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Beatrix Greenwell

Manager - Financial Planning and Analysis at HEI
Intro Book
Beatrix Greenwell is a seasoned financial expert with 21+ years of experience in forecasting, financial analysis, and accounting, holding senior roles at top companies including Hawaiian Electric and Pacific Gas and Electric.
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Location
Alameda, California, United States, US
Skills
  • Forecasting
  • Financial Analysis
  • Sarbanes Oxley Act
  • Budgets
  • Financial Modeling
  • Show all
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Bio

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Beatrix Greenwell is a seasoned financial expert with a proven track record of delivering results-driven financial planning and analysis. As a Manager at Hawaiian Electric Industries, she leads a team of Senior Financial Analysts and Experts, driving forecasting, financial analysis, and budgeting initiatives for a $80+ billion capital asset portfolio. With 21 years of experience in capital recovery and analysis, she has successfully implemented financial systems, including JD Edwards, and ensured end-to-end SEC reporting. Throughout her career, Beatrix has honed her skills in forecasting, financial modeling, analysis, process improvement, accounting, internal controls, and US GAAP. She has worked with top-tier companies, including Pacific Gas and Electric Company and ABM Industries, and has a strong educational background in Business Economics from the University of California, Santa Barbara. Beatrix holds a BA degree and has completed a Junior Year Abroad in Economics at the University of Leeds. She is proficient in a range of financial tools and technologies, and is committed to staying up-to-date with industry developments and best practices.

Experience

  • HEI
    • Honolulu, Hawaii, United States
    • Manager - Financial Planning and Analysis
      • May 2024 - Present
      • Honolulu, Hawaii, United States

  • Pacific Gas and Electric Company
    • San Francisco Bay Area
    • Senior Manager - Capital Recovery and Analysis
      • Aug 2002 - Apr 2024
      • San Francisco Bay Area

      Forecasting capital assets, preparing regulatory filings, financial analysis and budgeting. PG&E has $80+ billion in capital (plant) assets. Lead a team of 10 Senior Financial Analysts and Experts.

  • ABM Industries
    • San Francisco Bay Area
    • Accounting Manager
      • Dec 1993 - Jul 2002
      • San Francisco Bay Area

      Manager of accounting and fixed assets for the holding company, ABM Industries. Team responsible for general ledger and fixed assets, as well as end-to-end SEC reporting.Also worked in the capacity of a project team lead for the implementation of JD Edwards, both general ledger and billing systems.

  • Harb, Levy & Weiland LLP
    • Accountant
      • Sep 1990 - Jul 1993

  • Ernst & Young
    • San Francisco Bay Area
    • Staff Accountant
      • Dec 1988 - Mar 1990
      • San Francisco Bay Area

Education

  • 1984 - 1988
    University of California, Santa Barbara
    BA, Business Economics
  • 1986 - 1987
    University of Leeds
    Junior Year Abroad, Economics
  • 1970 - 1984
    Punahou School
    High School

Suggested Services

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Industry Focus. “Financial Services”

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