Analyst, Financial Asset Management

Overview

Assist in financial reporting, risk management, and admin for solar asset portfolio

Key Responsibilities

• surety bonds
• insurance compliance
• financial reporting
• asset management
• data aggregation
• budget tracking

Tasks

-Track and manage active surety bonds related to project development or performance obligations; ensure timely renewals or cancellations. -Ensure compliance with insurance requirements as outlined in project financing agreements, power purchase agreements, and interconnection contracts. -Assist in the preparation of monthly, quarterly, and annual financial and operational reports for internal stakeholders, investors, and lenders. -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 month-end reporting process by consolidating and organizing financial data -Maintain accurate documentation and data for audits and internal controls. -Maintain a centralized documentation system for all insurance policies across the asset portfolio. -Support the management of ongoing maintenance of insurance policies, including solar put and tax credit policies. -Process and track incoming invoices for insurance and other project-related costs. -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. -Support the development and implementation of scalable team processes to manage more than 100 new operating assets annually. -Ensure compliance with project agreements (PPAs, debt covenants, insurance, etc.). -Aggregate data across technical and financial systems to ensure accuracy and consistency in reporting key performance indicators and compliance metrics. -Track budget-to-actual performance and help prepare variance analysis and explanatory notes. -Budgeting, Forecasting, and Reporting Support -Maintain financial trackers to monitor asset-level cash flow, operations, and maintenance costs, and performance against plan. -Assist in compiling historical and current data to develop annual budgets and periodic forecasts. -Collaborate with Legal and project teams to ensure all bonding and insurance documentation aligns with contractual and regulatory obligations. -Develop revenue and management service expense project tracking files. -Coordinate with brokers and outside consultants to request certificates of insurance and obtain quotes or policy updates, or generate insurance reports for all financings. -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. -Reconcile invoices, renewable energy certificate payments, and expense items against budgets and contracts, flag inconsistencies or missing data.

Requirements

• power bi
• sql
• python
• procore
• excel
• analytical

What You Bring

-Exposure to energy performance monitoring, financial analysis, or administrative contract management. -Familiarity with platforms like Procore, Salesforce, Sitetracker, or solar monitoring tools (e.g., SCADA, DAS, Also Energy). -Honesty – Be truthful and transparent, externally and internally -Strong analytical, problem-solving, and critical thinking abilities with attention to detail. -Bachelor’s degree in Business Administration, Economics, Finance, Computer Science, or a similar quantitative field. -Excellent written and verbal communication skills, with the ability to present complex data clearly and concisely. -Proficiency in Microsoft Excel, Microsoft PowerPoint, and Google Suite -Familiarity with insurance, risk management, or legal documentation tracking. -1+ years of experience in an analytical role within the asset management, construction, finance, infrastructure, renewable energy, or utilities sectors. -Excellent organizational and effective time management skills to meet and prioritize multiple deadlines in a fast-paced environment. -Master's degree in business, finance, or a related field. -Experience with business intelligence (BI) tools (e.g., Tableau, Power BI), database management (SQL), or Python or other automation tools. -Comfortable working in a fast-paced, collaborative team environment. -Previous work experience in renewable energy, infrastructure, or finance.

People Also Searched For

Benefits

-Home Office set up stipend for new employees -PTO for volunteering in the community -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 -401(k) matching -Public transit reimbursement -Charitable donation matching up to $500/year -Company-paid life insurance and short- & long-term disability coverage -Professional development and educational reimbursements -Insurance & Surety Bond Administration -Generous parental leave -Balance – Put family first; work hard/have fun

About Pivot Energy

-Developed distributed solar projects across early community-solar states. -After acquisition, embedded local economic development and bill-savings into projects. -Builds onsite, offsite, and community solar installations plus energy storage systems. -Serves businesses, municipalities, and subscribers. -Pivot integrates agrivoltaics and land-stewardship practices. -Partnerships with Microsoft, Walmart, and University of Denver. -Develops distributed solar platforms and proprietary software.

Sector Specialisms