Environmental Finance Portfolio Financial Analyst

Role Overview

The Environmental Finance Portfolio Financial Analyst provides financial performance analysis, risk assessment support, and compliance monitoring for a portfolio of U.S. Bank renewable energy tax credit investments and loans. The role involves tracking, reviewing, and inputting annual operating budgets, quarterly financial statements, and annual financial audits into internal U.S. Bank data systems. The analyst will engage with customers and investment partners to coordinate communications, requests for information, and financial and operational reporting.

What You Will Do

The analyst will provide financial performance analysis, risk assessment support, operational performance analysis, and compliance monitoring for a portfolio of U.S. Bank tax credit investments and loans. They will also interact with internal and external customers, general partners, and project sponsors regarding partnership reporting requirements and programmatic compliance with the Renewable Energy Tax Credit (RETC) programs.

Why It Might Be a Fit

The ideal candidate will have strong interpersonal, written, and verbal communication skills, well-developed mathematical and analytical skills, and the ability to identify and resolve complex problems with minimal guidance. They will also have experience with financial principles, tax credit financing, and Microsoft Excel skills.

Requirements

• Typically Bachelor’s degree with emphasis in Accounting, Finance, Business Administration, Real Estate, Economics, or Taxation, or equivalent work experience
• Typically up to three years of related experience

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law