Patti Helfer

Patti Helfer Email and Phone Number

Partner and Chief Operating Officer at Huck Capital @ Huck Capital
san francisco, california, united states
Patti Helfer's Location
Greater Philadelphia, United States
About Patti Helfer

Patti Helfer is a Partner and Chief Operating Officer at Huck Capital LLC, an investment firm at the forefront of building the next generation of sustainable, tech-enabled companies to accelerate the energy transition. Patti has extensive experience as an executive in the energy industry leading Operations, Administration, and Financial organizations for a Fortune 200 company as well as medium-to-large consumer energy companies. At Huck Capital, Patti leads the firm's operations overseeing transaction diligence, and has evaluated deals ranging in size from $50 million to $3 billion. In her role, Patti also works closely with portfolio companies and boards to drive strategies and efficient operations. Patti has deep experience in evaluating energy-related transactions and has successfully led multiple transformative initiatives including multi-billion-dollar acquisition integrations, cost reduction programs, innovative culture-building programs, as well as numerous initiatives to operationalize business strategy building a platform for reliability and growth.

Patti Helfer's Current Company Details
Huck Capital

Huck Capital

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Partner and Chief Operating Officer at Huck Capital
san francisco, california, united states
Website:
huckcapital.com
Employees:
8
Patti Helfer Work Experience Details
  • Huck Capital
    Partner And Chief Operating Officer
    Huck Capital 2019 - Present
    Greater Philadelphia
    Huck is an investment firm on a mission to inspire, finance and build the next generation of energy providers. We look to support companies and leaders who are pushing toward Net Zero and delivering solutions to consumers looking to electrify their lives. We are committed to building a more sustainable future.- Evaluated deals ranging in size from $50m to $3bn within the energy transition sector that included technology (SaaS), retail energy, residential solar, energy storage, and energy microgrids-Leads Huck diligence efforts working closely with target company and advisors-Works closely with portfolio company management and boards to drive strategies and efficient operations-Manages the operations of the firm including financial, HR, compliance, and legal
  • Huck Ventures
    Operating Partner
    Huck Ventures 2016 - 2019
    San Francisco Bay Area
    Partnered with a syndicate of large financial institutions to acquire and aggregate large assets in consumer and commercial energy markets.
  • Nrg Energy
    Chief Operating Officer- Nrg Home, A $6B Division Of Nrg Energy
    Nrg Energy 2015 - 2016
    Princeton, Nj
    Left the Corporate C-Suite to take on an entrepreneurial challenge to lead business operations within the newly formed NRG Home- a start-up combining NRG's consumer facing businesses comprising $6B in revenue, 3M+ customers and $650M+ in EBITDA. Reported directly to the NRG Home CEO. -Led the transformation to create NRG Home including recruiting and hiring its CEO and key members of the leadership team, developing goals & objectives, budgets, organizational models, incentive plans and employee engagement programs. -Developed comprehensive strategy approved by the Board to move to a demand-driven business model deploying technology and services to more than 3M customers. -Directed the effort to build the Home operating platform including systems and processes to enable cross selling, as well as various initiatives to optimize customer experience. -Took on a senior leadership role at the residential solar division directing efforts to integrate and build an operating platform for reliability and growth. Led improvements in operational disciplines and processes resulting in an improvement in Days to Install by 56%. Built the organizational model, developed key performance metrics and daily dashboard to effectively mange the business. Directed the financial activities which drove down Costs per Watt by over 30%.
  • Nrg Energy
    Executive Vice President And Chief Administrative Officer
    Nrg Energy 2011 - 2015
    Princeton, Nj
    Rapidly promoted from VP to EVP and C-Suite executive reporting directly to the CEO. Led NRG's human resources, information technology, supply chain, facilities and charitable giving departments comprising 500+ employees and an annual operating budget of ~$200M. Led efforts to accelerate NRG's strategic plan through prioritization and collaboration among all NRG businesses and functions. -Led various acquisition integration efforts for NRG's largest combinations which included building an operating platform that would scale for continued growth as well as ensuring cultural integration that enabled alignment with the company's vision and "rising tide" strategies. -Drove the efforts to identify and achieve cost synergies realizing $319M of annualized G&A synergies from two large scale acquisitions- which equated to over $2B in shareholder value. Results were sustained in subsequent years.
  • Nrg Energy
    Vp-Internal Audit
    Nrg Energy 2007 - 2011
    Princeton, Nj
    Led the complete transformation of the Audit department from a small Sarbanes-Oxley testing shop to a value-added, risk-based internal audit team fully compliant with the International auditing standards. Developed strong relationships with the C-Suite and business leaders to gain a seat at the table enabling Audit as a business partner supporting the overall mission and strategy of NRG.
  • Nrg Energy
    Assistant Controller
    Nrg Energy 2004 - 2007
    Princeton, Nj
    Managed the corporate accounting function including SEC reporting, external auditing process and internal controls overseeing 25 FTE's and an operating budget of ~$10M.
  • Pseg
    Director- Accounting
    Pseg 2003 - 2004
    Newark, Nj
    Directed all aspects of corporate accounting and management reporting
  • Nui Corporation
    Corporate Controller
    Nui Corporation 1994 - 2003
    Bedminster, Nj
    Managed all aspects of accounting, reporting and FP&A
  • Arthur Andersen & Co.
    Audit Manager
    Arthur Andersen & Co. 1987 - 1994
    New York, Ny
    Performed financial statement audits of NYSE clients primarily in the energy industry

Patti Helfer Skills

Accounting Sarbanes Oxley Act Auditing Mergers And Acquisitions Leadership Sec Filings Operational Excellence Due Diligence Internal Audit Budgets Project Management Financial Management Experience Process Improvement Financial Reporting Agent For Change Acquisition Integration Sarbanes Oxley Relationship Building Strategy Renewable Energy Executive Management Cultural Transformation Strategic Planning Internal Controls Business Process Improvement Management Financial Modeling Finance Budgeting Forecasting Start Ups Energy Bias For Action Adaptive Leadership Financial Analysis Leadership Development

Patti Helfer Education Details

Frequently Asked Questions about Patti Helfer

What company does Patti Helfer work for?

Patti Helfer works for Huck Capital

What is Patti Helfer's role at the current company?

Patti Helfer's current role is Partner and Chief Operating Officer at Huck Capital.

What is Patti Helfer's email address?

Patti Helfer's email address is pa****@****rgy.com

What is Patti Helfer's direct phone number?

Patti Helfer's direct phone number is +141538*****

What schools did Patti Helfer attend?

Patti Helfer attended Rutgers University, Rutgers Business School.

What skills is Patti Helfer known for?

Patti Helfer has skills like Accounting, Sarbanes Oxley Act, Auditing, Mergers And Acquisitions, Leadership, Sec Filings, Operational Excellence, Due Diligence, Internal Audit, Budgets, Project Management, Financial Management Experience.

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