Own financial planning and investment analysis for Product and Customer Support, guiding budgets, product portfolio funding, unit economics, and cost-to-serve decisions through clear recommendations and leadership reviews.
Senior Financing Operations Specialist
📜 Description
- Track conditions precedent, covenants, and borrowing readiness across assigned facilities and portfolios.
- Coordinate borrowing representations and supporting documentation to enable accurate, timely fundings.
- Maintain deal trackers, data rooms, and document repositories that are current and audit-ready.
- Review tranche and contract documentation, recurring offtaker deliverables, and lender-facing reports.
- Identify risks, resolve documentation issues, improve processes, and communicate status to stakeholders.
🛠️ Requirements
- 4+ years of experience in project finance operations, loan or closing operations, portfolio operations, corporate or real estate paralegal work, structured finance support, or a similar role.
- Direct experience tracking funding conditions precedent, managing borrowing checklists, or coordinating recurring compliance and reporting obligations in a financing-related environment.
- A bachelor’s degree in Business, Finance, Accounting, Operations, Legal Studies, or a related field, or equivalent practical experience in financing operations or documentation-heavy roles.
- Strong organizational and project-management skills, with the ability to independently manage deadlines across multiple facilities and portfolios with little to no supervision.
- Exceptional attention to detail and documentation discipline. You are comfortable tracking numerous conditions precedent, borrowing representations, document deliverables, certifications, and reporting requirements simultaneously.
- Demonstrated ability to lead coordination across Finance, Legal, external counsel, lenders, and investors; gather inputs, close action items, resolve escalations, and respond to complex lender diligence questions with minimal guidance.
- Proficiency with standard productivity and data tools such as Excel, SharePoint, ShareFile, and document-management systems. Experience with Salesforce, Sigma, or business-intelligence tools is a plus.
- Clear written and verbal communication skills, including the ability to summarize requirements, status, risks, and dependencies for internal and senior stakeholders.
- Comfort working in a fast-paced, evolving environment with changing priorities and new financing structures.
- Ability to clearly communicate requirements, statuses, and risks across technical and non‑technical stakeholders with strong customer focus, treating internal teams and external counterparties as key customers, ensuring clarity, reliability and follow‑through.
✨ Benefits
- Competitive compensation package
- 401(k) employer match
- Health insurance starting day one
- Dental insurance starting day one
- Vision insurance starting day one
- Flexible paid time off and holiday PTO
- Commuter benefits
- Cell phone reimbursement
- Manage financing certifications, insurance deliverables, notices, waivers, collateral documents, and reporting packages.
Full job description
Do you want to be a part of the clean energy movement? Are you passionate about improving our environment for this generation and those to follow? Are you ready to take on new challenges and collaborate with a future-focused team leading the way into new markets? Join Nexamp!
This is where you can learn from industry leaders and become one yourself. It's fast-paced, mission-based work that challenges the status quo. Be on the team that's changing the world.
What we’re looking for:
Nexamp is looking to hire a Senior Financing Operations Specialist to join our Finance Operations team in Boston, MA. This role plays a critical part in driving timely fundings and ongoing compliance across Nexamp’s construction debt, permanent debt, and tax equity portfolios. You will translate financing requirements into organized, repeatable workflows and lead borrowing readiness, documentation, compliance deliverables, and portfolio reporting. You will work across Finance, Legal, Accounting, Treasury, Commercial and Development teams, external counsel, lenders, and investors to keep financing deliverables accurate, timely, and audit-ready. This is a hands-on role for someone who brings strong financing operations or documentation experience, exceptional attention to detail, and the judgment to identify and resolve issues independently.
You will report to the Manager, Finance Operations and serve as a subject-matter resource for financing documentation, conditions-precedent tracking, and compliance requirements. This role supports hybrid work out of our Boston office.
What you’ll do:
- Own conditions precedent, negative covenants, and borrowing-readiness tracking across assigned facilities and portfolios. Ensure requirements have clear owners, monitor progress through funding, and independently escalate complex issues.
- Lead verification of borrowing representations and coordinate supporting documentation across Legal, Finance, Accounting, Treasury, Commercial and Development teams, Business Development, Portfolio Operations Management, and Nexamp Project Operations to drive accurate and timely fundings, including for more complex or higher-risk facilities.
- Own and continuously improve deal and portfolio trackers, data rooms, and document repositories so funding materials remain accurate, current, organized, and audit-ready for lenders, investors, and internal stakeholders.
- Lead financing-related certifications, insurance deliverables, and compliance support items, including beneficial ownership certifications, foreign entity of concern documentation, labor-related documentation, insurance evidence, and applicable investment tax credit or Inflation Reduction Act adder support. Serve as the primary point of contact for assigned portfolios.
- Manage notices, estoppels, waivers, collateral assignment documents, and custodial reporting packages in partnership with Legal, external counsel, and internal stakeholders. Resolve documentation exceptions and follow issues through to closure.
- Lead tranche and contract documentation review, recurring offtaker deliverables, and lender-facing reporting requirements across applicable portfolios.
- Partner cross-functionally to surface risks early, drive issue resolution, improve tools and processes, and communicate clear status updates on key financing deliverables to senior stakeholders.
- Serve as a subject-matter resource for financing documentation, conditions-precedent tracking, borrowing representations, and portfolio compliance requirements. Support and share knowledge with other Finance Operations team members.
What you’ll bring:
- 4+ years of experience in project finance operations, loan or closing operations, portfolio operations, corporate or real estate paralegal work, structured finance support, or a similar role.
- Direct experience tracking funding conditions precedent, managing borrowing checklists, or coordinating recurring compliance and reporting obligations in a financing-related environment.
- A bachelor’s degree in Business, Finance, Accounting, Operations, Legal Studies, or a related field, or equivalent practical experience in financing operations or documentation-heavy roles.
- Strong organizational and project-management skills, with the ability to independently manage deadlines across multiple facilities and portfolios with little to no supervision.
- Exceptional attention to detail and documentation discipline. You are comfortable tracking numerous conditions precedent, borrowing representations, document deliverables, certifications, and reporting requirements simultaneously.
- Demonstrated ability to lead coordination across Finance, Legal, external counsel, lenders, and investors; gather inputs, close action items, resolve escalations, and respond to complex lender diligence questions with minimal guidance.
- Proficiency with standard productivity and data tools such as Excel, SharePoint, ShareFile, and document-management systems. Experience with Salesforce, Sigma, or business-intelligence tools is a plus.
- Clear written and verbal communication skills, including the ability to summarize requirements, status, risks, and dependencies for internal and senior stakeholders.
- Comfort working in a fast-paced, evolving environment with changing priorities and new financing structures.
- Ability to clearly communicate requirements, statuses, and risks across technical and non‑technical stakeholders with strong customer focus, treating internal teams and external counterparties as key customers, ensuring clarity, reliability and follow‑through.
- A problem solving mindset; identifying gaps in documentation or process and helps drive pragmatic resolutions.
- Commitment to Nexamp's mission and have a passion for solving tomorrow's climate crisis today.
If you don’t meet 100% of the above qualifications, but see yourself contributing, please apply.
At Nexamp, our mission is to build the future of energy so it is clean, simple, and accessible for all. We are committed to providing a work environment free from discrimination. We are proud to be an equal opportunity employer. We do not discriminate against applicants on the basis of race, ethnicity, religion, sex, gender, sexual orientation, gender identity, disability status, veteran status, or any other basis protected by law. By encouraging a culture where ideas and decisions come from all people, we believe it will help us grow, innovate, and be a part of environmental and social change.
You’ll love working here because:
Not only will you get to take part in meaningful work and have the chance to change the world alongside innovative, dedicated, and motivated peers, but you will also have access to all the benefits that Nexamp offers! This includes our competitive compensation package; a 401(k) employer-match; health, dental, and vision insurance starting day one; flexible paid time off and holiday PTO; commuter benefits, and cell phone reimbursement. We have headquarters in Boston, MA and Chicago, IL, in addition to growing offices nationwide. We provide healthy snacks, coffee, service days and other volunteer opportunities, company outings, and more!
Compensation
The reasonably estimated salary for this role at Nexamp ranges from $115,000 - $135,000. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual bonus programs based on individual and company performance, non-annual sales incentive plans, or other non-annual incentive plans). Additionally, you may be eligible to participate in the Company’s stock option plan. Actual base salary may vary based upon, but is not limited to, skills and qualifications, internal equity, performance, and geographic location.
Nexamp's People team manages all aspects of recruitment and hiring within our organization. We want to inform third-party recruiters, staffing firms, and related agencies that Nexamp does not accept unsolicited resumes. Resumes will only be considered from these entities if a signed agreement is in place and the People team explicitly authorizes external recruiting assistance for a specific position. Any unsolicited resumes received will be deemed the property of Nexamp. We want to emphasize that Nexamp is not liable for any fees associated with unsolicited resumes.
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