Associate, Portfolio Finance
Generate
full-time
Posted on:
Location Type: Hybrid
Location: San Francisco • California • United States
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Salary
💰 $110,000 - $120,000 per year
About the role
- 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.
- Adapt, audit, 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
Requirements
- 2-4 years of relevant work experience, including but not limited to structured investments, financial planning & analysis, accounting, audit or finance
- Ability to audit, evaluate, adapt and, with assistance, build cash and GAAP financial models for infrastructure assets, preferred equity instruments, and debt instruments
- 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
- Unimpeachable integrity and glowing references
- 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”
Benefits
- Health care benefits
- Retirement benefits
- Benefits permitting paid days off (including sick leave, parental leave, and paid time off or vacation benefits)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial forecastingExcel modelingGAAP financial modelsdata analysistax equity instrumentsdebt instrumentsstructured investmentsfinancial planningaccountingaudit
Soft Skills
communicationinterpersonal skillsproblem-solvingintegrityempathyintellectual agilitycuriositycreativityself-awarenessflexibility