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Asset Management Manager - Waterfalls & Reporting

SunStrong Management LLC

Trammells, TexasFull-timeMid LevelOn-site

Job Description

Job Summary We are seeking an experienced Asset Management Manager to lead our waterfall-modeling and investor-reporting function for a growing portfolio of residential and commercial solar assets. You will manage a small team of analysts and associates, own the integrity of our cash-waterfall models, and oversee all investor and lender reporting activities. Partnering with accounting, tax, legal, operations, and third-party auditors, you will ensure accurate, timely distributions and compliance with all financing agreements.

Key Responsibilities • Team Leadership & Development- 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• Waterfall Modeling & Distributions- 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• Investor & Lender Reporting- 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• Controls, Audit & Governance- 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• Process Improvement & Automation- 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 • New Portfolio Onboarding - 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 Minimum Qualifications • 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 Qualifications • 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

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