Hybrid Financial Asset Management Analyst

at Pivot Energy

• Job title: Financial Asset Management Analyst
• Job type: Full Time
• Experience level: Junior
• Salary: $70,000 - $85,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Denver, United States

About the role

• Analyst supporting financial reporting and risk management for solar energy portfolio at Pivot Energy. Collaborating with cross-functional teams to ensure project performance and compliance.

Responsibilities

• 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.

Requirements

• Bachelor’s degree in Business Administration, Economics, Finance, Computer Science, or a similar quantitative field.
• 1+ years of experience in an analytical role within the asset management, construction, finance, infrastructure, renewable energy, or utilities sectors.
• Strong analytical, problem-solving, and critical thinking abilities with attention to detail.
• Proficiency in Microsoft Excel, Microsoft PowerPoint, and Google Suite
• Excellent organizational and effective time management skills to meet and prioritize multiple deadlines in a fast-paced environment.
• Comfortable working in a fast-paced, collaborative team environment.
• Interest in the solar energy industry and long-term commitment to sustainability.
• Excellent written and verbal communication skills, with the ability to present complex data clearly and concisely.

Benefits

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