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.

- 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.

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.

- 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.

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.

- 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.

- 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.