Associate Principal - Tax Credit Advisory Services

Schneider Electric•Nashville, TN

15d•$150,000 - $250,000•Remote

About The Position

Schneider Electric has an opportunity for an Associate Principal – Tax Credit Advisory Services in our Boulder, Colorado location with an option for remote work. Schneider Electric’s Cleantech Group is seeking a highly talented and passionate individual to join our exceptional team. Schneider Electric creates connected technologies that reshape industries, transform cities and enrich lives. Our 136,000+ employees thrive in more than 100 countries. From the simplest of switches to complex operational systems, our technology, software and services improve the way our customers manage and automate their operations. Help us deliver solutions that ensure Life Is On everywhere, for everyone and at every moment. Schneider Electric’s SE Advisory Services is the leading renewable energy advisor to corporates globally, including client PPAs for over 24 GW of solar and wind projects. Schneider’s Cleantech Advisory and Sustainability business helps large global organizations reduce their environmental impact through clean energy procurement, efficiency, data management, and decarbonization of supply chains. Named the World’s Most Sustainable Company, our team is incredibly proud of the work we do with clients to lead the clean energy transformation. Our Tax Credit Advisory Services team specifically engages clients in their efforts to scale their impact and accelerate the growth of clean electricity globally. You will serve as a subject matter expert around tax credit transfers for our clients. You will work directly with our most important relationships and ensure engagements exceed clients’ expectations and enhance our reputation in the market. You will also support other day-to-day projects and activities within the Tax Credit Advisory Services platform, such as due diligence review, risk analysis, content creation, client and developer meeting preparation, program organization and management, internal team education, and more. This is a full-time position for qualified candidates who can work from Boulder, Colorado or a remote home office within the United States, with a willingness to travel periodically for team meetings and training.

Requirements

At least 7 years of direct work experience with renewable energy development or similar industry experience in investment banking, corporate finance, or consulting
Significant renewable energy tax credit finance experience (ITC, PTC, various structures), either on the buy side or the sell side and knowledge of renewable energy project economics
Advanced knowledge of financial modeling techniques and analysis of proforma financial statements
Familiarity with transaction-based workstreams such as debt or tax credit financing, M&A, etc
Demonstrated talent in synthesizing data and complex concepts into informed recommendations and concise presentations
High degree of familiarity with utilizing project finance models to underwrite debt and/or tax credit financing
Deep understanding of tax credit documentation (i.e. LLCAs, ECCAs, and MIPAs) and customary investor reporting requirements.
Strong aptitude for learning new and different topics
Creativity and ability to formulate and implement service and deliverable enhancements
High commitment to company vision, values, and excellent customer service with high quality work product
Strong multi-tasking skills with the ability to work on multiple projects in diverse areas
Excellent organizational and task management skills and processing capacity
Ability to operate autonomously (but with guidance) in a dynamic and transformational environment, with the skills to utilize and leverage existing tools such as Salesforce.com, Microsoft Office Suite, and Adobe
Demonstrated experience with the sales process for professional sustainability or renewable energy services to industrial and/or commercial clients; experience and knowledge from working within the renewable energy, voluntary carbon markets, sustainability or environmental industry is required
Persistence and proactive follow up of tasks and projects throughout the sales cycle
Experience in interfacing with and presenting to management levels at Fortune 500 companies

Nice To Haves

Master’s Degree in Finance or a related technical field (preferred)

Responsibilities

Diligence review, risk analysis and underwriting
Review and analyze 3rd party and developer-supplied reports and financial models and be able to identify and evaluate cash flows, accounting, insurance, project level risk and tax risk.
Direct high-level engagement with Fortune 500 clients
Create and present investment memos to leadership within Schneider and for our clients
Act as a subject matter expert across our areas of expertise
Demonstrate executive presence, confidence and consultative selling skills in partnership with Business Development teams in order to effectively develop new business
Play an active role in operational excellence and growth of our Cleantech, Renewables, and Sustainability advisory practice
Manage strategy and analytics to deliver all aspects of project delivery for multiple projects; including scope, schedule, budget and client engagement
Support the design, development, standardization and presentation of materials, processes, and systems to implement successful Tax Credit Advisory Services for Clients
Create standard sales materials, templates, proposals, pricing tools, and any other necessary system to accelerate the sales team’s ability to scale the services provided by our platform
Work with Business Development and Client Management teams to ensure efficient communications and provide excellent customer satisfaction throughout the client engagement
Form excellent working relationships with various departments in the U.S. and globally, including Operations, Delivery, Operational Services, and other Schneider Cleantech teams

Benefits

medical (with member reward points)
dental
vision
basic life insurance
Benefit Bucks (credits to apply towards your benefits)
flexible work arrangements
paid family leaves
401(k) + match
well-being and recognition (including service anniversary) programs
12 holidays per year
15 days of paid time off per year (pro-rated in the first year of employment based on start date)
opportunity to purchase company stock (eligibility depends on start date)
military leave benefits