Focuses on high-impact projects, including parent company separation, strategic sourcing, and manufacturing site lease and incentive negotiations. • Established independent functions and processes and formalized relationship with the former parent company.• Crafted a legal structure and secured Board approval for a significant, mission-critical long-term battery cell supply contract with Panasonic.

Instrumental in the spin-off from the parent company and led oversubscribed IPO in December 2020 at equity valuation of $600 million. Co-led successful follow-on equity and convertible debt offerings, raising $260+ million, and negotiated covenant-light terms that provided operating flexibility. Led budgeting, financial forecasting, public company reporting, capital raising, investor relations, and cash management with team of 17.• Part of executive team that grew revenue from $20 million in 2020 to $125 million in 2023 and built a multi-year business pipeline by supporting contract negotiations and pricing strategy.• Oversaw acquisition of largest customer – including valuation, negotiation, purchase accounting, and financial integration – vertically integrating and doubling Purus’ revenue with a positive EBITDA contribution. • Negotiated and delivered complex, multi-year business plan in cooperation with Chinese joint venture partner necessary to secure board approval and proceed with funding of the venture.• Met top- and bottom-line financial guidance for nine consecutive quarters by instituting a more rigorous and disciplined forecasting process.

Oversaw FP&A, corporate accounting and consolidation, accounts receivable, accounts payable, treasury, and insurance.• Integral deal team member managing a two-stage exit for the founders and private equity owner; conducted due diligence and supported financial and legal information needs to complete sale of initial 50% interest and subsequent buy-out of remaining 50% by Hexagon Composites.• Drastically reduced time to monthly financial close to 4 days.• Restructured and built six-member A / R and A / P shared service center; oversaw dramatic reduction in past-due A / R balances, achieving company DSO and DPO goals.• Eliminated use of external accounting resources through thoughtful team additions and workload distribution, facilitating a more productive workflow.

Led budget and financial forecast development for four business units and supported multi-year strategic planning. Instituted formalized budgeting process, significantly improving accountability and forecast accuracy.

Tapped to new role to plan for an IPO. Co-authored S-1 registration in anticipation of an IPO, working with company management, legal counsel, and investment bankers; prepared investor materials and participated in roadshow and investment bank meetings.

Provided market intelligence, research, and investment due diligence services for renewable energy, clean transportation, and energy storage tech companies. Led original research and published report on Compressed Air Energy Storage, including analysis of key players and technologies, market drivers, and market forecasts.

Business advisory and strategic consulting to this $30B contract manufacturer's Energy business. Co-authored five-year business plan, including detailed financial model, market analysis, and competitor evaluation, for contract manufacturer’s energy business, encompassing renewable energy generation, power electronics, energy storage, and smart grid.

Senior analyst spearheading investment bank's research coverage of the Clean Transportation, Energy Storage, Energy Efficiency and Geothermal verticals. Investment opinion provided on 16 companies spanning market capitalization range from $100 million to $25 billion. Presented investment ideas to institutional investors in private and public settings.• Promoted to senior analyst in 2009 to expand the bank's cleantech equity research coverage into clean transportation and energy storage technologies, resulting in one of the earliest and broadest cleantech research platforms on Wall Street dedicated to the sector.

Created and maintained valuation, earnings and cash flow models forecasting financial performance of over 20 clean tech companies.• Authored white paper on Demand Response, the first of its kind targeted at institutional investors to shine a light on investment opportunities.

Created and maintained valuation, earnings and cash flow models forecasting financial performance of 16 asset management companies, securities exchanges and electronic trading brokerages. Developed investment theses; wrote weekly, monthly and quarterly company and industry research reports.

Built and maintained life insurance premium financing models for innovative structured finance programs that enable financial institutions to invest in pools of life insurance as an alternative asset class. Sourced annuities to hedge longevity risk.

Analyzed and modeled long-term financial planning, wealth transfer and estate planning strategies for high net-worth individuals. Designed presentations to communicate detailed plans.

BVQI audits and certifies quality and environmental management systems to international standards like ISO 9000 and ISO 14000.• Managed relationships with over 1,000 clients and coordinated operations and marketing efforts in South Asia.• Led a six-person team in the implementation of an operations decentralization initiative, resulting in annual cost savings of over 10%.