An adaptable and results-driven solar lease funding operations specialist with a total of 7 years of experience at a US solar company, supporting its solar cell manufacturing and later on its Finance Department and U.S. counterparts.
I’ve supported the joint ventures with major US banks, tech investors and other financial institutions to manage multimillion-dollar solar portfolios—specializing in funding compliance, data analysis, project monitoring, financial reporting and process improvement that accelerate funding milestones and improve operational efficiency and residential solar customer satisfaction.
Key Achievements:
- Secured over $100M in funding through the U.S. Treasury’s 1603 Cash Grant Program by filing Safe Harbor eligibility with NREL.
- Managed several multimillion-dollar investor portfolios for leased residential solar projects, ensuring financial data accuracy and compliance of tranches submitted to investors for funding.
- Supported the solar loan program launch with Mosaic, conducting UAT and cross-team coordination during rollout.
- Built advanced Excel dashboards & trackers to analyze lease and PV system performance for investor assignment.
- Monitored project lifecycles from contract countersigning, system delivery, installation to interconnection, proactively resolving delays to meet investor deadlines and customer expectations.
- Streamlined document submission (permits, commissioning reports, PTOs), improving compliance and investor funding timeline.
- Led process improvement and automation efforts, updating SOPs and training staffs to reduce repetitive tasks.
- Contributed to a Kaizen initiative that cut NTP issuance time by 75%, accelerating milestones and cashflow.
Core Skills & Tools:
Excel Expert: Formulas, Pivot Tables, Index-Match, Power Query, Dashboards
Data Analysis & Reporting: Data cleaning, visualization, and KPI tracking
Process Optimization: Workflow documentation, SOP creation
Project Tracking: Salesforce, ShareFile, Oracle ERP, Outlook
Additional Tools: Canva, Automation Tools basics (Zapier, Make, n8n), GHL
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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