Senior Manager, Portfolio Reporting & Compliance

Remote

San Francisco (CA)

Hybrid

USD 140,000 - 220,000

Full time

5 days ago
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Benefits offered by this job

401(k) with 4% company match
Summer Fridays
Flexible remote/hybrid work options
Paid parental leave
Team lunches, events, and stocked kios
Modern, collaborative office spaces in

Job summary

Solar Landscape seeks a Senior Manager, Portfolio Reporting and Compliance, to lead portfolio reporting and financing compliance. You will build and manage a team of analysts and accountants, serving as the primary accounting contact for lenders, tax equity investors, and auditors.

You will direct three areas: portfolio reporting, financing transactions, and ongoing compliance through the operating life of financing vehicles, partnering with finance, legal, investments, subscriber management,

Qualifications

  • Bachelor's degree in accounting, finance, business, or a related field.
  • CPA, CFA, MBA, or master's in finance strongly preferred.
  • 8+ years of experience across project finance, portfolio management, fund accounting, public accounting, or investment banking, with at least 2 years of people management.
  • Deep knowledge of debt agreements, LLC/partnership agreements, and tax equity structures drives distributions and capital accounts.
  • Advanced Excel and modeling skills; experience with sourcing/uses, liquidity, waterfalls, covenant compliance.

Responsibilities

  • Own the monthly, quarterly, and annual reporting cycle for portfolios and financing vehicles.
  • Lead budget vs. actual and variance analysis; present drivers to senior leadership.
  • Design and improve management, investor, and lender reporting packages and dashboards.
  • Oversee portfolio budgets, forecasts, and liquidity planning.
  • Set accounting policy for complex portfolio matters; document technical memos under US GAAP.
  • Lead debt, tax equity, and other financing transactions from term sheet through close.
  • Onboard new projects and financing vehicles; serve as primary accounting contact for lenders/investors.
  • Own compliance program for each financing vehicle, including covenant and DSCR testing.

Skills

Analytical thinking
Leadership
Communication

Education

Bachelor's degree in accounting/finance
CPA/CFA/MBA preferred

Tools

Microsoft Dynamics
Excel modeling

Job description

Defining the future of work & living globally

5,639 jobs · 6 companies

Solar Landscape is the nation’s leading distributed energy infrastructure company, transforming commercial real estate into a source of new power by deploying solar and storage at scale. Partnering with more than 170+ commercial real estate owners, the company develops, builds, owns, and operates distributed energy projects that deliver new capacity to the grid in as little as 12 months while generating long-term income for commercial and industrial property owners.

Proven by our performance, backed by institutional capital, and trusted by the biggest names in commercial real estate, we’re building the future of energy, and it shows:

Recognized by the Financial Times as one of the fastest-growing companies in the U.S. in 2025

Named to the 2026 Inc. 5000 list of America’s fastest-growing private companies

Ranked the #1 commercial rooftop solar developer by Solar Power World in both 2025 and 2026

That doesn’t happen without a team of smart, driven, and down-to-earth people who are serious about doing excellent work—and fun to work with. At Solar Landscape, you’ll be challenged, trusted with responsibility, and surrounded by people who thrive in our fast-paced environment. Career growth here isn’t limited by title or a rigid path: people who take ownership and deliver are given opportunities to stretch, lead, and make an impact. Along the way, you’ll be supported by great benefits, professional development, and a culture that values authenticity, collaboration, and accountability.

Across our headquarters in Asbury Park, New Jersey and our offices in New York City, Chicago, and Baltimore, Solar Landscape employees are building something that matters, deploying critical energy infrastructure that creates long-term value for communities, property owners, and the grid. Come join us.

About The Role

We are seeking a Senior Manager, Portfolio Reporting and Compliance, to lead portfolio reporting and financing compliance at Solar Landscape. This leader will own the reporting and compliance function end to end, build and manage a team of analysts and accountants, and serve as the primary accounting and compliance contact for our lenders, tax equity investors, and auditors.

You will lead three connected areas:

Portfolio reporting. Own the reporting framework that leadership, investors, and lenders rely on, and set the standard for its accuracy, timeliness, and insight.

Financing and capital contribution transactions. Lead the accounting workstream for new project financings and capital contributions, from term sheet review through funding and onboarding.

Compliance through the operating life. Own the compliance program for every financing vehicle across its operating life: covenant and DSCR testing, reserves, distributions and waterfalls, capital accounts, and recurring lender and investor reporting.

The ideal candidate combines partnership accounting expertise with proven people leadership. You will set policy, make judgment calls on complex structures, and partner with finance, legal, investments, subscriber management, and asset management. This is a high-visibility role with direct exposure to senior leadership and external capital providers as we scale a fast-growing, mission-driven renewable energy business.

Responsibilities

Portfolio accounting and reporting

Own the monthly, quarterly, and annual reporting cycle for all portfolios and financing vehicles, including timelines, review standards, and sign-off.

Lead budget vs. actual and variance analysis; present drivers and recommendations directly to senior leadership.

Design and continuously improve management, investor, and lender reporting packages, including KPIs and dashboards.

Oversee portfolio budgets and forecasts and liquidity forecasting.

Set accounting policy and positions for complex portfolio matters and document technical memos under US GAAP.

Financing and capital contribution transactions

Lead the accounting workstream on new debt, tax equity, and other financing transactions, from term sheet and document review through close.

Review transaction documents to flag accounting, reporting, and compliance impacts before execution, and negotiate workable reporting terms.

Own the onboarding of newly closed projects and financing vehicles, including entity setup, chart of accounts, and opening balances.

Serve as the primary accounting contact for lenders, tax equity investors, and their advisors.

Compliance through the operating life

Own the compliance program and calendar for every financing vehicle, ensuring zero missed deliverables or covenant breaches.

Oversee and approve covenant and DSCR testing, reserve requirements, debt service, partner distributions, and cash waterfalls under credit, partnership, and operating agreements.

Review partner and member capital accounts, including contributions, distributions, and allocations of income and loss, and resolve complex allocation questions.

Identify compliance risks early, escalation to leadership, and lead remediation, waivers, or amendments with legal and counterparties.

Lead the external audit and lender or investor reviews for the portfolio, acting as the main point of contact for auditors.

Ensure compliance with project agreements and regulatory and government requirements, and keep controls documented and tested.

Team leadership and process

Hire, manage, and develop a team of analysts and accountants; set goals, review work, and run performance conversations.

Build scalable processes, controls, and systems (including ERP and automation tools) so reporting and compliance keep pace with portfolio growth.

Write and maintain policies, procedures, and desk guides for the function.

Lead special projects and cross-functional initiatives and represent the function in leadership discussions.

Qualifications

Bachelor's degree in accounting, finance, business, or a related field.

CPA, CFA, MBA, master's in finance, strongly preferred.

A minimum of 8 years of experience across project finance, portfolio management, fund accounting, public accounting, or investment banking, including at least 2 years managing people.

Deep knowledge of debt agreements, LLC and partnership agreements, and tax equity structures (e.g., partnership flips), and how they drive distributions, waterfalls, and capital account allocations.

Expert Excel and modeling skills, including sources and uses, liquidity, waterfall, and covenant compliance models; able to review and challenge others' models.

Proven FP&A leadership (budgeting, forecasting, variance analysis) and the ability to present results to executives, investors, and lenders.

Hands‑on experience with the operating phase of infrastructure, real estate, or solar assets, including covenant and DSCR testing, distributions, and lender reporting.

Ability to own complex processes independently, make sound judgment calls, and manage relationships with auditors, lenders, investors, and other third parties.

Excellent analytical, organizational, communication, and leadership skills.

Proficiency in Microsoft Office (Word, Excel, PowerPoint, SharePoint); ERP experience (e.g., Microsoft Dynamics) a plus.

Experience in renewable energy, particularly solar project or fund accounting, is strongly preferred.

Benefits and Perks

We offer competitive compensation and benefits designed to support you inside and outside of work:

401(k) with 4% company match

Summer Fridays

Flexible remote/hybrid work options

Paid parental leave

Team lunches, events, and stocked kitchens

Modern, collaborative office spaces in Asbury Park, New York City, Boston, Chicago, and Baltimore

Medical, dental, and vision coverage

Company-paid life and long-term disability insurance

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