-Supports the financial analysis, investment appraisal, economic evaluation and risk analysis of wind, solar and other utility-scale and emerging renewable projects, investments, technologies and merger and acquisition opportunities.-Builds, operates and maintains complex Excel models to analyze, value and price potential project-level and corporate-level investments.-Assists in-house developer’s screening and modeling of potential projects and assists in the preparation of Power Purchase Agreement bid packages and evaluates other power off-take alternatives.-Advises developers, senior management, lenders and investors on the key drivers, returns and risks of potential projects and transactions.-Assess debt and equity financing alternatives and lead financial due diligence with team members of other disciplines.

-Worked with buyout team on the recapitalization of companies across a variety of industries.-Created leveraged buyout models and investment memorandums of potential acquisition targets for presentation to the investment committee.-Assisted in portfolio management through monthly financial reporting and creation of a portfolio company tracker.-Managed deal flow through screening of new opportunities, active review of Salesforce pipeline, and tracking of M&A deals in the broader marketplace.

-Led a team of underwriters to execute Arch’s underwriting strategy of directors & officers liability, fiduciary liability and employment practices liability insurance-Assessed financial, operational, and management strengths and weaknesses of public and private companies over $500 million in revenues to minimize balance sheet risk -Met with executive and risk management teams of public and private companies to address identified areas of risk and to build new client relationships

-Responsible for underwriting directors & officers liability, fiduciary liability and employment practices liability insurance for public companies and private companies (>$2.5 billion annual revenue)-Analyzed stock volatility and shareholder litigation trends across different industry classes to minimize insurance losses-Identified new public and large private company clients that met Zurich’s risk appetite and worked with external brokers to build new client relationships

-Responsible for the acquisition of new business clients with annual sales of $1-10 million-Managed a portfolio of business clients to maintain banking relationship and grow profitability -Analyzed financial health of small businesses and non-profits to determine ability to borrow money-Originated, structured, and executed transactions related to commercial lending, treasury management, and other credit related products-Mentored and trained an ACCEL Development Program Associate

Completed comprehensive training program designed to teach leadership and communication skills along with specific banking operations