Samuel Roth Email & Phone Number

San Francisco, Ca, Us

San Francisco, Ca, Us

San Francisco, Ca, Us

San Francisco, Ca, Us

San Francisco, Ca, Us

Manage the forecasting and reporting of Project Value and Proceeds of the entire company spanning 3 sales channels, 5+ products and 20+ markets. Work closely with the Project Finance and Product & Pricing teamsUse Anaplan to forecast and report

- Sourced and performed due diligence on early-stage energy and sustainability-minded startups.- Advised startups on business strategy, pitch deck and financial planning.

Kampala, Ug

- Designed and implemented promotions to improve customer rate of repayment.- Learned SQL and Tableau to segment customer base and track campaign results.- Launched communication program to improve engagement and customer awareness.- Developed bulk sales strategy for the Zambia market ($20M opportunity) to sell PAYGO solar systems to NGOs and corporations.

Off-grid solar company for communities across the developing world- Finalist in Big Ideas and regional finalist in GSVC.- Formed team, built pitch deck and financial model, interviewed potential customers.

San Francisco, California, Us

North Haven, Ct, Us

Clean Focus is an Independent Power Producer that develops, finances, owns, and operates large commercial and utility-scale solar energy projects across the United States. We have access to the most comprehensive capital sources and a proven deal-closing track record.- Corporate Planning & Sales Operations: liaison with Neo Solar Power, parent company in Taiwan, on 3 Year Plan. Managed CRM and led Sales Operations activity by reporting and tracking the company's sales pipeline.- Competed and won bid for community solar project in Roseville, CA. Negotiated PPA.- Developed and managed process for responding to RFPs for C&I and utility-scale solar PV projects. Worked cross-functionally to submit 10 proposals ahead of schedule. - Evaluated solar projects for IRR, risks, and profitability using complex financial model and other evaluation tools.

North Haven, Ct, Us

- Screened incoming solar deals using financial model.- Supervised and coordinated RFP response process collaborating with engineering, legal and finance team members.- Redesigned content and format of marketing material using InDesign.- Administered and streamlined SalesForce CRM.- Supported design and management of local deal origination strategy with channel partners.

Focused on sales and business operations, financial planning, fundraising, and strategic partnerships.Sales Operations and Financial Planning:- Built financial model to project financial statements and company valuation. Model was critical to secure necessary funds to continue scaling operations. - Owned annual planning and forecasting process including model creation, gathering input from department managers and synthesizing into clear board / investor presentations.- Created a monthly performance dashboard for Board of Directors summarizing company’s cash burn vs. planned burn, sales, and manufacturing progress. Dashboard was adopted by other Khosla Ventures portfolio companies. - SalesForce Administrator - built automated and custom reports to track sales pipeline and sales activity. International Sales and Fundraising:- Co-managed international sales in 2nd half of 2015 and closed deals worth $1M with Chinese, European & Latin American accounts. - Pitched to 5 potential investors on fundraising trips to Singapore, Beijing, Shanghai and Hong Kong, resulting in the submission of a joint R&D proposal between Stion and Singapore’s Solar Energy Institute to the Singapore government. - Partnered with VP of Business Development to raise funding from Khosla Ventures to fund sales growth, operating expenses and increase factory production. Project Development:- Collaborated with VP of Stion Energy Services to prepare deal memorandum for 20 MW project in Bay Area.Team Development:- Managed team including MBA intern and 2 Analysts. Led professional development and providing guidance through constructive feedback.- Trained Finance Director to take over modeling, projection and board reporting responsibilities to ensure a smooth transition after submitting two weeks notice.

Sales Ops & Business Process Enhancement:- Led annual sales and marketing planning session to set sales targets for sales teams.- Implemented and administered SalesForce CRM saving Stion $20k and need for 3rd party consultant.- Designed & communicated SOPs for sales process from lead qualification to order delivery and payment.- Created CRM dashboards to provide Executive team with clear understanding of sales activity.- Built order planning and fulfillment tool improving on-time delivery.Business Operations:- Developed project finance model incorporating Ex-Im Bank and other financing sources to evaluate projects with Stion vs. other module manufacturers in terms of LCOE, IRR and NPV.- Enhanced Projects Group Cash Flow model to automatically calculate milestone based revenue and COGS for portfolio.- Built system sizing model for proposals based on customer bills, solar production estimates and optimizing rate structures to maximize benefit of going solar.Corporate Development and Executive Collaboration:- Prepared investor presentation and business plan leading to $5.7M investment from strategic partner.- Partnered with VP of Business Development to raise funding from Khosla Ventures to fund increased R&D effort, improve production capacity and sales team expansion.- Collaborated with team to respond to due diligence requests from investors and partners.- Developed cost per watt model to project future costs at scale and evaluate factory expansion options.- Prepared board presentations for Khosla Ventures by working with CEO, CFO, CTO & VP's of Sales, BD & Operations.

Miami, Florida, Us

Benchmarking & Complex Data Analysis: - Received Hackett Group's award for Benchmarking Top Performer (1st half of 2012)- Played integral role in thorough benchmarking initiative across utility company's Finance, HR, IT & Procurement functions; fully managed Finance benchmarking component while coordinating with team members on other departmental work.- Led range of integral stages, including initial planning, training, data validation and analysis; delivered results to client.- Utilized benchmark results to determine solutions for $9B financial services company.- Resulting analysis and savings calculations opportunity: $50M annually; client hired firm for additional work. Business Case Model Creation: - Crafted business case scenario model for $13.5B food services client; enabled automatic savings/cost projections via adjustment of assumptions; enabled team and client to see savings and costs under variety of scenarios. - Depicted savings opportunity of $90M with breakeven timeframe within 2 years. - Built streamlined repeatable model to measure global initiative's savings opportunities/associated costs.Executive Collaboration:- Crafted and delivered detailed Executive Preview presentation for $3B utility company.- Highlighted key opportunities for client to streamline transactional processes via technology improvements, process standardization, as well as reporting process optimization.- Directed Executive Interview for $4B hospitality company; utilized key info to determine areas of success & opportunity.- Presented to C-Level executives resulting business case scenario model.Client Interaction & Training:- Led planning calls to help clients optimize data collection as well as spearheaded client benchmark training sessions.- Managed multiple clients simultaneously; ensured meeting various client business objectives within timeline.

Schenectady, Ny, Us

- Led project with team of 50 finance and IT managers across 40+ sites globally to improve accuracy of intercompany sales. - Identified a $40M variance between the general ledger and sales data warehouse- Implemented control system to track root cause variability.

Central, Hong Kong, Hk

- Evaluated global cash investment strategy with China, India and Korea offices.- Updated monthly counterparty credit exposure report using Bloomberg Terminal.- Consolidated 200 accounts into an organized database.

Master Of Business Administration - Mba

Bachelor'S Degree, Finance And Management, Environmental Studies Minor

Management & Investments

Solar Energy Technology

Social Responsibility & World Conciousness

Education record