Director of Business Operations

• Apr 2023 - Present

Chief Financial Officer

• Sep 2021 - Apr 2023

Financial forecasting and modeling. Budget analysis and controls, manage corporate finance strategy. Direct business growth and expansion strategy, provide oversight of payroll and other HR functions. Introduce and streamline new applications, processes, procedures and policy across the entire organization. • Strategic diversification of revenue and business segments • Long-term Financial Planning Initiated 3, 5 and 10 year financial models, forecasts and budgets • Execution… Show more Financial forecasting and modeling. Budget analysis and controls, manage corporate finance strategy. Direct business growth and expansion strategy, provide oversight of payroll and other HR functions. Introduce and streamline new applications, processes, procedures and policy across the entire organization. • Strategic diversification of revenue and business segments • Long-term Financial Planning Initiated 3, 5 and 10 year financial models, forecasts and budgets • Execution, Strategy and Direction Instituted financial controls and monitoring systems • Introduced contract management policy, procedure and accountability • Implemented applications and initiatives to increase efficiency Show less Financial forecasting and modeling. Budget analysis and controls, manage corporate finance strategy. Direct business growth and expansion strategy, provide oversight of payroll and other HR functions. Introduce and streamline new applications, processes, procedures and policy across the entire organization. • Strategic diversification of revenue and business segments • Long-term Financial Planning Initiated 3, 5 and 10 year financial models, forecasts and budgets • Execution… Show more Financial forecasting and modeling. Budget analysis and controls, manage corporate finance strategy. Direct business growth and expansion strategy, provide oversight of payroll and other HR functions. Introduce and streamline new applications, processes, procedures and policy across the entire organization. • Strategic diversification of revenue and business segments • Long-term Financial Planning Initiated 3, 5 and 10 year financial models, forecasts and budgets • Execution, Strategy and Direction Instituted financial controls and monitoring systems • Introduced contract management policy, procedure and accountability • Implemented applications and initiatives to increase efficiency Show less

Founder

• Feb 2009 - Jan 2020

Founder of AERCA Advisors, a consulting company Provide financial modeling and strategic assessments to commercial, industrial, government and municipal clientele via due diligence processes including: • Financial Analysis: Company and project-level financial modeling, scenario analysis and NPV/IRR maximization. Alternative financing strategies. Forensic accounting review. • Technology Assessment and System Design: Physical site scouting and evaluation, structural analysis… Show more Founder of AERCA Advisors, a consulting company Provide financial modeling and strategic assessments to commercial, industrial, government and municipal clientele via due diligence processes including: • Financial Analysis: Company and project-level financial modeling, scenario analysis and NPV/IRR maximization. Alternative financing strategies. Forensic accounting review. • Technology Assessment and System Design: Physical site scouting and evaluation, structural analysis, scaling recommendations. Design parameter optimization. • Regulatory and Environmental Review: Federal, State and Local regulatory constraint analysis. Exploration of potential legal and inter-governmental agency conflicts. • Feasibility study report creation including: Executive summary, conclusions and recommendations. Presentation to engaged parties and follow up. Managed project teams ranging from 5 to 25 members. Key project awards: Delaware City Solar Development Project Lead Manager, Delaware Department of Agriculture Feasibility Study, New Castle County Energy Efficiency Forensic Accounting Review, Kelcas Petroleum Production & Exploration, GTL Energy Ltd., Salesianum School. Show less Founder of AERCA Advisors, a consulting company Provide financial modeling and strategic assessments to commercial, industrial, government and municipal clientele via due diligence processes including: • Financial Analysis: Company and project-level financial modeling, scenario analysis and NPV/IRR maximization. Alternative financing strategies. Forensic accounting review. • Technology Assessment and System Design: Physical site scouting and evaluation, structural analysis… Show more Founder of AERCA Advisors, a consulting company Provide financial modeling and strategic assessments to commercial, industrial, government and municipal clientele via due diligence processes including: • Financial Analysis: Company and project-level financial modeling, scenario analysis and NPV/IRR maximization. Alternative financing strategies. Forensic accounting review. • Technology Assessment and System Design: Physical site scouting and evaluation, structural analysis, scaling recommendations. Design parameter optimization. • Regulatory and Environmental Review: Federal, State and Local regulatory constraint analysis. Exploration of potential legal and inter-governmental agency conflicts. • Feasibility study report creation including: Executive summary, conclusions and recommendations. Presentation to engaged parties and follow up. Managed project teams ranging from 5 to 25 members. Key project awards: Delaware City Solar Development Project Lead Manager, Delaware Department of Agriculture Feasibility Study, New Castle County Energy Efficiency Forensic Accounting Review, Kelcas Petroleum Production & Exploration, GTL Energy Ltd., Salesianum School. Show less

Credit Operations Specialist/ UAT manager

• Apr 2013 - Jan 2014

Member of Atlas Project User Acceptance Testing Taskforce • Analyzed Functional Request Documents • Developed and Created UAT verification point tests • Managed and optimized several verification and testing groups (5 -10 testers) Judgmental Lender. Acquired lending authority for unsecured student loans Member of Atlas Project User Acceptance Testing Taskforce • Analyzed Functional Request Documents • Developed and Created UAT verification point tests • Managed and optimized several verification and testing groups (5 -10 testers) Judgmental Lender. Acquired lending authority for unsecured student loans

Co-Founder

• Feb 2009 - Mar 2013

Co-founder of Mid-Atlantic Renewable Partners, a regional renewable energy finance company. Developed commercial solar power and energy efficiency projects. Created and designed proprietary financial models for renewable energy project financing. • Provided solar power project dynamic pricing quotes, margin analysis, optimization of tax credits, long-term expense estimates and forecasted NPVs and IRRs. • Managed solar power RFP processes for public and private… Show more Co-founder of Mid-Atlantic Renewable Partners, a regional renewable energy finance company. Developed commercial solar power and energy efficiency projects. Created and designed proprietary financial models for renewable energy project financing. • Provided solar power project dynamic pricing quotes, margin analysis, optimization of tax credits, long-term expense estimates and forecasted NPVs and IRRs. • Managed solar power RFP processes for public and private institutions. • Performed feasibility studies for solar power projects. • Provided technology, regulatory, and financial analysis of solar power projects. Presentation experience: • Presented potential projects to prospective commercial, industrial and municipal clients. • Industry forecast and trend presentations to audiences ranging from small office to several hundred attendees. • Presentations on various topics of various specificity and length to financial, legal, municipal, government, commercial, and industrial audiences. Show less Co-founder of Mid-Atlantic Renewable Partners, a regional renewable energy finance company. Developed commercial solar power and energy efficiency projects. Created and designed proprietary financial models for renewable energy project financing. • Provided solar power project dynamic pricing quotes, margin analysis, optimization of tax credits, long-term expense estimates and forecasted NPVs and IRRs. • Managed solar power RFP processes for public and private… Show more Co-founder of Mid-Atlantic Renewable Partners, a regional renewable energy finance company. Developed commercial solar power and energy efficiency projects. Created and designed proprietary financial models for renewable energy project financing. • Provided solar power project dynamic pricing quotes, margin analysis, optimization of tax credits, long-term expense estimates and forecasted NPVs and IRRs. • Managed solar power RFP processes for public and private institutions. • Performed feasibility studies for solar power projects. • Provided technology, regulatory, and financial analysis of solar power projects. Presentation experience: • Presented potential projects to prospective commercial, industrial and municipal clients. • Industry forecast and trend presentations to audiences ranging from small office to several hundred attendees. • Presentations on various topics of various specificity and length to financial, legal, municipal, government, commercial, and industrial audiences. Show less

Equity Research Analyst

• Oct 2004 - Feb 2009

Jesup & Lamont Securities Equity Analyst May 2007 – February 2009 Lead analyst for the alternative energy research department. • Authored and published licensed brokerage research reports on publicly traded companies Including: Company specific analysis, competitive assessment, Industry analysis. IP and technical analysis. Financial statement analysis Designed and developed proprietary financial models including: the establishment and forecasting of estimates… Show more Jesup & Lamont Securities Equity Analyst May 2007 – February 2009 Lead analyst for the alternative energy research department. • Authored and published licensed brokerage research reports on publicly traded companies Including: Company specific analysis, competitive assessment, Industry analysis. IP and technical analysis. Financial statement analysis Designed and developed proprietary financial models including: the establishment and forecasting of estimates for revenue, margins, net income, EBIT and EPS. Valuation conclusions and tactical buy, sell or hold recommendations • Released time-sensitive modeling updates, forecast change reports, and brokerage commentary for public dissemination, on a daily and intra-day basis • Produced top-down global industry research and analysis • Presented industry and company focused presentations to institutional investors and industry professionals • Covered publicly traded companies including: Ormat Technologies, Trina Solar, Zoltek and others in the renewable energy and materials industry Jesup & Lamont Securities October 2004 – May 2007 Institutional Equity/ Investment Banking Analyst and Sales Show less Jesup & Lamont Securities Equity Analyst May 2007 – February 2009 Lead analyst for the alternative energy research department. • Authored and published licensed brokerage research reports on publicly traded companies Including: Company specific analysis, competitive assessment, Industry analysis. IP and technical analysis. Financial statement analysis Designed and developed proprietary financial models including: the establishment and forecasting of estimates… Show more Jesup & Lamont Securities Equity Analyst May 2007 – February 2009 Lead analyst for the alternative energy research department. • Authored and published licensed brokerage research reports on publicly traded companies Including: Company specific analysis, competitive assessment, Industry analysis. IP and technical analysis. Financial statement analysis Designed and developed proprietary financial models including: the establishment and forecasting of estimates for revenue, margins, net income, EBIT and EPS. Valuation conclusions and tactical buy, sell or hold recommendations • Released time-sensitive modeling updates, forecast change reports, and brokerage commentary for public dissemination, on a daily and intra-day basis • Produced top-down global industry research and analysis • Presented industry and company focused presentations to institutional investors and industry professionals • Covered publicly traded companies including: Ormat Technologies, Trina Solar, Zoltek and others in the renewable energy and materials industry Jesup & Lamont Securities October 2004 – May 2007 Institutional Equity/ Investment Banking Analyst and Sales Show less