintaining positive relationships internally and externally
• Adapts quickly in a dynamic, complex, and fast-paced environment, managing changing priorities effectively
• Delivers high-quality work with speed and accuracy
• Self-motivated and proactive, able to work independently with minimal supervision

Professional Experience & Knowledge:

• 2–5 years of experience in corporate finance, transaction advisory, or similar finance roles.
• Strong financial modeling skills with the ability to build and maintain models (budget, forecast, DCF)
• Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field
• Strong business judgment and the confidence to ask questions, challenge assumptions, and defend analyses
• Strong commercial acumen and ability to identify and critically analyze key business issues and strategy
• Proven ability to manage multiple priorities, meet deadlines, and adapt as priorities shift
• Ability to interpret complex material and make decisions based on imperfect information

Technical Skills & Requirements:

• Strong numeric skills, particularly advanced financial modelling and analysis
• Advanced Excel and analytical skills
• Due diligence skills
• Strong verbal, written, presentation and time management skills
• Proven ability to apply advanced analytical skills
• Sound ability to identify and interpret Debt Agreements.

Key Relationships:

• CenTrio’s Finance team
• Other members of the external finance community (financial analysts, industry players, investment banks, managers, consultants, peer institutional investors)
• Senior management of CenTrio’s equity sponsors

Conditions of Employment:

• Valid Driver’s License
• CenTrio strives to create a culture of health and wellness. As of December 1, 2021, and consistent with applicable state law, CenTrio will decline to hire individuals who use nicotine products in the state of Texas.

Health, Safety & Environment (HSE)

CenTrio maintains a steadfast commitment to a proactive safety culture, with HSE being a collective responsibility throughout the organization. Your HSE accountability also encompasses:

• Promote, ensure, and maintain a safe and healthy environment for your fellow workers and yourself so that everyone goes home injury-free
• Work in compliance with the provisions of the Occupational Health and Safety Act, Industrial Regulations, Environmental Protection Act and Regulations and HSE policies, programs, and procedures
• Responsible for identifying and reporting workplace HSE hazards and concerns to your supervisor immediately and providing solutions (if aware of any) to address these concerns as requested
• Immediate reporting of all work-related injuries/illness to your supervisor

DISCLAIMER

The preceding position description is intended to provide the general nature and level of work to be performed by employees within this classification. It is not intended to be a detailed description of the position or be interpreted as a comprehensive listing of all duties, responsibilities, and qualifications required for this position.

DIVERSITY STATEMENT

We know that our greatest strengths come from the people who make up our team. CenTrio is committed to the creation and nurturing of a diverse community of individuals through inclusive excellence. Diversity involves recognizing the value of differences and the inclusion of all members of the community including those that experience discrimination or under representation. This is a core value of the organization as we strive for a culturally diverse work force that reflects the multicultural nature of the nation and our world and brings unique strengths and abilities which contribute to CenTrio.