Power Flow

Power Flow Finance Jobs

16 jobs found

Director, GP Strategies

Westwood Management Corp Houston, TX Hybrid

13d ago

Full time Business Development Communication Data Analysis

Business Development Communication Data Analysis

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Job Description

Westwood Management Corp, a Houston-based energy private equity firm specializing in GP strategies and secondaries, is seeking a Director, GP Strategies to help lead the investment team. This hybrid role in Houston focuses on GP interests, fundraising, underwriting, financial modeling, and due diligence across upstream, midstream, oilfield services, power, and other traditional energy sectors, contributing to portfolio management, strategic decision-making, and investor communications.

Responsibilities

Develop and refine Excel-based underwriting models for GP interests, continuation funds, and direct investments within energy private equity.
Lead company-level analyses across upstream, midstream, and other energy sectors, including discounted cash flow, M&A precedent transactions, well-by-well analyses, and price-sensitivity testing related to oil and gas prices.
Oversee end-to-end due diligence across multiple GPs and funds, evaluating fund and direct investments for underlying and new portfolio companies.
Prepare investment committee materials and quarterly investment reports with data-driven recommendations.
Support origination by assessing opportunities and cultivating relationships with industry contacts, including travel to industry conferences, AGMs, and investor meetings.
Conduct market research and competitive analysis to identify attractive investment themes and targets.
Lead deal structuring, negotiations, and documentation in collaboration with legal and advisory teams.
Ensure timely execution aligned with strategic objectives.
Monitor portfolio company performance and drive value-creation initiatives, including M&A, operational improvements, and strategic planning.
Provide experienced input to assist the investment team in key decision-making.
Lead fundraising efforts, engage with investors and prospective investors, and expand industry contacts.
Attend AGM meetings to grow existing relationships and develop new energy private equity connections.
Source new investment opportunities through AGMs, investor meetings, and client engagements.
Other duties as assigned.

Requirements

Bachelor’s degree in finance, economics, petroleum engineering, or related fields.
Series 7 and CFA designation preferred.
12+ years of experience in energy-focused asset management, investment banking, and private equity.
Must be at least 18 years old with unrestricted U.S. work authorization; visa sponsorship is not available.
Superior interpersonal, organizational, and client-service skills with a proven ability to build and maintain relationships.
Proven track record of deal execution, underwriting, and investment analysis.
Advanced financial modeling and valuation skills.
Excellent communication and strong client-focused interpersonal abilities.
Meticulous, organized, and detail-oriented.
Professional, mature demeanor with a positive, proactive attitude.
Ability to maintain confidentiality, work under pressure, and manage deadlines proactively.
Proficiency in Microsoft Office, including Word, Excel, and Outlook.
Team-oriented with the ability to collaborate effectively in a small team environment.

Technologies

Microsoft Excel
Microsoft Office

Physical Demands

The physical demands of performing the essential duties are typical of a professional office environment.

Travel

This position requires up to 20% domestic travel to attend AGMs, investor meetings, and industry conferences.

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Treasury Sales Associate - Technology and Disruptive Commerce

JPMorganChase Boston, MA

13d ago

$110k - $130k/yr Full time Associate Banking Business Development

Associate Banking Business Development

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Job Description

This Treasury Sales Associate role sits in JPMorgan Chase's Commercial Banking team in Boston, focusing on developing client Treasury solutions, managing relationships, and growing the portfolio with a three-year development plan and potential progression to Treasury Management Officer.

Responsibilities

Partner with the Treasury Management Officer to craft client proposals, conduct cost and benefit analyses, price competitively, and build profitability models
Support client call preparation by assembling relationship review materials, pitch books, account plans, and conducting customer research
Develop a solid understanding of each client's Treasury cash management structure and objectives
Liaise with product partners to design comprehensive Treasury solutions
Analyze competitors’ products and market positioning within the client and broader market
Manage the sales pipeline with the TMO throughout the sales cycle to ensure services and pricing are set up timely and accurately
Collaborate with internal partners to ensure successful implementation, product ramp-up, and accurate pricing and billing

Requirements

Bachelor's Degree
Three+ years of relevant banking and treasury experience
Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
Superior verbal and written communication skills with the ability to mobilize internal networks and resources
Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
Proficiency in Microsoft Office (PowerPoint, Excel and Word)
Ambition to develop into an individual sales contributor

Technologies

Microsoft PowerPoint
Microsoft Excel
Microsoft Word

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Preferred Qualifications, Capabilities, and Skills

Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
Sales, portfolio management or relationship management experience
Qualitative and quantitative skills

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Global Real Estate - Development Financial Analysis, Senior Associate

JPMorganChase New York, NY

15d ago

$100k - $140k/yr Full time Senior Analysis Analyst

Senior Analysis Analyst

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Job Description

Based in New York, NY (onsite), this Senior Associate role within JPMorganChase's Global Real Estate Development Finance team focuses on managing financial aspects of high value real estate projects.

Responsibilities

Develop concise, visually engaging presentations for senior management and project stakeholders, translating complex financial data and project updates into clear PowerPoint deliverables.
Conduct ad hoc analyses to inform project decisions, including scenario and sensitivity analyses and evaluation of financial impact.
Become proficient in the GRE project financial management system, rapidly handling data and analysis requests from leadership and interpreting system data for trend analysis and metric reporting.
Create and maintain robust Excel-based financial models using project data and assumptions to forecast depreciation and cash flow and spot early signs of performance.
Support monthly, quarterly, and annual financial reporting and budgeting for Midtown projects, ensuring forecast accuracy and consistency in budgets.

Requirements

5+ years of relevant finance experience.
Bachelor's degree in business administration, finance, engineering, or a related field.
Advanced proficiency in Excel for financial modeling and data analysis, and in PowerPoint for presentation development.
Experience with financial reporting and budgeting, plus familiarity with project management or financial data systems.
Strong analytical, organizational, and communication skills, with the ability to synthesize complex data and present findings clearly to diverse audiences.
Attention to detail, proactivity, and the ability to manage multiple priorities in a fast-paced environment.
Team-oriented with the ability to collaborate with broader Finance and project teams.

Technologies

PowerPoint
Excel
GRE project financial management system

Benefits

Base salary
Commission-based pay
Discretionary incentive compensation
Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

About JPMorganChase

JPMorganChase is one of the oldest financial institutions, delivering innovative financial solutions to millions of consumers, small businesses, and a wide range of corporate, institutional, and government clients under the JPMorgan and Chase brands. With more than 200 years of history, the firm remains a leader across investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

About the Team

Our Corporate Functions professionals span areas from finance and risk to human resources and marketing. These corporate teams are essential to the company, helping to set our businesses, clients, customers, and employees up for success.

Global Finance & Business Management teams strategically manage capital, drive growth and efficiencies, maintain financial reporting, and proactively manage risk. By delivering information, analysis, and recommendations, these teams help the company navigate market conditions while protecting a strong balance sheet.

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Financial Controller

Electrical Power and Safety Company Brainerd, MN

16d ago

$55k - $75k/yr Full time Accounting Accounts Payable Cash Flow

Accounting Accounts Payable Cash Flow

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Job Description

Join a Brainerd, Minnesota based electrical power and safety company that values practical finance leadership and clear visibility into the company’s finances. This on-site Financial Controller role offers a competitive annual salary of USD 55,000 to 75,000, a comprehensive benefits package, and the autonomy to manage day-to-day financial operations using QuickBooks. The position suits professionals with at least three years of experience and an associate degree who thrive working independently in a hands-on environment.

Location: Brainerd, MN 56401, onsite. In-person work is required.

Benefits

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Paid sick time
Paid time off
Parental leave
Professional development assistance
Tuition reimbursement
Vision insurance

Responsibilities

Manage accounts payable processing and schedule vendor payments
Oversee purchase order approvals and maintain vendor communications
Track and report the daily cash position
Create and refresh cash flow forecasts
Provide weekly cash position reports to leadership
Perform daily morning bank reconciliations and monitor banking activity
Lead the primary bank reconciliation cycle
Assemble monthly P&L review materials for leadership
Identify variances against budget and track actual versus budget performance
Coordinate quarterly tax filings
Ensure compliance for sales and use tax

Requirements

Highly organized and detail-oriented, with a careful eye for accuracy
Trustworthy and discreet when handling sensitive financial information
Capable of working independently and taking ownership of responsibilities
Proficient in QuickBooks
Experience with accounts payable, bank reconciliation, and cash flow reporting
Familiarity with sales and use tax is a plus
Associate's or Bachelor's degree in Accounting, Finance, or a related field preferred, but relevant experience counts
Reports directly to leadership or owner and operates as an independent member of the finance function

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FTR Power Trader - PJM/MISO Market - 2610000697

Energy Transfer Overland Park, KS

16d ago

Full time Python 2610000697 Analyst

Python 2610000697 Analyst

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Job Description

Energy Transfer seeks an onsite FTR Power Trader in Overland Park, KS to develop and execute trading strategies in the PJM/MISO FTR markets and manage risk across long-term, annual, and monthly auctions as well as the secondary market.

Responsibilities

Analyze electricity market fundamentals, including supply, demand, and grid congestion, to uncover profitable opportunities in PJM/MISO FTR markets.
Design advanced trading strategies based on historical congestion patterns, outages, and evolving market conditions.
Apply strategic power flow analysis to support the ongoing integration of new generation into the grid.
Track factors that influence pricing, availability, and reliability of power resources across the PJM/MISO footprint.
Assess complex energy transactions and their effects on FTR positions.
Incorporate quantitative methods into fundamental trading approaches to optimize portfolio construction and results.
Execute FTR trades across Long-term, Annual, and Monthly FTR Auctions as well as the FTR Secondary market through the FTR Center.
Place strategic bids and offers for FTRs aligned with risk tolerance and portfolio objectives.
Monitor and manage existing FTR positions in the secondary market to maximize value and limit risk.
Collaborate with other trading desks to ensure FTR positions fit the broader energy trading strategy.
Maintain comprehensive records of trading activities and deliver regular performance reporting.
Develop and sustain robust risk management practices for FTR trading activities.
Create hedges to mitigate congestion risk exposure.
Track portfolio positions, mark-to-market valuations, and risk metrics with ongoing reporting.
Ensure all trading complies with internal risk policies and applicable regulations.
Stay informed on PJM/MISO transmission developments, rule changes, and market conditions.
Evaluate how renewable generation projects, plant retirements, and transmission upgrades affect congestion patterns.
Build and maintain relationships with key market participants and PJM/MISO stakeholders.
Coordinate with internal teams to share market intelligence and align strategic approaches.

Requirements

Bachelor's degree in finance, economics, engineering, mathematics, or a related field; master's degree preferred.
2 to 5 years of power trading experience with a focus on FTR/CRR markets.
Proven track record in FTR trading strategies and portfolio management.
Strong understanding of PJM/MISO market structure, rules, and settlement processes.

Technologies

FTR Center
Enverus
Panorama
Excel
Python
R

Benefits

401(k)
Health insurance
Vision insurance

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Associate, Credit Portfolio Risk

Sumitomo Mitsui Banking Corporation New York, NY Hybrid

29d ago

$90k - $135k/yr Full time Associate Banking Credit

Associate Banking Credit

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Job Description

About SMBC Group

SMBC Group is a leading global financial powerhouse with a 400 year history. Based in Tokyo, the group offers a broad spectrum of services including banking, leasing, securities, credit cards, and consumer finance. It operates more than 130 offices with a workforce of over 80,000 employees across nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company for SMBC Group and ranks among the three largest banking groups in Japan. SMFG shares are traded on the Tokyo, Nagoya, and New York Stock Exchanges (NYSE: SMFG). In the Americas, SMBC Group maintains a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by SMBC Group’s capital strength and Asia market connections, the group delivers a wide range of commercial and investment banking services to corporate, institutional, and municipal clients, linking diverse clients to local markets through its extensive global network. Operating companies in the Americas include SMBC, SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

The anticipated salary range for this role is between $90,000.00 and $135,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

Role Description

SMBC is seeking an Associate to join the Credit Portfolio Risk team within the Risk Management Department of the Americas Division. Reporting to the Director of Credit Portfolio Risk, the Associate will draw on prior risk management experience to actively support a range of credit transformation initiatives. The position concentrates on improving credit risk processes, data, and technology to strengthen the firm’s overall credit risk management framework.

Role Objectives

Delivery: support end-to-end credit transformation initiatives aimed at modernizing, streamlining, and enhancing credit risk management processes, data and technology capabilities across the credit lifecycle. This includes improving portfolio reporting, enhancing credit grading models, implementing new risk systems, and optimizing underwriting workflows.
Process Improvement: document current state credit processes, identify inefficiencies, and design future state workflows that improve accuracy, consistency, and speed.
Data and System Transformation: strengthen data sourcing and data quality for credit risk management and support the implementation of new technology solutions and tools.
Project Execution: develop and maintain project plans, milestones, and success metrics to ensure disciplined execution of credit transformation initiatives.
Stakeholder Management: partner with Risk, Technology, Product, and Business teams to build alignment, drive adoption, and ensure smooth integration of new processes.
Risk & Issue Management: identify project risks and roadblocks early, escalate issues as appropriate, and implement corrective actions to maintain momentum.
Communication and Reporting: develop executive-ready presentations, dashboards, and status reports to communicate progress, outcomes, and key decisions.

Interpersonal Skills

Clear, effective communication, with the ability to solicit input and convert feedback into actionable improvements to credit risk processes.
Proven ability to develop high quality written materials and presentations to support credit process assessments and enhancement initiatives.
Strong cross functional collaboration skills, capable of synthesizing diverse perspectives into accurate, actionable insights and ensuring timely follow up.
Effective communicator across all organizational levels, including credit risk teams, business partners, and senior leadership.

Expertise

Solid understanding of credit risk and portfolio management concepts, with familiarity of U.S. and international regulatory expectations and industry best practices.
Working knowledge of the end-to-end credit lifecycle and key credit risk frameworks and systems (for example, 3 Lines of Defense, risk appetite, risk ratings).
Experience in credit process management, including approval workflows, credit committee governance, and ongoing monitoring activities.
Advanced analytical capabilities, with the ability to dissect complex issues, exercise sound judgment, and maintain a high level of attention to detail.

Qualifications and Skills

Requirements: Minimum 3 years of experience in financial services with a focus on transformation, risk, or data driven initiatives. At least one year of progressive project management experience. Prior experience in global financial services is strongly preferred.
Education: Bachelor’s degree in finance or a related field required.
Hybrid work and accommodations: SMBC operates a Hybrid workforce model that provides opportunities to work from home and from an SMBC office. Candidates will learn their specific hybrid schedule during the interview. Hybrid work may not be permitted for certain roles, including some FINRA-registered positions requiring in-office attendance. SMBC provides reasonable accommodations during candidacy for applicants with disabilities; if you need an accommodation during the application process, please email accommodations@smbcgroup.com.

Compensation and Benefits

The role offers a salary range of $90,000.00 to $135,000.00. The final amount will reflect the candidate’s qualifications, experience, and the prevailing market compensation for similar roles at the time of hire. The position may be eligible for an annual discretionary incentive award. SMBC also provides a competitive benefits package in addition to base compensation.

Location

Hybrid remote in New York, NY 10172.

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Sr. Manager FP&A

MCKESSON Columbus, OH

30d ago

$109k - $181k/yr Full time Manager Senior Budgeting

Manager Senior Budgeting

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Job Description

Location: Columbus, OH 43222

Overview

McKesson is a purpose-driven Fortune 10 organization that touches nearly every facet of healthcare. We are recognized for delivering insights, products, and services that improve access to quality care while helping to lower costs. Our focus is on the health, happiness, and well being of our team and the communities we serve. We foster a culture that encourages growth, empowers new ideas, and enables you to make an impact. McKesson employs more than 45,000 people globally and reported revenues exceeding $300 billion in FY2025. Founded in 1833 by John McKesson and Charles Olcott in New York, the company initially focused on importing and distributing pharmaceutical products. United by our ICARE values, we work together daily to make better care possible for patients worldwide.

Current Need

We are seeking a Sr. Manager FP&A to join our team in Irving, Texas.

Position Description

The Corporate FP&A Shared Services Senior Manager is responsible for supporting reporting and analytics for the business unit SG&A and standard management reporting. Responsibilities include budgeting, forecasting, reporting, and analysis in support of the business unit. The Manager will establish analytical standards for reporting and modeling KPIs. As a key financial liaison, the Manager partners with multiple departments across the business unit and coordinates with FP&A leaders and business unit leadership to ensure high-quality service delivery. The role requires the ability to work closely with a team to deliver results and improve efficiency, and strong communication to support various internal finance and operations stakeholders. Additionally, this role supports digital finance capabilities across reporting, forecasting, and performance management. This is a people leadership position overseeing Financial Analysts and their performance management.

Key Responsibilities

Drive Financial Reporting: supervise monthly financial reporting, including variance research, explanations, and resolution
Oversee the preparation and management of multiple supplemental reporting requirements
Participate in Operational Reviews and validate the accuracy and integrity of team performance metrics
Maintain up-to-date cost center portfolio listings, including stakeholder mapping
Perform and oversee ad hoc financial analysis as needed

Finance Technology and Analytics Enablement

Support the adoption, optimization, and continuous improvement of FP&A platforms (for example SAC EFPR, FDP)
Act as a product owner for FP&A reporting and analytics solutions, translating business needs into technical requirements and scalable designs
Drive increased self-service analytics through FDP, Power BI, and enterprise reporting tools
Identify and execute opportunities for process automation (forecasting workflows, variance analysis, reporting distribution)
Promote responsible and effective use of AI-enabled finance tools such as Copilot to enhance insight generation and productivity

People Leader

Manage four direct reports and provide ongoing coaching and guidance
Maintain a strong quality control environment to ensure consistent, high-quality performance
Develop technology-forward FP&A talent with a focus on analytics, systems proficiency, and automation mindset
Ensure analysts are proficient in data visualization, financial modeling within tools, and structured problem-solving
Coach team members on leveraging finance technology to shift time from manual work to systematic and data-driven workflows
Lead quarterly Performance and Development conversations, including stakeholder feedback
Ensure uninterrupted service coverage by filling in for direct reports during vacancies or leaves
Participate in the hiring process for new analysts and support successful onboarding
Provide close oversight and targeted performance management for employees with identified performance gaps, including documentation
Lead close, forecast, budget, and other deliverables huddles to ensure clarity on deadlines and support needs

Business Unit Relationship Management

Periodically meet with Finance stakeholders to assess satisfaction with service delivery
Review and analyze quarterly survey results, focusing on constructive feedback related to direct reports
Drive standardized reporting across the business unit
Identify opportunities to standardize FP&A operations
Enforce standard work by ensuring materials are followed, SOPs are maintained and refreshed periodically

Minimum Requirements

Degree or equivalent experience. Typically requires 9+ years of professional experience and 0-2 years of supervisory experience

Critical Skills

Minimum of 9 years of finance experience required
Experience managing the close process, reporting, forecasting, and budgeting activities
Demonstrated experience leading or supporting finance transformations and driving adoption
Strong understanding of data models, financial hierarchies, and metric definitions
Experience with FP&A systems such as SAP Analytics Cloud (SAC), SAP BPC, Oracle Fusion Cloud EPM, or Oracle Hyperion Essbase
Power BI experience preferred; comparable experience with Tableau, Domo, Spotfire, or Qlik is also acceptable
Experience with SAP S/4HANA or SAP ECC preferred; experience with Oracle Fusion Cloud ERP, JD Edwards EnterpriseOne, Oracle E Business Suite, or NetSuite Cloud ERP considered transferable
Healthcare technology or pharmaceutical distribution experience is a plus but not required
Advanced proficiency in Microsoft Office 365, with a strong emphasis on Excel, Word, and PowerPoint

Additional Knowledge and Skills

Strong attention to detail, with timely follow-up to business needs and a commitment to quality
Ability to work effectively with businesses and employees across multiple geographies
Strong data literacy, including assessment of data quality, consistency, and usability
Continuous improvement mindset with a passion for digitizing and simplifying finance processes
Excellent interpersonal and communication skills

Success in This Role Looks Like

Finance is viewed as a strategic partner, proactively influencing resource allocation, cost discipline, and investment decisions through forward-looking insights and scenario analysis
Planning, forecasting, and performance management are aligned to enterprise priorities, enabling leaders to understand trade-offs, manage risk, and respond decisively
FP&A processes are automated, scalable, and insight-driven, freeing time for decision support
The team emphasizes decision support and reduces time spent on data preparation
Finance technology adoption is strong, and the team acts as a thought partner in digital finance transformation

Compensation and Benefits

McKesson offers a competitive Total Rewards package. The base pay range for this position is $108,700 to $181,100. Pay is determined by factors such as performance, experience, skills, equity, regular market evaluations, and geographic considerations, and will comply with applicable regulations. In addition to base pay, annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here.