Dow Chemical Solar Pv

JONATHAN W. CARR

*** ***** *** ******

San Jose, CA 95112

831-***-**** (cell) • ****************@*****.*** FINANCE AND PROJECT MANAGEMENT EXPERIENCE

MESHARE• Fremont, CA • September 2018 – Present

CFO

Summary: Leading the finance department, including responsibility for all finance and accounting matters, cash management as well as fund raising.

• Lead fund raising activities including private equity presentations and due diligence.

• Raised $14M in debt financing from the Main Street Lending and PPP loan programs.

• FP&A annual, quarterly and monthly planning process and reconciliation of actuals vs plan.

• Managed accounting team (AP/AR, financial reporting, taxes).

• Present oral or written reports on projects, financial results and research

• Provided finance support to the sales and business development teams GLOBAL ENERGY CONSULTING, LLC • San Jose, CA • March 2017 – August 2018 Sr. Financial Consultant

Summary: Providing financial guidance to energy related companies including financial planning, budgeting

(FP&A), analytic modeling, and capital structuring.

• Generating monthly financial statements that included five-year cash flow projections, and IRR analysis,

• Performing financial feasibility analyses to determine optimal expansion strategy for client companies. Beamreach Solar • Milpitas, CA • July 2016 – February 2017 Sr. Director, Finance

Summary: Leading Beamreach’s Finance department, including responsibility for all finance and accounting matters, cash management as well as project finance for customer projects.

• Lead FP&A annual, quarterly and monthly planning process and reconciliation of actuals vs plan.

• Managed relationships with key external stakeholders.

• Managed accounting team (AP/AR, financial reporting, taxes).

• Developed and implement strategy for offering project finance solutions to Beamreach’s customers.

• Initiated and develop relationships with project financiers, lead and finalize negotiations.

• Present oral or written reports on projects, financial results and research.

• Provided finance support to the sales and project development teams in financing special projects. Renew Financial • Oakland, CA • January 2016 – June 2016 Director, Bond Operations

Summary: Headed up the Bond Operations department which convert tax assessments into weekly bond issuances.

• Managed weekly PACE bond closings for solar PV, energy efficiency, & water efficiency projects.

• Completed $125M bond securitization of PACE tax assessments.

• Set up securitization and ongoing pipeline reporting for executive team and external stakeholders.

• Improved reporting, customer processes as well as dealt with servicing issues regarding limited subordination and non-compliant assessments.

SUNEDISON • Belmont, CA • September 2014 – December 2015 Sr. Underwriting Manager

Summary: Providing financial expertise to distributive generation (DG) development group including pricing model creation, reviewed credit and trained project development staff on pricing & credit tools.

• Owned & adapted Partnership Flip pricing model tool for project development team for PPA pricing, PPA

& NTP approvals.

• Reviewed credit & pricing models for more than 50 MWs of DG projects for PPA & NTP approvals.

• Trained nationwide project development staff on credit and pricing tools.

• Adapted & updated JP Morgan & Citi bank fund models in conjunction with project finance. Sr. FP&A Manager

Summary: Providing financial expertise to energy storage unit including financial reporting, budgeting and forecasting (FP&A), analytic modeling, and M&A valuations.

• Handled monthly, quarterly, and annual business unit-level financial reporting (OPEX, BOQ, AOP) for energy storage business group.

• Collaborated to develop energy storage financial models for Frequency Regulation & Demand Charge Reduction markets.

• Carried out M&A activities including financial due diligence, evaluating battery storage operating & development projects, and managing financial aspects of transaction

• Created & presenting investment brief for energy storage development projects. GLOBAL ENERGY CONSULTING, LLC • San Jose, CA • August 2013 – August 2014 Sr. Financial Consultant

Summary: Provided financial guidance to energy related companies including financial planning, budgeting

(FP&A), analytic modeling, and capital structuring as well as business development services.

• Formulated business plans, incorporating marketing, operations, staffing, and financial analyses.

• Generated monthly financial statements that included cash flow projections, IRR analysis

• Performed feasibility analyses to determine optimal expansion strategy for client companies.

• Updated financial statements and developed revenue projections based on primary market research. ENN MOJAVE ENERGY, LLC • San Jose, CA • January 2013 – July 2013 Project Finance Director

Summary: Managed FP&A and financial modeling for utility-scale solar PV projects.

• Created financial models for hybrid solar PV & natural gas projects

• Bid a 250MW hybrid (PV & CT) plant for the SDG&E RFP.

• Headed up the financial feasibility study for 1,000 MW utility-scale hybrid (PV & NG).

• Managed EPC bidding process for 6.5MW solar PV project.

• Worked on the due diligence and financial analysis for the sale of a 3.5MW solar PV project.

• Sourced project finance lenders to structure construction and term loans for solar PV projects.

• Provided guidance to technical and development team to optimize solar PV projects.

• Generated financial statements (Statement of Cash Flows, Balance sheet, & Income Statement)

• Handled FP&A process and oversaw accounting staff FORESIGHT RENEWABLES, LLC • San Francisco, CA • July 2010 – December 2012 Director of Finance

Summary: Managed FP&A, financial modeling for solar PV projects & headed up RFP bidding efforts for utility- scale Power Purchase Agreements (PPA).

• Won a 34MW PPA with SCE and performed the financial bid modeling for utility 20 & 25 year PPAs

• Prepared and presented monthly, quarterly and annual financial reports to executive team.

• Managed corporate and JV project-level budgeting and financial reporting for 46 utility-scale projects.

• Headed up FP&A budgeting process and oversaw accounting staff.

• Worked with project finance lenders to structure construction and term loans for solar PV projects.

• Participated in sale negotiations with tax and sponsor equity investors for 84MW of contracted projects as well as presented for sale to strategic investors 1,000 MW portfolio valued at more than $200M.

• Completed the sale of 49MW of contracted projects to tax equity investors. LENNAR CORPORATION • San Francisco, CA • April 2007–June 2010 Division Finance Manager

Summary: Managed public financing efforts, handled FP&A & financial reporting to the Executive Team.

• Directly managed $34.5 million of municipal bond for Hunters Point Shipyard Redevelopment project.

• Handled monthly, quarterly, and annual budgeting and financial reporting in accordance with GAAP.

• Presented and got approved revised infrastructure budget from the San Francisco Board of Supervisors.

• Oversaw proformas for Hunters Point & Candlestick Redevelopment projects which included 16K homes and 3M SF of commercial space.

• Worked with State and City agencies to facilitate public bond and federal grant financing for infrastructure.

• Managed $82M construction loan for a 21-story high-rise building.

• Managed accounting and administrative staff to meet reporting deliverables. LOANCITY • San Jose, CA • March 2005–April 2007

Capital Markets Senior Technical Manager

Summary: Lead the report analytics group and created reports and decision-making tools for the Executive Team.

• Managed daily lock desk loan objectives & reviewed interest rate hedging position to mitigate risk.

• Built Best Execution risk model that optimized investor pricing for mortgage traders.

• Constructed complex daily hedge and lock reports as well as detailed sales performance reports.

• Implemented and trained Capital Markets and Lock Desk staff to streamline their daily reporting functions.

• Created CRA loan pipeline screener to aid Capital Markets to garner premium execution from investors.

• Developed monthly investor reports, which captured vital trends on the company’s investor base. INTERSTATE EQUITIES CORPORATION • Los Altos, CA • January 2003–March 2005 Acquisition Finance Manager

Summary: Managed FP&A and financially analyzed acquisitions of multifamily and commercial office real estate.

• Orchestrated more than $348 million transactions, including due diligence, escrow, and all ancillary items.

• Successfully arranged for more than $157 million in project financing for acquisitions and rehabilitation.

• Managed accounting and administrative staff to successfully complete transactions.

• Constructed rehabilitation budgets for multifamily apartment projects.

• Performed acquisition analyses and presented multifamily projects to lenders and equity sources.

• Set up the equity reconciliation procedures to aid with the accurate distribution to institutional investors

(Dow Chemical Pension Fund and San Diego Employee Pension Fund) and private investors.

• Established multi-tiered corporations, LLCs, and LPs for the purpose of investor participation. FIRST FRANKLIN FINANCIAL CORPORATION • San Jose, CA • August 2001–December 2002 Capital Markets & SBD Project Manager

Summary: Managed and analyzed new business ventures to expand the company’s customer base

• Coordinated investors, rating agencies, and internal teams to ensure smooth whole loan transactions.

• Managed and trained capital markets staff modelling of whole loan sales.

• Built and updated loan pool cash flow models ranging from $100 to $350 million in originations.

• Analyzed and forecasted loan pool performance residential asset class.

• Headed up third-party technical outsourcing for company-wide, customer-focused strategic initiatives. STRATEGIC FINANCE GROUP • Monterey, CA • July 1998–July 2001 Senior Financial Consultant

Summary: Managed debt and equity projects totaling $34 million while handling contract generation, financial structuring, and negotiations with a variety of funding sources

• Developed client relationships and secured $34 million of debt and equity financing.

• Created in-depth business plans that included annual budgets, monthly forecasts, and cash flow analysis.

• Coordinated and consolidated financials statements for debt and equity funding projects.

• Built financial models & performed cash flow analyses for clients to determine financing viability. EDUCATION

MIDDLEBURY INSTITUTE OF INTERNATIONAL STUDIES • Monterey, CA • MBA • International Finance S.U.N.Y. at New Paltz • New Paltz, NY • BA • International Relations / Economics, (with honors) SKILLS

Computer: Expert-level experience in MS Excel, Project, Word, PowerPoint, Outlook & Access Advanced-level experience in SAP, Quickbooks,VBA, Essbase, Hyperion, SAM, & Box

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