Financial Planning and Analysis

• Oversee portfolio(s) of complex renewable energy assets using leading performance indicators, focused on real-time data management, and creative strategies for maximizing the financial performance of Pivot’s assets.
• Support the development and implementation of scalable team processes to manage more than 100 new operating assets annually.
• Assist in the preparation of monthly, quarterly, and annual financial and operational reports for internal stakeholders, investors, and lenders.
• Track and compile regular reports on project-level revenues such as power purchase agreement (PPA) payments, renewable energy certificate sales, and performance-based incentives, extracting information from financial models to compare actuals.
• Maintain financial trackers to monitor asset-level cash flow, operations, and maintenance costs, and performance against plan.
• Reconcile invoices, renewable energy certificate payments, and expense items against budgets and contracts, flag inconsistencies or missing data.
• Support the month-end reporting process by consolidating and organizing financial data
• Ensure compliance with project agreements (PPAs, debt covenants, insurance, etc.).
• Maintain accurate documentation and data for audits and internal controls.
• Assist in compiling historical and current data to develop annual budgets and periodic forecasts.
• Track budget-to-actual performance and help prepare variance analysis and explanatory notes.
• Aggregate data across technical and financial systems to ensure accuracy and consistency in reporting key performance indicators and compliance metrics.
• Process and track incoming invoices for insurance and other project-related costs.
• Coordinate with internal finance and accounting teams to ensure timely coding, approval, and payment processing.
• Maintain organized records of vendor agreements, payment schedules, and service periods.
• Maintain a centralized documentation system for all insurance policies across the asset portfolio.
• Coordinate with brokers and outside consultants to request certificates of insurance and obtain quotes or policy updates, or generate insurance reports for all financings.
• Ensure compliance with insurance requirements as outlined in project financing agreements, power purchase agreements, and interconnection contracts.
• Support the management of ongoing maintenance of insurance policies, including solar put and tax credit policies.
• Track and manage active surety bonds related to project development or performance obligations; ensure timely renewals or cancellations.
• Collaborate with Legal and project teams to ensure all bonding and insurance documentation aligns with contractual and regulatory obligations.

Financial Asset Management Analyst

Director, Project Finance

Associate Director – Esoteric ABS Structured Finance Ratings

Senior Financial Analyst

Associate Director – Renewable Energy Finance

Impact Finance – Subscription Finance and Private Equity Portfolio Manager