Jim Beltis Email & Phone Number

Rochester, New York Metropolitan Area

• I oversee the strategy, execution, and day-to-day operations across finance, corporate development, fundraising, M&A, large-scale customer contract structuring & negotiation, and accounting for a development-stage.
• Architected $200M+ funding process by orchestrating private equity (PE) financing to secure critical capital to construct the largest solar panel factory in the US.
• Oversaw strategic partnerships with blue-chip power generation companies, successfully structuring and negotiating multi-billion dollar contracts to supply solar panels.
• Conceptualized and led execution of plan to harvest $680M in annual tax credits associated with $1B factory sales capability.
• Bolstered available funding by devising debt financing strategies, including leveraging Advanced Manufacturing Loans offered by the Department of Energy (DOE).
• Headed M&A activities to identify, evaluate, perform due diligence, and integrate high-value acquisitions, including critical production assets.

Bloomfield, NJ

• As the CFO and second-ranked executive officer, I steered finance, legal, business operations, budgeting, corporate development, M&A, cash flow, investment strategy, and relationship cultivation with OEM customers and.
• Drove risk management, implemented cost controls, enhanced capital efficiency, and analyzed financial performance by leveraging a data-driven approach to guide sound decision-making.
• Optimized profitability and cash flow, increasing revenue 18% year-over-year (220%+ over seven years) through global market expansion, strategic investments, sales and business development, supply partnerships, and.
• Triggered multimillion-dollar annual sales growth by shaping and negotiating supply agreements with DePuy Synthes (J&J), Medtronic, and Olympus worth $15M+ per year, as well as managing profitable group purchasing.
• Tripled manufacturing capacity by leading $6M construction project, obtained $10M Grow NJ relocation and construction award, and directed multimillion-dollar sales channel investment and reorganization initiative.

Houston, Texas Area

• I was appointed acquisitions & finance lead of the PE team charged with investing $1.8B of JPMorgan's capital through 15 large-scale energy infrastructure and commodity acquisitions. This included overseeing.
• Instrumental in building the 13th-largest power company in the nation and directing all aspects of strategy, marketing, sales, finance, and plant operations for all investments.
• Delivered $20M in profit and eliminated $250M JPMorgan Guaranty by terminating 20-year, $300M+ power plant toll agreement, acquiring 100% of project bonds, and extinguishing toll agreement.
• Shaped and executed $400M+ energy project bond investment strategy, including leading reorganization of two project companies following acquisition of majority of bonds.
• Sourced $1B+ long-term international LNG supply arrangements, initiated $305M biomass power plant purchase with 51% pre-tax equivalent IRR, and orchestrated $200M+ interest rate swap hedge book.

Houston, TX

• I directed due diligence, valuation, and contract analyses for multiple commodity trade book and power plant acquisitions. During this period, I was the lead financial executive for three special purpose vehicles.
• Drove successful acquisition of Williams Power Company by Bear Energy for $6.1B (gross) through due diligence and negotiation process, including $500M trade book and six multibillion-dollar tolling contracts.
• Architected merger for $3B power company generating 4.2 GW of energy by leading evaluation, negotiation, and due diligence for merger of Bear Energy subsidiary with counterpart.
• Orchestrated $650M project debt capital raise for 4 GW power plant project subsidiary, including structuring debt offering, leading roadshow presentations to lenders and credit rating agencies, and soliciting proposals.

Mba, General Management & Finance

Dean's Fellow Full Scholarship Award Recipient Co-Founder of Michigan Business School Lacrosse Club

Bs, Finance & Economics

John P. Giuggio Boston Globe Scholarship Recipient NCAA Division I Lacrosse Team Player