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Principal Financial Portfolio Analyst - Houston, TX

  2025-08-04     DaVita     Houston,TX  
Description:

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Principal Financial Portfolio Analyst
#25-72450
Houston, Texas, United States
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Job Description

Primary purpose


Primary modeler / analyst for Sempra Infrastructure (SI) portfolio model (the Model) that consolidates all of SI's projects and provides 10 years of financial projections with ability to sensitize key variables. The model produces projections of GAAP Financial statements along with other key financial metrics. Sempra Infrastructure projects includes opportunities in LNG, Net Zero, Energy Networks, and Clean Power. This position will have the key responsibilities of maintaining and updating the Model at the direction of SI Portfolio Project Manager.



Duties and Responsibilities



  • Develops, maintains, optimizes and updates model. Understands key economic drivers of the individual projects and constructs high-level sensitivities in the portfolio model.

  • Models scenarios as requested from management and stakeholders. Presents and discusses results with key stakeholders and management.

  • Interfaces and collaborates with other functional areas across the company, e.g., tax, accounting, planning, treasury, corporate development etc., to ensure model contains accurate methodologies and is performing required analysis / projections.

  • Performs other duties as assigned.

Qualifications

Required Qualifications



  • Bachelor's degree in accounting, business administration, finance, economics, mathematics, engineering or analytical field, or substantive post-graduate work in these fields.

  • 8 + years of related experience

  • Financial modeling and planning experience. Advanced

  • Strong understanding of US GAAP and tax. Advanced

  • Strong Excel modeling skills and experience with complex models. Advanced

  • Strong PowerPoint presentation, business written and oral communications skills. Advanced

  • Strong analytical skills, ability to work on extremely complex problems. Advanced

  • Strong relationship building skills. Able to work cross functional teams and across business units. Advanced

  • Excellent project management skills. Maintains proper balance between the need for careful, detail-oriented and essential work versus meeting external and internal deadlines. Advanced

  • Intellectual curiosity and desire to deepen understanding of industry fundamentals. Intermediate

  • Experience in the Energy industry. Intermediate

  • Bilingual, English and Spanish, professional working level proficiency preferred. Intermediate


Preferred Qualifications



  • Master's degree - Master's or MBA

Work Schedule
HYBRID: Work a combination of onsite and remote days each week, typically 3 days per week onsite.
Area of Interest
Accounting/Finance
Full Time/Part Time
Full-time
Total Rewards Philosophy

Note: The Company strives to ensure that employees are paid equitably and competitively. Starting salaries may vary based on factors such as relevant experience, qualifications, and education.



Sempra Infrastructure offers a competitive total rewards package that goes beyond base salary. This position is eligible for an annual performance-based incentive (bonus) as well as merit-based recognition. Company benefits include health and welfare (medical, dental, vision), employer contributions to retirement benefits, life insurance, paid time off, as well as other company offerings such as tuition reimbursement, paid parental leave, and employee assistance programs.

Location
Houston Center of Excellence-TXHS
Job Details
Pay Range Pay Range
The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay.

The actual pay rate will depend on the person's qualifications and experience.
$125,600.00 - $188,400.00 / year
Pay Transparency
In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.
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