Asset Management Analyst Portfolio Financial Performance

Job Summary

We are seeking an Asset Management Analyst focused on the financial performance of a portfolio of residential and commercial solar assets. In this role you will track and analyze revenue drivers, manage forecasting and budgeting, reconcile production to cash, and deliver actionable insights to maximize portfolio returns. You will collaborate with operations, accounting, billing, tax, and commercial teams to translate site performance into accurate financial results and forward-looking plans.

Key Responsibilities

Financial Monitoring & Analysis

• Produce cash-flow summaries for assigned assets, reconciling actuals to forecasts and budgets
• Analyze production, generation forecasts, and revenue drivers (PPAs, tariffs, incentives) to quantify financial impact
• Track key financial KPIs (revenue per kW, yield, availability, O&M cost per MWh, net cash yield)

Budgeting, Forecasting & Variance Management

• Build and maintain short- and long-term forecasts and scenario analyses (sensitivity to production, pricing, and O&M)
• Lead variance analysis and provide recommendations to improve margin and cash generation
• Support annual budgeting and periodic reforecasts for portfolio assets

Reporting & Stakeholder Communication

• Prepare executive summaries, dashboards, and ad‑hoc analyses for portfolio managers and senior leadership
• Work with accounting and tax teams on incentive tracking and tax credit documentation

Process Improvement & Automation

• Identify and implement automation and process improvements for reporting, reconciliations, and forecasting using Excel, BI tools, or scripting
• Maintain model governance, assumptions documentation, and data-quality checks

Minimum Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Engineering, or a related field
• 2–4 years of experience in financial analysis, asset management, or renewables finance
• Advanced Excel skills and experience with financial modeling and scenario analysis
• Familiarity with dashboarding/BI tools (Power BI, Tableau, or equivalent)
• Strong analytical mindset, attention to detail, and effective written/verbal communication