Helen Steinberg Email & Phone Number

Westport, Connecticut, United States

Since joining Post Road Equipment Finance in November 2018 as employee No. 7, I witnessed and supported Post Road’s remarkable growth from a start up to a mature firm that executed on multiple private and public securitizations and a successful sale to current owner Benefit Street Partners. Over the years, I have underwritten many single B/triple CCC.

Westport, Connecticut, United States

Stamford, CT

• Provided analyses and forecasts of the US electric power industry and associated commodities (gas, coal, oil).
• Advised underwriting teams on electricity price and generation forecasts for 26 thermal and renewables plants in the US power markets. Explain the underlying supply-demand dynamic and assumptions (e.g. pipeline.
• Lead author for the 2016 and 2017 EFS US Power Market Outlook. These reports explained Investment Strategy (IS) long-term forecasts for the US Power Market, and benchmark assumptions, methodologies, and results against.
• Received CEO Award for effectively guiding the team through challenging audits, despite multiple, often conflicting, priorities.

Norwalk, CT

• Direct report, acting “lieutenant” for SVP, Economic Capital (E-Cap) & Regulatory Capital (R-Cap) leader for GE Capital Americas (“GECA” - $100B+ assets). Since August 2015, also deployed as a technical writer in major.
• Performed leverage assessment for $20B+ New Product Introductions and Business Development initiatives to quantify their potential for unexpected losses. Articulated modeling approach, sources of risks, and leverage.
• Responsible for E-Cap release analysis for entire $100B GECA divestitures, including providing historical equity to external auditors for required closing financials, and quantifying capital impact of mark-to-market.
• Lead quarterly E-Cap reporting and management equity forecast. Expanded E-Cap reporting from quarterly to monthly rhythm per GECA CRO request. Streamlined process resulting in reduced effort per report from 230 hours.
• Developed E-Cap limits for 2015 Risk Appetite Statement. Presented rationale to, and gained buy-in from, GECA Capital Management and Enterprise Risk & Analytics Leaders.
• As a technical writer, authored and presented testing and ongoing monitoring components of key $16B Energy Financial Services business valuation model. Performed back-testing of key input in response to Model Risk.

Norwalk, CT

• Oversaw $200MM in IT and HR budgets. Accountable for monthly close and annual planning.
• Prepared and interpreted variance between actual financial results and forecasts. Presented findings to IT directors and recommended actions. Implementation of recommendations resulted in $13MM favorable budget.
• Eliminated 1,600 hours of annual finance review and 9,000 days from Purchase Order (PO) total cycle time. Reduced total number of finance approvers per PO from five to two.
• Transitioned IT from single-year to multi-year POs, saving up to 1,300 hours of paperwork annually from processing routine purchases.
• Supervised two finance professionals in India. Responsible for training, task supervision and performance review.
• Coordinated and developed $50MM annual operating plan for Risk function for FY14.

Norwalk, CT

• Independently serviced a portfolio of $1.5B commercial loans for Sponsor Finance, Healthcare, Corporate Finance and Franchise businesses.
• Executed wing-to-wing administrative duties for GECC as agent, collateral manager, or syndication participant in diverse asset based and cash flow loans. Invoiced and distributed payments to/from customers and lenders.
• Interacted with customer CFOs and controllers to ensure maximum customer satisfaction. Received numerous accolades from customers.
• For non-performing accounts, deferred or recognized revenue and expense per US GAAP. Helped account managers recover $100MM on distressed debt by diligently monitoring customers’ assets values.
• One of four, out of 100+ associates, selected to participate in pilot program that prepared participants for supervisory roles in operations.
• Facilitated user feedback of major project involving the design, testing and production of deal history platform for $3B Merrill Lynch acquisition.

Master Of Business Administration (Mba), Finance

Bachelor Of Arts (B.A.), English