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Sr. Financial Consultant Resume

San Jose, CA

TECHNICAL SKILLS:

Computer: Expert - level experience in MS Excel, Project, Word, PowerPoint, Outlook & Access, Advanced-level experience in SAP, Quickbooks,VBA, Essbase, Hyperion, SAM, & Box

PROFESSIONAL EXPERIENCE:

Confidential, San Jose, CA

Sr. Financial Consultant

Responsibilities:

  • Generated monthly financial statements that included five - year cash flow projections, internal rate of return (IRR) analysis, and pro-forma balance sheets and income statements.
  • Performed feasibility analyses to determine optimal expansion strategy for client companies.
  • Updated financial statements and developed revenue projections based on primary market research.

Confidential, Milpitas, CA

Sr. Director

Responsibilities:

  • Lead Confidential & Confidential annual, quarterly and monthly planning process and reconciliation of actuals vs plan.
  • Manage relationships with key external stakeholders including the company’s auditor, insurance provider, HR services provider.
  • Manage accounting team (AP/AR, financial reporting, taxes).
  • Develop and implement strategy for offering project finance solutions to Beamreach’s customers.
  • Initiate and develop relationships with project financiers, lead and finalize negotiations.
  • Support senior management on Confidential daily basis in company’s growth. Present oral or written reports on projects, financial results and research.
  • Provide finance support to the sales and project development teams in financing special projects.

Confidential, Oakland, CA

Director, Bond Operations

Responsibilities:

  • Managing the weekly closing of PACE bonds for residential renewable energy, energy efficiency, & water efficiency projects.
  • Completed $125M bond securitization of PACE tax assessments.
  • Set up securitization and ongoing pipeline reporting for executive team and external stakeholders.
  • Improved reporting, customer processes as well as dealt with servicing issues regarding limited subordination and non-compliant assessments.

Confidential, Belmont, CA

Sr. Underwriting Manager

Responsibilities:

  • Owned & adapted Partnership Flip pricing model tool for project development team for PPA pricing, PPA & NTP approvals.
  • Reviewed credit & pricing models for more than 50 MWs of DG projects for PPA & NTP approvals.
  • Trained nationwide project development staff on credit and pricing tools.
  • Adapted & updated Confidential & Confidential bank fund models in conjunction with project finance.

Confidential

Sr. Manager

Responsibilities:

  • Handling monthly, quarterly, and annual business unit-level financial reporting (OPEX, BOQ, AOP) for energy storage business group.
  • Collaborating to develop energy storage financial models for Frequency Regulation & Demand Charge Reduction markets.
  • Carrying out M& Confidential activities including financial due diligence, evaluating battery storage operating & development projects, and managing financial aspects of transaction (e.g. source & uses, treasury coordination, & equity reconciliation).
  • Creating & presenting investment brief for energy storage development projects.

Confidential, San Jose, CA

Sr. Financial Consultant

Responsibilities:

  • Formulated business plans, incorporating marketing, operations, staffing, and financial analyses.
  • Generated monthly financial statements that included five-year cash flow projections, internal rate of return (IRR) analysis, and pro-forma balance sheets and income statements.
  • Performed feasibility analyses to determine optimal expansion strategy for client companies.
  • Updated financial statements and developed revenue projections based on primary market research.
  • Sourced DG & utility scale deals for ET Solar.

Confidential, San Jose, CA

Director of Project Finance

Responsibilities:

  • Created financial models for hybrid solar PV & natural gas plants.
  • Presented financial statements (Statement of Cash Flows, Balance sheet, & Income Statement) to executive team.
  • Bid Confidential 250MW hybrid (PV & CT) plant for the SDG&E RFP.
  • Headed up the financial feasibility study for 1,000 MW utility-scale hybrid (PV & NG).
  • Managed EPC bidding process for 6.5MW solar PV project.
  • Tracked performance metrics and performed on-going variance analyses.
  • Handled PPA negotiations with municipal water authority.
  • Worked on the due diligence and financial analysis for the sale of Confidential 3.5MW solar PV project.
  • Sourced project finance lenders to structure construction and term loans for solar PV projects.
  • Provided guidance to technical and development team to optimize solar PV projects.
  • Handled Confidential & Confidential process and oversaw accounting staff

Confidential, San Francisco, CA

Director of Finance

Responsibilities:

  • Won Confidential 34MW PPA with SCE and performed the financial bid modeling for utility 20 & 25 year PPAs
  • Prepared and presented monthly, quarterly and annual financial reports to executive team.
  • Managed corporate and JV project-level budgeting and financial reporting for 46 utility-scale projects.
  • Headed up Confidential & Confidential budgeting process and oversaw accounting staff.
  • Worked with project finance lenders to structure construction and term loans for solar PV projects.
  • Participated in sale negotiations with tax and sponsor equity investors for 84MW of contracted projects as well as presented for sale to strategic investors 1000 MW portfolio valued at more than $200M.
  • Completed the sale of 49MW of contracted projects to tax equity investors.

Confidential, San Francisco, CA

Division Finance Manager

Responsibilities:

  • Directly managed $34.5 million of municipal Community Facilities District bonds for Bayview Hunters Point Shipward Redevelopment project.
  • Handled monthly, quarterly, and annual budgeting and financial reporting in accordance with GAAP.
  • Presented and got approved revised infrastructure budget from the San Francisco Board of Supervisors.
  • Oversaw proformas for Hunters Point & Candlestick Redevelopment projects which included 16,000 homes and over 3 million square feet of commercial space
  • Worked with State and City agencies to facilitate public bond and federal grant financing for infrastructure.
  • Created public financing models for multi-billion dollar municipal bond issuances.
  • Managed $82M construction loan for Confidential 21-story high-rise building.
  • Managed accounting and administrative staff to meet reporting deliverables.
  • Developed integrated financial database solutions for project and financial management for the division.

Confidential, San Jose, CA

Capital Markets Senior Technical Manager

Responsibilities:

  • Managed daily lock desk loan objectives & reviewed interest rate hedging position to mitigate risk.
  • Built Best Execution risk model that optimized investor pricing for mortgage traders.
  • Constructed complex daily hedge and lock reports as well as detailed sales performance reports.
  • Implemented and trained Capital Markets and Lock Desk staff to streamline their daily reporting functions.
  • Created CRA loan pipeline screener to aid Capital Markets to garner premium execution from investors.
  • Developed monthly investor reports, which captured vital trends on the company’s investor base.

Confidential, Los Altos, CA

Acquisition Finance Manager

Responsibilities:

  • Orchestrated more than $348 million transactions, including due diligence, escrow, and all ancillary items.
  • Successfully arranged for more than $157 million in project financing for acquisitions and rehabilitation.
  • Managed accounting and administrative staff to successfully complete transactions.
  • Constructed rehabilitation budgets for multifamily apartment projects.
  • Performed acquisition analyses and presented multifamily projects to lenders and equity sources.
  • Set up the equity reconciliation procedures to aid with the accurate distribution to institutional investors (Dow Chemical Pension Fund and San Diego Employee Pension Fund) and private investors.
  • Established multi-tiered corporations, LLCs, and LPs for the purpose of investor participation.

Confidential, San Jose, CA

Capital Markets & SBD Project Manager

Responsibilities:

  • Worked with investors (Greenwich Capital, National City Bank, and CSFB), rating agencies, and multi-disciplined teams to ensure smooth whole loan transactions.
  • Managed and trained capital markets staff modelling for whole loan sales.
  • Built and updated loan pool cash flow models ranging from $100 to $350 million in originations.
  • Analyzed and forecasted loan pool performance residential asset class.
  • Headed up third-party technical outsourcing for company-wide, customer-focused strategic initiatives.

Confidential, Monterey, CA

Senior Financial Consultant

Responsibilities:

  • Developed client relationships and secured $34 million of debt and equity financing.
  • Created in-depth business plans that included annual budgets, monthly forecasts, and cash flow analysis.
  • Coordinated and consolidated financials statements for debt and equity funding projects.
  • Built financial models & performed cash flow analyses for clients to determine financing viability.

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