Chief Financial Officer Resume
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Hawthorne, NJ
SUMMARY
- Accomplished structured and corporate finance professional with expertise in starting power investment platforms.
- Deep knowledge of the power and infrastructure sectors, state policies and market players.
- Wrote and executed business plans for investing in the hydro, geothermal, renewable and conventional power sectors.
- Led investment teams to win mandates, structure and negotiate over $3.5bn in syndicated financings for senior/junior debt, leasing and tax equity.
- Established and funded a $100M solar debt fund in the asset management sector.
- Advised state officials on Confidential policy and industry players on Confidential investing.
- Frequent speaker at Confidential conferences.
PROFESSIONAL EXPERIENCE
Confidential, Hawthorne, NJ
Chief Financial Officer
Responsibilities:
- Wrote C&I business plan for multi - year company growth and expansion of geographic footprint.
- Identified and vetted acquisition opportunities including discussions with targeted management teams.
- Surveyed project investor market and built relationships with leasing and equity investors for financing projects.
- Designed internal cash management / projections model.
- Structured and closed surety program with international insurance company.
- Monitored and analyzed state RE policy and incentives.
- Worked with sales team developing proposals.
Confidential, South Plainfield, NJ
Vice President of Finance
Responsibilities:
- Raised capital and managed third-party investments for Petra’s municipal, LED Confidential efficiency / solar projects including leases, loans, tax equity and surety insurance.
- Prepared bids and modeling for federal, state, city and municipal Confidential savings projects.
- Led effort for raising capital for internal corporate revolver.
- Managed project- level and corporate financial relationships; bank, lease and insurance underwriting and negotiation.
Confidential, Stamford, CT
Head of Power & Renewables
Responsibilities:
- Authored and executed business plan for institutional investments into the North American power generation market.
- Targeted and considered investments for the hydro, natural gas, and renewables sectors with focus on senior and junior tranches and structuring.
- Led team to secure mandates, negotiate and close loans.
- Developed investment credit analysis and advised institutional investors on key investment risks and returns.
- Oversaw credit ratings process for loans with ratings agency. Led the relationship building and company branding strategy with utilities and IPPs.
- Developed and maintained strong working relationships with Confidential sector advisors, syndicators, co-investors, legal teams and industry advisors.
- Spoke at power and Confidential policy conferences.
Confidential, Washington, D.C.
Senior Director
Responsibilities:
- Developed business plan for establishing a solar debt investment platform.
- Negotiated and established $100MM solar project debt fund with anchor investor for project level debt investments into the PV commercial and industrial sector.
- Developed debt program in coordination with tax equity and all project documentation.
- Trained staff on project finance modeling and structuring.
- Oversaw investment opportunity origination with solar developers.
- Issued and negotiated term sheets for U.S.
- Managed staff on full project due diligence.
- Launched integrated debt and tax equity product for the solar sector.
Confidential, New York, NY
Managing Director - Founder
Responsibilities:
- Created consulting company advising leading power developers, construction companies, and Confidential financial investors on assessing, structuring and closing various Confidential investments.
- Highlights include advising IPPs and private equity on the purchase and sale of ownership interests in various electricity generation projects from oil, gas to renewables.
- Developed Confidential sector research and provided project finance structuring advice for clients.