Created and presented weekly and monthly financial performance reports to a cross-departmental group of company managers. Created Excel pricing models and regularly updated them to stay current with market adjustments such as cost of power, rebate level changes, and production distribution.Performed analysis on new markets and products to determine which markets are economically viable and how pricing should be set for leases and loans.Worked with a team to forecast the Fair Market Value of solar leases and loans using an income and cost approach.Compiled and verified data from multiple departments for submission as a quarterly reporting requirement for tax equity funds to banks and to the U.S. Treasury for the release of 1603 cash grants to NRG. Worked with IT on implementation and stress testing of updated pricing matrices and new products.

Created weekly and monthly reports for multiple departments, including upper management, to show current pricing metrics and where adjustments need to be made.Performed financial analysis on new markets and products to determine which markets were economically viable. Determined monthly and prepaid lease pricing.Assessed financial impacts of pricing and volume changes across markets.Created and updated pricing models to keep up with market changes.Collaborated with the Sales Operations team to ensure alignment on financial and pricing guidance.Generated utility cost analysis for various levels of consumption and production levels for Strategy and Marketing teams.Gathered information from multiple departments for submission to banks as a quarterly reporting requirement for their tax equity funds.Compiled documentation for submission to the U.S. Treasury for the release of 1603 funds to NRG.Worked with IT on implementation and data validation of updated pricing matrices and new pricing products.Audited rebate applications and amounts received on an ongoing basis.Designed Visio flowcharts to detail and simplify team processes.

Developed, implemented, and supervised action plans as a project manager to reduce inefficiencies and improve process flow through project closing. Data analytics using proficient Excel skills for pipeline management, metrics, and reports on the California Solar Initiative (CSI) raw data. CSI analysis includes market trends, competitor comparisons, territory research, and internal metrics.Worked with lease partners and franchise partners on pipeline management to achieve milestones for payments. Streamlined processes by identifying inefficiencies and finding solutions on my own initiative or as directed by management.Supervised and trained co-workers to handle daily process flows and make scheduled calls. Face-to-face, phone, and webinar training of franchise partners on process flow, new finance programs, and best practices for six different lease and loan programs.Underwriting duties that included researching and evaluating customer credit, property title reports, and income/asset documentation to determine eligibility for in-house solar finance program. Processed leases from initial submission to closing through solar finance partners and programs.Processed of 1603 US Treasury grant applications and UCC fixture filings.Monitored solar system status and production as required by finance provider.

Developed spreadsheets for tracking critical metrics with Excel and Google Sheets which were provided to management weekly. The metrics were used for forecasting supply chain needs, tracking inventory properly, improving project flow, lowering shipping costs, and guaranteeing the accuracy of serial numbers.Reduced shipping costs by negotiating pricing and scheduling through brokers and materials vendors.Created tracking systems with Google Docs to improve inventory controls and lower shipping costs.Used Salesforce, Netsuite, and Google Docs to manage projects.Worked effectively with team members under daily deadlines that required managing orders and shipping bids while resolving common issues like emergency orders and last minute changes.Researched potential solar leasing opportunities.Data analytics using proficient Excel skills for pipeline management, metrics, and reports on the California Solar Initiative (CSI) raw data. CSI analysis includes market trends, competitor comparisons, territory research, and internal metrics.