PRIMARY 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&A’s 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.
REQUIRED COMPETENCIES
- 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.
PREFERRED COMPETENCIES
- 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
COMPENSATION & BENEFITSThe estimated base salary range for this position is $105,000 - $150,000, along with eligibility for the company’s substantial bonus plan, with a target bonus of 30% of annual salary (prorated in the first year based on start date). Compensation will be based on factors such as location, level, job-related knowledge, certifications, skills, and experience.Pivot Energy is dedicated to providing a great work experience for all employees, placing an emphasis on company culture and a focus on our people. To that end, Pivot offers an outstanding benefits package that includes:
- 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


