Lightsource bp Powered By Hassan Allam · 1 month ago
Manager, Financial Modeling & Portfolio Valuation
Austin, TX
Full-time
Hybrid
Mid Level
$142K/yr - $157K/yr
3+ years expLightsource bp is on a mission to become a global leader in onshore renewables, focusing on sustainable and responsible renewable power. The Manager of Financial Modeling & Portfolio Valuation will create and maintain financial models for asset portfolios, support debt financing and M&A transactions, and provide analytical support for investment opportunities within the Investment Management Team.
Renewables & Environment
Responsibilities
For each individual asset portfolio, creating, developing and maintaining appropriate and robust financial models capable of:
Calculating returns and valuations for investments
Sizing debt, calculating ratios and running sensitivities for different scenarios; and
Assisting in short-, medium- and long-term corporate level business planning and budgeting
Update portfolio models with actuals provided by the Finance team
Providing support in debt financing/re-financing and M&A transactions
Working with independent advisors (technical, legal, tax) and internal teams to develop in-depth knowledge of value drivers (e.g. technical, tax & accounting, Opex assumptions, and optimum capital structure)
Providing good quality, timely financial modelling advice to stakeholders (debt, tax equity, partners & internal stakeholders), in a way that non-specialists can readily understand
Maintaining the monthly, semi-annual and annual cash flow models and assessing the impacts of model outputs on short- or long-term financing requirements
Supporting with Budgeting and financial planning
Supporting with Board presentations and analysis for various stakeholders
On a regular basis, review the Asset Valuation Framework and provide update recommendations on matters including:
Valuation methodology
Modelling assumptions setting
Financial KPIs and sensitivities to report
Update on a semi-annual basis all individual asset portfolio model by:
Collating from other teams and/or recommending modelling assumptions in accordance with the Asset Valuation Framework
Updating models with financial actuals provided by the finance team and any agreed updated modelling assumptions
Delivering updated outputs, KPIs and sensitivities in accordance with the Asset Valuation Framework
Prepare valuation reports (PowerPoint / word) in a timely manner (expected to be semi-annually)
Provide ad-hoc model update to support specific investment or divestment initiatives undertaken by the IM team or the wider group
Create or update portfolio models for valuation and divestment purposes
Support the IM Portfolio Management group on investor compliance matters including but not limited to modelling and presentations to lenders and other external parties (tax equity, JV partners etc.)
Support the risk management & optimization of assets by
Performing financial analysis of proposals from other members of the team (e.g. Commercial Investment Director) or other LSbp teams (e.g. power marketing)
Providing analytical support on risk analysis / scenario planning under the guidance of other members of the team
Provide analytical and modelling support to investment / divestment opportunities
In conjunction with the wider IM team (and other cross-functional and local teams) contribute to the generation of new asset investment or divestment ideas, which, then, may be discussed with other teams, analyzed and eventually implemented
Report / recommend (where applicable) to internal stakeholders (e.g. Regional CFO, Regional Head of Asset Management, LSbp executive committee etc.) on financial performance or valuation matters relating to the portfolio being managed
Day-to-day engagement with the Structured Finance Team including but not limited to:
Seeking full understanding of closed projects
Taking ownership of financial close models (with a view to creating a fit-for-purpose valuation model)
Ensuring valuation models share best practice with the structured finance modelling team
Supporting refinancing or M&A processes led by the Structured Finance Team
Day-to-Day engagement with other teams including but not limited to:
Ensuring that actual performance (prepared by the Finance team) is analyzed and incorporated in the valuation models on a regular basis
Ensuring modelling assumptions have been collated and/or reviewed with other teams (e.g. Asset Management, local development, tax etc.) in accordance with the Asset Valuation Framework
Ad-hoc interaction in relation to valuation of potential investments / disposals
Qualification
Required
Strong excel skills, VBA, Power Query, Power Bi (or similar data analysis tools) are a must
Able to build financial models for project valuations and raising project level debt
Understanding the key drivers that will impact a valuation
Understanding key project finance debt sizing requirements
Good exposure and understanding of typical tax-related problems that can arise from investing in businesses outside the UK
Engineering or business degree
Proven ability to independently build financial models (including operating models), run sensitivities and question assumptions on project finance transactions
Track record of acting as the primary modeler on a debt raising transaction within a financial institution, a financial advisory or a model auditing firm
Prior experience in taking a project through an IC committee including building models which present the business case for investing in a project would be a plus, although not necessarily required
Prior valuation experience would be a plus but is not necessarily required
3-5 years of relevant work experience
Benefits
Health, dental, prescription, and vision care for US team members starts on your first day of employment with zero premiums for employee-only coverage.
Retention bonuses
Four weeks of vacation and three weeks of sick leave annually plus 11 paid holidays
401(k) plan, with a 3% nonelective employer contribution.
Hybrid working environment (Tuesday, Wednesday & Thursday in office, Monday and Friday remote)
Monthly personal phone bill reimbursement of up to $100 and a monthly commuter benefit of up to $150.
Lifestyle Savings Account and more!
Alongside a competitive salary, we offer a variety of benefits including annual bonus, retention bank, health insurance, pension, and other local benefits.
Company
Lightsource bp Powered By Hassan Allam
We’re leading Egypt’s transition to renewables with solar power through our strategic partnership.
11-50 employees
H1B Sponsorship
Lightsource bp Powered By Hassan Allam has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (1)
2023 (8)
2022 (5)
2021 (4)
Funding
Current Stage
Early StageCompany data provided by crunchbase