Generate · 2 months ago
Director, Portfolio Finance
San Francisco, CA
Full-time
Hybrid
Mid, Senior Level
$185K/yr - $215K/yr
5+ years expGenerate is a company focused on asset financing and investment management in the renewable energy sector. The Director of Portfolio Finance will lead a team, manage financial models, and collaborate across departments to ensure accurate reporting and execution of financial strategies related to Generate's investment portfolio.
FinanceFinancial ServicesSustainability
Responsibilities
Lead a direct team of professionals while actively collaborating with and appropriately influencing deliverables and processes of contributing teams, including Capital Markets, community solar Development and Project Delivery, Commercial Asset Management, and others
Coach, guide, and manage team and individual performance
Become a subject matter expert in transactions, structures, contract terms and impact, financial projections and analysis as led and managed by the Portfolio Finance team
Lead the external debt and tax equity facilities funding/tranche execution and ongoing maintenance
Direct management of transaction workstreams through data room preparation and coordination with internal and external parties to ensure timely and accurate third-party deliverables
Direct maintenance of financial forecasts including Excel models for infrastructure assets, preferred equity instruments, and debt instruments
Collaborate with the Investment and Commercial Asset Management teams on Customer Management and Acquisition vendor negotiations and ongoing contract management
Ensure utility and state program regulatory setups and incentive submissions and receipts are achieved and in accordance with industry standards
Diligence funding requests and work with Treasury to manage wire processes
Measure and report to management progress and forecasts against Generate’s key performance indicators
Coordinate with FP&A, Accounting, & Treasury departments including execution communication and ongoing requests/reconciliations
Work with Generate’s Data & Technology team to contribute to the development of information systems related to the above
Maintain data in enterprise software to support internal team dashboards and stakeholder questions
Qualification
Required
A demonstrated passion for, or commitment to, our mission
Proven track record of working independently in a high-growth and/or fast-paced environment with a dynamic set of responsibilities
5-10 years of relevant work experience, including but not limited to structured investments, financial planning & analysis, or corporate finance
1-5 years of people management
Familiarity if not working knowledge of renewable energy, preferably solar assets, related incentive programs, structuring, and key stakeholder interests
Ability to audit, evaluate, adapt and, with assistance, build cash and GAAP financial models for infrastructure assets, preferred equity instruments, and debt instruments
Advanced proficiency in data analysis in Excel and PowerPoint
Experience communicating thoughtfully to identify constructive solutions and to support the execution of cross-functional projects
Familiarity or eager willingness to learn about database tools
Unimpeachable integrity and glowing references
Outstanding communication and interpersonal skills, including empathy, intuition, and listening as well as strong writing, editing, and basic design skills
High level of self-awareness and humility, with excitement about confronting uncomfortable situations or new challenges
Intellectual agility, curiosity, and creativity; problem-solving is your default mode
Entrepreneurial spirit: flexibility, comfort with risk, recognition that 'perfect can be the enemy of the good'
Preferred
Experience in renewable energy finance, asset management, or exposure to community solar programs is strongly preferred
Benefits
Health care benefits
Retirement benefits
Benefits permitting 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
Company
Generate
Founded in 2014, Generate builds, finances, owns and operates sustainable infrastructure to deliver affordable and reliable resource solutions for companies, governments, and communities.
201-500 employees
H1B Sponsorship
Generate has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (6)
2022 (3)
2021 (3)
2020 (2)
Funding
Current Stage
Growth StageTotal Funding
$8.13BKey Investors
CCM Energy
2025-11-06Debt Financing· $1B
2024-11-20Debt Financing· $1.2B
2024-01-31Private Equity· $1.5B
Leadership Team
David Crane
Chairman and Chief Executive Officer
Matan Friedman
Co Founder
Recent News
2026-01-08
UPSTATE BUSINESS JOURNAL
2026-01-07
Company data provided by crunchbase