Job Description

THE ROLE:  Manager, Financial Operations

The primary role of the Financial Operations Manager is to lead the loan servicing for the company and provide management of financial operations reporting and compliance with agreements, policies and procedures.

The Financial Operations Manager provides hands-on management of the loan servicing for the company and any related projects to support the loan operations; in addition, this role supports Financial Operations in the review & supports quarterly financial and operational reporting for ESE of the ppa/lease assets.  The manager ensures accurate and timely servicing of the loan portfolios and required reporting, including management of customer inquiries/requests; provides governance & control over all loan documents, modification/transfers, as applicable; ensures loans and agreements comply with state and federal laws, regulations and lending policies and procedures; ensures department activities run smoothly and efficiently; provides leadership, training and supervision within the department; and provides a high level of customer relations and service.  The manager will also ensure timely preparation, review, and delivery of required reporting within the company and to external stakeholders for the ppa, lease, and loan business.    

KEY RESPONSIBILITIES INCLUDE:

• Day-to-day management of loan servicing including customer engagement & account maintenance, monthly billing process, cash applications process & related process, production/review of daily-monthly loan reports, coordination with accounting/treasury, and compliance with related agreements, policies, and regulations, among others.
• Supervises work of personnel and manages work priorities; schedules work assignments; selects, orients, trains and evaluates work performance of subordinate personnel and recommends associated personnel actions.
• Project manager on loans servicing initiative(s) and financial ops improvements
• Prepares & reviews quarterly deliverables to partners, banks, and lenders.
• Identifies and recommends revisions of internal standards, policies, operating procedures, and new programs to improve efficiency.
• Reviews work performed by assigned personnel to ensure all loan documentation is in place and adhering to policies and procedures.
• Analyzes and resolves customer questions, complaints, or problems requiring experience or knowledge beyond other staff’s authority.
• Monitors daily payment postings (loans/ppa/leases), payment research, file maintenance, and customer inquiries.
• Trains assigned personnel on new applications, rules, regulations, and procedures.
• Processes credit bureau inquiries.
• Preparation of loan reports and slides for Executive Team / Board communications.
• Coordinates with other departments including Collections, Compliance Office, and Accounting, as needed for loan general ledger accounts & bank accounts
• Deep data analysis of operational and financial data from various systems
• Manage and assist in monthly / quarterly close and reporting process
• Perform other duties as assigned

QUALIFICATIONS

GENERAL KNOWLEDGE AND SKILLS:

• A bachelor’s degree - finance, accounting, or economics is preferred
• 8+ years of experience in a Manager role.  Financial Operations, Loan Servicing, Accounting, or Corporate Finance, roles preferred. Industry experience in loans and ppa/leases, preferred.
• Experience leading large and/or complex business projects
• Experience in the preparation of detailed, daily/monthly loan portfolio reports and cash/payments reports
• Review of periodic financial statements, cash management reports, loans portfolio reports, and other operational reports
• Skilled in financial operations and loan servicing issues and data sets, with ability to manage detailed information as well as communicate business information
• Strong written and oral communications
• Comfortable working hard in a fast paced environment
• Business performance analysis and data analytics experience; variance analysis of financial results, budgets and operations; KPIs for loan and servicing business
• Experience supporting corporate finance transactions
• Ability to independently manage multiple tasks
• Familiarity reading contracts & agreements
• Experience in financial operations and loan servicing; related industry experience in distributed energy, solar, and/or retail power also considered

TECHNICAL SKILLS:

• Experience in loan servicing platforms, financial operations & cash application tools
• Advanced working skill set with MS Office (specifically Excel and PowerPoint) and other reporting tools
• Advanced experience with SQL, Data Warehouses, advanced excel formulas, and other automated reporting
• Working knowledge of US GAAP and financial statement presentations

EDUCATION

Bachelor degree required

BENEFITS

Energy Service Experts offers competitive benefits and a collaborative, purpose-driven, high-energy culture.

EQUAL OPPORTUNITY EMPLOYER

We value a diverse work environment. Energy Service Experts is an equal opportunity employer and hires without consideration to race, religion, national origin, age, gender, sexual orientation, marital status, veteran status or disability.

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