Asset Management Manager – Waterfalls & Reporting at SunStrong Management, LLC – Houston, Texas
SunStrong Management, LLC
Houston, Texas, 77002, United States
Posted on
Job Function:Accounting/FinanceEmployment Type:Full-Time
Explore Related Opportunities
About This Position
Job SummaryWe 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 managementMinimum 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 controlsPreferred 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
Scan to Apply
Just scan this QR code to apply from your phone.
Job Location
Houston, Texas, 77002, United States
Loading interactive map for Houston, Texas, 77002, United States
Job Location
This job is located in the Houston, Texas, 77002, United States region.
Frequently asked questions about this position
Latest Job Openings in Texas
Surveillance Investigator
Frasco Inc
Dallas, TX
CDL-A - Regional Van Truckload truck driver
Schneider
Stephenville, TX
Senior Reinsurance Accountant
Incline P&C Group
Austin, TX
CDL-A - Dedicated truck driver - Coca-Cola
Schneider
Plano, TX
Buyer
Arlon Graphics
San Antonio, TX