BDO USA, LLP

Energy Portfolio Operations Manager

BDO USA, LLP$100K — $120K *
Energy & Utilities
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Finance, or Engineering required.
  • Minimum five years of professional experience required.
  • Three years of team leadership experience required.
  • Understanding of energy efficiency or demand response operations preferred.
  • Certifications in project management or energy efficiency preferred.
  • Proficiency in Microsoft Office Suite required.
  • Strong organizational skills and attention to detail essential.

Responsibilities

  • Leads daily portfolio operations and directs cross-functional teams.
  • Drives achievement of operational goals through effective planning and coordination.
  • Oversees payment reviews, application intake, and customer service support activities.
  • Manages forecasting, tracking, invoicing, and reporting of programs.
  • Provides oversight for departmental reporting to aid decision-making.
  • Collaborates with program teams to enhance efficiency and satisfaction.
  • Manages financial compliance and contract tracking across the portfolio.

Benefits

  • Health, dental, and vision insurance.
  • Retirement savings plan with employer contributions.
  • Professional development opportunities and training reimbursement.
  • Flexible work arrangements and potential remote work options.
  • Paid time off including holidays, vacation, and sick leave.
Full Job Description
Job Description

Job Summary:

The Portfolio Operations Manager is primarily responsible for management of the day-to-day operation of components of the IRA portfolio/department under the direction of the Portfolio Director. These tasks may include management and reporting of staff and program/department performance, forecasting, reporting tracking and reporting of program/department metrics. The position is also responsible for establishing, execution, and reporting of all proactive quality assurance processes.

Job Duties:
• Leads day-to-day portfolio operations and directs cross-functional resources, subcontractors, and support functions to ensure effective execution across program priorities
• Drives achievement of portfolio and program operational goals through planning, coordination, and performance oversight
• Oversees core operational activities, including payment reviews, application intake, customer service support, and team scheduling
• Leads forecasting, tracking, invoicing, and reporting activities for programs and projects across the portfolio
• Provides oversight of weekly and monthly departmental and program reporting to support portfolio performance and decision-making
• Partners with program teams and internal stakeholders to identify and implement process improvements that enhance operational efficiency and customer/client satisfaction
• Manages financial, legal, budget, and compliance tracking activities related to contracts, amendments, proposals, and subcontracts across the portfolio
• Serves as a technical and operational resource to strengthen systems, processes, reporting capabilities, and portfolio-wide coordination
• Completes special projects, ad hoc analyses, and other duties as assigned in support of portfolio leadership
• Other duties as required

Supervisory Responsibilities:
• Manages operations subcontractors, as needed, to support portfolio execution
• Coordinates functional support resources to promote accountability and effective collaboration

Qualifications, Knowledge, Skills and Abilities:

Education:
• Bachelor's degree in Business, Finance, or Engineering from an accredited college or university, required

Experience:
• Five (5) or more years of professional experience, required
• Minimum of three (3) years of progressive team leadership experience, including managing direct reports and coordinating team performance, required
• Prior operations experience with a strong understanding of energy efficiency or demand response program operations and processes, preferred

Certifications/Licensure:
• Project Management Professional (PMP), Certified Energy Manager (CEM), Business Energy Professional (BEP), BPI certifications, LEED credentials / LEED project certification experience, or comparable energy or project management credentials, preferred

Software:
• High level of proficiency in Microsoft Office (specifically Word, Excel, PowerPoint), required

Other Knowledge, Skills, & Abilities:
• Highly organized, detail-oriented skill set with ability to distill action items from multiple information sources quickly
• Proven ability to navigate and strengthen relationships within and between teams and groups
• Strong organizational and multitasking skills
• Superior attention to detail and ability to meet tight deadlines
• Strong analytical and problem-solving skills
• Ability to design and improve processes
• High level of integrity and discretion
• Ability to work effectively with minimal supervision
• Ability to communicate complex information clearly to diverse audiences
• Ability to travel as required by client/business needs
• Learns quickly and adapts to new technologies
• Possesses excellent verbal and written communication skills
• Self-starts and works well in a team environment

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

National Range: $100,000 - $120,000
Maryland Range: $100,000 - $120,000
NYC/Long Island/Westchester Range: $100,000 - $120,000

About BDO USA, LLP

BDO USA, LLP is a professional services firm providing assurance, tax, and advisory services to a wide range of publicly traded and privately held companies. The company was founded in 1910 and is headquartered in Chicago, Illinois. BDO USA has more than 60 offices and over 5,000 employees throughout the United States. The company is a member of the BDO International network, which has more than 1,500 offices in over 160 countries.
Learn more about BDO USA, LLP
Size
10,000 employees
Industry
Founded
1910

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