Director, Portfolio Finance

Generate seeks organized and detail-oriented collaborators who are ready to roll up their sleeves. This position will hold a high standard of accuracy and timeliness in executing asset financings, delivering financial models, maintaining information systems and reporting on Generate’s portfolio of investments. The Director will communicate thoughtfully and deliberately inside and outside the organization, working cross-functionally with Generate investment, finance, legal and other teammates and various third parties.

They will adeptly use financial and enterprise software to proactively seek answers to Generate and its stakeholders’ questions. This role is a great fit for those who seek to impact the performance of Generate’s portfolio through an analytical and highly dynamic role.

• Lead a direct team of professionals while actively collaborating with and appropriately influencing deliverables and processes of contributing teams, including Capital Markets, community solar Development and Project Delivery, Commercial Asset Management, and others
• Coach, guide, and manage team and individual performance
• Become a subject matter expert in transactions, structures, contract terms and impact, financial projections and analysis as led and managed by the Portfolio Finance team
• Lead the external debt and tax equity facilities funding/tranche execution and ongoing maintenance
• Direct management of transaction work streams through data room preparation and coordination with internal and external parties to ensure timely and accurate third-party deliverables
• Direct maintenance of financial forecasts including Excel models for infrastructure assets, preferred equity instruments, and debt instruments
• Collaborate with the Investment and Commercial Asset Management teams on Customer Management and Acquisition vendor negotiations and ongoing contract management
• Ensure utility and state program regulatory setups and incentive submissions and receipts 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, & 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
• Maintain data in enterprise software to support internal team dashboards and stakeholder questions

• A demonstrated passion for, or commitment to, our mission
• Proven track record of working independently in a high-growth and/or fast-paced environment with a dynamic set of responsibilities
• 5-10 years of relevant work experience, including but not limited to structured investments, financial planning & analysis, or corporate finance
• 1-5 years of people management
• Familiarity if not working knowledge of renewable energy, preferably solar assets, related incentive programs, structuring, and key stakeholder interests
• Experience in renewable energy finance, asset management, or exposure to community solar programs is strongly preferred
• Ability to audit, evaluate, adapt and, with assistance, build cash and GAAP financial models for infrastructure assets, preferred equity instruments, and debt instruments
• Advanced proficiency in data analysis in Excel and Power Point
• Experience communicating thoughtfully to identify constructive solutions and to support the execution of cross-functional projects
• Familiarity or eager willingness to learn about database tools
• 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…