Senior Corporate Finance Associate
- Outlook
- Excel
- Equity
Not enough detail in this posting to match
Position OverviewÂ
We are seeking an experienced, analytical, and self-directed Senior Corporate Finance Associate to join our growing team. This role leads the corporate finance team’s financial modeling and strategic planning efforts, with a focus on evaluating and executing equity and debt financing activities, capital structure strategy, and long-range liquidity planning.Â
The ideal candidate will bring deep experience in upstream oil and gas finance, hands-on transaction execution across debt and equity capital markets, and the judgment to translate complex analysis into clear recommendations for senior leadership.Â
Key ResponsibilitiesÂ
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Corporate Financial Modeling & Capital Structure AnalysisÂ
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Support and assist in enhancing the corporate financial model, including scenario and sensitivity analysis across commodity price, production, and capital spending assumptionsÂ
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Model and evaluate debt and equity financing alternatives, including impacts on leverage, liquidity, cost of capital, and covenant headroomÂ
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Perform variance analysis to explain changes in liquidity, working capital, and operating cash flows, and translate findings into actionable insightsÂ
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Lead ad-hoc analysis for senior leadership, including returns analysis, capital allocation trade-offs, and financing decision supportÂ
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Strategic Planning & Capital AllocationÂ
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Drive the long-range planning process, integrating development plans, hedging strategy, and financing assumptions into a cohesive corporate outlookÂ
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Develop capital allocation frameworks and recommendations across debt reduction, reinvestment, and shareholder return alternativesÂ
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Prepare board, management, and stakeholder materials supporting strategic and financing decisionsÂ
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Cross-Functional Coordination: Partner with Accounting, FP&A, Treasury, and Reservoir Engineering to align planning assumptions and outputsÂ
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Equity & Debt Financing ExecutionÂ
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Lead execution workstreams for financing transactions, including RBL redeterminations and amendments, term debt and securitized financings, and equity or equity-linked raisesÂ
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Prepare lender, rating agency, and investor materials, including bank presentations, borrowing base support, and marketing data roomsÂ
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Coordinate with external advisors, legal counsel, and lender groups through diligence, documentation, and closingÂ
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Evaluate financing implications of A&D activity, supporting valuation, due diligence, and lender notification processes for acquisitions and divestituresÂ
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Debt Compliance & Credit Agreement AdministrationÂ
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Oversee ongoing compliance under the company’s financing agreements, including covenant calculations, compliance certificates, and required lender deliverablesÂ
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Review borrowing base data and production/hedge reporting prepared by junior team membersÂ
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Cross-Functional Coordination: Work closely with Accounting to ensure alignment between financial reporting and covenant calculationsÂ
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Leadership & Process ImprovementÂ
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Mentor and review the work of corporate finance analysts, providing guidance on modeling standards and deliverable qualityÂ
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Identify and implement opportunities to make reporting, modeling, and planning processes more efficient, consistent, and scalableÂ
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Qualifications
QualificationsÂ
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Bachelor’s degree in Finance, Accounting, Economics, or related fieldÂ
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3–7 years of experience in corporate banking, corporate finance, leveraged finance, or energy finance, with direct exposure to debt and/or equity transactionsÂ
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Advanced financial modeling skills, including three-statement, scenario, and capital structure modeling; expert-level Excel proficiencyÂ
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Working knowledge of credit agreements, covenant structures, and reserve-based lendingÂ
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Proven ability to manage complex workstreams independently, synthesize analysis for executive audiences, and lead cross-functional effortsÂ
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Strong communication and presentation skills, with experience preparing board- and lender-quality materialsÂ
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Preferred AttributesÂ
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Experience executing upstream or midstream oil & gas financing or A&D transactionsÂ
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Understanding of energy-specific capital markets, including RBL facilities, high-yield debt, PDP securitizations, and structured finance instrumentsÂ
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Experience interfacing with lenders, rating agencies, or institutional investorsÂ
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Ability to thrive in a fast-paced, deal-oriented environment and mentor junior team membersÂ
Senior Corporate Finance Associate · Flywheel Energy