Director, FinOps & Payment Processing

Responsibilities

• Own the end-to-end solar milestone disbursement process — from M1 through M3 — ensuring timely, accurate payments to dealers and installers.
• Establish and enforce milestone verification standards and controls in coordination with the Risk and Dealer Management teams.
• Define SLAs for disbursement processing and hold the team accountable to them.
• Design and maintain accurate, audit-ready installer ledgers across the full dealer network.
• Reconcile and consolidate historical disbursement data currently fragmented across Salesforce, external systems, and manual spreadsheets.
• Develop a single source of truth for installer-level financial positions, funding history, and outstanding obligations.
• Assess current Salesforce configuration for FinOps workflows and lead remediation efforts — in partnership with the Salesforce admin/engineering team — to improve data architecture.
• Eliminate manual spreadsheet dependencies by designing scalable, system-native processes and data flows.
• Identify and implement best-in-class disbursement tooling, automation, or integrations where appropriate.
• Directly manage and develop a team of FinOps analysts and payment operations specialists.
• Establish performance expectations, coaching cadences, and a culture of accuracy and accountability.
• Serve as a stabilizing, credible leader who can drive through organizational friction and resistance to change.
• Partner closely with Sales, SalesOps, Risk, to align disbursement operations with contractual obligations (including MESPA/LLCA terms).
• Support JV reporting requirements with clean, reliable disbursement data.
• Interface with external capital providers and JV partners on funding-related matters as needed.

Qualifications

• Bachelor’s degree in finance, business, economics, or a related field with 12+ years of professional work experience including 8+ years of progressive work experience in FinOps, payment operations, or financial operations leadership — with increasing scope and responsibility.
• Direct experience with solar or clean energy lending desired, with a working understanding of milestone-based disbursement structures (M1/M2/M3 or equivalent).
• Demonstrated success leading operational transformation in a dysfunctional or high-growth environment — not just maintaining a steady state.
• Hands-on experience with Salesforce as a financial or operational data system — including identifying limitations, working with admins/engineers to remediate, and designing better data flows.
• Experience managing and developing small-to-mid-size operational teams through change.