Senior Portfolio Reporting & Compliance Lead | Remote

Remote; San Francisco (CA); Hybrid; USD 140,000 - 220,000; Full time

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

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,