Role Overview

• Review financing, offtake, tax‑equity, securitization, management agreements (including O&M and asset‑management agreements), and other project documents to identify and extract all reporting, filing, payment, notice, and SLA deadlines (including cadence, deliverable owners, required formats, and recipients).
• Interpret contractual language to determine triggers, cure periods, notice recipients, approval thresholds, and operational obligations under management agreements (e.g., performance metrics, response times, escalation paths).
• System of Record Management
• Populate and maintain the centralized compliance tracker / system of record with deadlines, owners, dependencies, and supporting documentation.
• Ensure data integrity through regular reconciliation of source documents, change tracking, and version control.

• Assign and communicate contractual and management‑agreement obligations to responsible teams (finance, accounting, operations, tax, legal, investor relations) and provide clear instructions on timing, format, and escalation paths.
• Direct internal stakeholders on their responsibilities under management agreements and coordinate remediation or contractually required actions when obligations are at risk.
• Run recurring workflows and calendarized notifications to ensure deliverables are completed on time.
• Act as the single point of contact for deadline questions, clarifications, and exceptions.

• Implement automated reminders and escalation logic; proactively monitor upcoming deadlines, SLAs, and outstanding items.
• Escalate imminent or missed obligations to senior management and propose remediation steps.

• Prepare periodic compliance‑status reports and dashboards for senior leadership and financing parties.
• Support internal and external audits by producing evidence of compliance, submission logs, and historical correspondence.
• Maintain an audit‑ready record of submissions, approvals, waivers, and SLA performance metrics.
• Process Improvement & Controls
• Identify gaps and inefficiencies in compliance and management‑agreement workflows and implement standardized templates, checklists, and SLAs.
• Drive automation opportunities (calendar integration, alerts, vendor or third‑party tools) to reduce manual effort and control risk.
• Train stakeholders on compliance processes and use of the system of record.

• Analyze contractual risks related to missed deadlines, covenants, SLA breaches, and notice requirements and advise business owners on mitigation strategies.
• Recommend contractual clarifications or amendments where recurring ambiguity creates operational risk.

• Support Legal in onboarding completed transaction documentation and executed management agreements into the company’s legal repository.
• Ensure all source documents, certificates, compliance deliverables, SLAs, and related correspondence are uploaded promptly and organized according to a standardized, logical file structure and naming conventions.
• Apply appropriate metadata/tags and maintain access controls to facilitate searchability and governance.
• Coordinate with Legal to confirm completeness of due‑diligence packages and to remediate any missing or inconsistent documentation.
• Maintain a reference index and provide guidance to teams on repository usage and retrieval best practices.

• Bachelor’s degree in Finance, Business, Law, or a related field.
• 3+ years’ experience reviewing structured‑finance, project, or commercial contracts and administering contractual compliance in a corporate, servicer, or investor setting.
• Strong knowledge of financing documents (credit agreements, indentures, tax‑equity agreements, offtake contracts), management agreements, and common reporting and SLA obligations.
• Demonstrated experience implementing or maintaining a contract/deadline tracking system or compliance database.
• Excellent attention to detail, strong analytical skills, and clear written/verbal communication.
• Proficiency with Excel; experience with contract‑management, document‑management, or workflow tools (Salesforce, SharePoint, Workiva, iManage, NetDocuments, or similar) preferred.