NYC Accelerator Finance Specialist

About the Role

The Finance Specialist acts as an account and case manager with a finance focus, advising building stakeholders on financing options, incentives, and capital planning. The role provides clear, actionable guidance but does not involve loan origination or brokerage, and supports internal case managers throughout project planning. • Serve as a finance‑focused account manager, supporting building stakeholders with financing‑related guidance as part of broader case management and project planning. • Help stakeholders understand and evaluate financing pathways for decarbonization projects, including how phased upgrades align with short‑ and long‑term capital planning. • Support use of the Momentum platform’s Financial Solutions Menu, interpreting data requirements, reports, and outputs to prioritize options. • Provide guidance on how incentives, rebates, tax credits, and other resources interact with financing options. • Support buildings pursuing Local Law 97 §320.7 financial hardship exemptions, including eligibility, documentation, and submission requirements. • Develop clear, accessible financial guidance materials (one‑pagers, presentations, calculators) and train internal NYC Accelerator staff on financing pathways by building type. • Monitor the financing and incentive landscape and update Momentum’s Financial Solutions Menu regularly. • Assist stakeholders in navigating loan application processes (PACE and non‑PACE), including timelines, documentation, and basic financial calculations. • Coordinate with lenders and financing partners to ensure accurate program information and identify gaps, focusing on under‑resourced communities where appropriate. • Participate in finance‑related webinars, outreach activities, and cross‑functional program initiatives as needed. • Track and report financing activity and metrics to support program planning and continuous improvement.

Key Responsibilities

• ▸momentum platform
• ▸financial solutions
• ▸incentive guidance
• ▸loan assistance
• ▸metrics reporting
• ▸training materials

What You Bring

• Explain core financial concepts such as debt service, cash flow, amortization, savings‑to‑investment ratio (SIR), payback, and ROI. • Bachelor’s degree in finance, accounting, economics, business administration, public policy, environmental studies, or related field. • 4–7 years of professional experience in finance, energy programs, technical assistance, account management, or advisory roles. • Strong understanding of core financial concepts including debt service, cash flow, amortization, SIR, payback, and ROI. • Experience working with incentives, rebates, tax credits, and/or grant programs supporting capital projects. • Ability to explain complex financial information clearly to non‑financial audiences. • Experience supporting clients or stakeholders in evaluating financing or investment options. • Strong written and verbal communication skills; experience developing training or educational materials. • Proficiency in Microsoft Excel and comfort with web‑based tools, databases, or CRM systems. • Strong organizational skills and ability to manage multiple stakeholders and priorities. • Ability to work collaboratively across cross‑functional teams and with external partners. • Ability to attend meetings and events in NYC as required. • Experience with building decarbonization, energy efficiency, electrification, or clean energy financing programs. • Familiarity with NYC building types such as multifamily, affordable housing, co‑ops/condos, commercial, and industrial. • Knowledge of Local Law 97 and related compliance pathways, including financial hardship exemptions (§320.7). • Experience supporting PACE and/or non‑PACE loan processes. • Experience engaging with lenders, CDFIs, green banks, or public‑sector financing programs. • Familiarity with NYSERDA, utility incentive programs, and clean‑energy tax incentives at state and federal levels. • Experience delivering webinars, workshops, or trainings to external audiences. • Prior experience supporting public‑sector, nonprofit, or government‑funded programs.

Requirements

• ▸finance
• ▸bachelor's
• ▸excel
• ▸webinars
• ▸decarbonization
• ▸nyc law97

Work Environment

Office Full-Time