Charles "Richie" Adams Email and Phone Number

Support managers and VPs in the structuring and closing of renewable energy tax equity, debt, and cash equity financing transactions.Build and utilize complex financial models to assess the economic viability of acquisition targets, perform front-end valuation and debt sizing analysis, and will quantify all sources of potential third-party capital throughout a project’s lifecycle.Lead day-to-day management of PF closings and oversee the work of PF analysts.

Build analytical models to evaluate corporate strategies, alternative financing vehicles, and ownership structures.Evaluate current and potential projects through forecasting cash flows, evaluating tax impacts, quantifying investor returns, and determining project risks and mitigates.

B.S.B.A with an emphasis in Investment Management.

B.A. Economics Recepient of the Credential in Quantitative Financial Economics

Managed & updated input data including contracts and account information for the Weichert Database.Created both digital and hard copy marketing campaigns, informing customers of the home-buying process.

Worked in conjunction with Oversight, Performance Reporting, Mutual Fund Tax, and Financial Reporting to oversee daily activities such as net asset value calculation for TIAA-CREF Mutual Funds.Prepared multiple excel projects including ClearSky daily feed verification and daily expense accruals.Ensured mutual funds were assigned the correct fiscal year and related charges were accurately tied back to the proper expense report.Reviewed Annual Verification Reports and updated fund information based on current status. Evaluated dividend distribution rates on a fund and class level, backing out or allocating down class related expenses to achieve an accurate distribution percentage. Projected quarterly net income for dividend distribution using trial balances and estimated net income of the remaining quarter that followed the ex-dividend date. Researched and logged tax reclaims for international securities held by CREF accounts.Updated monthly expense budgets, inputting over $4.5 million in paid bill invoices and calculating expense projections for the remainder of the fiscal year. Created Master Service Level Agreement logs that ensured key metrics such as dividend rates, SEC yields, and daily net asset values were delivered to the fund accounting department in a timely and accurate manner.

Greeted and actively listened to customers to further understand their current financial situation. Provided a plethora of knowledge in both vehicular and financial options for customers, including brand, maintenance records, and the different financing options available. Informed those with challenged credit about the Buy Here Pay Here Program, an in-house financing option for those who have difficulty being approved with outside financial institutions. Responded to internet and phone leads, providing such information as availability, price, year, and our lot location.Consistently followed up on previously made appointments, calling to ensure their appointment is still set for a specific time and that they are aware what to bring with them, such as a pay stub and driver’s license for the approval processWorked with the finance and general manager during the approval process, taking into consideration the customer’s monthly income and amount down in order to put the consumer in a vehicle they can afford. Process contract agreements with the accounting department, ensuring paperwork was filed properly and securely.