Senior Associate, Project Finance

ROLE OVERVIEW The Senior Associate, Project Finance, plays a critical role in executing the financing of Pivot Energy’s projects. Where an Associate executes defined tasks within a process maintained by others, the Senior Associate carries an established process forward, running assigned facility workflows through a full cycle from prior-cycle materials with limited intervention and high accuracy. The Senior Associate will lead diligence workflows and certain funding workflows with the guidance and support of Managers and Directors, serve as the anchored owner of assigned facility workflows within Project Finance's Associate operating model, and coordinate internal and external stakeholders to ensure financing readiness and compliance across active facilities. Managers retain ownership of the financing outcome, material exceptions, negotiations, and final approvals, and the role does not include direct people management or the construction of financial models. PRIMARY RESPONSIBILITIES

Own assigned facility workflows (e.g., funding certificates and capital calls, Flow of Funds and cash cycling, facility Working Files, Independent Engineer coordination and quarterly compliance, refinancing diligence), carrying each through a full cycle from prior-cycle materials, adapting to current facts and escalating exceptions with a recommended next step.

Own diligence processes for assigned facilities, including managing data rooms, coordinating third-party reviews (e.g., independent engineer, legal counsel, insurance consultants, appraisers), and resolving diligence items and risks as they arise, revalidating diligence that has gone stale or is missing.

Validate information to source before it is relied upon or reported, including document-to-data validation of project inputs to financial models and critical-date tracking against governing contracts, and return discrepancies with a supportable conclusion and recommended next step.

Drive cross-functional coordination across internal teams (e.g., project development and delivery, project acquisitions, corporate client solutions, O&M, revenue operations, accounting, insurance, Legal) to ensure funding readiness and adherence to financing requirements.

Serve as a primary point of contact for external stakeholders on assigned financings, including managing standing calls, information requests, and ongoing compliance reporting, verifying status against the system of record before it is communicated.

Monitor project and financing readiness across development and construction activities, anticipating execution risks and driving mitigation with limited escalation.

Improve and standardize diligence tools and execution processes to support scalable, repeatable financing workflows across the Project Finance team, documenting workflows so another trained Associate can operate them and adopting AI-enabled diligence tools with clear human-review points.

Train and cross-train Associates on owned workflows through documented handoffs and shadowing on live work, and coordinate with the shared Associate Pool on administrative execution (e.g., data rooms, invoices, lien searches, system updates) while retaining accountability for quality and readiness.

Support Managers and Directors by providing execution visibility, surfacing material risks with their implications and a recommended course of action, and contributing to continuous improvement of financing strategies.

REQUIRED COMPETENCIES

Minimum of 2 to 4 years of experience in project finance, investment banking, M&A, or a similar position in renewable energy.

Demonstrated ability to carry a recurring diligence or funding cycle forward from prior materials with limited intervention and high accuracy.

Sound judgment in distinguishing source-supported facts from assumptions and open questions, and in escalating exceptions at the right time with context and a recommended next step.

Self-starter who can work with minimal supervision, who is not afraid to ask questions, and who can take on tasks outside of their comfort zone.

Ability to operate effectively and independently in fast-paced, deadline-driven environments, across multiple work streams and with multiple stakeholders.

Strong organizational and project management skills, with attention to detail and discipline.

Excellent written and verbal communication skills.

Capable of learning new concepts and skills quickly.

Positive attitude and ability to enhance the company’s reputation through interpersonal interactions.

Strong proficiency in Microsoft Excel, Word, and PowerPoint.

PREFERRED COMPETENCIES

Familiarity with Microsoft Excel-based project finance models.

Experience supporting renewable energy debt or tax equity financings.

Experience working with Smartsheet, Salesforce, Procore, or similar platforms.

Experience applying AI-enabled tools to document review and diligence workflows.

Exposure to solar/BESS/distributed generation diligence, major project contract review, and compliance reporting

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.