Manager, Financial Analysis - Project Finance
About The Position
The Manager - Financial Analysis, Project Finance role supports the execution of Pivotâs project financing activities by managing funding models, forecasting facility cash flows, and ensuring accurate data transfer across systems. This includes but is not limited to complex financial modeling, associated project-level diligence, and supporting the Project Finance team in developing and managing financing execution modeling workflows to ensure data integrity and forecasting accuracy. The position bridges Project Finance, FP&A, Accounting, Development, Delivery, and external stakeholders to translate financial inputs into reliable funding models and facility forecasts, and utilizes complex financial models to analyze financial impact across multiple financing facilities. It is an exciting opportunity to join a dynamic Finance department within a growing organization offering real opportunities for career progression and professional development.
Requirements
- 3-5 years of project finance, financial analysis/modeling, investment banking, or relevant work experience
- Advanced Microsoft Excel expertise, including designing and deploying VBA-driven automation solutions to streamline workflows and enhance data integrity
- Proficiency in Microsoft Word and PowerPoint
- Understanding of project finance concepts and complex capital structures
- Passion to learn new things through self-study and structured settings
- Exceptional interpersonal skills with an aptitude for building trust and rapport
- Excellent organizational and communication skills to manage multiple deal workstreams
- Proven ability to manage deliverables for multiple, parallel complex transactions under tight deadlines.
Nice To Haves
- Experience in solar and energy storage modeling
- Experience in the warehouse financing facilities, tax equity, and tax credit transfers
- Experience using generative AI or AI agentic capabilities to build or improve complex financial models
Responsibilities
- Manage, maintain, and update facility-level financing models (construction loan, preferred equity, development loan, tax equity/credit), ensuring accuracy and version control in coordination with the transaction advisor where applicable.
- Coordinate model inputs for each funding event and update facility-level financing models to reflect current assumptions and draw schedules.
- Translate project-level data to support near-term financing cash-inflow forecasts for FP&Aâs liquidity planning.
- Manage short-term facility forecasts and reconcile with FP&A and Accounting models to ensure alignment with ERP functionality and data architecture.
- Execute data uploads and reconciliations across Smartsheet, Salesforce, Procore, and other systems tied to financing events.
- Document and continuously improve processes supporting model input validation, funding readiness, and overall data quality.
- Support ad-hoc analysis for Finance team leadership related to active or upcoming financings.
- Identify and implement improvements in data flow, model automation, and reporting tools to enhance efficiency and transparency in portfolio reporting.
Benefits
- Excellent health/dental/vision insurance benefits with up to 100% of premiums covered by the company
- Four weeks of vacation (proated in the first)
- Company paid life insurance and short- & long-term disability coverage
- Generous parental leave
- 401(k) matching
- Home Office Set-up for new employees
- Public transit reimbursement
- PTO for volunteering in the community
- Charitable donation matching up to $500/year
- Professional development and educational reimbursements
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
Number of Employees
101-250 employees
