Manage, maintain, and update facility-level financing models (construction loan, preferred equity, development loan, tax equity/credit), ensuring accuracy and version control in coordination with the transaction advisor where applicable.
Coordinate model inputs for each funding event and update facility-level financing models to reflect current assumptions and draw schedules.
Translate project-level data to support near-term financing cash-inflow forecasts for FP&A’s liquidity planning.
Manage short-term facility forecasts and reconcile with FP&A and Accounting models to ensure alignment with ERP functionality and data architecture.
Execute data uploads and reconciliations across Smartsheet, Salesforce, Procore, and other systems tied to financing events.
Document and continuously improve processes supporting model input validation, funding readiness, and overall data quality.
Support ad-hoc analysis for Finance team leadership related to active or upcoming financings.
Identify and implement improvements in data flow, model automation, and reporting tools to enhance efficiency and transparency in portfolio reporting.

Requirements

3-5 years of project finance, financial analysis/modeling, investment banking, or relevant work experience
Advanced Microsoft Excel expertise, including designing and deploying VBA-driven automation solutions to streamline workflows and enhance data integrity
Proficiency in Microsoft Word and PowerPoint
Understanding of project finance concepts and complex capital structures
Passion to learn new things through self-study and structured settings
Exceptional interpersonal skills with an aptitude for building trust and rapport
Excellent organizational and communication skills to manage multiple deal workstreams
Proven ability to manage deliverables for multiple, parallel complex transactions under tight deadlines.

Benefits

Excellent health/dental/vision insurance benefits with up to 100% of premiums covered by the company
Four weeks of vacation (proated in the first)
Company paid life insurance and short- & long-term disability coverage
Generous parental leave
401(k) matching
Home Office Set-up for new employees
Public transit reimbursement
PTO for volunteering in the community
Charitable donation matching up to $500/year
Professional development and educational reimbursements

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial modelingproject financefinancial analysisVBA automationdata reconciliationcash flow forecastingdata validationportfolio reportingcomplex capital structuresExcel expertise

Soft Skills

interpersonal skillsorganizational skillscommunication skillstrust buildingrapport buildingtime managementadaptabilityproblem-solvingattention to detailteam collaboration