Project Finance Resume Sample
Work Experience
- Experience in Project Finance with a focus on Latin America
- Strong client relationships with top and mid-tier sponsors in Latin America, particularly; Chile, Colombia, Peru, Mexico, Panama and others
- Strong relationships with other project finance banks working in the region as well as ECA’s, multi-laterals and development banks
- Credit experience in a commercial bank
- Monthly revenue recognition and backlog forecasting
- Invoicing for direct and pass through costs
- Project financial analysis and reporting
- Sarbanes-Oxley (SOX) compliance
- Calculation of sales commissions based on project revenues
- Responsible for the management of a segment of the Structured Finance Group loan portfolio
- Perform due diligence and regularly scheduled evaluation of assigned loan portfolio, including covenants compliance
- Prepare detailed credit reviews and required credit applications according to policy, including evaluation and analysis of financial condition of key contract parties, regulatory and industry risks, historical operating & financial performance and projected performance
- Review loan documentation for newly assigned accounts in advance of closing to make sure that time frame for funding notices is acceptable and that Borrower and IE certificates contain appropriate representations
- Responsible for in-depth knowledge of particular industries (including but not limited to electric power, oil & gas, mining, and pipelines) and all current events utilizing internal and external sources
- Responsible for proactive coordination with execution team and Loan Transactions Unit for proper booking of newly assigned accounts
- Evaluate proposed contents of deliverable reports to make sure that information is sufficiently complete
- Project Management Education and training of PeopleSoft systems and Finance
- BS/BA (or equivalent) with 5 or more years of personnel management experience
- Strong financial analysis experience, preferably in a clinical research environment
- Demonstrated proficiency in Excel required
- Strong financial aptitude required
- Support Syndicate Directors and VPs and in preparing marketing pitchbooks
- Draft indicative terms & conditions
- Draft syndications scenarios
- Assist the team’s efforts in the preparation of responses to RFPs
Education
Professional Skills
- Equally important are good analytical and research skills and particularly financial modeling skills
- Excellent PC/IT skills, including Excel
- Strong interpersonal/consulting skills
- Strong analytical skills and attention to detail; for example looking at large amounts of data to identify trends
- Strong interpersonal skills and ability to work under pressure
- Outstanding quantitative skills and ability to conceptualize complex financial issues and work with large complex financial models
- Analytical, problem-solving and research skills coupled with exceptional planning and organizational capabilities
How to write Project Finance Resume
Project Finance role is responsible for financial, analytical, excel, research, credit, modeling, negotiation, english, interpersonal, software.
To write great resume for project finance job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Project Finance Resume
The section contact information is important in your project finance resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Project Finance Resume
The section work experience is an essential part of your project finance resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous project finance responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular project finance position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Project Finance resume experience can include:
- Strong analytical mind, interpersonal skill and communication skills
- Strong credit and financial analytical skills, experience in industry research
- Experience and credit trained, with proven commercial or corporate bank skills
- Good communication and negotiation skills with ability to engage with people across geographies and conversant in English
- Good communication and negotiation skills with ability to engage with people across geographies
- Strong experience with Excel and PowerPoint applications; experience with financial performance systems (e.g., Hyperion)
Education on a Project Finance Resume
Make sure to make education a priority on your project finance resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your project finance experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Project Finance Resume
When listing skills on your project finance resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical project finance skills:
- Strong presentation skills, great organizational skills and excellent problem-solving skills
- Good communication skills, including the ability to interact with a wide range of constituents and build good working relationships
- Strong interpersonal skills, capable of developing and sustaining effective peer and corporate relationships
- Tools: Excellent MS Excel skills for data capture, tracking, and analysis; good level of knowledge of MS PowerPoint for content delivery
- Communicate effectively with others (both written and verbal) including giving instructions, assignments, training
- Advanced level Excel (or equivalent) software skills necessary for modeling contractual and technical parameters of a project, and performing sensitivities
List of Typical Experience For a Project Finance Resume
Experience For Project Finance Manager Resume
- Strong Program Control, Program Management, analytical skills and leadership capabilities; works well under pressure
- Strong financial presentation and management skills
- Demonstrated experience working with Zambian government, especially Ministry of Community. Development, Mother and Child Health (MCDMCH) is desirable
- Qualified accountant with significant proven post-qualification experience
- Relevant experience (5 years and up) in banking, financial advisory, investment analysis
- Strong abilities on external software applications, eg Excel, Powerpoint, etc. are critical for success
- Prioritize, delegate and follow through tasks with a team
Experience For Director, Project Finance Resume
- Federal government regulations experience
- Managing expense accruals and reversals as per corporate policies
- Making “feasibility checks” on the business case
- Supervise the billing function and the work of program financial analysts in developing, maintaining and tracking budgets and forecasts
- Responsible for hiring, training, and coaching to lower level project accounting staff
- Originate new power and infrastructure project finance opportunities including; i) DCM, ii) financial advisory, iii), arranging, advising and lending
Experience For Project Finance Business Partner Resume
- Provide training to project management staff/accounting staff on all finance and accounting related policies and procedures
- Communication of contract terms to the rest of the accounting department for proper invoice coding, T&E coding, per-diems levels, etc
- Support execution of project financing activities including modeling, project and vendor research and due diligence support
- Assist Sr. Manager, Project Finance in working with the business in structuring projects and contractual relationships to support project financing activities
- Provide on-going monitoring of transactions and recommend internal rating changes when necessary
- Lead and manage a deal team responsible for due diligence, modeling, documentation, negotiation, closing and funding transactions to established timelines
- Work with others in accounting to provide reporting of key performance metrics on a weekly basis
- Contribute to structuring of competitive finance solutions including commercial, ECA, multi-lateral and capital markets solutions
Experience For Manager of Project Finance Resume
- Perform credit rating reviews and other periodic internal reporting requirements in accordance with credit policy and procedures
- Customize pricing according to client requirements; and
- Establish and lead the project control function supporting multiple programs across revenue-generating business areas
- Provide reporting and analysis, financial understanding and business perspective on a variety of financial and operational issues
- Pro-active monitoring and management of existing loan portfolio
- Liaises with other units of CIBC in preparing infrastructure reviews and proposals for clients’ financing needs
- Influence improvement of internal process by participating in committees, project teams, or transaction discussions
- Identify budget/pricing model issues based on actual results
Experience For Project Finance Director Resume
- Work with project management to prepare expenditure and commitment forecasts for use in organization-wide cash management planning
- Provide input to finance staff when analyzing margins on multiple markets or similar work
- Participate in training of new project managers
- Assist project management in developing a project requirement checklist
- Coordinate the action as directed by lender group for distressed transactions (restructuring and/or workout)
- Prepare amendment and waiver requests upon analyzing the credit implication on the transaction
- Provide prompt reporting to Management of any adverse changes
Experience For Senior Analyst, Project Finance Resume
- Quintiles has 36,000 employees conducting business in more than 100countries
- Report on the construction progress or operating
- Run financing processes to find and secure sources of capital that are the best fit for the company’s goals
- Support and lead the origination, analysis, structuring, documentation and execution of residential project finance transactions
- Work with in-house and external counsel to structure, negotiate, and close financing documentation
- Track renewable energy markets, be aware of potential impacts on SunPower financing strategies
- Make direct marketing calls on customers
- Ensure program cost control and risk assessment with responsibilities for both internal and external reporting
Experience For Analyst, Project Finance Resume
- Responsible for staff development, performance evaluation, goal setting
- Input into bid phases including review of Project Control requirements
- Lead marketing for offices and other structured finance products in the Americas in collaboration with offices
- Financial structuring in a project team
- Procurement of financing with commercial and (multilateral) development finance institutions
Experience For VP, Project Finance Portfolio Management Resume
- Ensure that policy, compliance and regulatory requirements are followed (i.e. CoDA, LOA, internal audit J-FSA, Bank of Japan and FRB)
- Act as the primary liaison between project management and accounting for all accounting and finance related matters including project management training regarding accounting policies and procedures
- Audit project profit and loss statements monthly to ensure revenues and expenses are being accurately tracked for contracts
- Perform revenue accruals including percentage completion revenue calculations on a monthly basis
- Conduct project management meetings and monthly Contract Status Reviews, P&L and budget reviews
Experience For Manager, Project Finance Resume
- Work with general ledger accountants and accounts payable to ensure completeness of expense recognition on a monthly basis
- Work with accounts payable and time and expense to reclassify expenses to proper projects where needed
- Ensure billings are prepared in a timely manner and are 100% accurate
- Maintain all project-related information in the CINCOM System
- Responsible for project setup and final audit/close out in CINCOM
- Conduct monthly P&L/Budget reviews with senior management and project management
- Conduct budget to actual revenue and expense analysis on a monthly basis
- Identify cost control issues where applicable and monitor trends in revenue and expenses
- Provide timely, accurate and complete information on project revenues and expenses on a monthly basis
Experience For Project Finance Account Manager Resume
- Provide financial information as needed to project managers, finance staff and others for weekly project performance reports
- Obtain a clear understanding of the scope of work agreed to and contract details to ensure billing is complete as well as to identify issues surrounding performance and/or scope of work
- Establish a relationship with client finance staff to ensure invoice formats are approved and to establish communication channels to help with collection efforts
- Assist in implementation of business plans. Assist in direct marketing calls on clients
- Help originate new opportunities for project finance arranging, advising and lending opportunities as well as obtain mandates and/or execute non-recourse and limited recourse project finance transactions
- Prepare credit applications and other internal documents as well as obtain appropriate internal approval for the group to develop Power & Infrastructure sector project finance transactions
- Develop, model, and report on variable financial and project structures measuring an enterprise’s sensitivity to changes in underlying assumptions
- Provide transition and training for operational, business and senior management teams once financing is closed
List of Typical Skills For a Project Finance Resume
Skills For Project Finance Manager Resume
- Strong credit and financial analytical skills with experience in industry research in particular in Power, Utilities, Oil and Gas
- Strong presentation skills; and
- Effective oral and written communication skills; and
- Professional financial or experience in medium to large organization that operates using best practices and performance management processes
- Strong systems experience including SAP
- CONSOLIDATED BUDGETS/FORECASTS - Overseeing the coordination and consolidation of all department and division budgets and forecasts
- Demonstrated experience constructing integrated financial statements
Skills For Director, Project Finance Resume
- Evidence of taking ownership and ability to prioritise and deal with a wide range of activities at the same time to meet tight deadlines
- Strong management reporting experience
- Team management experience leading experienced qualified accountants
- Fluent business English language skills
- Experience with Scotiabank’s financial systems and organization a strong asset
- Advanced PC skills (Excel, Word, PowerPoint, etc.)
Skills For Project Finance Business Partner Resume
- Demonstrated results creating processes and identifying process improvements in a fast-paced and changing business environment
- A good understanding of BAT’s Target Operating Model
- Experience using SAP or other enterprise financial reporting system
- Strong work ethics and integrity; and fluency in reading and writing in both English and Chinese
- Support Project leadership in building and understanding consolidated Financials
- Participate in the effective solicitation of financing proposals from marketplace and insure a fair and comprehensive bidding process
Skills For Manager of Project Finance Resume
- Experience using financial and related systems (Hyperion, Clarity, etc.)
- Experience supporting large deals or vendor contract negotiations
- Approx. 3 years’ experience at accounting manager in an FMCG company
- Experience in equity and debt fund raising
- Proven track record in project finance and preferably in an international setting
- Discounted cash flow analysis and project finance modeling experience
- Progressive Finance roles with strong analytical and partnering track record
- Knowledge and experience in commercial banking practices
Skills For Project Finance Director Resume
- 1 – 2 years experience in Portfolio Management supporting Project Finance
- Good knowledge of corporate accounting and financial statements
- 1 – 3 years experience in Agency Services and Portfolio Management supporting Project Finance transactions
- Experience with a major financial institution covering Agency Services or Portfolio Management for Project Finance transactions
- Able to prioritise multiple tasks and be proactive in meeting deadlines
- Establish and deploy training programs over the entire range of experience levels
- Experience with all relevant software packages
- Develop and distribute consolidated worldwide monthly reports detailing the financial status of assigned projects and/or programs
- Adapts approach and prioritizes activities, as necessary, to deal with uncertainty and change
Skills For Senior Analyst, Project Finance Resume
- Understands partners’ priorities and acts as a co-pilot to guide them through financial and business decisions
- Understands partners' priorities and acts as a co-pilot to guide them through financial decisions around projects
- Tax-Equity investor and investment experience
- Familiarity and experience with ECA backed financing and other agency financing would be an advantage
- Demonstrates established network of senior contacts within regional market including sponsors, banks/financial institutions, advisors etc
- Ensure that financial management systems and records are effective and robust in order to identify and protect the assets and interest of the project
- MBA / CPA / CMA not required but a strong asset
- (post MBA) experience with forecasting, budgeting and/or business partnering ideally in a science or research driven environment
- Approachable, good communicator (verbal and written)
Skills For Analyst, Project Finance Resume
- Demonstrate comfort and prowess with project finance excel models
- Good understanding of Australian Accounting Standards
- Strong basis in the construction/industrial accounting discipline
- Managing processes for funding drawdown (seed funding, interim funding, full allocation)
- Assisting with producing Internal Month End Reporting
- Understanding and negotiation of PPA’s, leases and other project financing legal arrangements
- Ongoing deal monitoring (preparation of periodic reports/updates, waivers and amendments, etc.)
- Assisting with monitoring Financial Performance for specific projects
Skills For VP, Project Finance Portfolio Management Resume
- Following up on delivery of Borrower’s reporting requirements (i.e. compliance items)
- Working with Finance Control group(s), set upprogram funding pool structures
- Working with Finance Control group(s), set up program tracking in bank systems (Smartstream, CA-PPM)
- Working with the Enterprise Delivery Program Management team, maintain all forecasts as per work scope and timing
- Working with the Senior Reporting Manager, define and prepare regular and special management reports (monthly, quarterly, year-end)
Skills For Manager, Project Finance Resume
- Writing business cases (cost-benefit analysis using NPV method; ideally familiar with option theory)
- Tracking and paying all program invoices
- Working knowledge of PMM, SDLC and other Project Management principles is an asset
- Partnering for Success: Understands PAREXEL’s business, different lines of business and industry trends related to your area of expertise
- Supporting KPMG/ GE Internal audits (CAS) for project’s specific request and details
- Meeting client audit requirements
- Coordinating Sarbanes-Oxley (SOX) documentation for compliance
- Monitoring reports and Estimates at Completion (EACs)
Skills For Project Finance Account Manager Resume
- Willing to travel to and be temporarily based in overseas countries when necessary
- Managing the limit requirements on Sinosure, AIIB & Chinese Policy banks pro-actively in conjunction with the FIG team
- Ongoing review of the market and track & regulator activities in key markets
- Preparing multi-year P&L impact views
- Ongoing review of market, industry and regulator activities
List of Typical Responsibilities For a Project Finance Resume
Responsibilities For Project Finance Manager Resume
- Strong experience in structured and project finance deals in Russia and/or abroad
- Experience in infrastructure finance and public-private partnership deals
- Excellent written and spoken Mandarin and English
- Provide good service to the customer and lenders as agent
- Higher education in the field of Finance, Economics or Accounting
- Play an active and prominent role in teams providing Financial Advisory to clients
- University graduate in Accounting, Finance or related disciplines, CPA or equivalent qualified
Responsibilities For Director, Project Finance Resume
- Qualified in one of the following CA / CPA / CIMA / ACCA
- Develop new opportunities through own contacts network
- Sound track record in Project & Export Finance in China market
- Right to work in Australia long term
- Contribute to the development and execution of the group’s overall business plan
- Coordinate the action of the lenders as agent in accordance with loan agreement
- Keep accurate and secured operation with all work completed timely and accurately with proper supervision
- Control conditions precedent, drawdowns and repayments of the assigned transactions
Responsibilities For Project Finance Business Partner Resume
- Coordinate the lenders’ action for amendment, waver or consent requests
- Distribute required information and/or reports of such agent transactions to each participant
- Take prompt action upon request from the participants
- Assist with ALOC systems administration, Bank and Business user profile set-ups, Creation of new business and bank silo’s. Ownership for business verticals and hierarchy, Business Delegations of Authority, Sox level 1 reporting for ALOC and APM tools
- Document and maintain detailed SOP’s for all processes i.e Bank Guaranty requests, BCP, Fee Payments to banks and charge back to Businesses
- Monitor, analyze, and report to Credit and Management any changes to credit structure
- Interact and maintain relationships with Agent Banks and Borrowers
- Own the Financial Reporting and Analysis for programs within assigned therapeutic areas including monthly actuals reporting, quarterly forecast analysis and deck preparation to effectively communicate the status of each project’s/program’s financial execution and variance to plan/forecast
- Develop and implement clear engagement strategy with Sinosure, CDB, C-Exim and AIIB so as to support bids for Project Finance/Export Finance advisory mandates
Responsibilities For Manager of Project Finance Resume
- Formulate account plan and call plan with Industry and Country Relationship Managers on Project Finance/Export Finance transactions with bank’s clients
- Origination and sourcing deals, individually and supporting the team, in preparation of quality pitches and presentation to clients especially in relation to deals with Chinese sponsors, AIIB, Chinese ECAs or Chinese Policy Banks
- Onshore representation for Project Finance for the Bank’s Belt and Road (“OBOR”) PF Task Force, with responsibility for updating market trends, identifying key opportunities and co-ordinating action from the Project Finance team. Includes regular updates with Head of Project Finance to Senior Management
- Active involvement in due diligence and in execution of the mandate with team members in other geographies
- Liaison between the Bank’s Japanese investor coverage areas and LADA to support the origination and distribution process
- Helping to structure and coordinate amendments, consents and waivers with the Borrower, Lenders’ Counsel, outside experts, the lender group and Export Credit Agencies
- Quintiles helped develop or commercialize 98 of the Top 100 best-selling products of 2014
- Quintiles was named to FORTUNE’s World’s Most Admired Companies®2016 list
Responsibilities For Project Finance Director Resume
- Quintiles was named as a 2016 World’s Most Ethical Company® by the Ethisphere Institute
- Be the first point of contact between the Project Finance Team and Project Local Teams
- Develop a culture of service and delivery, with a view to enhance quality and timeliness of delivery
- Support wider team through knowledge transfer and a flexible approach
- Run sensitivity analysis on financial forecasts and models
- Assess country, market and environmental risk
- Prepare and process waivers and amendments to loan documentation
Responsibilities For Senior Analyst, Project Finance Resume
- Liaise with other departments within the bank (front office,
- Fluent in the use of the Microsoft Office suite, especially Excel
- Professional and pays attention to detail – responsible for own tasks and work
- Highly motivated and enthusiastic – eager to learn and take on new tasks
- Supervise analysts in in-depth financial analysis to develop the appropriate financing strategy for a given situation; analysis includes evaluating different debt or equity providers, structured transactions vs. asset sales vs. leases, as well as assisting the sales team with pricing for end customers
Responsibilities For Analyst, Project Finance Resume
- Maintain and develop strategic relationships with finance providers, particularly “tax-equity” investors – understand investor strengths and limitations
- Lead and be held accountable for successful transaction closings under tight deadlines
- Communicate with other departments including Sales, Operations, Accounting, Tax, Asset Management, and O&M on transaction details as well as business planning and work processes
- Assist SunPower business units with the development of new channels of business
- Explore, recommend and lead improvements in work processes
Responsibilities For VP, Project Finance Portfolio Management Resume
- Develop and implement improved financial structures
- Basic knowledge of drug development services and medical terminology; and
- Origination and sourcing deals, individually and supporting the team, in preparation of quality pitches and presentation to clients; build profile with Sponsors, Banks/ Financial institutions and other stakeholders in the market
- Onshore representation for Project Finance with responsibility for updating market trends, identifying key opportunities and co-ordinating action from the Project Finance team including regular updates to Head Project Finance & Senior Management
- Track record of leading / assisting in Project Finance deals
Responsibilities For Manager, Project Finance Resume
- Provide on-going monitoring of transactions and adjust credit ratings when necessary
- Advises business unit teams on financeability of projects and proposed transaction and contractual structures, including modeling and corporate impacts
- Identify emerging asset classes within Power & Infrastrucure and devise strategies to exploit emerging opportunities
- Cross-sell other Mizuho financial services, including, but not limited to: DCM, advisory, Deposits, Derivatives, and others
- Work towards tight reporting deadlines as required
- Prepare amendment and waiver requests upon analyzing the credit impact on the transaction
- Manages cross-functional Business Unit teams on complex structured financing projects
- Works in conjunction with all appropriate Treasury and Accounting and Finance teams
Responsibilities For Project Finance Account Manager Resume
- Reviews, analyzes and summarizes various financing proposals from investment banks and other advisors
- Works closely with legal teams at BU providing direction on terms of project and credit documents
- Independently perform the above function
- Origination of transactions and client service are of greatest importance
- Prepare credit applications and other internal documents as well as obtain appropriate internal approval for the group to develop power and infrastructure project finance transactions
- Manage and train staff assigned to the power and infrastructure team, including i) day to day supervision, ii) career development support, iii) preparation of periodic performance reviews
- Establish and follow up on the group’s business plan
- Collaborate with other Team Leaders in Americas Financial Products Department and/or other departments and divisions to establish a business strategy for power and infrastructure accounts
- Assist management on internal administrative matters