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Senior Financial Analyst
Vaulted Deep. Lead the monthly reporting cycle, preparing consolidated and entity-level financial statements and management reporting packages .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial reporting and analysis, including advanced Excel proficiency for building financial models and dashboards. Capable of managing the monthly reporting cycle, variance analysis, and supporting lender diligence processes in asset-heavy sectors.
Highest-signal resume keywords
Financial ReportingVariance AnalysisAdvanced Excel ProficiencyMulti-Entity ConsolidationBudgeting and Forecasting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Financial Statements PreparationKPI ReportingBudgetingForecastingVariance AnalysisFinancial ModelingDebt Documentation ConceptsCovenant CalculationsVersion ControlAd Hoc Analysis
Soft Skills
Attention to DetailDeadline ManagementIndependent Work
Industry Keywords
InfrastructureProject FinanceEnergyAsset-Heavy SectorCarbon MarketsEnvironmental CommoditiesInfrastructure Tax Credit MonetizationLender DiligenceInvestor DiligenceCompliance Certificates
About the role
Key responsibilities & impact- Lead the monthly reporting cycle, preparing consolidated and entity-level financial statements and management reporting packages
- Partner with accounting on close timelines, accruals, and reconciliations
- Perform budget-versus-actual and prior-period variance analysis and explain key drivers to leadership
- Develop and maintain KPI reports and dashboards for operational and financial performance
- Contribute to the annual budget process with department and site leaders
- Build and maintain rolling forecasts and cash forecasts across multiple entities
- Track operating expense, headcount, and capital spend against plan and flag risks and opportunities
- Maintain planning models and templates with version control and documentation
- Prepare and support monthly and quarterly business reviews with operations, commercial, and site leadership
- Build analyses for board materials, investor updates, and fundraising diligence
- Provide ad hoc analysis for commercial, operational, and strategic questions
- Support site-level financial models, scenarios, and sensitivities for site development decisions and investment approvals
- Support covenant calculations, compliance certificates, and lender reporting packages with accounting and legal
Requirements
What you’ll need- 2-5 years of transferable experience in financial reporting and analysis
- Bachelor's degree with coursework in both finance and accounting; include GPA in application
- Advanced Excel proficiency, including building and auditing three-statement and project models from scratch
- Working understanding of debt documentation concepts, including covenants, waterfalls, and reserve accounts, or demonstrated ability to get up to speed quickly
- Strong attention to detail and ability to manage recurring deadlines independently
- Located in Houston, TX or willing to relocate
- Experience in infrastructure, project finance, energy, or a related asset-heavy sector is nice to have
- Exposure to infrastructure tax credit monetization is nice to have
- Experience with multi-entity structures and consolidation is nice to have
- Familiarity with carbon markets, waste industry economics, or environmental commodities is nice to have
- Experience supporting lender or investor diligence processes is nice to have
- Legally authorized to work in the United States
Benefits
Comp & perks- Comprehensive medical, dental, vision, and life insurance
- Hybrid work options
- Generous paid time off
- Paid leave options
- 13 company holidays
- Employer-sponsored 401(k) plans with matching contributions
- Career growth opportunities within the company and beyond