Aaron Cates Email & Phone Number

Honolulu, Hawaii, US

• Developed the company’s 5-year strategic business plan
• Created sell-side financial models and forecasts to support efforts to sell the company.
• Responsive to due diligence requests and data room production.
• Responsible for leading the preparation of monthly operating report packages for distribution throughout the Company and parent.
• Aggregated and communicate consolidated and unit financial trends; proposing key actions and strategic implications.
• Supported the accuracy and effectiveness of the closing process through analytical review and trend identification and analysis.

Kapolei, Hawaii, US

Directing the execution of the company’s strategic business planOversee, review, and approve all financial statements Operate regular convenings of the board of directors and perform monthly investor callsConduct all aspects of treasury including cash balances, cash forecasts, and capitalizationDeveloped and refined the business’ pro forma and financial.

• Served as a testifier in HG's TY18 rate case before the Hawaii PUC responsible for rate design and proof of revenues--performed research, constructed complex multivariate volume forecast, authored testimony, and.
• Served as direct liaison with USPACOM, CNIC, and NAVFAC for military relations within the pacific region to establish a working partnership towards Hawaii’s energy future
• Directed the company's 2017 collective bargaining agreement (union negotiations), focusing on value creation through deal asymmetries ("win-win" outcomes) and quantifying various proposals to ensure non-regressive offers
• Composed the long range, transformational corporate strategy incorporating renewable energy and fuel diversification
• Streamlined FP&A process and deliverables for management review of performance against various benchmarks and LBE forecasts including formal monthly, quarterly, and annual reporting requirements for 10-K and 10-Q
• Cultivated a culture of data focused on quality, structure, and usability. Developed ETL architecture and created strategy related to data consolidation and unstructured, cross-object analytics

• Conducted bottom-up and market-based pricing analysis to implement programmatic pricing structure changes.
• Implemented Salesforce within the organization to simplify and increase efficiency of CPQ approval and execution
• Created autonomous and semi-autonomous approval and contract generation programs that decreased time to execution from 16 weeks to 2; with over 60% approved instantaneously
• Served as the subject matter expert of data, analysis, and reporting in a cross-functional role assisting HR, Operations, Accounting, Legal, Sales, and Business Development

• Developed corporate accounting and finance controls and policies
• Implemented job costing and proposal-to-budget-to-actual analysis cycle
• Formalized the project management process into a functional Business Process Management design and implemented various technologies to drive the organization

Kailua, HI, US

• Identified critical business issues and growth opportunities, applying the necessary analytics, and structuring work plans to solve complex problems
• Refined the firm's mission and develop short and long-term strategic business goals
• Leveraged technical, analytical, interpersonal and management skills across all areas of deal execution including deal structure, due diligence, communications, negotiation, integration, and post-transaction operations
• Advised CEO to assist in the development of the firm's goals
• Developed and refined business plans and financial models
• Identified and cultivated partnership opportunities with external vendors and organizations

Kailua, HI, US

• Generated detailed market reports including demand elasticity, market saturation, and competitor pricing used to formulate strategic pricing and market positioning campaigns
• Initiated internal project auditing and assisted with 3rd party audit and bonding
• Championed business development and new product offerings
• Secured partner financing for commercial projects including operating lease and PPA contracts
• Assisted in web-based software implementation for internal CRM, PM, and IM operations.
• Created a dynamic financial proposal tool.

Conducted market analysis and business model developmentCreated mathematic and logic architecture to be deployed as a web applicationLead Rails development team from concept, to wireframe, to deployed web appConceptualized and diagramed process maps including a high degree of API integration parameters

Developed money-saving auxiliary components for the airline industry.Structured Energy Performance Contracts in underserviced industry.Responsible for capital management, controllership, compliance, and corporate management.

Honolulu, HI, US

• Developed a commercialization strategy and app concept around software commissioned by the government for emergency response management.
• Conducted market analysis, pricing analysis, financial projections, and cost budgets.
• Coordinated a “go/no-go” review and assessment for investment feasibility

San Ramon, CA, US

Chevron Energy Solutions. Efficiency and Renewable Energy.

Initiated short-term projects and strategized definable outcomes.Conducted experimentation and data processing, culminating in a thesis.Designed and constructed UHV laser ablation spectroscopy system.

Certificate, Strategy

Masters, Business Administration

Bachelor Of Science, Physics

Education record

Education record

Airline Management Mit Course Number 16.75J / 1.234J