SunStrong Management · 5 days ago
Asset Management Manager - Waterfalls & Reporting
Houston, TX
Full-time
Onsite
Senior Level
6+ years expSunStrong Management is seeking an experienced Asset Management Manager to lead their waterfall-modeling and investor-reporting functions for a growing portfolio of solar assets. The role involves managing a team, overseeing cash-waterfall models, and ensuring accurate reporting to investors and lenders while maintaining compliance with financial agreements.
BillingEnergyRenewable Energy
Hiring Manager
EMMANUEL TAKU
Responsibilities
Supervise, mentor, and review work of waterfall analysts and associates
Set priorities, allocate resources, and drive accountability for deliverables and timelines
Provide training on waterfall modeling, covenant testing, and reporting best practices
Oversee the build and maintenance of multi‐tranche waterfall models covering debt tranches, equity returns, fees, and reserves
Validate and approve monthly/quarterly distribution calculations, debt‐service payments, and equity cures per contract waterfalls
Monitor covenant compliance (LTV, DSCR, yield tests); escalate and coordinate remediation of any breaches
Own the preparation and delivery of investor reports, distribution statements, and compliance certificates on the specified cadence
Ensure data from accounting, collections, and lease‐management teams is accurately synthesized into executive dashboards and narratives
Act as primary escalation point for investor and lender inquiries, providing strategic insights and variance analyses
Lead third‐party audits by coordinating data requests, reconciliations, and documentation of controls
Develop and enforce robust model governance standards, version controls, and audit‐ready documentation
Identify and lead automation initiatives (Excel VBA, Python scripts, BI tools) to streamline waterfall updates and reporting workflows
Standardize templates, checklists, and procedures to improve accuracy and efficiency across the reporting function
Guide the configuration of waterfall models and reporting frameworks for newly acquired or financed assets
Oversee integration of site‐level performance data, historical financials, and contractual terms into the master system
Coordinate cross‐functional requirements (accounting, tax, legal, operations) to ensure seamless handover into ongoing asset management
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or related field
6–8 years of relevant experience in structured‐finance modeling, investor reporting, or asset management
2+ years of people‐management experience, including coaching and performance reviews
Advanced proficiency in Microsoft Excel (waterfall modeling, VBA) and familiarity with BI tools (Power BI, Tableau)
Strong verbal and written communication skills, with demonstrated ability to present complex analyses to senior stakeholders
Excellent organizational skills, attention to detail, and commitment to maintaining robust controls
Preferred
Master's degree in Finance, Business, or a related discipline
Prior experience in renewable‐energy finance, infrastructure, or distributed‐asset structured‐finance
Familiarity with data‐management platforms or CRM systems (Salesforce, Argus, or equivalent)
Track record leading process‐automation projects in a finance or asset‐management setting
Company
SunStrong Management
SunStrong Management is a forward-thinking asset management firm.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$1.15B2025-10-03Debt Financing· $900M
2025-06-02Debt Financing· $254M
Leadership Team
Brendon Merkley
CEO
Paul Mathews
Chief Revenue Officer (CRO)
Company data provided by crunchbase