• Manage projects from initiation through completion across multiple workstreams • Track milestones, timelines, dependencies, and deliverables • Follow up on action items and ensure closure • Execute pre-project and launch checklists to ensure readiness • Monitor project status daily and flag risks or blockers early • Ensure smooth handoffs between phases and stakeholders • Maintain clear ownership and accountability for tasks • Drive projects to completion with minimal supervision • Maintain high-quality CRM hygiene in HubSpot or similar platforms • Update records, pipelines, trackers, and project statuses accurately • Manage reporting documents, trackers, and dashboards • Ensure data accuracy across spreadsheets and systems • Clean, deduplicate, and organize records consistently • Support leadership with reliable data and reporting • Serve as point of contact for project-related coordination • Schedule meetings, manage logistics, and handle follow-ups • Maintain professional communication with internal and external stakeholders • Prepare agendas, summaries, and project documentation • Coordinate vendors and external partners as needed • Ensure stakeholders are aligned and informed throughout the project lifecycle • Create and maintain SOPs, checklists, and project templates • Build reusable decks, trackers, and documentation • QA deliverables before submission or stakeholder review • Identify recurring bottlenecks and standardize solutions • Maintain organized template libraries and version control • Document best practices and lessons learned • Conduct market, client, or competitive research as needed • Prepare reports, briefs, and presentations • Support light financial or expense tracking related to projects • Assist with proposal development and background research • Provide administrative support that ensures project success

The Energy, Infrastructure, & Project Finance underwriter is responsible for leading all aspects of the underwriting process for complex energy, infrastructure, and project finance loans and investments, including Shared National Credits (SNC). This role independently assesses credit risk to ensure transactions align with the organization’s credit standards, internal policies, and applicable regulatory requirements. The successful candidate will demonstrate strong judgment, attention to detail, and the ability to manage multiple priorities while meeting deadlines in a fast‑paced environment. This position involves in‑depth analysis of financial models, contracts, due diligence materials, and engineering reports to develop well‑supported credit recommendations for energy and infrastructure projects nationwide. Are you ready to learn more? Apply and ask about this opening! Essential Job Functions - Lead the end‑to‑end underwriting process for energy, infrastructure, and project finance transactions, including loans, tax equity investments, and syndicated facilities. - Build and maintain strong working relationships with clients, internal origination teams, and third‑party providers to obtain all information necessary for a complete and accurate credit assessment. - Develop, analyze, and review complex financial models and projections to evaluate project cash flows, sensitivities, and key risks. - Underwrite and support the ongoing servicing of Shared National Credit (SNC) loans, working alongside agent banks and participating lenders. - Perform independent credit analysis, annual reviews, amendments, waivers, and servicing actions for SNC transactions in accordance with intercreditor agreements and regulatory expectations. - Coordinate with internal stakeholders and external lender groups to support credit approvals, servicing actions, and portfolio monitoring for SNC exposures. - Review agent bank credit packages, financial models, and reporting to assess ongoing performance and emerging risks within SNC portfolios. - Perform comprehensive credit analysis by reviewing financial statements, project contracts, legal documentation, and third‑party reports to assess project viability through underwriting and closing. - Prepare clear, well‑reasoned credit memoranda for loan committee review, outlining transaction structure, key risks, mitigants, and recommendations. - Conduct market, industry, and company research to support underwriting assumptions and credit conclusions. - Review and interpret complex legal and structured finance documents related to energy, infrastructure, and project finance transactions. - Independently underwrite syndicated loans for both new originations and ongoing servicing actions. - Lead credit analysis for early‑stage development opportunities and complex deal structures. - Take primary responsibility for portfolio underwriting assignments involving multiple common facilities. - Support ongoing portfolio management activities and serve as a subject matter resource for the team. - Review the work of other underwriters for accuracy, completeness, and adherence to credit standards. - Lead and participate in cross‑functional initiatives focused on process improvement, training, and knowledge sharing. - Develop working knowledge of USDA programs and regulations under the OneRD Initiative, with particular emphasis on REAP and B&I eligibility, as applicable to energy and infrastructure projects. - Communicate effectively and professionally across multiple channels with internal teams, clients, and third‑party vendors. - Maintain a positive, professional demeanor when managing deadlines, changes, and transaction challenges. - Perform other duties as assigned.

• Drive projects impacting our ERP, Salesforce, and compensation systems, working closely with external and internal teams to meet deadlines • Employ standard project management practices and tools to independently drive projects toward execution, coordinate stakeholders, and manage accountability • Spearhead the implementation of new software tools, including requirements gathering, testing, reporting, and hyper care • Partner with the business technology team to reflect business needs in system design • Oversee and manage UAT, including the creation of scripts, conducting testing, results documentation, reviewing and responding to issues • Closely collaborate with our Accounting, Business Operations,and US Finance functions to ensure we are always putting the customer first • Establish close working relationships with the larger Finance and Accounting teams, developing a deep understanding of all job functions to ensure items are routed to the correct team at the get-go • Create reports in ERP and Salesforce to assist with reporting and meet requests of the team • Champion, role model, and embed Samsara’s cultural principles (Focus on Customer Success, Build for the Long Term, Adopt a Growth Mindset, Be Inclusive, Win as a Team) as we scale globally and across new offices

**What You'll Do  ** *Reporting to the Program Manager, the Project Manager is responsible for the overall management, coordination and delivery of assigned projects. The Project Manager ensures that the project is delivered safely, on time, within budget and meeting the required scope and quality specifications. This role is responsible to continuously communicate with and manage expectations of clients and other project stakeholders. As a project leader during the entire lifecycle of a project, the Project Manager is accountable to provide routine project progress and ad hoc reports to senior management. * **Key Responsibilities ** The responsibilities include, but may not be limited to:  - Initiate project setup following award and estimate handoff, ensuring appropriate team structure, budget alignment, documentation, and systems are in place to support an effective project kick-off. - Develop, implement, and maintain the project execution plan, including milestone schedules, critical path analysis, allocate and manage resources, and apply risk mitigation strategies to ensure timely achievement of project deliverables. - Administer project changes in accordance with established change management procedures. Ensure all scope, schedule, and cost impacts are documented, approved, and clearly communicated to the Client and project team. - Maintain comprehensive project documentation, including the project execution plan, risk register, schedule, health and safety plan, quality plan, and all Rising Edge mandated documentation. - Monitor and control project financial performance, ensuring adherence to approved budgets and alignment of man-hour projections with actual performance. - Oversee and coordinate procurement of materials, equipment, and subcontracted services to ensure timely and cost-effective delivery of project requirements. - Ensure timely processing and reconciliation of accounts receivable and accounts payable to support project cash flow management. - Provide consistent and accurate project reporting and communication across all parties such as Clients and internal stakeholders to lead project meetings, including kick-offs, progress updates, change order reviews, recovery planning sessions, and lessons learned discussions. - Maintain continuous oversight of project safety and environmental compliance requirements, ensuring alignment with regulatory and organizational standards. - Identify and secure appropriate project staffing resources, including specialty consultants and subcontractors. Establish clear performance expectations and accountability to support successful project delivery. - Lead project closeout activities, including documentation completion, financial reconciliation, and post-project evaluations. Conduct post-mortem reviews to identify performance gaps and implement continuous improvement recommendations.