The Senior Associate, Project Finance, plays a critical role in executing the financing of Pivot Energy’s projects. Where an Associate executes defined tasks within a process maintained by others, the Senior Associate carries an established process forward, running assigned facility workflows through a full cycle from prior-cycle materials with limited intervention and high accuracy. The Senior Associate will lead diligence workflows and certain funding workflows with the guidance and support of Managers and Directors, serve as the anchored owner of assigned facility workflows within Project Finance's Associate operating model, and coordinate internal and external stakeholders to ensure financing readiness and compliance across active facilities. Managers retain ownership of the financing outcome, material exceptions, negotiations, and final approvals, and the role does not include direct people management or the construction of financial models.
PRIMARY RESPONSIBILITIES
- Own assigned facility workflows (e.g., funding certificates and capital calls, Flow of Funds and cash cycling, facility Working Files, Independent Engineer coordination and quarterly compliance, refinancing diligence), carrying each through a full cycle from prior-cycle materials, adapting to current facts and escalating exceptions with a recommended next step.
- Own diligence processes for assigned facilities, including managing data rooms, coordinating third-party reviews (e.g., independent engineer, legal counsel, insurance consultants, appraisers), and resolving diligence items and risks as they arise, revalidating diligence that has gone stale or is missing.
- Validate information to source before it is relied upon or reported, including document-to-data validation of project inputs to financial models and critical-date tracking against governing contracts, and return discrepancies with a supportable conclusion and recommended next step.
- Drive cross-functional coordination across internal teams (e.g., project development and delivery, project acquisitions, corporate client solutions, O&M, revenue operations, accounting, insurance, Legal) to ensure funding readiness and adherence to financing requirements.
- Serve as a primary point of contact for external stakeholders on assigned financings, including managing standing calls, information requests, and ongoing compliance reporting, verifying status against the system of record before it is communicated.
- Monitor project and financing readiness across development and construction activities, anticipating execution risks and driving mitigation with limited escalation.
- Improve and standardize diligence tools and execution processes to support scalable, repeatable financing workflows across the Project Finance team, documenting workflows so another trained Associate can operate them and adopting AI-enabled diligence tools with clear human-review points.
- Train and cross-train Associates on owned workflows through documented handoffs and shadowing on live work, and coordinate with the shared Associate Pool on administrative execution (e.g., data rooms, invoices, lien searches, system updates) while retaining accountability for quality and readiness.
- Support Managers and Directors by providing execution visibility, surfacing material risks with their implications and a recommended course of action, and contributing to continuous improvement of financing strategies.
REQUIRED COMPETENCIES
- Minimum of 2 to 4 years of experience in project finance, investment banking, M&A, or a similar position in renewable energy.
- Demonstrated ability to carry a recurring diligence or funding cycle forward from prior materials with limited intervention and high accuracy.
- Sound judgment in distinguishing source-supported facts from assumptions and open questions, and in escalating exceptions at the right time with context and a recommended next step.
- Self-starter who can work with minimal supervision, who is not afraid to ask questions, and who can take on tasks outside of their comfort zone.
- Ability to operate effectively and independently in fast-paced, deadline-driven environments, across multiple work streams and with multiple stakeholders.
- Strong organizational and project management skills, with attention to detail and discipline.
- Excellent written and verbal communication skills.
- Capable of learning new concepts and skills quickly.
- Positive attitude and ability to enhance the company’s reputation through interpersonal interactions.
- Strong proficiency in Microsoft Excel, Word, and PowerPoint.
PREFERRED COMPETENCIES
- Familiarity with Microsoft Excel-based project finance models.
- Experience supporting renewable energy debt or tax equity financings.
- Experience working with Smartsheet, Salesforce, Procore, or similar platforms.
- Experience applying AI-enabled tools to document review and diligence workflows.
- Exposure to solar/BESS/distributed generation diligence, major project contract review, and compliance reporting
Skills Required
- 2 to 4 years of experience in project finance, investment banking, M&A, or a similar position in renewable energy
- Ability to carry recurring diligence or funding cycles forward from prior materials with limited intervention and high accuracy
- Sound judgment distinguishing source-supported facts from assumptions and open questions
- Ability to escalate exceptions at the right time with context and a recommended next step
- Ability to work independently with minimal supervision in fast-paced, deadline-driven environments
- Strong organizational and project management skills with attention to detail and discipline
- Excellent written and verbal communication skills
- Ability to learn new concepts and skills quickly
- Positive attitude and ability to enhance the company's reputation through interpersonal interactions
- Strong proficiency with Microsoft Excel, Word, and PowerPoint
- Familiarity with Microsoft Excel-based project finance models
- Experience supporting renewable energy debt or tax equity financings
- Experience with Smartsheet, Salesforce, Procore, or similar platforms
- Experience applying AI-enabled tools to document review and diligence workflows
- Exposure to solar, BESS, distributed generation diligence, major project contract review, and compliance reporting
What We Do
Pivot Energy is a renewable energy provider and independent power producer that develops, finances, builds, owns, and manages solar and energy storage projects. Pivot leverages its renewable expertise to provide a range of unique offerings that accelerate the clean energy transition by helping companies and communities attain impactful decarbonization. Pivot is a US-based Certified B Corporation that proudly follows a corporate strategy aimed at providing a positive impact on society as measured by Environmental stewardship, Social leadership, and responsible Governance factors. Pivot services the full range of onsite and offsite installation types including: rooftop, ground mount, carports, canopies, sculptures, community solar, small scale utility, and energy storage. Pivot boasts comprehensive service capabilities combined with the financial backing to complete highly-complex solar projects, both large and small.
Why Work With Us
As a Certified B Corporation, we are strive to meet the highest standards of verified social and environmental performance, public transparency, and legal accountability to balance profit and purpose, leaning on ESG factors to determine if our actions will result in a net positive for the communities in which we operate.
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