Experience

Neighborhood Sun

• United States
• Renewable Energy Semiconductor Manufacturing
• 1 - 100 Employee

• Director, Finance and Billing Operation

  • May 2022 - Present

  United States • FP&A: collect company’s operational and financial data from diverse sources; interpret and analyze various financial ratios, operating data, and industry-wide business trends; formulate monthly budget reports for decision making, resource allocation and strategy development • Cost Control and KPIs Monitoring: establish KPIs for departments by evaluating past performance and company's revenue target; conduct monthly performance reviews with department leaders to understand their… Show more • FP&A: collect company’s operational and financial data from diverse sources; interpret and analyze various financial ratios, operating data, and industry-wide business trends; formulate monthly budget reports for decision making, resource allocation and strategy development • Cost Control and KPIs Monitoring: establish KPIs for departments by evaluating past performance and company's revenue target; conduct monthly performance reviews with department leaders to understand their accomplishments and challenges; evaluate the operational efficiency and modify the budget accordingly by proposing budget reductions and reallocating surplus funds • Fund raising and M&A support: prepare materials for external investors including 5-year forecast and capitalization table to support fundraising efforts ($3MM+) and facilitate the due diligence process; lead the post-closing financial level-setting, such as evaluating goodwill and preparing consolidate financial statements; facilitate the integration of acquired businesses by introducing financial policies, proposing budget integration, and tracking KPIs and ROIs. • Business analytics: manage billing operation team with 144 MW+ solar portfolio (9 utilities in traditional dual billing and consolidate billing); analyze project performance with host information, payment data, bank credit, allocation sizing, enrollment and backfill data, etc.; present solutions to projects developers, customer development team and the sales team to enhance project performance and sales strategy • Tech development: collaborate with the CTO and VP of technology to establish essential platform features with business acumen and enhance scalability and operational efficacy through automation; utilize SQL and Excel to extract valuable data and create data logic for real-time business reports Show less



PwC

• Professional Services
• 700 & Above Employee

• Senior Associate

  • Oct 2017 - Jul 2021

  • Carve-out and Discontinue Segment Audit: collaborated with different teams to formulate carve-out audit strategy and evaluate projected materiality; spearheaded over 20 teammates to accomplish audit procedures; delivered carve-out financial statements on M&A deal with US$3.6 billion; • Forensic Audit: Cooperated with internal forensic team & Deloitte’s team to review 3-year financial statements and audit procedures such as data validation, robot verification and cash-revenue reconcilement… Show more • Carve-out and Discontinue Segment Audit: collaborated with different teams to formulate carve-out audit strategy and evaluate projected materiality; spearheaded over 20 teammates to accomplish audit procedures; delivered carve-out financial statements on M&A deal with US$3.6 billion; • Forensic Audit: Cooperated with internal forensic team & Deloitte’s team to review 3-year financial statements and audit procedures such as data validation, robot verification and cash-revenue reconcilement for addressing Muddy Water’s accusation, concluded allegations were not substantiated, proved professionalism, and secured brand name; • US GAAP Quarterly and Annual audit: Performed and concluded on senior audit work such as EPS, SBC, Equity, Taxation, Investment, CB, M&A, goodwill, Discontinued Operation, etc. to ensure accuracy and reliability; • SOX: planned SOX strategy and scope with materiality; led management meetings to understand Entity-Level environment, IT environment, COSO Framework and business cycles; coordinated with RA team to examine walk-through and perform tests of control by statistical sampling for accessing effectiveness of internal control and detecting internal control deficiencies; delivered SOX recommendations to internal audit and Audit Committee Show less