Finance Ops & Licensing Manager

The Finance Ops & Licensing Manager will report to the Head of Operations and Strategy. This role will manage the licensing process for EnFin and its subsidiaries across all 50 states and the budget approval process for all payment requests from EnFin. The Finance Planning & License Manager will also be responsible for various projects, initiatives, and process improvements across the Operations & Strategy. 

Responsibilities

• Act as a liaison between the external legal counsel and EnFin regarding applying for and renewing business qualifications, financial licenses, and annual reports across all 50 states

• Establish a robust internal tracking log for licenses, ensuring timely renewals and providing all required documents.

• Collaborate seamlessly with legal and finance departments to meet all regulatory licensing and reporting obligations, including processing the applications and purchasing surety bonds.

• Manage the planning of financial activities for a company by preparing and drafting all budget requests from different departments of the organization.

• Oversee the budget approval process to ensure adherence to the designated timeline and successful approval.

• Communicate with the Finance team regarding all payment requests, autopay, and payment confirmations for all transactions.

• Maintain operational record-keeping and weekly meeting deliverables.

• Develop test plans, conduct User Acceptance Testing (UAT), report defects, and validate business requirements.

• Ensure that all projects are delivered on time, within the scope and the budget.

• Develop project scopes and objectives, involving all relevant stakeholders and ensuring technical feasibility.

• Identify business problems and problem-solve to provide improvements.

• Understand the business direction and needs and develop solutions, roadmaps, and assessment of potential business impacts.

• Manage enterprise administration (Townhall, BAI training, etc.)

Required Qualifications

• 2+ years of experience in the solar industry, one year of experience in solar financing, and a minimum of 5 years of experience in Operations and Customer Service.

• Bachelor’s degree in Business Economics

• CA Notary Republic

• 1+ year of experience with UAT

• Experience working in a high-tech environment

• Excellent organizational, multi-tasking skills and attention to details

• Proficiency in analyzing and multitasking skills

• Proficiency in analyzing budgets and preparing financial reports

• Tasks are to be performed independently, with minimal supervision. Able to establish priorities and manage time to complete work.  

PHYSICAL, MENTAL & ENVIRONMENTAL DEMANDS:

To comply with the Rehabilitation Act of 1973 the essential physical, mental and environmental requirements for this job are listed below. These are requirements normally expected to perform regular job duties. Incumbent must be able to successfully perform all of the functions of the job with or without reasonable accommodation.

Mobility

Standing

20% of time

Sitting

70% of time

Walking

10% of time

Strength

Pulling

up to 10 Pounds

Pushing

up to 10 Pounds

Carrying

up to 10 Pounds

Lifting

up to 10 Pounds

Dexterity (F = Frequently, O = Occasionally, N = Never)

Typing

F

Handling

F

Reaching

F

Agility (F = Frequently, O = Occasionally, N = Never)

Turning

F

Twisting

F

Bending

O

Crouching

O

Balancing

N

Climbing

N

Crawling

N

Kneeling

N