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WORK HISTORY

Jun 2014Present

PRINCIPAL FINANCIAL ANALYST (Financial Reporting)

NEXTERA Energy Resources, Inc

Juno Beach, FL

Financial forecasting and analysis for over 20 solar/wind/gas project and tax equity financings (un-identified), which includes, P&L, balance sheet, and cash flow.  Review monthly variances to corporate targets.

Accomplishments

  • Key player in the cash flow consolidation and review
  • Participated in department's kaizen to identify ways to improve the forecasting process
Sep 2009May 2014

SUPERVISOR (Business Management)

NEXTERA Energy Resources, Inc

Juno Beach, FL

Managed the compliance of over 40+ wind and solar financings. Monitored financial matrices, created monthly/quarterly reports, conducted investor presentations and facilitated ongoing communications with investors and senior management.

Accomplishments

  • Supervised 2 full time employees
  • Designed and implemented a compliance application that improved performance, expanded work load capacity and increased efficiencies. The application utilized the BPMS platform.
  • Built 40+ financial models that's used to calculate/forecast debt service ratios
Sep 2006Sep 2009

CONSULTANT

KG Financial Corp

Lake Worth, FL

Consulted with former employers on a variety of projects related to financing/securitization, internal audit, account reconciliation, and document compliance.

May 2003Sep 2006

SENIOR MANAGER

Ocwen Loan Servicing, LLC

West Palm Beach, FL

Managed 5 credit facilities ($1+ Billion); collateralized by mortgage/asset-backed instruments.  Provided daily liquidity/cost analysis to senior management; coordinated monthly audits with the Big Four accounting firms, provided investor reports (bond analytics and debt service coverage ratios), and worked closely with the Trustee and Administrative Agent.  Reviewed transaction documents, set up compliance ticklers and monitored on-going compliance.

Accomplishments

  • Supervised 5 full time employees
  • Spearheaded the initial audit review/approval of REG-AB and Sarbanes Oxley compliance
  • Designed a propriety application used for tracking and reconciling account transactions as it pertaining to each credit facility

 

 

Apr 1999May 2003

ASSISTANT VICE PRESIDENT

Delta Financial Corporation

Woodbury, NY

Managed 2 warehouse credit facilities ($1+ Billion credit line) for loan origination and securitization. Assessed daily liquidity, submitted management reports for forecasting and budgeting.  Coordinated monthly audits by the Big Four accounting firms, developed key policies and procedures, and established internal controls

Managed the Structured Finance group which includes building financial models for mortgage-backed securitization, performing Calculating Agent and investor reporting duties, and residual/equity valuation.

Accomplishments

  • Supervised 3 full time employees
  • Designed a propriety application used for bond analytics
Mar 1998Apr 1999

CREDIT ANALYST

Fitch IBCA

New York, NY

Modeled and monitored the financial performance of various commercial mortgage-backed financings. Conducted management discussions to evaluate operational strength/weakness. Submitted rating recommendations to credit committee and wrote press releases.

Apr 1997Mar 1998

TRUST ADMINISTRATOR

JP Morgan Chase

New York, NY

Performed Administrative Agent functions, including investor reporting and bond analytics

Mar 1996Apr 1997

SENIOR PARALEGAL

Thacher Proffitt & Wood

New York, NY

Assisted with drafting financings documents for mortgage-backed securities

EDUCATION

LONG ISLAND UNIVERSITY

Master for Business Administration (MBA): 1999

Completed 69 Credits

BOSTON UNIVERSITY 

Master of Urban Aministration (MUA): 1995 

BOSTON UNIVERSITY 

Bachelor of Liberal Studies (BLS): 1993