Operations Finance Business Partner supporting financial reporting in the Operations business. Collaborating with production leaders to drive efficiencies and manage costs at the Distribution Centre
About the role
- Manager, Investments supporting Treaty Oak's investment decision-making across utility-scale solar and energy storage projects. Leading financial models and due diligence processes for project investments.
Responsibilities
- Lead preparation of investment memoranda, FID packages, and supporting materials for internal Investment Committee and Macquarie approval processes
- Develop, manage, and quality-control fully structured project financial models to analyze project, partnership, and sponsor-level economics for solar and BESS projects; synthesize and communicate key findings and sensitivities to senior management and the Sponsor
- Prepare marketing materials (e.g., teasers and CIMs) for internal and external stakeholders / financing processes
- Procure and scrutinize third-party reports (e.g., IE, transmission, market, insurance, tax projections, and ITC cost segs) and project documentation (e.g. PPAs, EPC agreements, GIAs, equipment supply agreements, and O&M contracts) to accurately determine and integrate assumptions into financial models
- Manage and coordinate external platform-level capital raising processes including coordinating with advisors, investors, and third-party diligence reports to aid in the timely execution of key financing workstreams
- Manage and coordinate due diligence work streams across legal, tax, insurance, environmental, engineering, and market consultants, ensuring timely and accurate integration of third-party findings into investment recommendations
- Evaluate and advise on regulatory compliance matters affecting project economics and eligibility, including FEOC/PFE rules, IRA tax credit requirements (ITC/PTC, domestic content, energy community), Safe Harbor strategies, and trade policy
- Monitor and assess interconnection queue dynamics, network upgrade cost exposure, and milestone risks across MISO, ERCOT, PJM, and other relevant ISOs/RTOs; collaborate with the Interconnection team to inform go/no-go and capital allocation decisions
- Support the Development, Engineering, and Procurement departments on early-stage evaluation of potential project designs, equipment selection, financing structures, and key economic drivers (e.g., DC:AC ratios, degradation assumptions, tax abatements)
- Manage, mentor, and provide guidance to junior team members
- Communicate and build relationships effectively with both internal teams and external stakeholders.
Requirements
- 5+ years of renewable energy experience in project finance, corporate finance, or investment banking
- Exceptional Microsoft Excel & PowerPoint skills, with advanced knowledge of Microsoft Excel formulas, financial model creation and best practices, and comfort understanding typical project finance macros / VBA code
- Knowledge of renewable energy (solar and storage) project economic drivers and related tax incentives
- Understanding of current tax credit monetization structures (e.g. partnership flips, credit transfers, hybrid, and accommodation partner / preferred equity structures) and construction-to-term debt financing, with a capability to economically model such structures
- Comfort working in a demanding, deal-oriented team with recurring deadlines
- Experience preparing investment memoranda, board materials, and financing marketing materials (teasers, CIMs) for sophisticated institutional audiences
- Outstanding critical thinking skills, inquisitiveness, and resourcefulness / ability to work independently
- Ability to dynamically prioritize various tasks and meet assigned deadlines in a fast-paced and ever-changing environment
- Familiarity with interconnection processes, power market fundamentals, and the regulatory landscape affecting utility-scale renewables
- Experience managing due diligence processes, external consultants, and data rooms for project-level or portfolio-level transactions.
Benefits
- The salary for this position is highly competitive and commensurate with experience
- We offer competitive benefits, including unlimited paid time off
- Paid holidays
- Cell-phone stipend
- 401K
- Fully paid health benefits plan for employees, including Medical, Dental, and Vision.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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