Head of Reporting

Head of Reporting & Frameworks - RE Tech Advisors

Dallas, TX, USA ● McLean, VA, USA Req #1594 Friday, June 14, 2024 RE Tech Advisors, a Legence company

 is a growing, woman-led consulting firm of over 125 ESG professionals. We deliver results at the intersection of engineering, technology, and sustainability. RE Tech has a progressive and ambitious client base that includes numerous commercial real estate portfolios, private equity investors, federal agencies, industry associations, and manufacturing companies. By joining the RE Tech Advisors team, you will work closely with recognized industry leaders who are driving national and global sustainability initiatives providing you the opportunity to realize your own professional growth objectives in the ESG arena.

Summary Description 
Own and maintain expertise and processes for Reporting & Frameworks at RE Tech. Oversee training and development of RE Tech staff on associated services and products. Serve the strategic advisor internally and to clients on Reporting and Frameworks.

Essential Job Functions / Job Duties and Responsibilities 

Own and manage expertise and processes of all Reporting & Frameworks at RE Tech. Maintain RE Tech’s intelligence on the most common sustainability Reporting Frameworks, consistently scanning for and monitoring of emerging frameworks and their relevance in the marketplace, leading research, as needed. Stay abreast of updates to existing frameworks as well as new frameworks. Lead market analysis of frameworks utilized in the industry, providing support to account managers for peer-to-peer comparisons.Serve as a subject matter expert in, but not limited to: GRESB, PRI, GRI, IFRS (TCFD), and SFDR. Identify and develop employees in their expertise in these frameworks and others.Communicate and collaborate with all departments to drive alignment of frameworks that are relevant for all client deliverables.Development and maintain RE Tech’s approach to developing a client sustainability reporting and frameworks strategy, including guidance that map clients to select frameworks.Advise, direct, and/or review work produced under key service offerings that align to frameworks such as the Sustainability Gap Analysis, Investor Questionnaires, Reporting Framework Gap Analysis.Develop and maintain overview materials (decks, primers) so that client managers can speak at a high level on frameworks. Develop and maintain template materials for reporting needs, such as the reporting framework presentations, framework scoring analysis tools, and memos/reports.Develop and deliver appropriate training, exposure, and experiences for Reporting & Frameworks to all employees supporting reporting. Ensure that existing, new staff, and managers are trained as appropriate for their role supporting reporting efforts.Communicate all existing and new changes for sustainability reporting to the entire company and provide training as appropriate.Responsible for framework alignment within all deliverablesServe as the primary point of contact for RE Tech with reporting organizations/associations. Contribute to the annual business plan of applicable teams across the business ensure achievement of the team objectives and alignment with company strategies and priorities. Coordinate across the Shared Services Directors, as appropriate, with regards to alignment on services with sustainability reporting needs. This includes, but is not limited to: Identify and develop expertise and standardize processes on frameworks RE Tech supports.Become familiar with their service offerings, and how they map to reporting requirements, and advising on potential changes/enhancements of services to align with reporting requirements.Work with the Data & Analytics team, as needed, to advise and direct on needs and capabilities for data team reports to support Reporting & Frameworks and data assurance.Drive the integration framework requirements into RE Tech’s database.Coordinate with Marketing & Communications team on aligning ESG/CSR reports to select Frameworks. Responsible for framework alignment of all published deliverables. Coordinate with Climate Risk Solutions to align reporting framework changes and work with Account Managers to ensure excellence and client satisfaction for all Reporting and Framework deliveries. Ensure the successful completion of all reporting for clients, ensuring deliverables are factually accurate, and meets client expectations.Serve as a reporting expert on client calls and when answering specific client emails that require technical expertise on reporting.Work with the Director of Sustainability Services on capacity, staff planning, sequencing, and prioritization of client work within your team.Accountable for your team and those supporting reporting tasks to continuously drive reporting improvement, driving the efficiency changes including: processes, tools, software, practices, and replicable work that can be standardized to scale delivery.Properly set up and close out all client work under your management, with completion of After-Action Reviews, and address findings as appropriate, sharing with the Director of Sustainability Services. Develop and inform reporting and framework budgets for account managers to manage , advising on staffing allocations for Reporting services, with oversight and input from the Director of Sustainability Services. Inform and drive analytics for time allocations to support framework alignment to clients. Manage your team’s development, career progression, performance management, and engagement. Contribute to the development of other team members in Sustainability Programs, with regard to their responsibilities in Reporting and Frameworks. Implement formalized learning opportunities for your team’s development. Ensure execution and proper alignment of goals, professional development plans, and performance feedback for all team members, including indirect reports and contribute those supporting the Reporting and Frameworks tasks.Contribute to team talent assessment, utilizing the Talent Review Grid to have meaningful conversations with your direct and indirect reports. Maintain clear understanding of where all team members are in their career progression. Use information gleaned to make employment and development decisions, including succession planning.Manage, direct, and develop your direct, indirect reports and those supporting ESG reporting work. Evoke creative and innovative thinking while helping team members to develop their skills and align their career aspirations with business goals. Ensure your team is properly resourced and staffed. Work with the Director, Sustainability Services, to inform of potential staffing needs and resource allocation issues within your team as well as support needs during reporting periods. Participate in the Talent Acquisition process, as directed by the Director of Sustainability Services. Progress to a Hiring Manager role. Contribute to business development efforts, in conjunction with the Director of Sustainability Services, Account Managers,, VP of Growth, the VP of Sustainability Programs: Participate in internal annual client strategy meetings to discuss Reporting and Framework needs.Establish pricing for support and scopes of work for Reporting & Framework services.Responsible to establish a pricing workbook for reporting frameworks as resource for supporting teams.Support new business opportunities, as directed by the VP of Growth & Innovation.Advise on the need to expand services to cover additional reporting frameworks.Represent RE Tech at conferences, speaking engagements, and through thought leadership efforts. Effectively and appropriately utilize the RE Tech Rotational Program staff. Identify appropriate tasks for this team, oversee training of team members and completion of work. Follow appropriate processes for vendor vetting. Maintain relationships with third party vendors needed for Reporting and Framework services. Support the maintenance of the Repository, driving and routinely updating the content Serve as a role model for the company and begin to establish a role in the ESG industry. Drive collaboration and connection internally and externally. Continue to be a part of or join an industry community serving as a representative of RE Tech. Identify and oversee opportunities for team member participation In Industry groups. Know and follow company processes, ensuring your team does as well.  Perform all other duties as needed and assigned.

Essential Knowledge, Skills and Abilities

Knowledge and familiarity with most common ESG Reporting Frameworks and expertise in at least GRESB, PRI, GRI, IFRS (TCFD), and SFDR. Knowledge of energy, sustainability, and environmental, social, and governance (ESG) practices and programs. Possess a growth mindset seeking continuous improvement and supporting a culture of learning, growing, and improving as an individual, our team members, our business, and our client work. Ability to foster inclusive and creative collaboration internally and externally to co-create successful outcomes. Ability to lead client engagements. Strong analytical, problem-solving and decision-making capabilities, with the ability to diagnose client needs and market context to translate into compelling ESG strategies that drive value. Strong attention to detail in your work and work produced by your team. Business acumen and knowledge of staff development, planning, resource allocations, and tracking against financial KPIs. Possess sound business ethics, including the protection of proprietary and confidential information. Ability to be flexible and adapt to a changing landscape and client needs, handle multiple time-sensitive priorities, excel in a fast-paced environment, and ability to pivot and adjust priorities and approaches Ability to expertly manage up, down, and across the organization, as well as outside clients and vendors. Superior interpersonal skills including courtesy, professionalism, and a cooperative attitude. Ability to manage challenging interpersonal situations, including employee and client relationships. Exceptional written communication skills with a propensity to write in a clear, concise manner to convey points effectively, creatively, and with the appropriate tone and professionalism. Excellent verbal communication skills to effectively interact with and build confidence with internal and external contacts, including public speaking. High degree of initiative, proactiveness, drive, enthusiasm, energy, and follow through. Advanced knowledge with online collaboration and file sharing tools, such as SharePoint and the Microsoft Office Suite (MS Word, Excel, PowerPoint, Outlook, Teams).

Required Education and/or Experience

Experience driving research projects, managing content creation and project execution. Experience managing Reporting for multiple client engagements for various framework alignments. Experience serving as a Program Manager for multiple ESG or sustainability client programs with oversight and/or past experience operating in a similar capacity to this role. Experience administering and some experience developing successful sustainability, ESG, energy and/or decarbonization programs at scale across large portfolios of commercial real estate assets, with specific expertise focused on one or more of the follow commercial sectors: office, multifamily, retail, warehouse, senior care, medical office, and hospitality. Experience developing and managing multiple time-based budgets, both as time and materials, as well as fixed price, balancing resources, timing, and quality of outcomes. Experience with resource and capacity planning. Experience managing people and teams, including some aspects of performance management, training, talent development, and hiring. Experience in a client facing consulting role, delivering professional services, and building relationships across clients and internal teams.

Physical Demands
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Travel Requirements  
Periodic travel is required for the role. Travel may include travel to RE Tech offices, if remote, or between RE Tech offices (Tysons Corner, VA and Dallas, Texas) for meetings (estimate of four times per year), as well as for Legence and/or client business needs.

Additional Requirements
In compliance with Federal law and the Federal Acquisition Regulation (FAR) , the selected candidate will be required to provide documentation that will verify their identity and eligibility to work in the United States.

No sponsorship available for this position. 

#LI-AC1 #LI-Hybrid

Health and Welfare Benefits Health and Welfare Medical Dental Vision Prescription drug Employee assistance program Maternity and parental leave Personal Benefits Paid vacation Company-paid holidays Volunteer time off Flexible/hybrid work schedule Annual professional development fund  Voting leave Financial Benefits 401(k) retirement savings plan Company-paid long-term and short-term disability insurance AD&D insurance Life insurance One-time home office bonus Office perks
Snacks, coffee and Bevi drink machine Regular social activities Free on-site parking Free on-site gym (Tysons Corner, Virginia office) Dog friendly office (Dallas, Texas office) Metro accessible office (Tysons Corner, Virginia office, Silver Line) About Legence Legence, a Blackstone portfolio company, is an Energy Transition Accelerator that provides advisory services and implementation focused on financing, designing, building, and servicing complex systems in mission-critical and high performance facilities. With five decades of expertise in the built environment, Legence has a proven track record of reducing carbon emissions, implementing renewables, lowering utility costs through efficiency consumption, and making systems run better at unmatched speed and scale. To learn more about Legence and its services, visit .
Contingent Employment Statement Offers of employment for this role may be contingent upon successfully passing a background check and/or drug screen. Execution of screens will vary based on role requirements and Company policy. All background checks and drug screens will be done in accordance with applicable federal, state, or local law. Equal Employment Opportunity Employer Legence and its affiliate companies are proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, other non-merit-based factors, and any other characteristic protected under applicable local, state or federal laws and regulations.
Reasonable Accommodations
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Legence and its affiliate companies do not accept unsolicited agency resumes. Do not forward resumes to our career’s alias or employees of Legence and/or its affiliate companies. Legence and/or its affiliate companies are not responsible for any fees related to unsolicited resumes. Any third-party recruiting agreements for Legence and its affiliate companies may only be executed by Legence Holdings LLC’s CHRO or Director of Talent Acquisition, without exception. All others are done without proper authorization and will not be honored. We will not be responsible for any fees under any third-party recruiting agreement not executed by said authority.
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Pay Type Salary Dallas, TX, USA McLean, VA, USA Share this job:

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