Energy Storage Financial Modeling Consultant in , United States

Transform Financial Models into Market-Ready Tools We’re advancing a portfolio of behind-the-meter (BTM) battery energy storage systems (BESS) across the PJM market-and we’re looking for an experienced consultant to refine and elevate our client’s project economics platform. Our client’s existing Excel-based pro forma is comprehensive: demand charge reduction, 5CP capacity savings, frequency regulation (Reg D), Solver-based dispatch optimization, full tax/finance integration, and polished client-facing dashboards. Your role? Turn it into a scalable, investor-grade model capable of supporting portfolio-wide deployment. Support our client’s development team by auditing, optimizing, and future-proofing a robust C&I storage model, ensuring accuracy, scalability, and clarity. You’ll work closely with internal analysts to validate the technical logic, streamline performance, and document assumptions in a way that builds confidence for investors and financial partners. Audit & Validation : Ensure alignment with PJM tariff structures, settlement rules, and industry-standard financial modeling practices. Dispatch Optimization : Refactor Solver-based dispatch engine (including SoC logic, charge/discharge cycles, and constraints) for speed, transparency, and 8760/15-min granularity. Market Data Automation : Integrate utility tariff rates and PJM Reg D pricing via script or API pipelines. Scenario Testing : Implement base/upside/downside cases with sensitivity toggles, tornado charting, and optional Monte Carlo simulation. Investor-Grade Documentation : Produce clean, well-organized user manuals, methodology overviews, and accuracy sign-offs. Team Enablement : Lead two remote training sessions to walk through model architecture and transfer institutional knowledge. Scope of Work Model Audit

• Line-by-line review of demand, capacity, regulation revenue, degradation, tax, and financing logic. Dispatch Overhaul

• Enhanced dispatch engine using Solver, VBA, or MILP techniques. Data Pipeline Buildout

• Automation of market pricing and utility rates into model inputs. Sensitivity & Scenario Framework

• Switchboard design, visual risk tools, and scenario toggling. Documentation & Handoff

• Full PDF user guide, version history, and recorded team workshops. Kickoff : Immediate upon NDA execution Audit Memo : Delivered by Day 10 Model Update : Completed by Day 30 (meets test accuracy and performance targets) Final Delivery : By Day 45, with all enhancements and investor-ready outputs Training : By Day 50, including two recorded Zoom sessions Contract Duration : ~8 weeks |

Work Mode : Fully remote with weekly syncs (Tuesdays @ 10am CT)

5+ years

of hands-on experience building or auditing financial models in energy storage or utility-scale renewables Deep expertise

in PJM markets, including Regulation D, capacity mechanisms (5CP/PLC), and settlement procedures Advanced Excel/VBA

modeling skills, including Solver and macro logic; familiarity with optimization tools (Pyomo, Gurobi) is a plus Strong understanding

of tax equity, ITC/MACRS, and structured finance for energy projects Fluency in communicating assumptions and methodologies

in clear, investor-grade documentation Certifications : CFA, CPA, PMP, NABCEP (Storage) Seniority level