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About the Role

The Director of Portfolio Finance will serve as the operational project finance leader for Generate’s distributed generation portfolio, initially focused primarily on the Community Solar program. This role is ideal for an experienced senior manager ready to step up and offers the potential to grow with the portfolio as Generate expands its power platform.

Responsibilities

Support origination and diligence of project financing facilities.
Own post-origination financing milestone execution across construction debt, permanent debt, tax equity, and incentive monetization.
Own financing models, forecasts, and KPIs prior to handoff into operations.
Partner across Investments, Project Delivery, Technical and Commercial Asset Management, and Finance to improve capital efficiency, investment returns, and cash generation.
Maintain tax equity and debt relationships.
Lead the structuring, sizing, and models for financing facilities.
Own the debt side of the Community Solar portfolio end to end.
Lead construction and permanent financing milestone execution with bank lenders.
Own lender relationships.
Size facilities and manage exposure limits, draws, compliance and amendments.
Lead tax equity execution across active funds in partnership with the Manager.
Manage annual capital commitments, MC/interim/SC tranche fundings, ITC monetization and insurance.
Support term sheet and definitive document negotiations and diligence for each new fund.
Own portfolio financial forecasts and models across assets, debt, and tax equity.
Establish and maintain consistent assumptions, definitions, controls, and update cadences for cash and GAAP reporting.
Direct transaction and financing supporting workstreams: diligence, data rooms, independent engineer and third-party deliverables, title and real estate reconciliations, regulatory filings and approvals, and closing execution.
Maintain a live feedback loop with Investments and Structured Finance so that pricing assumptions, transaction costs, and financing structures for new opportunities are based on portfolio experience.
Partner with Finance on cash movements, reconciliations, liquidity planning, incentive accruals, and aligned portfolio definitions.
Establish functional KPIs, data-quality standards and reporting to track financing progress, incentive monetization, program and portfolio returns, capital recycling, and performance against company targets.
Deliver against the function’s KPIs.
Document processes and decision rights of a function that grew organically and design the function for scale.
Institutionalize clean handoffs from Project Delivery to Asset Management at key project milestones.
Lead and develop the team, including succession planning and reducing reliance on contract resources.
Own escalation for pre-COD issues spanning multiple departments.
Frame risk and drive issues to a decision.

Requirements

7+ years of relevant experience across structured finance, project finance, portfolio finance, financial asset management, or adjacent disciplines.
Hands-on and advanced financial modeling capability across infrastructure assets, tax equity, and debt instruments, with a strong understanding of both cash and GAAP outcomes.
Direct experience with construction-to-permanent bank debt: sizing, draw administration, exposure management, and the closing mechanics, and conditions precedent to funding.
Demonstrated transaction leadership, including diligence, data room management, multi-party coordination, closing execution, and ongoing facility administration, at volume.
Experience establishing governance, controls, and KPI definitions across a complex portfolio.
Judgement to translate financial insights into operational priorities and business decisions.
Ability to maintain own’s and team’s focused execution of priorities.
Strong cross-functional leadership and communication skills.
Judgment to align diverse stakeholders and drive execution in a fast-moving environment.
Comfortable delivering bad news early with a plan attached.
Cross-functional authority without formal reporting lines.
Credibility to negotiate responsibilities with peers.
Presence to bring risks, recommendations and decisions to a senior forum without being asked for them.
A track record of developing people and of building bench strength to handle high volume consistently and at speed.
High proficiency in Excel.
Comfort working with enterprise systems, dashboards, and data teams to improve information quality and reporting.
High integrity, intellectual agility, and a roll-up-your-sleeves approach consistent with Generate's values.

Skills

Structured finance
Project finance
Portfolio finance
Financial asset management
Renewable energy experience
Sustainable infrastructure experience
Community solar program knowledge
Financial modeling
Construction-to-permanent bank debt
Transaction leadership
Governance
Controls
KPI definitions
Cross-functional leadership
Communication skills
Excel proficiency
Enterprise systems
Dashboards
AI tools

Location

Remote

Work Type

Full-time

Experience Level

Director
Senior manager

Salary/Compensations

$190,000 - $220,000

Benefits

Discretionary bonus
Health care benefits
Retirement benefits
Paid days off (including sick leave, parental leave, and paid time off or vacation benefits)
Other benefits that must be reported for federal tax purposes

About the Company

Generate Capital is seeking a Director of Portfolio Finance.
The Portfolio Finance team is responsible for the daily execution and tranching of projects into tax equity and debt facilities.
The portfolio finance function is not merely a financing execution force – this team is also the commercial arm of asset management for many pre-operational decisions.
Generate Capital is an equal opportunity employer.

Equal Opportunity

Generate Capital is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of actual or perceived race, color, creed, religion, ancestry, citizenship status, age, sex, marital status, sexual orientation, gender identity, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal, state, or local laws.