Financial Planning & Analysis Principal

This is a fully remote position, open to applicants in New Jersey.

📋 Description

• Take ownership of, maintain, and enhance SJI’s comprehensive Company NAV model, which encompasses architecture, assumptions, source documentation, version control, scenario management, and reporting outputs.

• Spearhead quarterly NAV updates and coordinate inputs across various functions.

• Create quarterly strategic package reports for the private equity sponsor and senior leadership.

• Conduct ad hoc NAV and valuation analyses to identify growth opportunities, acquisitions, joint ventures, organic projects, and investments.

• Evaluate changes in capital structure, financing options, leverage, distributions, debt refinancing, and equity contributions.

• Assess regulatory changes and translate their impacts into NAV, cash flow, returns, and risk outcomes.

• Model sensitivities related to commodities and macroeconomic factors such as prices, volumes, margins, inflation, and interest rates.

• Develop and maintain executive-ready dashboards, presentation slides, and supplementary schedules.

• Collaborate with Business Development and operational teams to evaluate growth opportunities utilizing DCF, ROI, NPV, IRR, accretion/dilution, and scenario analyses.

• Keep abreast of industry trends, peer valuation benchmarks, economic developments, capital markets activity, and regulatory changes.

• Assist in identifying and mitigating risks by evaluating downside scenarios, sensitivities, model dependencies, and valuation impacts.

⛳️ Requirements

• Bachelor’s degree with 12 years of relevant experience, or a Master’s degree with 8 years of relevant experience.

• Equivalent professional experience may be accepted in lieu of a degree.

• Proficient in advanced financial modeling and valuation techniques, including DCF, NAV, ROI, NPV, IRR, accretion/dilution, scenario analysis, and sensitivity modeling.

• Experience managing complex corporate or asset-level valuation models, preferably in utilities, energy infrastructure, renewables, RNG, investment banking, private equity, or strategic finance.

• Strong grasp of utility regulation, capital structure, financing strategies, commodity exposure, and financial drivers in energy infrastructure.

• Capability to distill complex valuation analyses into clear, executive-ready narratives, presentations, and recommendations.

• Advanced skills in Excel and PowerPoint are required.

• Experience with long-range planning, forecasting models, BI tools, or data visualization platforms is preferred.

• Candidates must be authorized to work in the United States presently and in the future without visa sponsorship.

🏝️ Benefits

• Flexible vacation, Paid Time Off, and Sick Leave package.

• Comprehensive Health, Dental, and Vision Insurance.

• Short-term and Long-term Disability Insurance.

• 401(k) with a generous company match.

• Employee Resource Groups that promote employee engagement, support professional development, and foster an inclusive environment.

• Opportunities for mentoring and networking.

• Hands-on experience in the industry.

• Acquisition of industry knowledge.

• Chance to make a significant impact on the business and the communities served.