MC
Maestria ConseilConseiller en investissement locatif
Investment advisor focusing on tailored rental investment solutions for clients at Maestria Immo. Engaging in strategy and client satisfaction in a dynamic environment in Reims.
About the role
- 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
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