Energy Portfolio Assoc; MEMO-Cogen; MC Solar Development; MEMO Sunshine Renewables; MEMO SunshineChief Financial Officer
Oct. 2007Mamaroneck, New York, United StatesAs the CFO for this portfolio of companies, I provide executive leadership with full P&L accountability for all business activities for multifaceted organization. I hold responsibility for all operational factors including strategic planning, human resources management, financial planning and cost control, accounting and finance, and sales and marketing plans to achieve revenue growth as well as regulatory compliance and audit participation. Key accomplishments are:
-Strategically ensured proactive financial organization across the company; craft and implement fiscal initiatives, controls, and policies to boost foundational growth.
-Delivered insights to optimize shareholder value; plan, approve, revise, and implement corporate policies and procedures. -Collaborated closely with allied company executives, including the CEO to create plans and opportunities to expand sales and launch marketing enhancements. -Performed and managed financial evaluations on prospective opportunities, negotiate amendments with existing and new customer contracts, and test growth hypotheses. -Developed detailed reports for staff and board members; report on key financial performance metrics and partner with CEO on planning and attaining financial goals.
-Streamlined accounting to meet reporting goals for revenue recognition, GAAP compliance, quarterly financial reviews, revenue forecasts, and many other similar reports.
-Aligned processes to meet regulatory compliance goals; maintained and controlled crucial audits
-Reduced operating expenses by 30% through cutting budget from $100K to $70K without losing revenue.
-Improved ALL sales by 40% in the first year. -Streamlined filing processes, converted paper to paperless system, and saved $20K in expenses; transitioned savings into rental space revenue to gain income of $36K. -Managed a cloud-based system to save more than $100K in loan refinancing fees for refinancing a New Jersey mall; refinanced a $35M facility loan at $25M.