Senior Asset Manager - BTR (Dallas, NYC or Miami)
Our client is a well-established multifamily capital markets entity with a national presence. They are currently seeking an experienced RE Asset Management professional to join their BTR/Build-to-Rent team in Miami (or NYC or Dallas).
Qualifications:A strong knowledge of real estate markets with a particular emphasis on Single Family Rental and/or Build to Rent properties.Construction asset mgmt experience could also qualify wellBachelor's degree (Finance or Accounting preferred)Ideally seeking 4+ years of experience in Real Estate with an emphasis on risk/financial analysis, valuations, relationship management, workouts, capital markets and Asset Management
Responsibilities include: Prepare quarterly reports, valuations and risk ratings.Perform financial analysis of properties including operating statements, budget and variance review, loan administration and borrower support, workout and foreclosure analysis, lease analysis, appraisal and engineering report reviews, etc.Assess loan risk within the portfolio and make recommendations to senior management to mitigate the risk.Perform quarterly property level valuations in order to value the asset.Conduct market research to determine various factors impacting property level performance.Oversee borrower implementation of business plan(s) associated with a variety of real estate-related assets, including mezzanine and bridge loans, REO properties and preferred equity positions.Work closely with senior management in analyzing strategies for workouts, foreclosures, acquisitions and dispositions.Review and interpret legal documents, such as loan agreements, guarantees, and promissory notes, and coordinate with borrower and respective staff to ensure the loans remain in compliance.Monitor capital improvement projects to ensure timely completion within budgets.Additional loan servicing and reporting as needed.
Real EstateCommercial Real EstateAsset ManagementValuationsFinancial AnalysisDue DiligenceCapital Markets
Associate, Renewable Energy Project Acquisition & FinanceBaltimore, MD (Hybrid)
OverviewThe Associate of Renewable Energy Project Acquisitions is a newly created opportunity within a rapidly growing renewable energy investment company and developer/owner of commercial solar sustainable infrastructure projects. This full-time position based in Baltimore, MD will be tasked with successfully managing the acquisition process of distributed energy projects and will engage the individual throughout the entire investment transaction execution process, including but not limited to credit analysis, underwriting, performing due diligence, market research, financial modeling, and deal execution.
This Associate level opportunity will offer a competitive compensation package between $150,000 and $160,000 plus excellent benefits, team culture, work-life balance, and professional development. Ideal candidates will have 4 years of professional experience including 2 or more years of recent experience within renewable energy project finance or investment transactions. This position will join a dynamic team based out of the company’s Baltimore office and will offer a 3 to 4 day a week in office work schedule. This is a unique opportunity to join a well-known boutique industry leader with a history of providing viable solutions that meet the intricate challenges of economic performance and operational excellence.
Job DescriptionLead end-to-end acquisition process from term sheet execution to signing of definitive agreements.Drive processes and manage timelines to meet acquisition deadlines.Organized and lead weekly internal and external calls.Manage documentation process, ensuring a full accounting of all due diligence items and efficient management of data rooms.Act as key point of contact with selling parties in managing acquisitions.Assign key diligence tasks to team members (Engineering, Legal, Finance, Sales) and ensure timely completion of tasks.Review project agreements and assist senior company team members in negotiating commercial terms.Utilize strong financial analytical skills to support project and credit underwriting, due diligence, modeling, and transaction closing.Perform financial modeling on projects and economical related projection modelingPerform credit and project underwriting on potential deals and renewable energy projectsStructure debt and equity transactions for a variety of energy efficiency projects up to $40M in scope.Analyze counterparty credit risk and produce internal credit ratings utilize various internal tools.Provide monthly reporting materials for private equity partnership such as liquidity trends, tax equity distributions, levered and unlevered equity returns, and sustainable impact of financed projects.Help evaluate and propose pricing for a variety of transaction structuresSupport project and process management as well as CRM and project database management
QualificationsBachelor’s/Master’s degree (or equivalent) in business, finance, law, or related field preferred.Minimum of 4 years professional experience with related financial services or energy project developmentMinimum of 2 years’ experience developing or acquiring energy projects or operating assets.Solid transaction execution experience, with ability to manage multiple acquisitions simultaneously under tight deadlines.Deep knowledge of key contracts, in particular: MIPAs, Sale & Assignment Agreements, PPAs, EPC and O&M contracts.Ability to work on site at company's Baltimore office on hybrid bases up to 4 days a week as needed.Understanding of key real estate related documents: Surveys, Title Commitments and Policies.Ability to drive processes and close acquisitions.Skilled in coordinating internal and external parties.Effective oral and written communication skills.High attention to detail.Affable personality and positive attitude.Advanced knowledge of Microsoft 365 and Office applications.
Senior Vice President, Accounting & Finance - Renewable EnergyLocation – Baltimore, MD (Hybrid)
Due to significant company growth, this is a new Senior Vice President of Accounting & Finance opportunity within an industry leading renewable energy investment and project developer based in Baltimore, MD. This hybrid flexible position will offer the opportunity to join an established and highly reputable leadership team and play a critical leadership role across corporate accounting & finance department growth, accounting policy and compliance, corporate FP&A, project acquisitions, and strategic project finance. This position will report directly to the company’s President and will offer a comprehensive compensation package including a base salary in the $250,000 to $300,000 range, a competitive annual bonus plan, full benefits, excellent culture of work/life balance, and a structured career mobility track. Ideal candidates will have 10 plus years of professional experience with industry experience within the renewable energy sector, preferably in commercial solar project investment and development. Candidates must be able to work onsite on a hybrid basis at the companies corporate office based in Baltimore, MD.
Senior Vice President Accounting & Finance - Job DescriptionServe as a member of the Executive Leadership Team responsible for overseeing teams across financial reporting, accounting operations, corporate FP&A, and strategic project finance. Supervise and provide guidance for corporate controller utilizing leadership experience in planning, directing, and coordinating all accounting operational functions in adherence with US GAAP standards in an entrepreneurial, high-growth company.Partner with other members of executive team in leading the annual budgeting and quarterly forecasting process for corporate finance matters and solar development projects, ensuring alignment with business objectives and revenue targets. Supervise staff responsible for accounting related operations including general ledger accounting, month end close, accounts payable and disbursements, accounts receivable and cash receipts, payroll accounting, and daily reconciliation of bank balances and procurement.Provide strategic guidance on accounting and finance department growth plans. Provide supervision, mentoring, and technical direction on new hire planning and department organization structures.Lead accounting department through various asset acquisitions and project acquisitions including financial close execution, purchase accounting, technical accounting assessments, organizational change management, and process integration.Build and maintain complex financial models to support project and corporate evaluations, pricing strategies, performance reporting, and investment decisions in the solar development sector. Provide guidance on structure tax equity investments for single and multi-project Investment Tax Credit and Production Tax Credit partnerships, including commercial scale solar and battery energy storage assets. Advise and lead the project accounting and structured finance teams on U.S. partnership tax concepts, including capital account and tax basis maintenance, tax equity structuring, and tax credit recapture risk. Responsible for overseeing GAAP financial reporting through successful completion of financial statement audits.Manage the accumulation and consolidation of all financial data necessary for an accurate accounting of consolidated business resultsStay informed about Regulatory Compliance, industry regulations, incentives, and policies related to solar development, ensuring compliance and maximizing benefits for the organization.Oversee Controller and department staff responsible for preparation of all external financial reporting for lenders, joint venture partners and tax equity partners. Make necessary technical accounting decisions.Direct activities related to efficient cash collection and vendor payments and overall cash management and cash forecasting.Provide hands-on guidance over the preparation of monthly management reports and accompanying schedules, worksheets and narratives, including “Budget vs. Actual” variance reports. Assist in providing follow-up of significant variances.Collaborate with project finance teams and other cross-functional teams to evaluate the financial feasibility and ROI of new solar development projects. Provide recommendations on project viability, taking into account market dynamics, costs, and risks.Assist in the develop and management of key performance indicators (KPIs) for solar development projects, monitoring progress and ensure alignment with strategic goals.Coordinate with CFO and Controller to effectively manage cash. Consult with business operations to support objectives including budgets and monthly variance analysis, among other items. Review vendor contracts and agreements for appropriate accounting treatment and deal structure.Support the transactions of new assets and other initiatives.Working closely with the asset management team.Oversee the maintaining and updating fund income models.Prepares reporting requirements for third-party lenders/investors.
Job Qualifications10+ years of professional experience in accounting and finance to the leadership level including accounting operations, financial reporting, and strategic finance. Bachelor’s degree in accounting or related business major is required.Master’s degree in business administration (MBA) or certified professional accountant (CPA) designation is preferred.Current career focused experience within the renewable energy or solar development industry whether direct or through client consulting or investing. Knowledge of renewable energy policies, incentives, and regulations.Previous experience in public accounting is highly valued.Ability to demonstrate knowledge of US generally accepted accounting principles (GAAP) and express qualified opinions on its application.Must have solid interpersonal and communication skills needed to supervise three or more executive direct reports and more than 15 downstream and cross functional staff. Highly motivated individual who can work independently and in a dynamic, team-based environment.Ability to work on-site in Baltimore, MD on weekly Hybrid basis.
Director of Asset Management, Solar PV & StorageLocation - Baltimore, ND (Hybrid)Date - December 2024
Summary The Director of Asset Management is a newly available opportunity within an established and leading national renewable energy investment company and developer of sustainable infrastructure. The Director of Asset Management will lead the asset management team and oversee commercial solar and storage assets as well as provide oversight and coordination with O&M service providers. This position will offer a competitive compensation range in the $140,000 to $160,000 range plus excellent benefits and career development. Ideal candidates will have 5 plus years of experience in asset management or operations of solar PV and storage assets. This position will offer a hybrid three to four days in office work schedule from the company’s regional headquarters based in Baltimore, MD (Locust Point). This is a unique opportunity to join an extremely sharp group of industry leaders with a history of providing viable solutions that meet the intricate challenges of economic performance and operational excellence.
Director of Asset Management – Job DescriptionLead company asset management team and oversee portfolio of solar PV and storage assets.Engage with and manage O&M service providers to ensure the company’s operating solar PV and battery storage assets meet or exceed the weather-adjusted performance targetsImplement industry best practices for asset management through the company’s asset management activitiesReview O&M provider performance reports and system specific performance data; Oversee initiatives to improve system operating performanceReview and approve preventive and corrective maintenance invoices delivered by O&M service providersReview and ensure the accurate calculation of availability or performance guaranteesOversee timely and accurate delivery of internal and external reporting, including monthly operating reports, regulatory filings, etc.Travel periodically to operating asset sites to review systems and meet with O&M service providersProvide feedback to solar engineering team for future project development and acquisitionMaintain key relationships with EPC contractors.
Director of Asset Management – Job RequirementsFive to ten years of experience in asset management or operations of solar PV and storage assetsTechnical understanding of solar generation and energy storage; Engineering degree preferredExperience with DAS/SCADA/Monitoring systems; advanced computer skills especially in MS Office Suite preferred Excellent interpersonal and written and verbal communication skillsAbility to effectively engage external stakeholders in discussions and negotiations pertaining to asset operationsAbility to work in Baltimore office 3 days a week
Energy Investment Analyst – Project FinanceLocation – Baltimore, MD (Hybrid)
This is a newly created financial analyst opportunity within a leading renewable energy investment company and financier of commercial solar/sustainable infrastructure projects. This full-time position based in Baltimore, engages the individual throughout the entire investment transaction execution process, including but not limited to credit analysis, underwriting, performing due diligence, market research, financial modeling, and deal execution. The Financial Analyst position will offer a competitive base salary between $75,000 to $85,000 plus an annual bonus, excellent benefits, and excellent work-life balance for the investment banking sector. Ideal candidates will have 1 plus years of experience within financial services, renewable energy finance, commercial lending, private equity, or public accounting with strong analytical skills and passion for finance and energy sustainability. This position will join an established team based out of the company’s Baltimore office and will offer a 4 day a week in office work schedule. This is a unique opportunity to join a well-known boutique industry leader with a history of providing viable solutions that meet the intricate challenges of economic performance and operational excellence. Candidates with degrees within the renewable energy field or finance with renewable energy internships may also be considered.
Job DescriptionExperience working with internal and external stakeholders to drive a transaction execution process.Utilize strong financial analytical skills to support project and credit underwriting, due diligence, modeling, and transaction closing.Perform financial modeling on project and economical related mattersPerform credit and project underwriting on potential deals and renewable energy projectsStructure debt and equity transactions for a variety of energy efficiency projects up to $40M in scope.Analyze counterparty credit risk and produce internal credit ratings utilize various internal tools.Provide monthly reporting materials for private equity partnership such as liquidity trends, tax equity distributions, levered and unlevered equity returns, and sustainable impact of financed projects.Help evaluate and propose pricing for a variety of transaction structuresManage deal pipeline and incoming deal flow exceeding $1BProvide Creative approaches to problem solving using advanced math and analytical skills and provide valuable insights to management using effective oral and communication skills.
Job RequirementsMinimum one year of experience as a financial analyst preferred, at a commercial bank or other related finance sectorBachelor’s degree in business or related fieldAffable personality and positive attitude, highly organized and self-accountableAbility to multi-task, strong math and analytical skills, effective oral and written communication skills, with keen attention to detailAbility to work within a small high-performance team based out of the company’s Baltimore office.
Enjoying mentoring and being a Subject Matter Expert in all things HR?
Our growing Financial Services client is seeking a full-time, in person, Senior HR Manager professional to join this stable group.
The ideal candidate must have a minimum of 5+ years' experience in HR management. This role will manage one HR Generalist and touch all things Human Resources, but primarily focused on leadership and benefits
Responsibilities:Facilitate Human Resource functions for the firm with coordination of employee onboarding, benefits, payroll and varied HR tasks.Assist management with writing job descriptions and complete necessary updates for job description task changes.Coordinate talent acquisition and administer interview scheduling of qualified job applicants for current and future job openings.Conduct required background checks and employment eligibility verifications.Implement new hire orientation and employee onboarding processes.Assist management with performance reviews, employee relations and staff communications.Handle employment-related inquiries from employees and managers; communicate complex and/or sensitive matters to the appropriate management staff.Review employment policies so they are compliant with federal, state, and local employment laws and regulations, and make recommendations to management for necessary updates.
Knowledge, Skills and Abilities:Bachelor’s degree in business administration or related field is required.5+ years’ experience in an HR manager roleAffirmative action, federal law/contractor experience, EEO1Knowledge of employment-related laws and regulations.Ability to act with integrity, professionalism, and confidentiality.Proficiency with HRIS and HR platform systems (Paycor)
