SunStrong Management, LLC
via JazzHR
Asset Management Manager – Waterfalls & Reporting
still open
verified 3d ago
posted 10d ago seen 1h ago
Apply at sunstrongmanagementllc.applytojob.com
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 3d ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 10d ago
The date the source published, not the day we noticed it (2026-10-23). Last seen at its source 1h ago.
We have tracked this listing since 23 Oct 2026 (10 days). The employer's own board has carried it every time we have read it, most recently 1 hour ago.
Is it remote?
Remote
That is the location the employer filed this posting under. Quoted as written — we do not re-word the source's own location.
Who may apply?
Not stated
The description states no restriction of its own. This is the source's own tag.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
-
JazzHR employer's own board first seen 10d ago · last seen 1h ago
The listing
Job Summary
We are seeking an experienced Asset Management Manager to support our waterfall modeling and investor reporting function for a growing portfolio of residential and commercial solar assets. This role will serve as a key subject matter expert responsible for the accuracy of cash waterfall models, the integrity of reporting data, and the timely delivery of investor and lender reporting.
The ideal candidate brings strong structured-finance and reporting experience, along with a data-oriented approach to process improvement. This individual will work closely with accounting, tax, legal, operations, and third-party auditors to support accurate distributions, maintain compliance with financing agreements, and enhance reporting processes through stronger controls, improved data management, and thoughtful automation.
Key Responsibilities
Waterfall Modeling & Distributions
We are seeking an experienced Asset Management Manager to support our waterfall modeling and investor reporting function for a growing portfolio of residential and commercial solar assets. This role will serve as a key subject matter expert responsible for the accuracy of cash waterfall models, the integrity of reporting data, and the timely delivery of investor and lender reporting.
The ideal candidate brings strong structured-finance and reporting experience, along with a data-oriented approach to process improvement. This individual will work closely with accounting, tax, legal, operations, and third-party auditors to support accurate distributions, maintain compliance with financing agreements, and enhance reporting processes through stronger controls, improved data management, and thoughtful automation.
Key Responsibilities
Waterfall Modeling & Distributions
- Serve as a subject matter expert on multi-tranche waterfall models covering debt tranches, equity returns, fees, and reserves.
- Maintain, review, and enhance waterfall models to support accurate monthly and quarterly distribution calculations, debt-service payments, and equity cures in accordance with contractual waterfalls.
- Monitor covenant compliance, including LTV, DSCR, and yield tests, and coordinate follow-up actions where needed.
- Ensure model assumptions, outputs, and calculations are supported by complete and accurate financial and operational data.
- Prepare, review, and support the delivery of investor reports, distribution statements, and compliance certificates on the required cadence.
- Improve the consistency, accuracy, and usefulness of investor reporting by strengthening data inputs, validation processes, and reporting controls.
- Coordinate data from accounting, collections, lease management, and operating performance teams and synthesize it into clear reporting packages, dashboards, and commentary.
- Respond to investor and lender inquiries with thoughtful variance analysis, reporting support, and clear communication.
- Support ongoing enhancements to investor reporting materials and processes to improve transparency, timeliness, and overall quality.
- Oversee the collection, validation, and reconciliation of data used in waterfall models and external reporting.
- Maintain strong model governance standards, version control, and audit-ready documentation.
- Establish and refine controls and review procedures to improve the completeness, accuracy, and traceability of reporting outputs.
- Support third-party audits by coordinating data requests, reconciliations, and supporting documentation.
- Identify and implement opportunities to automate recurring waterfall, reporting, and data aggregation processes.
- Use tools such as Excel VBA, Python, Power BI, Tableau, or similar solutions to reduce manual work and improve reporting efficiency and accuracy.
- Standardize templates, checklists, and procedures across the reporting function.
- Partner with internal teams to improve data flows, streamline reporting processes, and support more scalable reporting infrastructure.
- Support the setup of waterfall models and reporting processes for newly acquired or financed assets.
- Oversee the integration of site-level performance data, historical financials, and contractual terms into existing models and reporting workflows.
- Coordinate cross-functional inputs from accounting, tax, legal, and operations to support a smooth transition into ongoing asset management.
- Help establish consistent onboarding processes that support portfolio growth and reporting quality.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 6–8 years of relevant experience in structured-finance modeling, investor reporting, or asset management.
- Advanced proficiency in Microsoft Excel, including complex financial modeling; experience with VBA and other automation tools preferred.
- Familiarity with BI and reporting tools such as Power BI, Tableau, or similar platforms.
- Strong verbal and written communication skills, with the ability to present complex analyses clearly to senior internal stakeholders, investors, and lenders.
- Excellent organizational skills, attention to detail, and commitment to maintaining strong controls and high-quality reporting.
- 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, ERP systems, or CRM tools such as Salesforce, Argus, or equivalent.
- Experience supporting process automation or reporting improvements in a finance or asset-management setting.