Transaction Analyst

Transaction Analyst

Requirements

• Bachelor’s degree in Accounting or Finance
• Strong analytical skills, including partnership tax and accounting knowledge.
• Proficiency in Microsoft Excel, including advanced formula composition skills.
• Excellent time management and multitasking abilities.
• Ability to interact effectively with colleagues and clients.
• Strong written and verbal communication skills.
• Flexibility and a desire to work in a team-oriented environment.

Responsibilities

• Manage a portfolio of renewable energy tax credit transactions, including model updates and risk analysis.
• Analyze partnership financial statements, tax returns, and monthly operating reports.
• Incorporate actual financial results and forecast changes quarterly; perform sensitivity analysis and update for annual tax return filings.
• Collaborate with TOI origination and asset management groups to understand deal-specific dynamics.
• Engage with outside clients (sponsors) to resolve issues related to assigned transactions.
• Work with TOI origination, asset management, and technology groups to automate pricing models and systems.
• Provide support and analysis for asset workouts, dispositions, and ad hoc requests.
• Develop an understanding of financial results for assigned transactions and communicate insights to management.

Preferred Qualifications

• CPA (Certified Public Accountant) preferred.
• Economic modeling experience is a plus.
• Experience in renewable energy investments or tax equity transactions.
• Familiarity with financial modeling software or tools.
• Knowledge of regulatory requirements related to renewable energy investments.