Senior Accountant, Lending & Client Services

Collective Clean Energy Fund • *, CO, CO

5d • $65,000 - $80,000 • Remote

About The Position

Collective Clean Energy Fund (CCEF), a nonprofit investment fund using mission-driven capital to address financing gaps in clean energy markets, is seeking a Senior Accountant for its lending and client services work. The role combines hands-on loan servicing with accounting responsibilities to keep CCEF’s lending portfolio and financial records accurate and current. The position works closely with lending and leadership teams and supports borrowers, including clean energy developers, small businesses, and community organizations.

The successful candidate will process borrower payments and statements, track activity across the portfolio, maintain servicing records, and respond to borrower questions. Accounting work includes preparing and analyzing financial statements and payment reports, reconciling the general ledger, recording accruals and adjusting entries, preparing partner statements and invoices, and supporting internal and external audits. The role also involves monitoring accounting standards and lending-related reporting requirements and recommending process improvements.

CCEF is a remote-first organization. The role is open to remote and hybrid candidates, with a strong preference for candidates based in Colorado to support occasional in-person meetings and events. The full team meets in person quarterly. Compensation is expected to be $65,000–$80,000 annually, depending on qualifications and experience. The role is full-time and exempt.

Requirements

• At least 5 years of accounting experience, including at least 2 years in loan servicing, mortgage banking, or another lending environment.
• Bachelor’s degree in accounting, finance, or a related field, or an equivalent combination of education and experience.
• Working knowledge of GAAP, accrual accounting, and month-end and year-end close.
• Proficiency in Excel, including reconciliations, lookups, and pivot tables.
• High accuracy in data entry and calculations, with a habit of checking work.
• Strong analytical and problem-solving skills, including the ability to trace and resolve discrepancies.
• Ability to work independently, manage competing deadlines, and keep recurring tasks on schedule without reminders.
• Clear written and verbal communication, including the ability to explain financial information to borrowers, auditors, and non-finance colleagues.
• Strong customer relationship and communication skills, including the ability to handle sensitive financial conversations with empathy and professionalism while maintaining clear expectations and accountability.

Nice To Haves

• Public or corporate accounting experience.
• Experience with Sage accounting software and/or DownHome Solutions loan servicing platform.
• CPA, CMA, or similar certification.
• A CPA is a plus but not required.

Responsibilities

• Generate and send accurate monthly or periodic borrower statements showing balances, interest, payments received, and amounts due.
• Record incoming borrower payments, apply amounts to principal, interest, and fees, and resolve discrepancies or missed payments.
• Produce and analyze monthly and annual income statements, balance sheets, cash flow statements, and payment reports, and flag trends or issues for leadership.
• Own day-to-day loan servicing operations, maintain borrower records, track payment history and delinquencies, manage escrow or reserve accounts where applicable, and keep the servicing system synchronized with the general ledger.
• Respond to borrower questions about statements, payments, balances, and payoffs; send payment reminders, late notices, and account updates; and maintain correspondence records.
• Communicate proactively with borrowers experiencing payment difficulties and work collaboratively toward appropriate solutions to bring accounts current while maintaining positive relationships.
• Reconcile loan and balance sheet accounts monthly, investigate variances, and prepare correcting entries.
• Record accrued interest income, expenses, and revenues in the correct periods and prepare month-end and year-end adjusting entries.
• Prepare schedules, reconciliations, and documentation for internal and external auditors, respond to questions, and follow through on findings.
• Stay current on GAAP, lending-related reporting requirements, and payroll tax rules, and recommend process improvements as standards change.

Benefits

• Competitive pay of $65,000–$80,000 annually, depending on qualifications and experience.
• Trusted time off.
• Full benefits package, including medical, dental, vision, and life insurance for employees and dependents.
• Matching 401K corporate plan.
• Remote-first flexibility, with remote and hybrid work options.
• Quarterly in-person team meetings to support collaboration and connection.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior