Finance Associate / Analyst

Overview

This role supports project finance, transaction, and corporate finance activities across utility-scale and distributed power businesses. Responsibilities include building and maintaining financial models, supporting transactions and M&A, preparing investor and partner reporting, and contributing to budgeting, forecasting, and investment analysis.

Responsibilities

• Financial modeling
  • Build and maintain project-level and portfolio financial models for battery storage and solar assets, including contracted and merchant revenue, capex and opex, tax credits (ITC, adders, and transferability), debt and tax equity sizing, and returns analysis.
• Transactions & M&A
  • Support project and portfolio sales, joint ventures, and capital raises, including valuation, buyer and investor materials, data rooms, and coordination of diligence with internal and external parties.
• Investor & partner reporting
  • Prepare monthly and quarterly reporting packages for management, the Board, investors, and capital partners, including development spend tracking and partnership waterfall analysis.
• Budgeting & FP&A
  • Support the annual corporate budget, forecasting, and cash management across project companies and holding entities.
• Investment analysis
  • Prepare investment committee memos and presentations and track market data, including comparable transactions, capacity market results, tax credit policy, and cost of capital.
• Other
  • As the organization grows, job duties may evolve to support continued business expansion.

Requirements

• Analyst experience: 1–2 years of relevant experience in investment banking, project finance, corporate finance, or renewable energy finance (including relevant internships).
• Associate experience: 3+ years of relevant experience in project finance, M&A, or renewable energy finance, including direct experience modeling and executing transactions.
• Education
  • Bachelor’s degree in finance, economics, accounting, engineering, or a related field.
• Technical skills
  • Advanced Excel and financial modeling skills, including the ability to build integrated models from scratch.
  • Strong modeling knowledge of project finance concepts, including debt sizing and sculpting, DSCR, tax equity partnership flips, ITC/PTC mechanics, and tax credit transferability.
  • Proficiency in PowerPoint and strong written communication skills for investment committee, Board, and investor materials.
  • Exceptional attention to detail and organization across concurrent workstreams.
  • Proficiency with Claude to accelerate financial modeling, analysis, research, and drafting of investor and transaction materials.
• Logistics
  • Ability to travel up to 10% of the time for team summits and transaction activity.
• Professional attributes
  • Highly analytical mindset with strong curiosity.
  • Team player with willingness to engage across the organization.
  • High degree of emotional intelligence and respect for others.
  • Self-starter with a strong passion for the clean energy industry.

Preferred Qualifications

• Experience modeling battery storage revenue (capacity, energy arbitrage, ancillary services, tolling).
• Experience with tax equity or tax credit transfer transactions.
• Prior experience in an entrepreneurial environment and/or working for a small-to-medium size project development company.
• CFA progress, or experience with Python, SQL, or Power BI.

Compensation & Benefits

• Base salary (anticipated range): $90,000 – $145,000
• Final base salary will be determined based on skills, experience, qualifications, and location.
• Bonus: Annual performance-based bonus
• Equity: Participation in a company equity program
• Benefits:
  • 401(k) plan
  • Health, Dental, and Vision insurance benefits
  • Life and disability insurance benefits
  • Unlimited PTO and paid holidays

Location

Remote EST (New York City area preferred)

Additional Notes

This position is Exempt and reports to the Senior Director Investments & Finance.