ROLE OVERVIEW
The Manager - Financial Analysis, Project Finance role supports the execution of Pivot’s project financing activities by managing funding models, forecasting facility cash flows, and ensuring accurate data transfer across systems. This includes but is not limited to complex financial modeling, associated project-level diligence, and supporting the Project Finance team in developing and managing financing execution modeling workflows to ensure data integrity and forecasting accuracy.
The position bridges Project Finance, FP&A, Accounting, Development, Delivery, and external stakeholders to translate financial inputs into reliable funding models and facility forecasts, and utilizes complex financial models to analyze financial impact across multiple financing facilities. It is an exciting opportunity to join a dynamic Finance department within a growing organization offering real opportunities for career progression and professional development.
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
Recruitment Agency Notice:
We appreciate your interest in partnering with us; however, we are not seeking recruitment agency support for this role.
ABOUT PIVOT
Pivot Energy is a national renewable energy provider that develops, finances, builds, owns, and manages solar and energy storage projects that help decarbonize our nation’s electricity, increase equitable access to clean energy for local communities, and provide real cost-savings to American businesses and
families.
We are fiercely dedicated to accelerating the rapid transition taking place in the energy industry to a more decentralized and cleaner approach to power generation. We are committed to positively contributing to the local communities and people we serve with more than clean energy. We believe global warming poses an existential threat to our planet and that we have a responsibility to help mitigate the threat. Our portfolio includes projects that reduce energy burden for income-limited families, create workforce pathways for under-represented groups within the solar industry, and include robust community investment opportunities.
As a Certified B Corporation and one of Denver’s “Best Places to Work”, we believe that company success is driven by a healthy environment, thriving society, and workplace where all individuals are respected. We evaluate every internal decision on environmental, social, and governance (ESG) factors to determine if our actions will result in a net positive impact on the community, our employees, customers, shareholders, and the environment. Learn more in our annual ESG Report.
At Pivot, our core values guide our work internally and externally:
· Impact – We hold ourselves accountable to having a measurable impact on our people, communities, and the planet
· Balance – Put family first; work hard/have fun
· Determination – Find ways to be successful no matter how difficult the challenge
· Professionalism – Impress everyone we touch, be a team player
· Honesty – Be truthful and transparent, externally and internally
· Kindness – Create an environment where kindness, empathy, and vulnerability are embraced
DIVERSITY, EQUITY, INCLUSION and JUSTICE STATEMENT
At Pivot, we are proactively developing and maintaining an inclusive culture, rooted in mutual respect, that supports a workforce of different generations, races, gender identities, sexual orientations, ability statuses, religions, and cultures to work collaboratively together for greater impact. We seek to build a team that invests in relationship building, celebrates each other’s successes, and makes space for the unique contributions and working styles people bring into Pivot.
Pivot invests in company-wide trainings, assessments, and programs to advance internal inclusion and equity practices, such as employee allyship building, cross-cultural communications, and equitable hiring and management protocols to increasingly recognize bias and ensure mutual respect and belonging.
EEO STATEMENT
Pivot Energy is an Equal Opportunity Employer and is committed to increasing the diversity of its workforce. We actively work to cultivate an inclusive culture that welcomes, empowers, and enables equitable career growth for employees regardless of background.
