Owns full P&L budgeting and monthly analysis/reporting, while leading any/all ROI projects as they come up

• Built headcount / operating expense model incorporating $36 million in personnel costs (207 employees across 12 departments) and $32 million in other operating expenses
• Led annual operating expense budgeting process, meeting with SVPs and EVPs to understand and estimate headcount and hiring needs, vendor spend, and T&E expenses. Focused on IT staffing needed to accelerate build of tech platform

Complete weekly update to operating cost forecast and headcount by department through collaboration with business leaders - comparing to plan and identifying key issues and opportunities by area.
Deliver monthly worldwide G&A forecast, collaborating with regional leaders from over 35 offices overseas.
Complete actual vs. forecast analysis on P&L line items such as Acquisition costs and G&A, and identify hot issues and opportunities.

• Analyzes expenses versus budget for five international PIH sites and five internal domestic departments totaling over $20 million in annual spending
• Summarizes, prepares and presents monthly spending analysis for executive leadership and site leadership
• Visits PIH sites in Africa to perform midyear spending versus budget analysis, lead development of six and twelve month site budgets, and provide professional development for local staff through various trainings

• Developed model for a locally-focused debt fund that will invest in green and cleantech startups
• Interacted with financial and legal advisors to craft a specific debt offering targeting the financing gap between a startup’s seed round and its first round of venture equity
• Wrote fund’s executive summary and crafted investor pitch deck and other marketing materials
• Conducted outreach and interviews with cleantech entrepreneurs seeking financing for their businesses

• Worked remotely with Lumeter’s founding team in California to provide financial modeling and analytical support
• Advanced Scalable Energy Access Loans (SEAL), a financing arm that helps base-of-pyramid end users afford the company’s solar metering products
• Developed due diligence questionnaire to use in evaluating Lumeter’s business customers for product and project financing

• Reconciled cash and accrual rate information on hundreds of transactions per day, on a variety of fixed income investments such as leveraged bank loans, high-yield bonds, distressed debt, and mezzanine debt
• Monitored funds’ custodian banks to ensure accuracy of trade funding requirements and cash availability, daily trading and portfolio activity, bank loan rate resets, corporate actions processing, and security master maintenance
• Led monthly managed account audit process