Developed RFPs, managed levered and unlevered financial models, guided diligence and helped in financial closing on PV and PV + storage assets in United States ? Structured internal and external financial models, as well as investment materials for capital partners throughout US ? Helped close financing of first NY asset structured as leveraged partnership flip involving one TE + term debt investor ? Guided diligence for construction, term debt and tax equity closing for four MA community solar assets valued at $95M ? Prepared RFP proposals for M&A acquisitions and capital raises ? Remotely managed inputs of financial models from investment associates based in Toronto ? Managed financial modeling for two additional M&A portfolios of PV and PV + storage valued at $120M
Provided financial and operational consulting for the largest transit agencies in New York City and Bermuda ? Developed structured financial models with internal and external teams to analyze $50M in infrastructure and grid upgrades ? Created TCO and operations models for $80M in EV procurements internationally through RFP and vetting process ? Managed client relationships with power authorities, port authorities, transit agencies, Depts of Finance and Transportation to maintain budget performance and negotiate EV contracting
Created and developed EV charging revenue stream within Prologis’s 775 million square foot industrial real estate portfolio ? Developed detailed financial models to understand the economics of EV market and revenue streams ? Served as commercial lead on project negotiations with ChargePoint, Tesla and Electrify America ? Prepared financial analysis and presentation to C-Suite and received approval for rollout of strategy in Prologis’s portfolio ? Began strategy and financial execution for EV charging program in six of Prologis’s portfolio countries
Oversaw data analytics and management to manage performance and grow the business 100+% in 18 months ? Turned East Coast from 20% to 47% of Sunrun operations through management and oversight of key functions ? Managed data and analytics of over 13,000 projects, with 200 projects in pipeline on a daily basis ? Acted as financial partner to regional managers, interpreting financial results to enhance operational efficiency ? Reduced sales cancellation rates by 10% through creation of Macro-enabled Excel tools
Created TransRe’s global research unit, presenting findings internally and externally at company HQ and conferences ? Consulted internally to increase profits by 7% on property book through science research and implementation
Master of Business Administration, Concentrations in Renewable Energy, Finance and Real Estate ? MBA Writing and Communications Tutor, Macroeconomics Tutor ? Awarded CU Merit Scholarship and Etkin L. Johnson Scholarship ? Coursework in Entrep Finance, Biz of Renewables, Applied Finance, RE Finance, Marketing, Negotiations, Leadership
Bachelor of Arts, Double Major: Environmental Studies and Economics ? Economics Quantitative Reasoning Tutor and Grader ? Varsity Sailing Team
- Presentation Skills
- Document Review
- Relationship Management
- KPI Tracking
- Interpersonal Skills
- Due Diligence
- Storage
- Solar
- Financial Modeling