The Associate manages financial activities to optimize returns for utility and C&I solar assets, including investor reporting and cash management. They are responsible for budgeting, forecasting, and ensuring compliance with lender and investor requirements.
Overview The Associate, Asset Management drives activities that optimize portfolio returns and cash generation across utility and C&I solar assets by executing investor reporting, budget and cash management tasks, accounts payable and debt service activities, and related compliance work. Reporting to the Manager or Director, you will produce timely financial deliverables, help manage fund cashflows and payments, and maintain documentation to support lender and investor requirements. Key Responsibilities
Investor & Lender Reporting: Prepare and reconcile monthly and quarterly investor reports, distribution exhibits, and compliance certificates; aggregate inputs from operations, billing and accounting to produce audit ready packages.
Budgeting & Forecasting: Support annual budgeting, perform variance analysis, update forecasts, and provide scenario outputs for managers and investors.
Accounts Payable (AP) & Cash Management: Process and prioritize AP payments (land leases, vendor and financing disbursements), support Treasury with cash positioning and payments, and track payment status against budgets and covenants.
Debt Service & Covenant Support: Assist with debt service scheduling, covenant monitoring inputs, and liaison tasks for financing parties; prepare supporting reconciliations and documentation for financing reviews.
Compliance & Documentation: Maintain organized, audit-ready records (contracts, invoices, reports); assist with regulatory and financing deliverables as needed.
Financial Analysis: Demonstrated ability to read GAAP financial statements and reconcile GAAP to cash, identifying key variances and performance drivers.
Cross-Functional Collaboration: Work closely with Accounting, Technical Asset Management, and Accounts Payable teams to reconcile inputs, resolve exceptions, and ensure alignment across operational, technical, and financial teams for both utility and C&I sites.
Process Improvement: Standardize reporting templates and implement basic automation to improve accuracy and efficiency; escalate material issues to the Manager.
Minimum Qualifications
Bachelor’s degree in Finance, Accounting, Economics, Engineering, Energy or related field.
3-5 years of relevant experience in financial reporting, treasury/accounts payable, or portfolio/asset management support; experience in energy/renewables or structured finance preferred.
Strong Microsoft Excel skills (pivot tables, lookups, basic modeling) and comfort preparing reconciliations and variance analyses.
Excellent written and verbal communication and stakeholder coordination skills.
Detail-oriented, organized, and able to manage competing priorities in a fast-paced environment.
Preferred Qualifications
Familiarity with investor/lender reporting conventions, cash waterfall mechanics, or debt covenant testing.
Experience with regulatory filings (e.g., FERC EQR, EIA) or NERC coordination helpful for certain portfolios.
Experience with ERP or accounting systems and BI tools (Power BI, Tableau) or basic scripting/automation (VBA, Python, SQL).
Exposure to tax equity, securitization, or structured finance transactions a plus.
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