Hybrid Associate, Portfolio Finance

at Generate

• Job title: Associate, Portfolio Finance
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: $110,000 - $120,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, San Francisco, United States

About the role

• Associate managing financial models and asset financings for Generate’s solar portfolio. Collaborating across teams and executing funding and financial reporting responsibilities.

Responsibilities

• 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)