Associate, Portfolio Finance

Job Summary

Seeking a collaborator who is ready to roll up their sleeves to hold a high standard of accuracy and timeliness in executing asset financings, delivering financial models, maintaining information systems and reporting on Generate’s portfolio of investments. The role involves cross-functional work with Generate’s investment, finance, legal, and other teams, as well as with various third parties.

Responsibilities

• Lead the external debt and tax equity facilities funding/tranche execution and ongoing maintenance
• Manage transaction workstreams through data room preparation and coordination with internal and external parties to ensure timely and accurate third party deliverables
• Audit, evaluate, adapt, and maintain financial forecasts including Excel models for solar assets, tax equity instruments, and debt instruments
• Ensure regulatory certifications and approvals are achieved and in accordance with industry standards
• Diligence funding requests and work with Treasury to manage wire processes
• Measure and report to management progress and forecasts against Generate’s key performance indicators
• Coordinate with FP&A, Accounting, and Treasury departments including execution communication and ongoing requests/reconciliations
• Work with Generate’s Data & Technology team to contribute to the development of information systems related to the above

Candidate Qualifications & Core Characteristics

• A demonstrated passion for, or commitment to, our mission
• Adept at working independently in a high-growth and/or fast-paced environment with a dynamic set of responsibilities
• 2-4 years of relevant work experience, including but not limited to structured investments, financial planning & analysis, accounting, audit or finance
• Experience in renewable energy finance or asset management is strongly preferred
• Strong proficiency in data analysis in Excel and PowerPoint
• Experience communicating thoughtfully to identify constructive solutions and to support the execution of cross-functional projects
• Outstanding communication and interpersonal skills, including empathy, intuition, and listening as well as strong writing, editing, and basic design skills
• High level of self-awareness and humility, with excitement about confronting uncomfortable situations or new challenges
• Intellectual agility, curiosity, and creativity; problem-solving is your default mode
• Entrepreneurial spirit: flexibility, comfort with risk, recognition that “perfect can be the enemy of the good”

Compensation

The compensation package may include a discretionary bonus and other benefits, including health care benefits, retirement benefits, benefits permitting paid days off (including sick leave, parental leave, and paid time off or vacation benefits), and other benefits that must be reported for federal tax purposes. A reasonable estimate of the base salary range for this role is $110,000 - $120,000.