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Financial Modeling & Analysis Associate

Job in Saint Petersburg, Pinellas County, Florida, 33747, USA
Listing for: Raymond James Financial, Inc.
Full Time position
Listed on 2026-10-23
Job specializations:
  • Finance & Banking
    Financial Analyst, Corporate Finance, Financial Advisor / Consultant, Financial Reporting
Job Description & How to Apply Below
** Duties and Responsibilities*
* + Build, maintain, and analyze financial models for renewable energy and tax credit investment opportunities, including project economics, cash flows, tax benefits, investment returns, and other key transaction metrics.

+ Support underwriting of prospective investments by reviewing project assumptions, revenue structures, operating expenses, capital requirements, financing terms, tax attributes, and other inputs affecting transaction economics.

+ Develop and maintain forecasts for project performance, investment returns, tax credit delivery, cash funding requirements, and other financial metrics used in transaction evaluation and planning.

+ Perform valuation analyses to assess investment economics, pricing, expected returns, and relative attractiveness of prospective opportunities.

+ Conduct scenario analysis and sensitivity testing to evaluate the impact of changes in key assumptions, including project performance, timing, pricing, costs, tax benefits, and transaction structure.

+ Review sponsor and third-party financial models for consistency, accuracy, and reasonableness and reconcile model outputs to supporting diligence materials.

+ Support the Product Origination team in evaluating new opportunities and developing preliminary economic proposals for prospective transactions.

+ Prepare clear analytical summaries, model outputs, charts, and supporting materials for Investment Committee presentations, investor materials, and internal transaction discussions.

+ Coordinate with Product Origination, Transaction Team, tax, accounting, legal, and other internal and external stakeholders to incorporate diligence findings and updated assumptions into financial analyses.

+ Assist with investor and transaction requests by producing timely financial analysis, scenario comparisons, and supporting schedules.

+ Maintain organized model files, assumptions, source data, and supporting documentation in accordance with RJREI processes and documentation standards.

+ Monitor renewable energy and tax credit market developments, pricing trends, and relevant financial or regulatory considerations that may affect underwriting assumptions and valuation.

+ Support ad hoc analysis, portfolio planning, forecasting, and other initiatives critical to the Product Origination team and broader RJREI platform.

** Knowledge & General Skills*
* + Strong financial modeling and analytical skills, including proficiency in Microsoft Excel and the ability to build, review, and interpret detailed financial models.

+ Working knowledge of financial, accounting, tax, valuation, and investment concepts; familiarity with renewable energy or project finance concepts is preferred.

+ Ability to analyze financial information, identify key value drivers and risks, and translate complex model outputs into clear conclusions.

+ Understanding of underwriting, forecasting, valuation, scenario analysis, and sensitivity analysis techniques.

+ Strong quantitative problem-solving skills and attention to detail, with the ability to identify inconsistencies in assumptions, calculations, and model outputs.

+ Strong written and verbal communication skills, including the ability to summarize analytical findings for senior team members and transaction stakeholders.

+ Ability to manage multiple assignments and deadlines while maintaining accuracy, responsiveness, and appropriate documentation.

+ Demonstrated commitment to integrity, accountability, collaboration, intellectual curiosity, and high-quality work product.

** Qualifications / Education*
* + 3+ years of relevant experience in renewable energy, project finance, investment banking, accounting, valuation, corporate finance, financial analysis, or a comparable analytical role.  Candidates with more extensive experience are encouraged to apply.

+ Demonstrated experience developing, reviewing, or overseeing complex financial models, performing valuation and forecasting analyses, and evaluating investment or project economics.

+

Experience with renewable energy infrastructure, tax credit investments, partnership structures, transfer transactions, or project finance is preferred.

+ Bachelor's degree in Finance, Accounting, Economics, Business, Engineering, Mathematics, or a related quantitative discipline.

+ Advanced Microsoft Excel skills required, including experience developing and evaluating sophisticated financial models

** Personal Qualities*
* + Analytical and intellectually curious professional with a strong…
Position Requirements
10+ Years work experience
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