Responsible for the ongoing credit administration, monitoring, review and analysis for a portfolio of tax equity and debt project financings. ✔ Performs periodic project performance and financial reviews of transactions. ✔ Prepares and writes status reviews and update risk rating scorecards.✔ Monitors the credit profile of key transaction counterparties (e.g. borrowers, off-takers, project sponsors and servicers). ✔ Ensures compliance with the terms of and reporting requirements of transaction agreements.✔ Evaluates and processes project-related consent requests (e.g., amendments, waivers, extensions) from clients.✔ Manages the credit process for a portfolio of clients including reviewing financial statements, assessing the client's compliance with financial covenants, confirming the accuracy of risk ratings, and recommending changes as warranted.✔ Implement and monitor operational risk management policies, procedures, standards, and programs with enterprise-wide impact such as Regulatory, and/or special projects.✔ Ensure enforcement of risk/regulatory programs, balancing business strategy with appropriate risk management controls.✔ Work with legal, business and other teams to balance the interests of protecting the firm while finalizing terms with clients in a timely and professional manner.

Serve as a project manager for over 30 solar and wind assets located throughout the US including operations, management, and compliance of power purchase agreement (PPAs), note purchase agreement (NPAs) and Credit Agreements with corporate clients and third-party offtakers. Assist in all aspects of the administrative, financial, capital, and operations of the renewable portfolio. Work collaboratively with customers, equity partners, site managers, regulators, grid operators, and other key stakeholders to ensure asset compliance with contractual, regulatory, and operational obligations.✔ Implement and monitor operational risk management policies, procedures, standards, and programs with enterprise-wide impact such as Regulatory, and/or special projects.✔ Ensure enforcement of risk/regulatory programs, balancing business strategy with appropriate risk management controls.✔ Review and negotiate client service agreements and documents in collaboration with key stakeholders.✔ Work with legal, business and other teams to balance the interests of protecting the firm while finalizing terms with clients in a timely and professional manner.Select Accomplishments▬▬▬▬▬▬▬▬▬▬▬✔ Managed operations, price and legal compliance for operations and maintenance (O&M), insurance, loss revenue, and PPA contracts for renewable generation assets located throughout the US including, Electric Reliability Council of Texas (ERCOT), Pennsylvania New Jersey and Maryland (PJM) regional transmission organization, Southwest Power Pool (SPP), and California Independent System Operator (CAISO).✔ Serve as Lead Business Asset Manager on budget, forecasting and portfolio management with third-party lenders and financing parties focused on compliance, pricing, development budgets, forecasts, and variances.✔ Analyzed production and energy yield data and worked with Operations team to identify and resolve production and generation issues to ensure the maximum revenue and operational efficiency.

Responsible for providing high-level consulting services and process reviews for Fleet Strategy and Operational Optimization. Effectively managed overall Fleet Financing (Leasing - $75MM, Budgets and Chargebacks - $180MM), Light-Duty Vehicle Acquisitions, Fleet Systems (Maximo, ARI, Samsara), Reporting and Operational Analysis, Process Optimization, Business Planning, and the oversight of all aspects of the Piedmont Natural Gas Fleet.✔ Led custom analyses summarizing business, financial, and/or economic data to drive long-range strategy and partnership decisions.✔ Provided business case and financial modeling support for strategic business pursuits and major investment decisions.Select Accomplishments▬▬▬▬▬▬▬▬▬▬▬✔ Created a proactive approach for acquisitions for our internal customers which improved our year-over-year Customer Satisfaction Surveys by 9%.✔ Delivered new analytics and reporting through Power BI to assist maintenance operations with productivity and operational metrics.✔ Streamlined the acquisition process to reduce the number of days needed to order and receive new vehicles from 18 months to 12.✔ Revised the asset chargeback methodology to reduce Operations and Maintenance (O&M) expenses and provide transparency to costs for our internal customers. Reduced expenses by 11%.

Hired, trained, managed, and mentored a team of 15 union-affiliated Field Customer Service Reps across the Central Zone that responded to non-payments and mandated meter inspections and painting. Responsible for coordinating day-to-day operations while developing and motivating employees in their respective jobs and creating a strong working environment and culture. Administered a budget in excess of $1.7MM.Select Accomplishments▬▬▬▬▬▬▬▬▬▬▬✔ Selected to be part of and graduated from a leadership development program. ✔ Consistently ensured safe, reliable, efficient, and profitable operations, as well as the continual delivery of excellent service to all customers. ✔ Increased productivity and efficiency rates while prioritizing a safe work environment by identifying risk, leading to process improvement opportunities, and implementation of operational changes.✔ Spearheaded training, coaching and transparent communications that improved efficiencies and promoted a culture of customer service and community relations.

Promoted to lead enterprise efforts related to operational compliance programs as described by CFR 49 Parts 191 and 192 with a focus on distribution facilities. Identified potential pipeline risks and developed process improvements to address gaps. Maintained relationships with the appropriate government and industry agencies to keep abreast of regulatory/governmental proceedings to identify impact to the organization.Select Accomplishments▬▬▬▬▬▬▬▬▬▬▬✔ Built calculations instrumental to risk ranking as part of the company’s first threat risk identification, classification, and mitigation strategy to comply with Pipeline and Hazardous Materials Safety Administration (PHMSA’s) Distribution Integrity Management Program (DIMP) requirements.✔ Enhanced process standardization, data integrity and reporting regarding compliance activities.✔ Served as the creator and author of the DOT-mandated Annual Report. ✔ Collected and analyzed data instrumental in fulfilling PHMSA and State Commission Safety Regulators regulations.✔ Increased leak tracking accuracy by 10%. ✔ Earned auditor praise for strength of comprehensive leak grading, response, and reporting plan and analytics dashboard.✔ Identified $85K in potential non-value-add activity savings as part of a Lean Six Sigma Green Belt project that analyzed new meter set and service installation procedures.

Initially hired to be responsible for ensuring the effective utilization of applications and processes required to record, place, and analyze all physical pipeline facilities.Key Accomplishments:• Forecasted $2M in savings and outlined customer experience transformation strategy that contributed to company’s current best in class customer satisfaction ranking.• Conducted deep-dive analysis of the customer experience leveraging Lean Six Sigma and Project Management best practice methodologies.• Built and presented compelling case that gained leadership buy-in for process changes including improved schedule offerings and an increased mobile workforce.• Facilitated cross-functional team of Customer Service, Service Scheduling, and Technicians that documented processes, identified operations risks and designed maps and models of target procedures.

I was an integral member of a team that introduced ISO 9001 compliance procedures to this GIS solutions firm.