Loading...
 
Share this Job

Sr Financial Analyst

Apply now »

Date: Jan 9, 2022

Location(s): Juno Beach, FL, US, 33408

Company: NextEra Energy

Our reliability is one of the best in the nation, and we’re working to make it even better. We live here too. That’s why we’re committed to making Florida a better place. Join our team today Learn more

 

Position Specific Description

The Senior Financial Analyst assists in the overall investment oversight of NextEra’s ~$20 billion in assets held within the pension, nuclear decommissioning trusts, 401k, and other programs.  This position supports both traditional investments (e.g. publicly equity and fixed income) as well as complex alternative investments (e.g. private equity, direct lending, hedge funds).  

The individual interfaces with external investment fund managers, trustees and consultants, as well as internal stakeholders, such as Accounting, Legal, Tax, HR (Benefits) and the Nuclear Business Management team.

Key responsibilities include: 

  • Portfolio Strategy
  • Participate in the development and implementation of asset allocation, policies and strategies
  • Monitor performance of financial markets for implications that could affect the programs and develop or alter strategic direction as necessary
  • Develop scenarios to understand impacts of different hypothetical market events on the portfolio
  • Existing Fund Managers
  • Perform regular reviews and evaluations
  • Research and report on holdings, performance, risk exposures and analyze impacts of market changes on investments
  • New Investment Opportunities
  • Perform research on new investment strategies and market opportunities
  • Conduct extensive due diligence, both qualitative and quantitative
  • Prepare decision-making documents & presentations  
  • Review legal and financial documentation and assist in implementation/execution
  • Back office operations
  • Monitor asset allocation relative to targets, changes in funded status, and cash flows
  • Interact with external and internal parties to ensure investment activity is recorded accurately/timely and compliance with fiduciary and regulatory requirements
  • Support preparation of management reports and regulatory filings (e.g. 5500s, 10Ks, 10Qs) including activities related preparation of US GAAP financial and footnote disclosures
  • Carry out administrative and operational requirements specific to the investment programs
  • Perform related assignments or special projects as required

 

Skills and Experience:

  • The ideal candidate will have solid experience and understanding of the underpinnings of institutional investment management and investment program administration in an institutional setting including an understanding of alternative investments (e.g., hedge funds, private capital, and securities; co-investment) and complex financial transactions.
  • Experience in investment manager search and evaluation (qualitative & quantitative), including various performance and portfolio reporting and analytic tools and software, with an emphasis on private capital and hedge funds.
  • Knowledge of investment performance measurement, quantitative tools & analysis (statistical concepts, methods, and models, including their application to investments and the monitoring of risk).
  • Knowledge of global and domestic macroeconomic and capital market issues relating to investments and overall portfolio management.
  • Understanding of portfolio management and investment management concepts and strategies.
  • Familiarity with complex security instruments and strategies.
  • Experience with internal and external reporting on fund & manager performance, risk and exposures.
  • Excellent interpersonal, writing and presentation skills.
  • Attention to detail and strong organizational skills.
  • High degree of self-initiative; ability to work independently with minimal guidance.
  • Ability to multitask and ensure deliverables are completed timely; ability to meet inflexible deadlines
  • Some travel is required
  • Bachelor's Degree in finance, business, accounting or a related area.
  • MBA, CFA, CAIA, or other relevant graduate degree or designation highly desirable.

Job Overview

Employees in this role support senior management decision making via financial modeling and analysis, including but not limited to, revenue requirements and customer bill impacts, discounted cash flow analysis, and financial statement modeling. This position identifies and conducts complex analysis of financial impacts to issues and/or decisions facing the company and proposes strategies to maximize financial performance of company.

Job Duties & Responsibilities

  • Identifies, analyzes, and communicates to management the impact on the Company's financial structure, profitability, and competitive position utilizing relevant analytical methods and/or department forecasting models
  • Provides financial analysis support for various projects, calculating revenue requirements, net present value, customer bill impact, etc.
  • Provides expertise, support, and financial training for the company departments requiring these services
  • Performs financial analyses as required by management or regulatory bodies
  • Makes recommendations on financing decisions and executes long and/or short term financings
  • Prepares PowerPoint presentations to be provided to Senior and Executive Management 
  • Acts as a mentor to lower level employees
  • Performs other job-related duties as assigned

Required Qualifications

  • High School Grad / GED
  • Bachelor’s or Equivalent Experience
  • Experience: 5+ years

Preferred Qualifications

  • Bachelor’s - Accounting / Finance
  • Master’s - Accounting / Finance
  • Certified Public Accountant (CPA)

 

Employee Group:  Exempt
Employee Type:  Full Time
Job Category:  Finance, Accounting & Business Analytics
Organization:  Florida Power & Light Company 
Relocation Provided:  Yes, if applicable

 

Where permitted by applicable law, NextEra Energy requires all employees and new hires to be fully vaccinated for COVID-19 or be willing to receive the COVID-19 vaccination on or before the first day of employment.

 

NextEra Energy is an Equal Opportunity Employer. Qualified applicants are considered for employment without regard to race, color, age, national origin, religion, marital status, sex, sexual orientation, gender identity, gender expression, genetics, disability, protected veteran status or any other basis prohibited by law. We are committed to a diverse and inclusive workplace.

 

NextEra Energy provides reasonable accommodation in its application and selection process for qualified individuals, including accommodations related to compliance with conditional job offer requirements, consistent with federal, state, and local laws. Supporting medical or religious documentation will be required where applicable and permitted by applicable law. To request a reasonable accommodation, please send an e-mail to recruiting-coordinator.sharedmailbox@nexteraenergy.com, providing your name, telephone number and the best time for us to reach you. Alternatively, you may call 1-844-694-4748. Please do not use this line to inquire about your application status.

 

NextEra Energy will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.

 

NextEra Energy does not accept any unsolicited resumes or referrals from any third-party recruiting firms or agencies. Please see our policy for more information.

#LI-DS1 


Nearest Major Market: Palm Beach
Nearest Secondary Market: Miami

Job Segment: Nuclear, Energy