Investment Banking Associate executing public equity offerings and mergers & acquisitions at Baird. Collaborating with senior bankers and clients to drive financial advisory services across sectors.
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Hybrid Senior Associate, Corporate Finance and Compliance
Posted 4 months ago
About the role
- Senior Associate supporting compliance and treasury operations across renewable energy portfolio. Role involves managing credit agreements, monitoring cash positions, and collaborating with finance teams.
Responsibilities
- Review and interpret project level and corporate credit agreements and tax equity documents for utility-scale solar, wind, and storage projects
- Track and report on financial and operational covenants, deliverables, and deadlines
- Maintain a centralized compliance calendar and reporting dashboard
- Coordinate with legal, project finance, and asset management teams to ensure timely and accurate compliance
- Support lender and investor communications, including periodic reporting
- Monitor and manage cash positions across project and corporate accounts
- Support liquidity planning and cash flow forecasting for construction and operational assets
- Implement treasury controls and support automation initiatives
- Utilize Treasury Management Systems such as Trovata along with NetSuite and SiteTracker to support cash management, financial reporting, and compliance workflows
- Support integration and optimization of financial systems across the organization
- Support Annual Business Planning (ABP) and forecasting processes by providing treasury and compliance inputs
- Coordinate documentation and internal approvals for accessing capital facilities, including revolving credit lines, construction loans, and tax equity draws
- Prepare and manage approval workflows for capital access requests, ensuring alignment with internal governance and external requirements
- Collaborate with finance leadership to align capital strategy with project milestones and liquidity needs
- Work closely with development, construction, and asset management teams to understand project timelines and financial needs
- Support internal audits and risk assessments related to financial operations
- Contribute to process improvements and system implementations
Requirements
- Bachelor’s degree in finance, Accounting, Business, or related field
- 3-5 years of experience in compliance, treasury, or project finance, preferably in renewable energy or infrastructure
- Familiarity with credit agreements (project and corporate), tax equity structures, and treasury operations
- Strong Excel and financial modeling skills
- Excellent communication and organizational skills
Benefits
- unlimited paid time off
- paid holidays
- cell-phone stipend
- 401K
- Life Insurance
- fully paid health benefits plan for employees, including Medical, Dental, and Vision
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
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