Pathway Lending
JOB TITLE: Financial Analyst – Sustainability Programs
DEPARTMENT: Lending
REPORTS TO: Director Sustainability Programs
FLSA STATUS: Exempt
The Financial Analyst – Sustainability Programs supports Pathway Lending’s goals, values, and philosophy by exhibiting the following behaviors: excellence, quality service, commitment, and accountability.
POSITION SUMMARY:
Working under the policy direction of Pathway Lending and under the general supervision of the Director Sustainability Programs this position provides support in administrative areas. The Financial Analyst – Sustainability Programs will conduct financial analysis using various techniques, including financial modeling, trend analysis, and ratio analysis. This position will be responsible for preparing reports and providing insights to support decision-making within the organization and support sustainability programs and services. Financial Analyst – Sustainability Programs assists with the TN EE Loan Fund, C-PACE and other clean energy loan programs.
SUPERVISORY RESPONSIBILITIES: N/A
PRIMARY DUTIES AND RESPONSIBILITIES:
- Works on the business development of Pathway Lending’s energy efficiency and renewable energy financing programs through establishing and building relationships with appropriate vendors, financial institutions and state and federal partners.
- Assists in the development and implementation of Pathway Lending products and services which will increase the sustainability of the built environment and operations of its clients.
- Collects relevant financial information and other documentation to assess both the creditworthiness of energy loan applicants and the appropriate Pathway Lending energy product.
- Collaborates with a multi-functional project team comprised of internal staff, program partners, and third-party consultants to develop and implement long-term business plans for growing energy efficiency and sustainability work in the commercial and industrial sector.
- Conducts analysis of financial data using various techniques, including financial modeling, trend and ratio analyses, market analysis, risk analysis and forecasts.
- Evaluates new lending opportunities and works with the Director – Sustainability Programs to develop strategies for increased clean energy lending and measure the success of these strategies.
- Attends and participates in energy conferences, presentations, and community outreach programs throughout Tennessee.
- Other duties as assigned.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required. Ability to provide excellent customer service with clients, partners, stakeholders, and team members Strong Microsoft Office skills including Adobe, and ability to navigate multiple computer systems, applications, and utilize search tools. Knowledge of small business and commercial loan documentation, strong analytical skills with attention to detail and accuracy, excellent written, communication and interpersonal skills, ability to interact with all levels of the organization, ability to meet or exceed business goals and objectives, while fostering a team atmosphere. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND EXPERIENCE:
Bachelor’s Degree in finance or related field is required. Familiarity with the commercial, industrial, and institutional market and with related energy efficient and renewable technologies is preferred. Must have experience resolving and working through complex customer issues and the ability to perform in a fast paced, high demand environment while balancing multiple priorities.
OTHER SKILLS:
Ability to communicate in English, remain in a stationary position 75% of workday, move, cognitive of job responsibilities; ability to travel if required; and ability to adapt to a changing work environment. Aligns with Pathway Lending’s mission of providing clients and stakeholders with the highest level of service to facilitate their success and the economic growth of our CDFI market
WORK ENVIRONMENT:
Position is in an office setting that involves everyday risks or discomforts requiring normal safety precautions.
Remote work options.
Qualified candidates may click here to apply or send resumes with cover letter to admin@pathwaylending.org.
Southeast Community Capital, d/b/a Pathway Lending, is a member of LBMC Employment Partners, a professional services organization.The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills personnel so classified. Management reserves the right to change the job duties and responsibilities.
