Project Controls Specialist

  • Generate Capital
  • San Francisco, CA
  • Feb 20, 2021

Job Description

Project Controls Specialist

Reporting to: Operations Manager

Location:  Phoenix, AZ or San Francisco, CA Preferred

Position Mission:  Generate Capital is hiring a Project Controls Specialist to support the Asset Operations Team. Reporting to the Operations Manager. The mission of this position is to manage, coordinate, and reconcile the work of a cross functional team to deliver timely and accurate accounts reporting to provide a seamless customer experience.




Generate Capital has emerged as a leader in the high-growth sustainable infrastructure market, having built a highly differentiated investment and operating platform with a track record of strong risk-adjusted returns and significant, long-term institutional investor support.  Our investment platform represents the only one-stop shop for pioneers of the Resource Revolution.  Our infrastructure business wins by delivering the most affordable, reliable and sustainable resources to customers.

The last several decades have ushered in a dramatic rise in demand for natural resources like energy, water, food, and materials. The “Resource Revolution” is about doing more with less of our natural resources, a fundamentally economic proposition proving that sustainability pays.  We believe that we can solve the world’s most pressing resource issues, not by reinventing the world, but by rebuilding it.  While some focus on finding new and revolutionary tools, we rebuild resource systems with the high-impact, economic, and proven solutions we have today.  As a result, customers, communities, innovators, developers, capital partners and the planet all win.

Up until now, new energy asset finance (a $300B annual market) has been dominated by larger-scale projects that tend to attract traditional capital sources. Generate Capital, on the other hand, is focused on being a capital partner to pioneering project developers and solution providers that are typically overlooked by traditional financiers for a variety of reasons: asset size, underwriting complexity, project duration and perceived risk. As a long-term investor with truly permanent capital, Generate Capital is the only credible long-term partner for these pioneers, and the best infrastructure provider for these resource customers.

With a $10B pipeline of projects, completed transactions totaling over $2.5B and a utility-like, pay as you go model (which we call Infrastructure-as-a-ServiceTM), Generate Capital has quickly established itself as a leader in the enormous markets of distributed energy, mobility, water and waste management.


What you can expect from us:

  • The ability to truly “do well by doing good”; indeed, we really are changing the world
  • An opportunity to help build a cutting edge, values-driven organization that is leading the Resource Revolution and redefining the economics of distributed, sustainable infrastructure
  • The integration of our values – integrity, collaboration, excellence, intellectual honesty, and accountability – at all levels and with our many stakeholders
  • An opportunity for entrepreneurship and leadership in building out and managing the company’s operational infrastructure and the teams to support it
  • A commitment to your professional development, ongoing learning opportunities, and overall growth as a person
  • The ability to work with a team with decades of collective experience financing and managing billions of dollars of sustainable infrastructure, leading successful startups, and growing great people
  • Competitive pay and benefits




We are looking for someone organized and detail-oriented, who loves to make chaotic situations run smoothly, understands the value of strong processes and will enthusiastically familiarize oneself with our software systems and business operations  to assist in creating and then managing a seamless, efficient, and highly organized revenue billing and expense management process. This person is passionate about the type of work Generate is doing, looking to apply their experience to help scale a growing business and drive critical internal process efficiencies and initiatives. This person can juggle – and juggle well – managing a variety of stakeholders and projects simultaneously while providing the highest standards of service.


What you will be doing at Generate Capital as the Project Controls Specialist:

  • Customer Support
    • Onboarding
      • collect paperwork, complete credit checks, interface with ERP
      • understand customer needs and requirements for billing and documentation
      • develop process & procedures to assure customer compliance and implement process in coordination with field mgmt.
    • Account Management
      • contract pricing & compliance mgmt.
      • manage supporting document received at point of sale site staff.
      • Create back up files of source documents & organize in a manner that is easily accessible by customers
      • Create, review, and submit invoices
      • Participate in the development of invoice automation process
      • Create Monthly Sales Register to provide back up for Revenue recorded on G/L
      • Stay in regular contact with customers regarding collections & generate and distribute
      • Take ownership of Aged A/R listing
      • Make recommendations for accounts to be reserved for potential loss and for write off
    • Success
      • Communicate and resolve any invoice disputes or missing documentation
      • Provide feedback to Supervisor regarding any customer satisfaction issues
      • Ensure timely delivery and accuracy of supporting & compliance documentation
      • Compile and manage sustainability reporting
  • Operations Support
    • Vendor & contractor onboarding, documentation, and compliance management
    • Periodically travel to project sites to develop basic understand of business operations, staff, vendors, and customers
    • Assist in keeping files maintained and orderly (physical and digital files)
    • Participate in on-site training for new facilities and teams
    • Develop an in depth understanding of the general ledger and how to classify revenue and expenses for all types of activities
      • Review process, assure accuracy of project expense classifications on P&L’s
      • Review the G/L coding for all invoices
      • Coordinate with vendors to ensure accuracy of billing information and resolve expense disputes
    • Expense Report Mgmt. review credit card statements for compliance and ensure accurate cost accounting
    • Cash management reporting,
    • Manage and ensure accuracy of monthly accruals process
    • Carefully and accurately maintain shipping records, BOL’s & Manifests for commodities sales or other requested categories including goods sold, returned, dunnage, and returnable pallets etc...
    • Complete information on damage claims for in-transit damage
    • Coordinate schedule with internal teams, and control for timely completion monthly close.
    • Track and analyze financial data and budgets and produce reports regularly

Candidate qualifications & core characteristics:

  • A demonstrated passion for, or commitment to, our mission
  • BS in related field plus 5 or more years of related work experience
  • Familiar with general accounting principles, bookkeeping, AR/AP, profit and loss statements
  • Basic knowledge of the transportation and logistics industry
  • Highly organized and detailed-oriented
  • Excellent time management skills with a proven ability to meet deadlines.
  • Advanced knowledge of the Microsoft Office suite, adobe acrobat
  • Experience using Salesforce, MS dynamics 365 Business Central
  • Prior experience in providing customer service via email and telephone
  • Ability to exercise tact, courtesy, and ethics when dealing with vendors, co-workers, and customers.
  • Prior experience with creating and documenting business processes
  • Excellent organizational and self-management capability
  • Demonstrated ability to work effectively in a cross functional team
  • Ability to rapidly learn new concepts with minimal formal instruction
  • High level of self-awareness and humility, with excitement about confronting uncomfortable situations or new challenges
  • Intellectual agility and curiosity, superb analytical skills; problem-solving is your default mode
  • Experience in a growth company is preferable
  • Unimpeachable integrity and glowing references
  • Outstanding communication and interpersonal skills, including empathy, intuition, and listening as well as strong writing, editing, and basic design skills.
  • High level of self-awareness and humility, with excitement about confronting uncomfortable situations or new challenges
  • Entrepreneurial spirit: flexibility, comfort with risk, recognition that “perfect can be the enemy of the good”




Generate Capital is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of actual or perceived race, color, creed, religion, ancestry, citizenship status, age, sex, marital status, sexual orientation, gender identities, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal, state, or local laws.


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