SunStrong Management · 5 hours ago
Director, Asset Management - Waterfalls & Reporting
Houston, TX
Full-time
Onsite
Director/Executive
10+ years expSunStrong Management is seeking a seasoned Director to lead their waterfall-modeling and investor-reporting function for a growing portfolio of solar assets. The role involves setting strategic direction, overseeing teams, and ensuring compliance and innovation in financial reporting processes.
BillingEnergyRenewable Energy
Responsibilities
Define the vision and operating model for waterfall‐modeling and reporting teams; recruit, mentor, and develop direct‐report managers
Establish clear performance metrics, goals, and career pathways for analysts and associates
Drive a culture of accuracy, accountability, and continuous improvement
Own the end‐to‐end design, governance, and validation of multi‐tranche cash‐waterfall models across all portfolios
Ensure robust stress‐testing, covenant monitoring (CDR, DSCR, yield tests), and timely escalation/remediation of exceptions
Sponsor automation and technology initiatives (Excel/VBA, Python, Power BI) to scale modeling capabilities
Oversee preparation and delivery of monthly, quarterly, and annual servicer reports, distribution statements, and compliance certificates
Serve as senior liaison to debt and equity investors: lead investor calls, present performance results, and address escalated inquiries
Collaborate on covenant amendments, waivers, and contract negotiations where necessary
Drive the design and implementation of a rigorous control framework around data ingestion, model updates, and report issuance
Coordinate and support third‐party audits, regulatory reviews, and internal compliance assessments
Ensure documentation of assumptions, methodologies, and reconciliation processes is audit‐ready
Lead the configuration of waterfall models and reporting systems for acquisitions, refinancings, and portfolio integrations
Partner with M&A, Tax, and Legal teams on diligence, financial close, and seamless transition into ongoing asset management
Define playbooks and checklists to accelerate post‐close ramp‐up and data integration
Identify opportunities to standardize workflows, automate manual tasks, and leverage analytics for deeper performance insights
Publish executive‐level dashboards, market commentary, and strategic recommendations for senior leadership and investors
Stay ahead of industry trends in structured finance, renewables markets, and reporting best practices
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or Master's in Finance preferred
10+ years of structured‐finance modeling, investor reporting, or asset‐management experience, including 4+ years in leadership roles
Deep expertise in multi‐tranche waterfall modeling, covenant compliance analysis, and complex cash‐flow projections
Advanced proficiency in Excel (VBA/Macros) and exposure to BI tools (Power BI, Tableau) or scripting (Python)
Exceptional communication skills, with a track record of presenting to senior executives and investor committees
Strong organizational acumen, attention to detail, and a proven ability to implement control frameworks
Preferred
MBA or Master's in Finance
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