Solar Tax Equity Financehttps://www.key-state.com/solar-tax-credit-investments.aspx

- Leveraged comprehensive financial analysis techniques, including ratio analysis, cashflow modeling, and market trends to support decision-making for commercial client’s loan approvals. - Effectively translated industry-specific nuances into actionable credit strategies, contributing to improved risk management and optimized lending solutions. - Completion of Ignites Risk Management Association, 12-week program covering high level financial statements, cashflows, forecasting, restructuring, with a focus on commercial real estate.

- Implemented and managed fixed assets and WIP tracking systems using QuickBooks.- Co-develop reporting systems with Account Managers that streamline communication of cash flow statements to reduce time spent reporting.- Act as liaison to paid consultants, modeling cash flow statements and continuously improving reporting procedures.

- Co-reviewed personal loan and business loan requests with bankers, collecting bank statements, reviewing previous loans, forecasting revenue, and evaluating debt-to-income ratios to determine risk to clients and our branch. - Co-facilitated financial wellness reviews for personal and business clients, aligning their financial needs with banking products based on our evaluation of their revenue, assets, investments, and long-term financial goals. - Oversaw customer relations by greeting visitors as their first point of contact, providing exemplary customer service, and tracking inquiries to improve materials.- Presented new strategies before the Vice President, Area Leaders, and Managers, interviewing branches to identify effective incentives for bankers, best offerings for clients, and redundancies in communication.

-Research and outreach to new personal and business clients.-Shadow Financial Advisors through the process of accounts.