solsource

Operations

• Design and manage the end-to-end process for assembling projects into tranches for warehouse draws, tax credit transfers, and equity closes.
• Build eligibility screening logic and package-level QA controls to ensure every project in a tranche meets investor, IRS, and programmatic requirements before submission.
• Maintain tranche trackers, funding schedules, and documentation checklists in coordination with legal and finance.
• Build SolSource's operational policy library from the ground up: SOPs, escalation protocols, exception handling, and audit controls across the full project lifecycle.
• Implement internal controls that support ITC defensibility, domestic content traceability, energy community eligibility, and FEOC compliance at the asset level.
• Partner with legal and finance to ensure policies stay current with IRA guidance, utility rules, and state TPO regulations.
• Build and manage the third-party servicing and operations and maintenance (O&M) framework for SolSource's growing portfolio of assets.
• Production monitoring and performance guarantee compliance.
• Service ticketing, warranty escalation, and O&M coordination.
• Contract transfers, assignments, assumptions, and renewals.
• Ensure servicing activities comply with state-level TPO consumer protection requirements and with investment partner compliance requirements.
• Develop reporting packages and maintain data integrity for investor servicer reports.
• Own audit-ready compliance documentation for all ITC adder categories: Domestic Content, Energy Community, and Low-Income designations.
• Build FEOC-compliant equipment procurement tracking and bill-of-materials documentation.
• Manage ongoing compliance monitoring for installer behavior, equipment certifications, and contract completeness.
• Serve as the internal subject matter expert on IRA compliance standards and interface directly with tax counsel and ITC buyers during diligence.
• Design and produce recurring reporting packages for warehouse lenders, ITC buyers, and equity partners including portfolio performance, draw requests, concentration limits, and covenant compliance.
• Build the data infrastructure (in coordination with tech/ops) to support automated and auditable investor reporting.
• Own the operational deliverables required at each capital event: initial closes, subsequent draws, annual servicer certifications, and portfolio reviews.
• Maintain data room hygiene and document delivery standards across all active investor relationships.

Director of Operations

Financial Planning and Analysis

• Support month-end close, forecast updates, and annual budget processes with accuracy and timeliness
• Perform variance analysis comparing actual results to budget and forecast; surface trends and actionable insights
• Prepare financial reports and summary packages for internal leadership, lenders, investors, and external stakeholders
• Assist in the preparation of compliance deliverables required under the Company’s Credit Agreement (e.g., monthly account statements, cover sheets, bank statement packages)
• Support management reporting by consolidating accounting, operational, and financing data into clear and accurate deliverables
• Maintain reporting calendars and ensure recurring finance deliverables are completed accurately and on time
• Maintain and update cash flow models across multiple SolSource entities
• Track milestone payments, draw schedules, and fund flows across the Company’s multi-entity structure
• Support monthly and quarterly budget vs. actual reporting, including GL mapping, vendor-level analysis, and cost center tracking
• Monitor entity-level cash activity, identify funding and liquidity needs, and analyze budget variances and timing impacts.
• Partner with finance leadership to maintain rolling forecasts and improve visibility into operating costs, transaction funding, and capital needs.
• Prepare and organize audit-ready financial documentation for lender reviews, investor due diligence, and regulatory requirements
• Coordinate with auditors, legal counsel, and capital providers on document requests and compliance deliverables
• Help ensure financial records, backup materials, and reporting packages are complete, accurate, and easy to review.
• Identify and lead improvements to manual reporting and forecasting processes
• Build and maintain data pipelines, Excel models, and reporting tools that reduce repetitive work and improve accuracy
• Partner with cross-functional teams to systematize cost tracking, milestone management, and cash and financial reporting
• Collaborate with operations, legal, and leadership on financial modeling for new products, structures, and transactions
• Contribute to weekly business reviews by consolidating data inputs and ensuring report accuracy
• Support ad hoc financial analysis and special projects as directed

Senior Financial Analyst

• Lead both the direct and indirect tax functions across SolSource’s multi-entity corporate structure
• Oversee preparation and timely filing of all federal, state, and local tax returns, including corporate, partnership, sales, and property tax filings, in coordination with outsourced tax providers
• Manage property tax exposure and evaluate alternatives to reduce tax liability across the asset portfolio
• Establish and maintain processes for key tax deliverables; lead continuous improvement of tax operations, documentation, and controls
• Own quarterly and annual tax provision calculations and ensure alignment with financial reporting
• Partner with accounting and finance teams to ensure tax-sensitive transactions, intercompany activity, asset ownership, depreciation, and tax credit activity are properly captured and documented
• Serve as SolSource’s internal expert on the Investment Tax Credit (ITC) under Sections 48 and 48E, including bonus credit adders: Domestic Content, Energy Community, and Low-Income Community designations
• Maintain audit-ready documentation supporting ITC qualification, basis, placed-in-service timing, bonus adders and overall defensibility across all projects in the portfolio
• Track and interpret IRS and Treasury guidance under the Inflation Reduction Act (IRA), One Big Beautiful Bill (OBBB) and other applicable legislation as it pertains to residential solar TPO assets
• Advise on ITC recapture risk, placed-in-service timing, and safe harbor elections in coordination with legal and operations
• Support tax credit sale, transfer, and insurance diligence by preparing and reviewing supporting schedules, documentation packages, and responses to tax-related diligence questions
• Support the structuring and diligence of tax equity transactions including preferred equity, partnership flip, sale-leaseback, and pass-through lease structures
• Work alongside capital markets and legal teams during investor, lender, tax credit buyer and insurer due diligence to respond to tax-related inquiries
• Review and provide input on joint venture, tax equity, tax credit transfer, warehouse facility and other legal and financing documents
• Collaborate with finance on tax equity modeling assumptions, pricing inputs, and transaction economics
• Identify tax risks and documentation gaps early in transaction processes and help drive practical solutions with internal and external advisors
• Oversee tax accounting for residential solar assets under TPO structures, including ESAs, leases and power purchase agreements (PPAs)
• Ensure proper accounting and documentation for ITC transactions, joint ventures, and equity method investments
• Coordinate with the accounting team on MACRS depreciation schedules, bonus depreciation elections, and deferred tax positions
• Help maintain clear asset-level tax records that can support lender reporting, investor diligence, tax credit monetization, audit review, and future financing transactions
• Act as the primary internal advisor on all tax matters to finance, legal, capital markets, and operations teams
• Build and maintain scalable tax policies, controls, and supporting frameworks that withstand investor, lender, insurer, and IRS diligence requirements
• Coordinate with external tax counsel, Big 4 advisors, and outsourced compliance partners
• Evaluate state and local tax incentives and credits applicable to SolSource’s multi-state operations
• Create scalable processes that allow SolSource to manage increasing project volume, asset-level documentation, tax credit support, and compliance requirements without unnecessary complexity
• Provide strategic guidance to leadership on tax implications associated with new products, financing structures, and platform growth initiatives.

Tax Manager

Accounting Manager

• Lead all accounting operations including general ledger, accounts payable, accounts receivable, payroll accounting, and cash management.
• Own the monthly, quarterly, and annual financial close process.
• Prepare and review financial statements in accordance with U.S. GAAP.
• Develop, document, and maintain internal controls and accounting policies.
• Manage annual audits and coordinate with external auditors, tax advisors, and regulatory agencies.
• Support budgeting, forecasting, and financial planning activities in partnership with Finance.
• Oversee treasury and cash flow reporting activities.
• Ensure compliance with federal, state, and local reporting requirements.
• Evaluate and implement process improvements, automation initiatives, and accounting system enhancements.
• Build and develop the accounting team as the organization scales.

Director of Operations

Senior Financial Analyst

Tax Manager

VP of Accounting