Responsibilities:
• Creation, maintenance, and continuity of the Accounting/Finance functions
• Budgeting, both annual process and continued forecasting updates
• Development and maintenance of operational KPIs
• Management of cap table
• Ownership of external relationships, including:
● • Investor groups/board members
• Third party accountants
• Audit/Tax partners
• Healthcare/Benefits/Payroll
• Recruiting/Onboarding
● Accomplishments: Accounting
• Re-designed general ledger to allow for alignment of budget/KPIs with accounting actuals
• Formalized monthly/quarterly accounting close process
• Implemented new AP process to avoid missing bills/making late payments
• Overhauled inventory accounting process to better align with actual business functions and reduce risk of omissions/errors
• Developed automated reporting process for quarterly financials
● Budgeting/Forecasting
• Derived initial flexible operational budget from externally prepared Series A model; implement

• Maintained/updated three-statement financial model to facilitate preferred equity capital raise
• Supported expansion of credit facility, syndication to other banks to support working capital needs
• Designed and executed initial company-wide budget planning process and headcount growth strategy
• Liaison to investment banks to evaluate/prepare for potential IPO
• Led migration of CRM into Netsuite ERP; Implemented Workflow Management process

• Overhauled gross margin reporting to better align actual reporting with budget process
• Facilitated information sharing between accounting and operations teams
• Mentored teammates new to the renewables industry

• Managed RFP process to replace ERP/accounting system (Netsuite to Workday); Led and completed ERP implementation across organization
• Rebuilt monthly operating reports, reducing potential for manual error and lowering build time by over 50%
• Handled external debt and equity stakeholder relationships, running investor calls, providing customized performance analytics and managing relationships
• Integrated, trained and managed team of three analysts with cross-functional responsibilities
• Developed inter-related cash forecasting system to manage short-term, medium-term and long-term cash needs for various growth scenarios; integrated dashboards to disseminate takeaways across teams
• Implemented annual organization-wide budgeting process; integrated and standardized procedures for 30+ renewable portfolio projects, over 400 legal entities; presented information to executive team and external parties
• Continuously trained non-finance personnel on how to interpret financials an

• Created and presented key information on management financials at weekly executive staff meetings
• Worked with department heads to develop customized KPI's to better understand budget performance
• Built countless SQL queries/ad hoc reports to analyze customer/performance data around various topics
• Collaborated with internal software team on financial projects to improve database and reporting capabilities
• Devised the first enterprise-wide long-term cash flow model, integrating high-level business expectations and detailed departmental budget attributes

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