Blue Forest

IT Support

• Lead the underwriting of conservation finance loans (such as Forest Resilience Bonds, or FRBs): Build collaborative relationships with and conduct diligence on borrowers
• Conduct credit and financial statement analysis as inputs to the investment process
• Coordinate with Blue Forest Project Development team to set, manage, and execute against transaction timelines
• Build and maintain Excel models and analytical tools
• Coordinate with Portfolio Managers to incorporate transaction information into fund models, plans, and analysis
• Support the design, development, and closing of conservation finance funds, investment vehicles, and strategies: Evaluate conservation finance opportunities through desktop research, internal and external networking, and stakeholder engagement
• Contribute to business development and partnership efforts with Project Development team, Director of Conservation Finance, and other senior leaders
• Manage conservation finance investments: Monitor loan-level financial performance and compliance; maintain financial models
• Oversee flow of funds and information between Blue Forest and counterparties, including loan principal and interest payments; interface with Accounting team as needed
• Maintain key counterparty relationships
• Participate in ongoing dialogue with Blue Forest Project Development team and other stakeholders regarding investment strategy, risks, and future opportunities
• Help manage conservation finance portfolios and facilities: Monitor portfolio-level financial performance, facility deployment, and adherence to governance processes; maintain financial models
• Coordinate risk management procedures and management of problem loans
• Support investor reporting
• Continuously improve and progressively assume ownership of Blue Forest finance practices, processes, systems, and documentation
• Support Blue Forest Communications, Fundraising, and other teams in developing written content about conservation finance
• Contribute to ad hoc and structured internal trainings on financial topics

Credit Manager

Chief Operating Officer

• Oversee HR, IT, and other components of operations, including legal operations and event logistics
• Ensure internal systems, infrastructure, and operational capacity effectively support programmatic delivery, including investment and asset management activities
• Align staffing models, org design, systems, and organizational resources with the company’s strategic objectives
• Strengthen clarity of decision rights, accountability, and governance across departments and teams
• Oversee enterprise systems, IT infrastructure, cybersecurity coordination, and knowledge management practices
• Lead major infrastructure and systems initiatives to strengthen operational maturity and scalability
• Ensure compliance with multi-state nonprofit regulations and applicable federal requirements, including 2 CFR 200
• Partner with the CFO on the org's financial and governance infrastructure — budgeting, financial controls, internal policy, and risk management (including insurance) — to keep Blue Forest accountable and resilient as it scales
• Support Board governance by preparing operational materials and participating in Board discussions related to organizational health and performance
• Liaise with external legal counsel; review, negotiate, and approve key organizational agreements in coordination with counsel and the CFO
• Serve as a member of the Executive Leadership Team (XLT) and Senior Leadership Team (SLT), helping set strategic direction and make major organizational decisions
• Facilitate XLT and SLT meeting agendas and decision-making processes to standardize and strengthen organizational stability
• Oversee the company-wide strategic planning process
• Drive execution of the strategic plan, translating priorities into plans, goals, and KPIs, and owning systems for staying accountable to the plan
• Monitor organizational performance and proactively identify, assess, and escalate operational risks and opportunities
• Serve as a cross-functional integrator, ensuring alignment and resolving friction to advance mission delivery
• Support the CEO and CFO in operational readiness for investor, funder, and partner due diligence processes
• Oversee procurement and strategic vendor relationships, ensuring operational efficiency and fiscal responsibility
• Represent organizational operations in external meetings with investors, partners, funders, and stakeholders as appropriate
• Collaborate with XLT/SLT members to lead assessment of key strategic partnership opportunities, such as funding collaborations, co-branding, joint ventures, or M&A
• Cultivate and steward relationships with funders, investors, and philanthropic partners, supporting the CEO and CFO in fundraising strategy and execution
• Lead enterprise HR strategy, including workforce planning, succession planning, and talent acquisition
• Strengthen performance management, leadership development, and management capability across a distributed, remote workforce
• Foster a collaborative, compliant, and mission-aligned team culture that reflects organizational values and commitment to impact
• Champion organizational culture, values, and equity commitments, ensuring alignment with enterprise systems and policies
• Directly supervise and mentor leaders across operations functional areas, providing clear performance expectations, feedback, and professional development support

Account Manager

• Own utility partner relationships across active FRBs — serving as the primary Blue Forest point of contact alongside the FRB project manager, staying current on conversations, tracking engagement activity and contribution pipelines, and surfacing emerging themes and opportunities across projects
• Build the internal systems for managing utility partner relationships — including compiling a partner contribution inventory and establishing processes for tracking, reflection, and continuous improvement
• Manage the impact analytics pipeline behind utility reporting, ensuring partners receive high quality impact reports.
• Lead engagement with emerging utility partners to unlock contributions to FRBs
• Lead coordination of utility partnership working groups and related convenings
• Develop collateral and value proposition materials that articulate Blue Forest's benefits to utility and corporate decision-makers
• Support high-value utility relationships as needed, with those relationships strategically owned by the Director
• Support coordination of utility meetings, site visits, and partnership development activities

Credit Manager

Chief Operating Officer

Utility Partnerships Manager