HASI

Financial Planning and Analysis

• Build and manage financing models, including underlying project operating pro forma’s, to analyze and structure investments and evaluate the associated risks.
• Support transaction and due diligence processes for debt/equity investments and acquisition activity, including analyzing terms in underlying project agreements which may impact economic returns (i.e. operating agreements, financing agreements, and power offtake agreements).
• Work closely with cross-functional finance team (Investment Group, accounting, and engineering) to develop appropriate assumptions for project investment models.
• Develop and understand portfolio diversification or concentration considerations to evaluate and manage the associated risks.
• Work closely with the Investment Group in all facets of investment execution, from initial qualification evaluation, term sheet development, internal investment proposal, due diligence, and documentation closing.
• As needed, support the financing processes for investment level project finance transactions, including assisting in negotiation of documents, facilitating investor due diligence processes, and ownership of financing model.
• Liaise for corporate due diligence requirements related to underlying project and portfolio investments.
• Work closely with the members of the Portfolio Management and risk management teams to provide specific investment expertise to assist in commercial decision making relating to portfolio assets.

Associate, BTM Investments

Controller

• Lead the month-end and quarter-end close process in accordance with public company deadlines, with responsibility for the overall completeness and accuracy of the general ledger for multiple entities
• Manage and develop the accounting operations team responsible for investment accounting, which includes maintenance of cash flow and amortization schedules, journal entries, variance analysis and month-end reconciliations
• General ledger, accounts payable, and equity administration
• Accounting for debt instruments such as term loans, commercial paper, and revolving credit facilities
• Collaborating with Investments, Portfolio Management, and other cross-functional teams to obtain updated models, asset-level performance data, and other relevant inputs to support financial reporting, including fair value and credit loss analyses
• Support financial reporting team with preparation of periodic SEC filings (Form 10-K, Form 10-Q, proxy statement) and other external reporting requirements
• Partner closely with the technical accounting team on unique transactions to ensure compliance with generally accepted accounting principles
• Serve as a key partner to FP&A team and tax team to ensure forecasting models reflect accurate financial data and current business activity
• Analyze financial performance and provide insights to senior leadership
• Align accounting operations with strategic initiatives and evolving business needs
• Design, implement and maintain effective internal controls to drive continuous improvement in policies and procedures and ensure our compliance with Sarbanes-Oxley requirements
• Serve as a key liaison with external and internal auditors for managing audit timelines and coordinating responses to requests
• Support financial system implementations and enhancements, ensuring alignment with accounting requirements and reporting needs
• Identify and implement process improvements that enhance efficiency, strengthen controls, and improve reporting timelines

Risk

• Work with a cross-functional finance team (Risk Management, Portfolio Management, Investments, Capital Markets, Accounting) to build, audit and manage financial models.
• Support with developing, improving, reviewing, and auditing transaction models.
• Assist with developing and managing portfolio models for multiple asset classes.
• Work with IT teams to support corporate-wide databases, data analysis and model-automation developments.

Associate, BTM Investments

Controller

Senior Analyst – Risk Management