Financial Planning & Analysis NAV Principal
$139,125–$222,600 year
RemoteUnited States
Job Summary
Own and maintain SJI's total Company Net Asset Value model, including architecture, assumptions, source support, and version control. Lead quarterly NAV refreshes and ad hoc scenario analyses to translate operating, regulatory, and growth assumptions into valuation impacts for senior leadership and the Board. Prepare quarterly strategic packages with NAV bridge analysis, key drivers, sensitivity ranges, and risk commentary for the private equity sponsor. Develop ad hoc valuation analysis for acquisitions, joint ventures, and organic projects, while modeling commodity and macroeconomic sensitivities. Partner with Treasury, Accounting, and Business Development to assess capital structure changes, financing alternatives, and growth opportunities using DCF, ROI, and NPV. Build executive-ready dashboards and slides explaining valuation movement and strategic implications. Monitor industry trends, peer benchmarks, and regulatory changes to strengthen model accuracy.
Required Qualifications
- Bachelor's degree
- 12 years of relevant experience
- Master's degree
- 8 years of relevant experience
- Advanced financial modeling and valuation expertise
- Experience owning complex corporate or asset-level valuation models
- Strong understanding of utility regulation
- Strong understanding of capital structure
- Strong understanding of financing strategy
- Strong understanding of commodity exposure
- Strong understanding of the financial drivers of energy infrastructure businesses
- Ability to convert complex valuation analysis into concise, executive-ready narratives, presentations, and recommendations for senior leadership, Board, and sponsor audiences
- Advanced Excel skills
- Advanced PowerPoint skills
- Experience with long-range planning
- Experience with forecast models
- Experience with BI tools
- Experience with data visualization platforms
- Advanced degree or certification such as CFA, MBA, CPA, or other relevant credential
Desired Qualifications
- Experience in utilities
- Experience in energy infrastructure
- Experience in renewables
- Experience in investment banking
- Experience in private equity
- Experience in strategic finance
- Experience with DCF
- Experience with NAV
- Experience with ROI
- Experience with NPV
- Experience with IRR
- Experience with accretion / dilution
- Experience with scenario analysis
- Experience with sensitivity modeling
- Experience with rate case assumptions
- Experience with allowed returns
- Experience with capital structure
- Experience with recovery mechanisms
- Experience with timing considerations
- Experience with commodity price changes
- Experience with volumes
- Experience with margins
- Experience with inflation
- Experience with interest rates
- Experience with other market variables that may affect cash flows, valuation, or strategic alternatives
- Experience building and maintaining executive-ready dashboards
- Experience building slides
- Experience building supporting schedules
- Experience explaining valuation movement
- Experience explaining assumptions
- Experience explaining sensitivities
- Experience explaining strategic implications for management, the Board, and the private equity sponsor
- Experience partnering with Business Development
- Experience partnering with operating teams
- Experience assessing growth opportunities
- Experience providing recommendations on financial attractiveness
- Experience providing recommendations on risks
- Experience providing recommendations on value creation potential
- Experience monitoring industry trends
- Experience monitoring peer valuation benchmarks
- Experience monitoring economic developments
- Experience monitoring capital markets activity
- Experience monitoring regulatory changes
- Experience strengthening the accuracy and relevance of the NAV model
- Experience supporting risk identification and mitigation
- Experience assessing downside cases
- Experience assessing sensitivity ranges
- Experience assessing key model dependencies
- Experience assessing potential valuation impacts across SJI's portfolio and strategic growth pipeline
- Experience with DCF
- Experience with ROI
- Experience with NPV
- Experience with IRR
- Experience with accretion / dilution
- Experience with scenario analysis
- Experience with sensitivity modeling
- Experience with long-range planning
- Experience with forecast models
- Experience with BI tools
- Experience with data visualization platforms
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