Job Description

MANAGER, FINANCIAL OPERATIONS

Our client is at the forefront of the clean energy economy, which employs more than 3 million people, according to a recent Advanced Energy Economy report. Residential solar and energy efficiency are among the fastest-growing industries in the U.S.

Are you looking to be proud of what you do, as well as challenge your skills while working with other professionals who are great at what they do? Are you never satisfied with good enough and want to be a valuable contributor to a collective success? If so, then we have the opportunity for you!

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

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

RESPONSIBILITIES:

• 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.
• Prepares and reviews quarterly deliverables to partners, banks, and lenders.
• Identifies and recommends revisions of internal standards, policies, operating procedures, and new programs to improve efficiency.
• 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.
• Prepares 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

QUALIFICATIONS:

• 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
• 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
• 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 and 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

BENEFITS:

Our client values their employees’ time and efforts. Their commitment to your success is enhanced by their competitive compensation and benefits package.

Plus, they work to maintain the best possible environment for their employees, where people can learn and grow with the company. They strive to provide a collaborative environment where each person feels encouraged to contribute to their processes, decisions, planning and culture.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.