Senior Manager, Portfolio Reporting & Compliance
About The Position
Solar Landscape is seeking a Senior Manager, Portfolio Reporting and Compliance, to lead portfolio reporting and financing compliance. The role owns the reporting and compliance function end to end, builds and manages a team of analysts and accountants, and serves as the primary accounting and compliance contact for lenders, tax equity investors, and auditors. The position leads portfolio reporting; the accounting workstream for new project financings and capital contributions; and compliance for financing vehicles throughout their operating lives, including covenant and DSCR testing, reserves, distributions and waterfalls, capital accounts, and recurring lender and investor reporting. The Senior Manager sets policy, makes judgment calls on complex structures, and partners with finance, legal, investments, subscriber management, and asset management. The role offers direct exposure to senior leadership and external capital providers as Solar Landscape grows its renewable energy business.
Requirements
- Bachelor's degree in accounting, finance, business, or a related field.
- At least 8 years of experience across project finance, portfolio management, fund accounting, public accounting, or investment banking.
- At least 2 years of people-management experience.
- Deep knowledge of debt agreements, LLC and partnership agreements, and tax equity structures such as partnership flips, including their effects on distributions, waterfalls, and capital account allocations.
- Expert Excel and modeling skills, including sources and uses, liquidity, waterfall, and covenant compliance models; ability to review and challenge others' models.
- Proven FP&A leadership in budgeting, forecasting, and variance analysis, and ability to present results to executives, investors, and lenders.
- Hands-on experience with the operating phase of infrastructure, real estate, or solar assets, including covenant and DSCR testing, distributions, and lender reporting.
- Ability to independently own complex processes, make sound judgment calls, and manage relationships with auditors, lenders, investors, and other third parties.
- Excellent analytical, organizational, communication, and leadership skills.
- Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and SharePoint.
Nice To Haves
- CPA, CFA, MBA, or master's degree in finance.
- ERP experience, such as Microsoft Dynamics.
- Experience in renewable energy, particularly solar project or fund accounting.
Responsibilities
- Own the monthly, quarterly, and annual reporting cycle for all portfolios and financing vehicles, including timelines, review standards, and sign-off.
- Lead budget-versus-actual and variance analysis, and present drivers and recommendations to senior leadership.
- Design and improve management, investor, and lender reporting packages, including KPIs and dashboards.
- Oversee portfolio budgets, forecasts, and liquidity forecasting.
- Set accounting policy and positions for complex portfolio matters and document technical memos under US GAAP.
- Lead the accounting workstream for new debt, tax equity, and other financing transactions, from term sheet and document review through close.
- Review transaction documents to identify accounting, reporting, and compliance impacts before execution, and negotiate workable reporting terms.
- Onboard newly closed projects and financing vehicles, including entity setup, chart of accounts, and opening balances.
- Serve as the primary accounting contact for lenders, tax equity investors, and their advisors.
- Own the compliance program and calendar for each financing vehicle, ensuring deliverables are met and covenant breaches are avoided.
- Oversee and approve covenant and DSCR testing, reserve requirements, debt service, partner distributions, and cash waterfalls under credit, partnership, and operating agreements.
- Review partner and member capital accounts, including contributions, distributions, and allocations of income and loss, and resolve complex allocation questions.
- Identify compliance risks, escalate them to leadership, and lead remediation, waivers, or amendments with legal and counterparties.
- Lead external audits and lender or investor reviews for the portfolio, serving as the main point of contact for auditors.
- Ensure compliance with project agreements and regulatory and government requirements, and keep controls documented and tested.
- Hire, manage, and develop analysts and accountants; set goals, review work, and conduct performance conversations.
- Build scalable processes, controls, and systems, including ERP and automation tools, to support reporting and compliance as the portfolio grows.
- Write and maintain policies, procedures, and desk guides for the function.
- Lead special projects and cross-functional initiatives, and represent the function in leadership discussions.
Benefits
- Training and professional development opportunities.
- 401(k) with 4% company match.
- Summer Fridays.
- Flexible remote/hybrid work options.
- Paid parental leave.
- Team lunches, events, and stocked kitchens.
- Modern, collaborative office spaces.
- Medical, dental, and vision coverage.
- Company-paid life and long-term disability insurance.
- Incentive-based compensation with potential to earn more.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
