The Senior Financial Analyst, Capital Markets provides highly specialist high-level financial analysis and accounting-related services to senior organizational leadership as a member of the Capital Markets Management team. This position reports to the Director of Capital Markets & Tax Management.
ESSENTIAL FUNCTIONSThe Senior Financial Analyst, Capital Markets is responsible for providing highly specialized services in one or more of the following functions: financial analysis and reporting; financial management; Profit & Loss accounting; or similar financial activities for the Capital Markets Management team, and across multiple business segments within the Global Finance business unit as well as business units outside of Global Finance. The Senior Financial Analyst, Capital Markets is a subject matter expert in these areas of specialization and serves as a resource to the organization or their organizational unit, as applicable, including as an advisor to senior and executive level staff. The position administers and maintains finance activities in accordance with TNC policies and procedures, relevant legal and regulatory frameworks, and financial/management best practice. The role provides assistance across multiple business units which the Director of Capital Markets supports, including but not limited to TNC's impact investing team, NatureVest, and the Oversight Committee. Tasks may include the development of funding strategies that support TNC transactions, review and management of internal and external debt, managing TNC credit ratings, support the BUs in large transactions and prepare financial and risk analyses that inform leadership evaluation of prospective conservation finance transactions and lending decisions.
RESPONSIBILITIES & SCOPE• Manages functional activity towards program's strategic goals.
• Works toward meeting the strategic priorities of the program by developing and coordinating plans and related tactics and overseeing day-to-day tasks.
• Implements and manages new initiatives.
• Manages and implements multiple projects.
• Ensures the programmatic work is collaborative and well-integrated across organization.
- Process and record cash flow transactions including capital calls, distributions, management fee and other cash flow activities.
- Prepare performance and market data/analytics reporting for distribution.
• Works within a budget, negotiating and contracting with vendors.
• Decisions may bind organization financially and legally.
• May supervise one or more administrative or professional staff and oversees day-to-day work.
• Ensure programmatic commitments, TNC policies and procedures, financial standards and legal requirements are met and managed for compliance.
• Reinforces consistency in the organization's policies and procedures and provides support related to relevant field.
• May manage or participate in complex negotiations.
• Reports to leadership on activities.
MINIMUM QUALIFICATIONS- Bachelor's degree in Finance, Accounting, Business Administration or related field and 7 years related work experience, or equivalent combination of education and experience.
- Experience working with Excel spreadsheets for financial analysis and developing financial models.
- Knowledge of Private Equity structures.
- Knowledge of current trends in conservation finance.
- Demonstrated verbal and written communication skills, organization skills, accuracy, attention to detail and ability to manage multiple tasks.
- Experience recruiting, supervising and developing staff.
- Experience in developing, directing and implementing multiple projects.
- Experience generating reports performing high level financial analysis and recommending corrective action as appropriate.
DESIRED QUALIFICATIONS- Technical expert on complex accounting/financial issues.
- Advanced expertise in Microsoft Excel.
- Basic understanding of accounting principles, practices and regulations.
- Experience with relational databases.
- Experience acting as a consultant/advisor to senior executives.
- Experience using accounting and financial reporting systems.
- Experience monitoring for and ensuring compliance with organizational policy, applicable law and regulation, and finance/accounting/management best practice.
- Experience analyzing a regulatory framework and applying it to the situation at hand.
- Experience evaluating the adequacy and effectiveness of management controls