Advise on various opportunities/transactions across North American energy markets including renewable energy + battery storage asset optimization, project financing, risk management of quantitative power trading strategies in MISO, and waste hydrogen to e-NG long-term offtake.
• Optimized overbuild and increased present value by 5% for 100 MW solar + 20 MW/2-hour battery facility in Florida.
• Advised MISO traders on settlement charges and other market rules to improve returns
• Rationalized venture firm’s investment into Retail Electricity Provider in ERCOT focused on virtual PPAs and demand response for data centers/C&I customers.
• Analyzed New England REC market for Bay Area investment fund and determined that REC compliance market appeared to be undersupplied through 2030.

Strategic partner to senior executive team to scale business in hypergrowth mode. Responsible for all aspects of financial and tax reporting. Provide portfolio oversight of short-term U.S. Treasury securities/similar financial instruments. Oversee fund/investment administration. Optimize workflows. Support regulatory compliance initiatives.
• Total value locked (i.e., net asset value) increased from approximately $300 million to over $1 billion across both the OUSG and USDY tokens—an increase of almost 250% in less than 18 months.
• Developed crucial and innovative accounting functions to facilitate instant LP redemptions of OUSG utilizing Blackrock’s first digital asset money market fund (BUIDL) and stablecoins (USDC) 24 x 7 x 365.
• Established “shadow books” to calculate the daily net asset value for OUSG due to third-party fund administrator’s inadequate legacy systems to accommodate instant redemptions.
• Created automated reporting and accounting for transactions.

Craft execute strategy for insurance fintech start-up disrupting the surety/fidelity bond industry. Responsible for all aspects of accounting, finance, treasury, tax, and regulatory reporting to state regulators and shareholders. Automated reporting systems.
• Created systems/processes to support Jet’s premium growth from a single state with minimal insurance premium to more than $8 million in premium in over 40 states.
• Built financial models from scratch forecasting premiums, expenses, and investment portfolios for state regulators to support growth into additional states/markets.

Create financing models and develop tracking tools to monitor utility-scale batteries. Led discussions with EPCs, OEMs, project finance banks, investors, and utilities.
• Completed transaction to begin construction on the 100 MW Chisholm Grid facility in near Dallas, TX (ERCOT).
• Development pipeline resulted in over 800 MW/4-hour batteries commercially operating and/or under construction as of April 2025.

Create powerful financial models for investment fund that capture value and risk for complex financings and tax equity transactions. Develop tracking tools to ensure asset optimization.
• Identified additional sources of cash flow for existing assets that increase annual cash yields by 12-15% by disentangling complex bank hedges in nodal markets.
• Negotiated 20-year PPA with PacifiCorp for both the Pioneer (80 MW in Wyoming) and Latigo (62 MW in Utah) wind energy facilities and maximized REC values.

Provided contract CFO, accounting, corporate finance, tax compliance/planning and acquisition due diligence services to entrepreneurs, VC-backed start-ups and real estate development/investment firms. Regularly support clients to refocus on key value drivers. Create tax-efficient structures to maximize after-tax profitability. After founding and growing firm, sold firm to key employees as part of divestiture plan.
• Advised on accounting and tax items for a multimillion-dollar series A VC investment, establishing beginning financial statements and working through post-closing issues by setting up accounting policies and procedures.
• Created a reorganization plan for a real estate partnership to defer taxes on multi-million dollar gain.
• Structured the recapitalization of a failing firm and helped them to become cash flow positive by establishing weekly cash flow forecasts, identifying the most profitable product lines, liquidating obsolete and slow-moving inventory

Structured asset and stock transactions to maximize after-tax cash flow, as well as financial, legal and GAAP benefits. Created sophisticated financial models to determine optimal tax structures based on debt/equity capitalizations. Performed due diligence to identify tax exposures in both domestic and cross-border transactions. Advised both Fortune 500 strategic and private equity sponsors. Worked extensively on complex restructurings (e.g., Kmart, Global Crossing and XO Communications) to preserve/maximize tax attributes and value.
• Developed a sophisticated model that led investment bankers advising a mutual Fortune 500 client to delay the spin-off of a subsidiary enabling the business to generate an additional $700 million of after-tax cash flow.
• Advised Lehman Brothers on the tax implications of an innovative debt offering with a variable interest rate linked to the S&P 500 Index.