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Senior Diligence Closing Expert

AT Schneider Electric
Schneider Electric

Senior Diligence Closing Expert

Boston, MA

For this U.S. based position, the expected compensation range is $110,000 - $160,000 per year, which includes base pay and short-term incentive.The compensation range for this full-time position applies to candidates located within the United States. Our salary ranges are determined by reviewing roles of similar responsibility and level. Within the salary range, individual pay is determined by several factors including performance, knowledge, job-related skills, experience, and relevant education or training. Schneider Electric also offers a comprehensive benefits package to support our employees, inclusive of medical (with member reward points), dental, vision, and basic life insurance, Benefit Bucks (credits to apply towards your benefits) flexible work arrangements, paid family leaves, 401(k) + match, well-being and recognition (including service anniversary) programs, 12 holidays per year, 15 days of paid time off per year (pro-rated in the first year of employment based on start date), opportunity to purchase company stock (eligibility depends on start date), and military leave benefits.

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Schneider Electric has an opportunity for a Senior Diligence Closing Expert in our Boulder, Colorado location with an option for remote work. Schneider Electric's Cleantech Group is seeking a highly talented and passionate individual to join our exceptional team.

About the role:

We are seeking a highly talented and passionate Senior Diligence Closing Expert to help drive the growth of our Tax Equity Investments service, with a focus on strategic advisory and financial modeling in the renewable energy strategy and voluntary carbon market advisory space.

Schneider Electric's Energy & Sustainability Services Group is the leading renewable energy advisor to corporates globally, including client PPAs for over 14GW of solar and wind projects. Schneider's Cleantech Advisory and Sustainability business helps large global organizations reduce their environmental impact through clean energy procurement, efficiency, data management, and decarbonization of supply chains. Named the World's Most Sustainable Company, our team is incredibly proud of the work we do with clients to lead the clean energy transformation. Our Renewable Energy Investments team specifically engages clients in their efforts to scale their impact and accelerate the growth of clean electricity globally.

You will serve as a subject matter expert around tax equity financial modeling and risk analysis with both clients and project developers. You will work directly with our most important clients and ensure engagements exceed clients' expectations and enhance our reputation in the market. You will also support other day-to-day projects and activities within the Tax Equity Investments offer, such as content creation, client and developer meeting preparation, program organization and management, internal team education, and more.

This is a full-time position for qualified candidates who can work from Boulder, Colorado or a remote home office within the United States, with a willingness to travel periodically for team meetings and training.

This role has four core functions:
  • Financial modeling of tax equity investments
    • Create and manage development of project financial models analyzing the economics and risks associated with solar, storage, and other emerging technologies
    • Monitor and model various financial structures (project finance debt, equity, PTC/ITC, grants and other incentives, depreciation benefits, lease financing, tax equity investments, etc.).
  • Diligence, risk analysis and underwriting
    • Review and analyze 3 rd party and developer-supplied reports and financial models and be able to identify and address underwriting cash flow, accounting, and tax risks.
  • Direct high-level engagement with Fortune 500 clients
    • Create and present investment memos to leadership within Schneider and for our clients
    • Act as a consulting subject matter expert across our areas of expertise
    • Demonstrate executive presence, confidence and consultative selling skills in partnership with Business Development teams in order to effectively develop new business
  • Play active role in operational excellence and growth of our Cleantech, Renewables, and Sustainability advisory practice
    • Manage strategy and analytics to deliver all aspects of project delivery for multiple projects; including scope, schedule, budget and client engagement
    • Support the design, development, standardization and presentation of materials, processes, and systems to implement successful Tax Equity Services for Clients
    • Create standard sales materials, templates, proposals, pricing tools, and any other necessary system to accelerate the sales team's ability to scale Tax Equity Services
    • Work with Business Development and Client Management teams to ensure efficient communications and provide excellent customer satisfaction throughout the client engagement
    • Form excellent working relationships with various departments in the U.S. and globally, including Operations, Delivery, Operational Services, and other Schneider Cleantech teams


We know skills and competencies show up in many different ways and can be based on your life experience. If you do not necessarily meet all the requirements that are listed, we still encourage you to apply for the position.

This job might be for you if you have the following:
  • At least 5 years of direct work experience with renewable energy development or similar industry experience in investment banking, corporate finance, or consulting
  • Significant renewable energy tax equity finance experience (ITC, PTC, various structures), either on the buy side or the sell side, and knowledge of renewable energy project economics
  • Advanced knowledge of financial modeling techniques and analysis of proforma financial statements
  • Significant experience, proficiency and passion for developing and preparing financial models specifically for renewable energy tax equity projects
  • Familiarity with transaction-based workstreams such as debt or tax equity financing, M&A, etc
  • Master's Degree in Finance or a related technical field (preferred)
  • Demonstrated talent in synthesizing data and complex concepts into informed recommendations and concise presentations
  • High degree of familiarity with utilizing project finance models to underwrite debt and/or tax equity financing
  • Deep understanding of tax equity documentation (i.e. LLCAs, ECCAs, and MIPAs) and customary investor reporting requirements.
  • Strong aptitude for learning new and different topics
  • Creativity and ability to formulate and implement service and deliverable enhancements
  • High commitment to company vision, values, and excellent customer service with high quality work product
  • Strong multi-tasking skills with the ability to work on multiple projects in diverse areas
  • Excellent organizational and task management skills and processing capacity
  • Ability to operate autonomously (but with guidance) in a dynamic and transformational environment, with the skills to utilize and leverage existing tools such as Salesforce.com, Microsoft Office Suite, and Adobe
  • Demonstrated experience with the sales process for professional sustainability or renewable energy services to industrial and/or commercial clients; experience and knowledge from working within the renewable energy, voluntary carbon markets, sustainability or environmental industry is required
  • Persistence and proactive follow up of tasks and projects throughout the sales cycle
  • Experience in interfacing with and presenting to management levels at Fortune 500 companies

Let us learn about you! Apply today.

Looking to make an IMPACT with your career?

When you are thinking about joining a new team, culture matters. At Schneider Electric, our values and behaviors are the foundation for creating a great culture to support business success. We believe that our IMPACT values - Inclusion, Mastery, Purpose, Action, Curiosity, Teamwork - starts with us.

IMPACT is also your invitation to join Schneider Electric where you can contribute to turning sustainability ambition into actions, no matter what role you play. It is a call to connect your career with the ambition of achieving a more resilient, efficient, and sustainable world.

We are looking for IMPACT Makers; exceptional people who turn sustainability ambitions into actions at the intersection of automation, electrification, and digitization. We celebrate IMPACT Makers and believe everyone has the potential to be one.

Become an IMPACT Maker with Schneider Electric - apply today!

36 billion global revenue
+13% organic growth
150 000+ employees in 100+ countries
#1 on the Global 100 World's most sustainable corporations

You must submit an online application to be considered for any position with us. This position will be posted until filled.

Schneider Electric aspires to be the most inclusive and caring company in the world, by providing equitable opportunities to everyone, everywhere, and ensuring all employees feel uniquely valued and safe to contribute their best. We mirror the diversity of the communities in which we operate, and 'inclusion' is one of our core values. We believe our differences make us stronger as a company and as individuals and we are committed to championing inclusivity in everything we do. This extends to our Candidates and is embedded in our Hiring Practices.

You can find out more about our commitment to Diversity, Equity and Inclusion here and our DEI Policy here

At Schneider Electric, we uphold the highest standards of ethics and compliance, and we believe that trust is a foundational value. Our Trust Charter is our Code of Conduct and demonstrates our commitment to ethics, safety, sustainability, quality and cybersecurity, underpinning every aspect of our business and our willingness to behave and respond respectfully and in good faith to all our stakeholders. You can find out more about our Trust Charter here

Schneider Electric is an Equal Opportunity Employer. It is our policy to provide equal employment and advancement opportunities in the areas of recruiting, hiring, training, transferring, and promoting all qualified individuals regardless of race, religion, color, gender, disability, national origin, ancestry, age, military status, sexual orientation, marital status, or any other legally protected characteristic or conduct.

Client-provided location(s): Boston, MA, USA; Raleigh, NC, USA; Dallas, TX, USA; Chicago, IL, USA; Louisville, KY, USA; Georgia, USA; Texas, USA; North Carolina, USA; United States
Job ID: Schneider_Electric-https://careers.se.com/jobs/86126?lang=en-us
Employment Type: Full Time