Experience

Distributed Power Solutions

• United States
• Utilities
• 1 - 100 Employee

• Vice President/General Manager

  • Mar 2022 - Present



Energy Rental Solutions Cat

• United States
• Facilities Services
• 1 - 100 Employee

• International Finance Manager

  • Jan 2022 - Mar 2022



APR Energy

• United States
• Renewable Energy Semiconductor Manufacturing
• 300 - 400 Employee

• Sr. Finance Manager, Commercial and Operations

  • Jul 2021 - Jan 2022

• Finance Manager, Commercial and Operations

  • Sep 2019 - Jul 2021

  - Assemble and present financials for commercial pipeline opportunities to APR’s executive leadership team, making recommendations regarding pricing, metrics, asset management, market strategy, entity structuring, risks and mitigation- Identify financial risks and provide mitigation advice during negotiation and review of contact terms and conditions- Manage the financial modeling process for international business opportunities - Oversee APR’s monthly operations financial reporting process, and capital expenditure forecasting, and yearly budget- Complete credit risk analyses on public and private international customers, providing recommendations to the executive leadership team for adequate financial guarantees and appropriate payment terms based on their rating, financials, and outlook- Support and compare APR’s corporate forecast with current commercial pipeline highlighting budget targets and- Ownership for the conversion of APR’s pro forma model from GAAP standards to IFRS reporting principals upon acquisition, while also evolving from a private to public company- Priced multi-million-dollar asset sales, FMV analyses, covenant compliance, and coordination of bank lien releases- Architect behind APR’s commercial pricing process that includes the following pricing structures: fixed and variable, purchase-power agreements, lease-to-own, balloon payment, outright sale, time and materials- Appointed treasury responsibilities as department was dissolved, including credit analyses, international banking recommendations, and keyholder for APR’s Bloomberg terminal license- Introduced financial feasibility analyses to APR’s commercial process. Driving upfront strategic discussion with leadership- Collaborated with the corporate controller to introduce APR’s inaugural SG&A allocation at the project financials level- Successfully trained and managed employees to understand APR’s business model, set and achieve internal goals, as well as grow their careers

• Sr. Financial Analyst, Smart Solutions

  • Mar 2019 - Sep 2019

  • Impactful participation in the Smart Solutions charter by comparing APR’s strategic objectives with market validity through various business cases• Research new markets, technologies, and competitors to determine a growth focus going forward for APR• Attend meaningful conferences and/or vendor visits to educate our team and understand what actions APR must take in order to be successful at the strategies going forward• Provide financial guidance to drive management toward best solutions to adapt to APR’s business model• Educate executive management on the strategy at hand and how APR may or may not have an advantage within the market• Develop sales tools that provide pricing strategy and value propositions for the opportunity at hand

• Sr. Financial Analyst, Commercial Operations

  • Feb 2018 - Sep 2019

  - Architect and construct detailed financial models to drive management’s decision-making on prospective opportunities. Conduct detailed risk and opportunity analysis for each opportunity to highlight areas of improvement- Engage business leaders across all facets of the business to collect data in support of decision analysis and make recommendations relative to financial impact- Continued process improvement for deal modeling process. Refinement of pro forma model to increase accuracy of basis of estimate through work breakdown structures- Monthly support of the Corporate Finance team in analyzing opportunities and risks to overall annual corporate budget. Examine and document deviations in corporate sales targets vs. overall sales pipeline- Create presentations to document to management and the board of directors the financial ramifications of new business to the overall company. Highlight impact to profitability, cash generation, asset utilization, and relevant financial metrics- Coordinate with Operations finance team to refine cost estimation tools- Finance team’s subject matter expert within international tax, creating APR’s first ever corporate tax forecast



A. Harold & Associates, LLC

• United States
• Defense and Space Manufacturing
• 1 - 100 Employee

• Financial Analyst

  • Jan 2016 - Feb 2018

  - Developed and oversees company-wide budget process, prepares financial forecasts, customer reports, monitors and satisfies program-specific financial requirements, tracking incurred costs vs. contract funding, estimates to complete and estimates at completion, profitability reporting - Leads the FP&A for all four divisions: staffing, construction, educational training, and logistics - Maintains control of project accounting to ensure compliance of all federal acquisition recognition contract specifications - Builds financial models for pricing exercises of contracts and proposals with understanding of FAR clauses - Accurately forecast the quarterly and yearly revenue - Determines proper project accounting and financial reporting for firm fixed price, time and materials, and cost-plus contracts to follow standard accounting practices - Perform internal control documentation & reconciliations to increase compliance of government contract regulations, applying new contract modifications as they emerge - Executes budget planning for company’s indirect rates securing DCAA compliancy - Oversee payroll processing, time collection, accounts payable and month-end/year-end closing procedures - Perform ad hoc analysis as requested by management



Nexius

• United States
• Telecommunications
• 300 - 400 Employee

• Financial Analyst

  • Jul 2013 - Jan 2016

  • Work with management to review project budgets and develop forecasts • Track key payment drivers to ensure revenue forecasts are met • Provide monthly/quarterly cost reporting to executives • Construct and manage various financial models to maintain efficient project reporting • Investigate project variances to submit reports to management • Analyze contracts for items not covered in scope • Review vendor and subcontractor quotes for contract compliance • Reconcile outstanding vendor payments and client invoices • Assess and pursue opportunities to maximize client billing • Construct ad hoc analysis as requested by management



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Trust Administrator

  • Jul 2012 - Jul 2013

  - Exercise principal and interest payments on multi-million dollar municipal bond deals - Coordinate with clients to perform various financial responsibilities including but not limited to: purchase and reconcile investments, process requisitions, complete audit confirmations, balance accounts - Ascertain the bonds and client requests abide by the legal documents pertaining to the deal to ensure an optimal financial rating - Exercise principal and interest payments on multi-million dollar municipal bond deals - Coordinate with clients to perform various financial responsibilities including but not limited to: purchase and reconcile investments, process requisitions, complete audit confirmations, balance accounts - Ascertain the bonds and client requests abide by the legal documents pertaining to the deal to ensure an optimal financial rating



Northwestern Mutual Financial Network

• Intern/Financial Representative

  • May 2011 - Jun 2011

  - Build a clientele based on prospective interviews, no leads - Meet with clients on a professional level to evaluate their financial position and provide them with the most fitting security possible - Hands on experience with financial advising and selling financial products - Build a clientele based on prospective interviews, no leads - Meet with clients on a professional level to evaluate their financial position and provide them with the most fitting security possible - Hands on experience with financial advising and selling financial products