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Portfolio Finance Associate Jobs in Washington (NOW HIRING)

HRB

Senior Finance Associate 16806977

Arlington, VA · On-site

$100K - $120K/yr

Senior Finance Associate Cherry Bekaert Recruiting & Staffing is partnered with a well-established renewable energy developer, owner, and operator managing a national portfolio of energy projects.

IPL (Indiana)

FP&A Associate

Arlington, VA · On-site

$105K - $131K/yr

The FP&A Associate will provide wholistic financial management ofa portfolio of ~1GW of thermal and Utility scale renewable power plants in operations. * Wholistic financial management includes ...

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Portfolio Finance Associate information

What is a portfolio finance associate?

Portfolio Finance Associates are professionals who support the financial operations of investment portfolios, typically within private equity, asset management, or venture capital firms. They are responsible for monitoring portfolio company performance, preparing financial reports, managing cash flows, and ensuring compliance with financial regulations. Their role bridges communication between investment teams and finance departments, helping to optimize investment returns and manage financial risks. Portfolio Finance Associates often analyze data to provide insights for strategic decision-making and may assist with valuations, audits, and investor reporting.

How does a portfolio finance associate typically collaborate with portfolio managers and other finance team members?

A Portfolio Finance Associate works closely with portfolio managers to provide financial analysis, reporting, and support for investment decisions. They often prepare performance reports, assist with valuations, and ensure data accuracy for the investment portfolio. Regular collaboration with accounting, operations, and compliance teams is common to reconcile financial data and support audits. This cross-functional teamwork helps maintain transparency and accuracy throughout the investment lifecycle.

What are the key skills and qualifications needed to thrive as a portfolio finance associate, and why are they important?

To thrive as a Portfolio Finance Associate, you need a strong background in accounting, financial analysis, and portfolio management, typically supported by a degree in finance or a related field. Familiarity with financial modeling tools, Excel, and portfolio management software, as well as certifications like CFA or CPA, are commonly required. Attention to detail, analytical thinking, and effective communication are crucial soft skills for success in this role. These skills and qualifications ensure accurate financial reporting, informed investment decisions, and seamless collaboration with stakeholders.

What cities in Washington are hiring for Portfolio Finance Associate jobs?

Cities in Washington with the most Portfolio Finance Associate job openings:

Senior Finance Associate 16806977

Arlington, VA • On-site

Cherry Bekaert
Accounting Services • 1 - 5K employees
Learn more about Cherry Bekaertexternal

$100K - $120K/yr

Full-time

Re-posted 8 days ago

Cherry Bekaert rating

9.2

Company rating: 9.2 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

Job description

Senior Finance Associate
Cherry Bekaert Recruiting & Staffing is partnered with a well-established renewable energy developer, owner, and operator managing a national portfolio of energy projects. This role offers hands-on exposure to financial modeling, transaction execution, and project-level analysis within a fast-paced, dynamic environment.
Title: Senior Finance Associate
Compensation: $100K-$120K base + bonus
Location: Arlington, VA (Hybrid)
Position Overview
This role supports the execution of renewable energy transactions, with a focus on financial modeling, due diligence, and deal support across solar and storage projects.
Key Responsibilities
  • Build and maintain financial models for solar and energy storage projects
  • Support due diligence and transaction execution across financings
  • Assist in structuring project financing (tax equity, debt, and other capital sources)
  • Coordinate with internal teams and external stakeholders, including investors and lenders
  • Analyze project economics, risks, and expected returns
  • Prepare investor materials, approval documentation, and financial analysis outputs
Qualifications
  • Bachelor's degree in Finance, Accounting, or related field
  • 2-5+ years of experience in project finance, investment banking, or renewable energy
  • Strong Excel and financial modeling capabilities required
  • Required: Renewable energy or infrastructure experience
  • Experience supporting transactions, due diligence, or deal execution preferred
  • Strong analytical, organizational, and multitasking skills

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