Mission-driven energy and infrastructure developer providing turn-key capital and technical solutions across the continental United States, specializing in “as-a-service” and turnkey delivery structures. Principal developer and National Practice Lead for U.S. Commercial & Industrial markets. Viridis Initiative is a purpose-built development firm specializing in large-scale infrastructure development and capital deployment for Higher Education, K-12, Commercial and Industrial (C&I), municipalities, sports and entertainment, local government, private industry, hospitality, and healthcare facilities across the United States. We offer a full spectrum of solutions and services from planning, design, and financing through to delivery and guaranteed operations and maintenance. Our evolutionary subscription-based “as-a-service” model requires no upfront costs to our clients, can utilize a blend of institutional and private capital, and seeks to deliver financing with reduced impact on the balance sheet. Our goal is to supplement and complement the work our customers are already doing and to deliver innovative outcomes that go further faster.Viridis offers a full suite of energy and infrastructure development capabilities including large-scale, capital deferred maintenance funding and delivery, central utility plant (CUP) and distribution infrastructure, light and heavy mechanical energy efficiency services, backup generation/microgrids, water/wastewater infrastructure, cogeneration/thermal, renewable energy and storage, hydrogen and fuel cell clean generation, advanced alternative energy technologies, comprehensive electric vehicle infrastructure, building systems and technology, decarbonization and net-zero consulting and design.We are a proud joint venture of Generate Capital & McKinstry.

ClearGen is empowering the transition to a more sustainable energy future. In partnership with Blackstone, ClearGen works with partners to deliver efficient and reliable energy infrastructure to consumers. Our consultative approach is focused on reducing development risk by streamlining the structuring and financing process to facilitate successful project development. By combining smart and flexible financing with unmatched industry expertise, ClearGen will lead the way to a new era of energy outcomes. At ClearGen, we bring capital to projects that deliver results and make the world a cleaner place. Visit www.clear-gen.com to learn more.

• Closed +450 MWs of wind, solar and storage projects in the first year, with 1,725 MWs under contract in Q1 2022 with large C&I customers, and +1,500 MW pipeline for the remainder of 2022. • Originated complex, virtual power purchase agreements for C&I customers in all utility markets non-regulated and regulated across the US to support company ESG and clean energy goals.• Fostered strong relationships organically with large Fortune 500 C&I customers in support of bilateral power purchase agreements across a multitude of industries including oil & gas, chemicals, technology, chemicals, etc.• Represented the company’s product offerings by presenting and manifesting key relationships with C-Suite executives.• Provided creative solutions to account for energy market nuances to attract buyers such as upside shares, collars, floors, capacity adders, etc.• Structured economic business cases and prepare presentations about energy market prices against project costing to convince external stakeholders such as CFOs and Treasury to move forward contractually.• Negotiated term sheets and power purchase agreements to completion with large C&I customers, brokers, and external counsels.• Presented deal structures and business case objectives to senior leadership in support of contract approvals.

• Successfully make organic relationships with mid-market, private and large, corporate Fortune 500 accounts to scale Duke Energy's non-regulated commercial product offerings with +$160 million revenues in active pipeline.• Create long-standing partnerships in construction, commercial development, engineering, economic development etc., to drive consistent external lead generation. • Resourcefully manage partners and outside vendors to execute unique, complex deals to meet client needs including renewable/sustainable (EV, solar, wind, battery, VPPA), distributed energy, energy efficiency and cost-savings project solutions.• Structure complex past the meter solutions in de-regulated markets such as PJM, ERCOT, NYISO, ISO New England, California ISO, and Ontario, Canada.• Formulate new product offerings and establish go to market strategy for energy efficiency by using sustainability roadmaps and cost-saving schedules resulting in new sale of products not previously existing.• Navigate complex landscape within Duke Energy to create longstanding, credible relationships with stakeholders internally to efficiently execute energy projects. • Create customer facing business and modeling cases to assist economical decisions with external customers to close deals including modeling finance, operating and capital leases.• Provide thought leadership in areas of energy and capital finance to internal and external customers through webinars, article publication, etc.

• Manage site selection, incentive negotiation and operational analysis for clients undergoing expansion, relocation, greenfield, and/or real estate development projects throughout the United States.• Responsible for revenue generation and oversight of Project Management Services while managing direct reports.• Involved with approximately $1 billion in capital investment projects on an annual basis.• Formulate creative pricing strategies in support of gaining new clients and maintaining existing clients.• Establish and implement negotiating strategy for clients to maximize various state and local incentive packages.• Negotiate incentives, including property tax abatements/reimbursements, sales and use tax credits, payroll credits/reimbursements, utility rate reductions, cash grants, infrastructure grants, land grants and price reductions, port grants and credits, and project-specific public/private partnerships.• Serve as lead for budgeting, forecasting, project implementation and client communication, including coordination with the C-suite, legal, tax, finance, and human resource departments, as well as client’s third-party service providers.

• Led site selection and incentive negotiation projects ranging in size from $2 million to $850 million across 22 states.• Provided comprehensive financial modeling and reporting that included industry trends, upfront market entry costs, labor studies, and economic conditions to illustrate fiscal impact of location decisions.• Managed the project life cycle for all credits and incentives negotiations, including communication with state and local government officials.• Represented clients at public hearings (city and county councils) on all matters related to incentive negotiations.• Completed incentive applications and documentation updates required for incentive compliance.

• Evaluate, model and approve Business Class capital investments for fiber, coaxial and cell tower backhaul deals +10M based on IRR, NPV, ROI and future business potential.• Build complex financial models to support business cases and reflect operational scenarios.• Provide pricing and product strategy support to Sales in support of closing business and maintaining a competitive edge in telecom market.• Effectively lead cross-functional meetings with Sales Channels in support of budgetary goals.• Build complex financial models to support business case analysis and reporting.• Provide recommendations to Market Development after review of transactional business rules to assist with financial success of program.• Partner with Market Development to achieve $1B in serviceable opportunities in FY 2014.• Integrate Business Class products quarterly into financial models in support of new product launches.• Work closely with sales to strategically draft enterprise wide solutions in support of large RFP’s including +100 locations.• Monitor and report sales activities utilizing Salesforce reporting and queries provided to executive level management.• Train and mentor less experienced analysts on Deal Support team.ACCOMPLISHMENTS• Created pricing tool utilized by Hospitality vertical in support of generating proposals and decreasing RFP turnaround time.• Successfully implement business case underwriting for recently acquired DukeNet Communications.

• Supported Business Class operations in achieving +22% YOY revenue growth in 2013. • Managed, forecasted and budgeted Revenue and Cost of Sales (COGS) for Time Warner Business Class +$2.3B.• Managed, budgeted, and forecasted capital expenditures of $180M for all of TWC Midwest.• Supported the implementation and successful acquisition of Insight Communications into Time Warner Cable Finance and Operations processes.• Compiled variance, rate/volume and trend analysis.• Assisted senior level management with financial reports and presentations.• Provided journal entry support and close analysis to Regional Accounting Center (RAC) for monthly results.• Communicated directly with construction and engineering operational personnel regarding capital projects, timelines, equipment needs/inquiries, etc.ACCOMPLISHMENTS• Developed 3-year (2014-2016) budget model for all TWC Business Service markets• Served as lead analyst in evaluating and mapping G/L for capital expenditures for Insight Communications acquisition.• Created network expansion (NEX) interface model to assist NEX team with easy deal assessment decisions before sending to Finance.• Supported +$1.2M accounting true-up entry for underreported Capitalization resulting in additional EBITDA favorability (2012).

• Produce weekly and monthly reporting (P&L and Cash Flow) for 13 business units and consolidated division.• Monthly preparation of executive General Management Meeting (GMM) decks inclusive of P&L and Cash Flow Statements, financial reconciliations (i.e., vs. forecast, plan), Balance Sheet trend schedules and metrics (i.e., days sales/payables outstanding), employee headcount schedules, etc.• Prepare and provide support in yearly budget compilation and quarterly forecast submissions to parent inVentiv Health.• Prepare preliminary financial results reported at month end by coordinating with the Accounting department and business unit analysts/leaders to ensure detailed explanations for variances in revenue, EBITDA, and cash flow vs. forecast, plan and prior year.• Conduct uploading of financial results, forecasts, etc. into Hyperion database.• Produce financial reporting, analyses and presentations for executive level management (i.e., CFO, VP FP&A).ACCOMPLISHMENTS• Built a financial reporting model utilizing Excel and Access databases enabling automation of previously-held manual procedures to create P&L and Cash Flow Statements routinely used in management reporting. The improvement resulted in a 50% reduction related to time allocation of reporting and submission deadlines.• Created and implemented company’s first cash flow forecasting model.• Collaborated with corporate and internal resources to automate financial reporting schedules critical to executive level management meetings.

• Report and present financial results to executive level management each fiscal month and quarter.• Book monthly journal entry accruals and expenses for all Distribution centers and outbound transportation operations.• Compile variance and trend analysis for Distribution and Transportation (D&TS) Department.• Assemble key transportation metrics reports for monthly D&TS Department review.• Assist in preparation of annual expense budgets for D&TS Department.• Prepare and upload into SAP monthly statistics consisting of all Distribution and Transportation costs allocated to +1,000 store locations.ACCOMPLISHMENTS• Validated all on-hand inventory for SOX and financial reporting in support of newly incorporated inventory tracking module utilized by all five (5) distribution centers. • Improved original financial reporting model for capturing all outbound dedicated transportation costs used in calculating expense accrual supporting monthly accounting entries.• Identified billing discrepancy related to a dedicated outbound carrier, resulting in $50K refund.

Responsibilities• Review and provide approvals for Commercial capital projects.• Create tracking spreadsheets to project monthly revenues streams segmented by business, operating unit, product and service.• Write and revise purchase approvals permitting the allocation of capital funds in support of Commercial business deals related to new customers, network expansion and cell tower design and construction.ACCOMPLISHMENTS• Conducted a multi-divisional analysis on cell tower projects resulting in cost cutting and best practices recommendations implemented by Commercial Engineering Department.

Responsibilities• Managed daily cash position and treasury activity associated with all concentrated funds resulting in proper forecasting of cash shortages and surpluses for borrowing/investment decisions.• Sustained and continually improved the cash forecasting model enhancing accuracy and timeliness of reporting to corporate Treasurer and CFO.• Determined cash shortages and surpluses through daily monitoring and trend analyses in support of borrowing and investing decisions.• Calculated interest accruals related to asset based loan, LIBOR Swap agreement and letter of credit fees.• Monitored debt covenants for revolving line of credit established by lender in compliance with bank audits. • Maintained bank-issued letters of credit by means of reviewing contractual agreements, arranging renewal and termination dates and attainment of new issues. • Communicated the daily cash position of concentrated funds to upper-level management including CEO, CFO and Treasurer. • Documented new and revised existing Treasury procedures permitting accessibility of updated processes to treasury staff and document retention. ACCOMPLISHMENTS• Conducted in-depth review of bank fees resulting in elimination of unnecessary charges which amounted to savings of $20K annually.• Initiated new treasury process that provided current day float balance of outstanding funds disbursed allowing better notification of impending cash shortfalls or investment opportunity decisions.• Performed analysis on aged accounts receivables bringing attention to credit trends and pinpointing customers of notable credit risk. The analysis led to reassessment of customer credit policies undertook by the Credit and Collections division.