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.What you will be doing at Generate Capital as the Director, Portfolio Finance:• 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 workstreams 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&amp;A, Accounting, &amp; Treasury departments including execution communication and ongoing requests/reconciliations• Work with Generate’s Data &amp; 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 questionsCandidate qualifications &amp; core characteristics:• 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 &amp; 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 PowerPoint• 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 with risk, recognition that “perfect can be the enemy of the good”Generate’s compensation packages are dependent on the facts and circumstances of each case. Salary decisions take into account a wide variety of factors including, but not limited to: skill sets, experience and training, licensure and certifications, geographic location, and other business and organizational needs. A reasonable estimate of the base salary range for this role is $185,000 – $215,000. In addition, the compensation package may include a discretionary bonus and other benefits, including health care benefits, retirement benefits, benefits permitting paid days off (including sick leave, parental leave, and paid time off or vacation benefits), and other benefits that must be reported for federal tax purposes. It is not typical for an individual to be hired at the top of this range.Generate Capital is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of actual or perceived race, color, creed, religion, ancestry, citizenship status, age, sex, marital status, sexual orientation, gender identity, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal, state, or local laws.

Founded in 2014, Generate builds, owns, and operates sustainable infrastructure to deliver affordable and reliable resource solutions for companies, governments, and communities. Generate currently has more than 25 technology and project development partners and serves more than 400 companies, universities, school districts, cities, and non-profits across North America. We build, own, operate and finance assets in:
- Sustainable Energy (microgrids, solar, energy storage, lighting, HVAC systems, fuel cells, geothermal, biomass &amp; biogas, building automation &amp; sensors, heat pumps, smart meters)
- Sustainable Mobility (electric vehicles, hydrogen vehicles, autonomous vehicles, charging depots &amp; infrastructure, fleets)
- Sustainable Water, Waste &amp; Agriculture (anaerobic digesters, wastewater treatment, desalination, food waste management, recycling/reuse, precision agriculture, farm automation, irrigation, sensors &amp; meters).
To join the Infrastructure Revolution, visit generatecapital.com.

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.What you will be doing at Generate Capital as the Director, Portfolio Finance:• 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 workstreams 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&amp;A, Accounting, &amp; Treasury departments including execution communication and ongoing requests/reconciliations• Work with Generate’s Data &amp; 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 questionsCandidate qualifications &amp; core characteristics:• 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 &amp; 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 PowerPoint• 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 with risk, recognition that “perfect can be the enemy of the good”Generate’s compensation packages are dependent on the facts and circumstances of each case. Salary decisions take into account a wide variety of factors including, but not limited to: skill sets, experience and training, licensure and certifications, geographic location, and other business and organizational needs. A reasonable estimate of the base salary range for this role is $185,000 – $215,000. In addition, the compensation package may include a discretionary bonus and other benefits, including health care benefits, retirement benefits, benefits permitting paid days off (including sick leave, parental leave, and paid time off or vacation benefits), and other benefits that must be reported for federal tax purposes. It is not typical for an individual to be hired at the top of this range.Generate Capital is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of actual or perceived race, color, creed, religion, ancestry, citizenship status, age, sex, marital status, sexual orientation, gender identity, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal, state, or local laws.

Director, Portfolio Finance

About the Job

About the Company

Generate Capital

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