Financial Analyst

Full Job Description

For further inquiries regarding the following opportunity, please contact one of our Talent Specialists:
Amit | 224-507-1290
Muskan | 224-369 -4238 

 

Title: Financial Analyst

Location: Milwaukee, WI

Duration: 1 Year

 


Job Responsibilities


Financing – support the long-term debt financing process by preparing offering documents, pro forma financial statements and responding to investor diligence.
Compliance – ensure compliance with long-term debt portfolio of client and subsidiaries and respond to investor inquiries.
Reporting – prepare debt-related reporting for SEC filings, regulatory and internal management.
Accounting – ensure appropriate accounting related to client debt portfolio and reconcile daily cash activity between the bank and accounting system.
Credit Evaluations - examine the financial statements and ratings of about 100 counterparties we engage in transactions with in the natural gas market and energy market.
Monitor Collateral – track the details of guarantees and letters of credit from counterparties for terms and expiration dates to keep them current.
Prepare annual RFP’s - work with Gas Purchasing to assign available credit amounts to the various counterparties who sell natural gas to our 8 utilities relating to the long term winter contracts.
Other

Respond to data requests from internal and external stakeholders (investors, regulators, auditors, etc.)
Prepare monthly cash account reconciliations
Work with customer service to reconcile customer payments to the customer service system


Incumbents will conduct increasingly complex assignments depending on level. 
The senior levels will provide work direction to teammates and assist in the prioritization of their work load, provide training to departmental staff and clients, and will proactively take the lead role in improving processes, technologies and business solutions.


Minimum Qualifications


Bachelor’s degree in Business Administration, Accounting, Information Systems, Computer Science, Engineering, or related discipline is required
Strong analysis, decision making and problem solving skills
Excellent interpersonal and communication skills (both written and verbal)
Excellent organizational skills with the ability to balance multiple tasks under time constraints
Ability to work as part of a team and interact effectively internally or virtually with others
Proficient in standard office software (MS Excel, Visio, Word)
Associate position is entry level - some relevant experience is preferred.


Preferred Qualifications


Bachelor’s degree in Accounting, Economics or Finance
3+ years of relevant experience
Strong attention to detail and the ability to manage competing priorities among several stakeholders
Experience using SAP
CTP, CFA or CPA preferred
Experience with issuing public and private debt