Financial Planning and Analysis

• Lead a direct team of professionals while actively collaborating with and appropriately influencing deliverables and processes of contributing teams, including Capital Markets, community solar Development and Project Delivery, Commercial Asset Management, and others
• Coach, guide, and manage team and individual performance
• Become a subject matter expert in transactions, structures, contract terms and impact, financial projections and analysis as led and managed by the Portfolio Finance team
• Lead the external debt and tax equity facilities funding/tranche execution and ongoing maintenance
• Direct management of transaction workstreams through data room preparation and coordination with internal and external parties to ensure timely and accurate third-party deliverables
• Direct maintenance of financial forecasts including Excel models for infrastructure assets, preferred equity instruments, and debt instruments
• Collaborate with the Investment and Commercial Asset Management teams on Customer Management and Acquisition vendor negotiations and ongoing contract management
• Ensure utility and state program regulatory setups and incentive submissions and receipts 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, & 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
• Maintain data in enterprise software to support internal team dashboards and stakeholder questions

Director, Portfolio Finance

Senior Financial Analyst

Senior Financial Planning and Analysis Manager

National Investment Manager

FP&A Lead

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