Finance Manager

Our client is a well capitalized, PE backed, hypergrowth SAAS company that serves the energy industry. They are seeking an experienced finance professional to join their dynamic startup team which provides digital technology solutions focused on reducing emissions within the energy industry.

As the Finance Manager, you will play a critical role in managing their financial operations, forecasting and reporting financial performance, and driving strategic decision-making to ensure the long-term financial success of the company.

You will work closely with the executive team to develop and execute financial strategies that support their mission to reduce emissions and create a more sustainable future.

Key Responsibilities :

• Develop and maintain financial models and forecasts to guide strategic decision-making, measure financial performance, and ensure the company’s financial health
• Prepare and present regular financial reports to senior management, investors, and other stakeholders to provide insights into the company’

s financial performance and identify opportunities to improve the business

• Manage the company’s outside CPA and auditors to complete regular, formal reporting
• Develop cash management strategies to ensure adequate funds are available to support the company’s growth
• Oversee accounts payable and accounts receivable functions to ensure timely payment and collection of invoices
• Provide qualitative and quantitative analysis on potential commercial relationships, partnerships, and acquisitions
• Work closely with the executive team to develop and execute fundraising strategies, including preparing pitch materials for investors and partners
• Physical office location in Houston, TX

Requirements :

• Bachelor's degree in Finance, Accounting, or a related field from an accredited educational institution; MBA, CPA or equivalent work experience preferred
• 5 years of experience in Finance or Accounting related to energy industry and / or sustainability
• Proficiency in Microsoft Office and additional business intelligence tools, with advanced skills in Excel and financial modeling
• Strong understanding of accounting concepts and ability to compose and comprehend effective accounting and finance reports
• Self-motivation, excellent leadership and interpersonal skills, and desire to help build a team
• Excellent verbal, written, and presentation skills

General Description :

The Finance Associate will support senior Finance team members in third-party financing activities (deal origination and execution) and perform all required analysis and presentations to support financing decisions for EDPR NA.

This position will be on a hybrid remote work schedule, working three days in the office and two days remotely.

Main Accountabilities :

Build, improve and automate financial models (FFCF, FCFE, Project Finance, Tax Equity, etc.), for third party financings and for EDPR NA’s internal purposes (such as investment approvals, business plan, etc.

using best practices such as benchmarking, process analysis and VBA programming

Use quantitative methods and statistical techniques (leveraging data tools) to perform enhanced financial valuations for structuring and execution of third-party financial transactions including tax equity partnerships (partnership flip, sale-and-lease back, ITC multiple, etc.

project finance, or back-leverage financings

Assist with due diligence processes and perform underlying research for internal EDPR NA teams and external parties (auditors, appraisers, technical consultants, etc.

under the supervision of a senior Finance team member

• Manage model related funding deliverables and timelines for financing
• Prepare and improve all materials required for asset marketing (teasers, info-memos, factsheets) and for approvals with the EDPR and EDP decision-making committees
• Model new financial structures per the guidance of senior Finance team members and in collaboration with the Tax team
• Research possibility for further automation of internal processes using data tools and programming

Direct reports : None

Travel : 0 10%

Minimum Qualifications :

Bachelor’s degree in finance or related field; MBA / Masters of Finance desirable

3+ years’ work experience in energy or finance

Hands-on knowledge of valuation and financing modelling

Direct work experience in the tax equity or project finance industry is desirable

Proficient with Excel, Visual Basic and PowerPoint

Behavioral Requirements :

Strong analytical and problem-solving skills

Strong written and verbal communication and presentation skills

Ability to be self-motivated

Strong Interpersonal and teamwork skills

Strong organizational skills and ability to prioritize

Physical Demands & Working Conditions :

• Sitting / Standing / Flexibility : Ability to stand and sit for 8 or more hours when in an office environment.
• Speech / Reading : Ability to speak, read, and write English proficiently and deliver a variety of instructions furnished in written, verbal, diagram, or schedule form.
• Lifting : Ability to lift items weighing up to 10 pounds
• Vision / Hearing : Ability to understand a variety of instructions furnished in written, verbal, diagram, or schedule form.
• Safety : Ability to understand and communicate safety precautions when necessary

Job Description

Villa de Matel Center

Summary

The Finance Manager oversees and manages the accounting functions within the Congregation’s Finance Office, including financial accounting, accounts payable, payroll, and taxes.

The Finance Manager examines and analyzes a variety of financial statements and reports for completeness, accuracy, and compliance.

A comprehensive knowledge of accounting concepts, practices and procedures is required. The Finance Manager collaborates with Sisters and staff to implement Finance Office objectives, while constantly working toward improving processes and procedures.

It is of the utmost importance that he / she keeps all information in a strictly confidential manner .

Requirements

Education / Skills :

• Bachelor’s degree in Business / Finance / Accounting required.
• Master’s degree in Business / Accounting preferred.
• Must be bilingual (English / Spanish) with ability to read and write Spanish.
• Knowledge of advanced accounting principles and practices.
• Must have strong prioritization skills and feel comfortable taking the initiative to deliver results.
• Excellent verbal and written communication skills across all levels of an organization.
• Advanced Microsoft Excel skills and experience with other financial systems.

Experience :

• A minimum of seven (7) years of progressive accounting experience with a portion of it being in a supervisory role.
• Knowledge of tax filings for non-profit organizations is highly desirable.

Licenses, Registrations, or Certifications :

• Certified Public Accountant preferred.

Our School

Houston Classical Charter School ( Houston Classical ) was chartered by the Texas Education Agency (TEA) to open in Houston in August 2020 beginning with kindergarten and first grade.

The school has an accomplished and committed Board, which includes a founding Board and a Head of School. We are looking for experienced, dedicated, and motivated individuals who are excited by the challenge of being part of a new school.

Houston Classical is founded on the idea that scholars can learn at a high level notwithstanding their zip code or background.

Mission of Houston Classical

Houston Classical's mission is to ensure all scholars K-8 are successful through a classical approach, rigorous academics, character development, and structured environment to ensure success in high school, college and in life.

Roles and Responsibility for Finance Director

• Setting the strategic vision for the finance function and overseeing all aspects of financial operations
• Serving as the financial point of contact for leadership, our board, and external partners, working closely with all leaders to solve our organization's highest priorities and most critical challenges
• Preparing for and leading the Board of Directors Finance Committee meetings
• Managing the internal finance team, who will be carrying out all day to day financial activities
• Planning and executing a strategic plan to bring the organization's finance and accounting functions fully in-house and growing the team's capacity
• Developing a robust annual budget across all schools and entities and managing spend to ensure the organization is financially healthy at all times
• Working with the finance team to build models for analysis of financial feasibility of potential real estate deals or projects
• Monitoring financial activity across the organization to ensure that fraud and risk are minimized
• Managing the annual audit process
• Ensuring the organizations' financial records, data, and reports are accurate and compliant
• Work with back office providers to ensure accurate reporting, expenditures, timely reports, and any all items that may financially affect the organizations.

Expectations

• The Finance Director will have a weekly check-in meeting with the Schools CEO
• The Finance Director is an advocate for our school design when it comes to our finance department
• The Finance Director is deeply self-reflective, passionate and committed to world-class schooling and excellence;
• The Finance Director has meticulous attention to detail and excellent project management skills
• The Finance Director is a leader with conviction who knows how to build relationships across teams and can inspire their school community
• The Finance Director has grit and courage in the face of really difficult work; and
• The Finance Director is a proven people manager with the ability to set measurable goals to promote advancement of their school community

Qualifications & Behavioral Competencies

• Strong interpersonal skills and ability to build relationships
• Willingness to learn and grow
• Whatever it takes mentality
• Self-starter
• Organized
• Efficient
• Model consistent professionalism
• Ability to consistently meet deadlines
• Ability to communicate effectively (written and oral)
• High Capacity for problem solving in ever changing settings
• Bachelor's degree (required)

Americans with Disability Specifications

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to handle or feel objects, tools or controls;

reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and / or move up to 20 pounds.

Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment

Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.

An Equal Opportunity Employer

It is the policy of Houston Classical Charter Schools to provide educational and employment opportunities without regard to race, color, religion, creed, national origin, alienage and citizen status, age, marital status, veteran status, disability, prior record of arrest or conviction (except as provided by law), sexual orientation, gender (sex), or any other protected class, and to maintain an environment free of discriminatory harassment, including sexual harassment, or retaliation as required by civil rights law.

About Good Reason Houston Good Reason Houston works to reshape the Houston education landscape by inspiring hope, possibility, and action.

We believe that all Houston students deserve an excellent and equitable education, and we work to elevate school performance to achieve our mission of growing the number of students learning in great public schools.

Good Reason Houston’s work focuses on two key levers : Rally Houstonians for Change and Grow & Sustain Great Schools. Both of these strategies serve to realize our vision of every child in every neighborhood having access to a world-class public school and thriving in the Houston of tomorrow.

About the Role The Director, Finance provides leadership and oversight for the finance, accounting, human resources administration and resource management operations of the organization and ensures compliance with all local, state and federal fiscal requirements.

This position is responsible for planning, organizing and directing all aspects of the finance & strategy department including the development / administration of accounting and financial policies, the development and management of the annual budget and quarterly reforecast, resource planning and management, accounting, insurance, internal controls, contract management, payroll administration for staff, and tax requirements.

The Director, Finance reports to the Chief Financial Officer and will manage a small functional team and external contractors.

Primary Responsibilities General Accounting and Reporting Oversee and manage all accounting activities and accounting records needed for the preparation of the financial statements Oversee accounting system standards and internal controls while maintaining and preparing all financial records, statements and reports in compliance with GAAP standards Monitor and analyze monthly operating results against budget.

Interpret financial data and recommend changes to improve systems, financial performance, and reporting Prepare monthly and quarterly financial reporting packages, ensuring timely delivery by internal deadlines Coordinate all activities related to the annual audit and Form 990 filings Serve as the primary administrative contact for organization’s banking and credit card relationships Cultivate strong day-to-day financial health through the creation and execution of fiscal management policies and practices, as well as training and partnership with colleagues, as necessary Continuously evaluate and seek opportunities to leverage technology to expedite routine functions and increase the transparency of accounting and budget / resource management Communicate compellingly about the impact and context surrounding key financial information to a variety of audiences (both internal and external) in a manner in which the information is both understandable and actionable Strategic Planning and Resource Management Collaborate with Good Reason Houston leadership and staff in development of strategic priorities and lead the financial and resource planning component of annual planning Prepare the annual operating budget and cash flow projections Manage monthly budget vs.

actual reporting and variance analysis and quarterly rolling forecast updates Implement regular progress monitoring tool(s) and reporting aligned with strategic priorities and budget Partner with the Advancement team on restricted grant development and management Lead the contract management process for Good Reason Houston’s complex network of partnerships Human Resources Administration Engage with the organization’s PEO and providers to administer accurate payroll and employee benefits programs Process bi-weekly payroll and 401K contributions Review and administer employee benefits renewals in partnership with PEO.

Collaborate with People Operations team to support employee onboarding and offboarding Complete market compensation and cost analyses, as needed Assist with the implementation and management of the organization’s privacy and document retention policies Other Design and build reports, dashboards and other tools supporting transparent communication that provides real-time information for senior leadership and Board of Directors around fiscal oversight, financial health and budgetary planning Prepare and present quarterly update materials for key Committees of the Board of Directors Maintain current knowledge of regulatory requirements affecting nonprofit institutions Manage and develops department personnel and external contractors as needed Other duties as assigned by Chief Financial Officer Our Team Along with our core beliefs, the traits listed below were generated by the team to capture what it looks like in action when operating at our best.

We embrace and drive change . We are flexible and fierce . We operate with a bold bias toward action . We fess up when we mess up.

We dare greatly and engage humbly . We grow as we go . We turn up the love when we turn up the heat . We root for each other .

Good Reason Houston staff are expected to support this organizational culture by promoting and adhering to these team traits to maintain an open and cohesive work environment & relationships.

Qualifications and Key Attributes Bachelor’s degree required, relevant advanced degree preferred 6-8 years of demonstrated accounting, financial management, analysis and budgeting experience Experience with non-profit accounting and accounting systems preferred Excellent Excel, PowerPoint, writing and verbal communication skills required (comprehension and expression) Detail orientation with exceptional analysis and presentation skills with accuracy that reflects a big picture perspective Proficient in utilizing and maximizing functionality of data systems and tools and analysis Strong critical thinking, deductive reasoning and problem solving skills with demonstrated sound judgement and decision-making Genuine excitement for the mission of Good Reason Houston Skills : Problem-solving orientation and solutions focus Oral and written comprehension and expression Judgment and decision-making Critical thinking Coordination Deductive reasoning Working at Good Reason Houston Good Reason Houston offers a competitive salary commensurate with experience in a similar position.

New hires are offered a salary depending on qualifications, internal equity, and the budgeted amount for the role. Benefits offered include 401(k) (automatic 3% employer contribution), life, medical, dental and vision insurance packages.

Each employee accrues 35 paid time off days per calendar year in addition to the 19 paid holidays per year. Good Reason Houston is an office-based organization, but allows for virtual work on Mondays and Fridays.

Apply at www.GoodReasonHouston.org / Careers Powered by JazzHR