Financial Analyst II - Bernhard LLC

At Bernhard, we blend a rich history with a forward-looking vision. With over 100 years of experience, we are a pillar of stability in the energy infrastructure industry and a leader in innovative energy solutions. Our commitment to leveraging emerging technologies ensures that we remain at the forefront of the Energy-as-a-Service sector.

We believe in growth—not just for our business, but for our people. Our team members have the opportunity to advance their careers in a supportive environment that values continuous learning and development. We embrace innovation and encourage creative problem solving to tackle the energy infrastructure and energy challenges of tomorrow.

Inclusion is at the heart of our culture. We strive to create a workplace where every voice is heard and valued, fostering a collaborative environment where diverse perspectives drive our success.

Join us to be part of a legacy of excellence and a future of groundbreaking advancements. At Bernhard, stability, innovation, and growth are more than just values—they are the pillars of our continued success.

The Senior Financial Analyst is responsible for joining a small Financial Analytics & Modeling team with broad responsibilities and exposure to all aspects of a fast-growing energy services company. The Senior Financial Analyst will own financial models and actively assist in raising third party capital, structuring major project agreements, evaluating strategic opportunities, and making key investment decisions.

Specific responsibilities include:

• Builds financial models of central utility, chilled water, and power projects to support the executive team on decisions regarding pricing, scenario analysis and capital structures.
• Builds relationships with potential lenders and investors.
• Builds and maintains financial models for project level economics.
• Runs sensitivities and scenarios based on capacity, costs, revenue and regulations.
• Supports executive team in developing pricing strategies for projects.
• Participates in meetings and calls with outside legal counsel, tax experts and accounting firms to understand regulations and tax treatments.
• Applies advanced principles of finance to analyze financial and non-financial information.
• Facilitates communication and understanding between the field finance & operations functions and corporate Profit & Budget Analysis.
• Interprets financial data to assist management with strategic decisions.
• Performs financial analysis of business results and recommend improvement opportunities.

This position is Full-Time, Exempt, and reports to the Director of Operational Finance.

Required Education, Experience, and Qualifications

• Bachelor's Degree, preferably in quantitatively focused majors such as finance, accounting, economics or engineering.
• 7 - 10 years' experience with taxable/tax exempt debt placement/negotiation/valuation.
• Outstanding analytical skills and demonstrated expertise in developing and utilizing detailed, Excel-based, financial models.
• Effective verbal and written communication skills.
• Detail-oriented and willing to tackle various ongoing projects in a fast-paced environment.
• Versed in the industry and the Company's competitors.
• Ability to multitask and perform duties outside of the scope of work when necessary.

Preferred Education, Experience, and Qualifications

• Proficiency in Microsoft Office Suite - specifically Microsoft Excel, VBA experience.
• 7 - 10 years minimum experience in financial/business analyst capacity.
• 7 - 10 years minimum experience in financial modeling.
• Functional experience in corporate finance, project finance, investment banking, fixed income.
• Comfortable in an environment of high growth with changing priorities, and competing demands for time.

Travel Requirements

• 20% of time will be spent traveling to job site(s)/office location.

Physical/Work Environment Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Climbing stairs.
• Remaining in a stationary position, often kneeling, standing or sitting for prolonged periods.
• Repeating motions that may include the wrists, hands and/or fingers.
• Quiet environment.
• Light work that includes adjusting and/or moving objects up to 20 pounds.

Bernhard is proud to be an Equal Opportunity Employer of Minorities, Women, Protected Veterans, and Individuals with Disabilities, and participates in the e-Verify program. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, age, sexual orientation, gender identity, national origin, veteran status, disability, or any other classification protected by law.