Director​/Manager, Energy Strategy & Economics

Director/Manager, Energy Strategy & Economics

The Director/Manager, Energy Strategy & Economics serves as the analytical engine behind Aligned's commercial energy decisions. This role develops and owns enterprise energy economic models to evaluate and compare power supply strategies including utility supply, third‑party generation, energy storage (BESS), and hybrid solutions and translates technical, market, and commercial inputs into bankable financial analyses. The position provides the analytical foundation for energy transactions and negotiations through scenario analysis, price forecasting, portfolio modeling, and clear executive‑ready recommendations that guide long‑term procurement strategy and risk management.

• Develop, own, and continuously improve enterprise energy economic and financial models to evaluate power supply alternatives (utility service, third‑party generation/PPAs, BESS, and hybrid solutions) across U.S. markets.
• Translate technical, market, and commercial inputs into investment‑grade lifecycle economics, including cash‑flow modeling, LCOE/LCOE‑like comparisons, risk‑adjusted costs, and key sensitivities (shape, basis, congestion, curtailment, escalation, and policy/change‑in‑law).
• Build scenario and Monte Carlo/sensitivity frameworks (as appropriate) to quantify market exposure and uncertainty across competing supply strategies and contract structures.
• Develop price forecasts and forward views (energy, capacity/RA, basis/congestion and ancillary services where relevant), integrating market fundamentals, tariff/rule impacts, and vendor/third‑party intelligence to support long‑term procurement strategy.
• Provide analytical support for energy transactions and negotiations (RFP evaluation, bid leveling, term sheet analytics, and contract value drivers), including clear articulation of risks, mitigants, and recommended positions.
• Partner cross‑functionally with Development, Utility Infrastructure, Operations, Finance, and Legal to align model assumptions with site constraints, interconnection/energization schedules, load profiles, and commercial priorities.
• Maintain portfolio models that consolidate load, contracted supply, and market exposures; quantify hedge effectiveness and recommend optimization actions across volume, shape, basis, congestion, capacity/RA, and renewable attributes.
• Create decision‑quality materials (investment memos, approval packages, and executive summaries) that translate complex analytics into clear recommendations, including economics, sensitivities, and key commercial terms.
• Establish modeling standards, documentation, and controls to ensure transparency, auditability, and consistent treatment of inputs/assumptions across markets and deal types; manage internal and third‑party data sources.
• Monitor market, regulatory, and policy developments (utility tariffs, ISO/RTO rules, state programs, FERC actions) and quantify impacts to portfolio economics and future procurement optionality.
• Present market outlooks, model results, and procurement recommendations to senior leadership; support Board‑level updates and investment committee discussions as needed.
• Support negotiations by developing scenario‑based pricing guardrails, counter party comparisons, and "what has to be true" thresholds; quantify value of flexibility, optionality, and risk transfer provisions.
• Lead or mentor analysts (as applicable) and coordinate with external consultants to scale modeling capacity and ensure high‑quality, timely delivery of analyses supporting active deals and long‑range planning.
• Ability to travel up to 20%.
• Performs other related duties as assigned by management.

• Demonstrated experience building and owning energy market and project finance models, including lifecycle cash‑flow analysis, scenario/sensitivity analysis, and evaluation of utility vs. competitive supply, generation, and storage options.
• 10+ years' experience in energy economics, power markets, commercial analytics, strategy, procurement, trading/portfolio analytics, or related roles, with strong understanding of ISO/RTO and bilateral market…