Patti Helfer
Partner and Chief Operating Officer at Huck Capital- Claim this Profile
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Experience
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Huck Capital
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United States
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Capital Markets
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1 - 100 Employee
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Partner and Chief Operating Officer
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2019 - 4 years
Greater Philadelphia Huck is an investment firm on a mission to inspire, finance and build the next generation of energy providers. We look to support companies and leaders who are pushing toward Net Zero and delivering solutions to consumers looking to electrify their lives. We are committed to building a more sustainable future. - Evaluated deals ranging in size from $50m to $3bn within the energy transition sector that included technology (SaaS), retail energy, residential solar, energy storage, and… Show more Huck is an investment firm on a mission to inspire, finance and build the next generation of energy providers. We look to support companies and leaders who are pushing toward Net Zero and delivering solutions to consumers looking to electrify their lives. We are committed to building a more sustainable future. - Evaluated deals ranging in size from $50m to $3bn within the energy transition sector that included technology (SaaS), retail energy, residential solar, energy storage, and energy microgrids -Leads Huck diligence efforts working closely with target company and advisors -Works closely with portfolio company management and boards to drive strategies and efficient operations -Manages the operations of the firm including financial, HR, compliance, and legal Show less
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Operating Partner
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2016 - 2019
San Francisco Bay Area Partnered with a syndicate of large financial institutions to acquire and aggregate large assets in consumer and commercial energy markets.
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NRG Energy
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United States
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Consumer Services
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700 & Above Employee
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Chief Operating Officer- NRG Home, a $6B division of NRG Energy
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2015 - 2016
Princeton, NJ Left the Corporate C-Suite to take on an entrepreneurial challenge to lead business operations within the newly formed NRG Home- a start-up combining NRG's consumer facing businesses comprising $6B in revenue, 3M+ customers and $650M+ in EBITDA. Reported directly to the NRG Home CEO. -Led the transformation to create NRG Home including recruiting and hiring its CEO and key members of the leadership team, developing goals & objectives, budgets, organizational models, incentive plans and… Show more Left the Corporate C-Suite to take on an entrepreneurial challenge to lead business operations within the newly formed NRG Home- a start-up combining NRG's consumer facing businesses comprising $6B in revenue, 3M+ customers and $650M+ in EBITDA. Reported directly to the NRG Home CEO. -Led the transformation to create NRG Home including recruiting and hiring its CEO and key members of the leadership team, developing goals & objectives, budgets, organizational models, incentive plans and employee engagement programs. -Developed comprehensive strategy approved by the Board to move to a demand-driven business model deploying technology and services to more than 3M customers. -Directed the effort to build the Home operating platform including systems and processes to enable cross selling, as well as various initiatives to optimize customer experience. -Took on a senior leadership role at the residential solar division directing efforts to integrate and build an operating platform for reliability and growth. Led improvements in operational disciplines and processes resulting in an improvement in Days to Install by 56%. Built the organizational model, developed key performance metrics and daily dashboard to effectively mange the business. Directed the financial activities which drove down Costs per Watt by over 30%.
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Executive Vice President and Chief Administrative Officer
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2011 - 2015
Princeton, NJ Rapidly promoted from VP to EVP and C-Suite executive reporting directly to the CEO. Led NRG's human resources, information technology, supply chain, facilities and charitable giving departments comprising 500+ employees and an annual operating budget of ~$200M. Led efforts to accelerate NRG's strategic plan through prioritization and collaboration among all NRG businesses and functions. -Led various acquisition integration efforts for NRG's largest combinations which included building… Show more Rapidly promoted from VP to EVP and C-Suite executive reporting directly to the CEO. Led NRG's human resources, information technology, supply chain, facilities and charitable giving departments comprising 500+ employees and an annual operating budget of ~$200M. Led efforts to accelerate NRG's strategic plan through prioritization and collaboration among all NRG businesses and functions. -Led various acquisition integration efforts for NRG's largest combinations which included building an operating platform that would scale for continued growth as well as ensuring cultural integration that enabled alignment with the company's vision and "rising tide" strategies. -Drove the efforts to identify and achieve cost synergies realizing $319M of annualized G&A synergies from two large scale acquisitions- which equated to over $2B in shareholder value. Results were sustained in subsequent years.
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VP-Internal Audit
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2007 - 2011
Princeton, NJ Led the complete transformation of the Audit department from a small Sarbanes-Oxley testing shop to a value-added, risk-based internal audit team fully compliant with the International auditing standards. Developed strong relationships with the C-Suite and business leaders to gain a seat at the table enabling Audit as a business partner supporting the overall mission and strategy of NRG.
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Assistant Controller
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2004 - 2007
Princeton, NJ Managed the corporate accounting function including SEC reporting, external auditing process and internal controls overseeing 25 FTE's and an operating budget of ~$10M.
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PSEG
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Utilities
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700 & Above Employee
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Director- Accounting
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2003 - 2004
Newark, NJ Directed all aspects of corporate accounting and management reporting
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NUI Corporation
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United States
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Civic and Social Organizations
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Corporate Controller
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1994 - 2003
Bedminster, NJ Managed all aspects of accounting, reporting and FP&A
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Arthur Andersen & Co.
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Accounting
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1 - 100 Employee
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Audit Manager
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1987 - 1994
New York, NY Performed financial statement audits of NYSE clients primarily in the energy industry
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Education
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Rutgers University
BS, Accounting -
Rutgers Business School
Bachelor’s Degree, Accounting