Project Management Financial Reporting
Resume:
Ian Hartley *****************@*****.*** • 650-***-****
LinkedIn • San Diego
Director of Development Profile
Dynamic operations director with extensive expertise in construction, team development, and problem-solving. Proven track record in creating and scaling profitable O&M department, developing business plans, and achieving ambitious growth targets. Expert in strategic operations management, process optimization, commercial PV system servicing, installation QC, and diagnostics. Demonstrated strong capabilities in team building, mentoring, and performance improvement, coupled with exceptional client relationship management and conflict resolution skills. Proficient in budget development, financial reporting, revenue generation, project management, and vendor relations. Talent for combining deep technical acumen with strong leadership skills to drive organizational success and innovation in the solar industry. Areas of Expertise
• Financial Reporting
• Vendor Management
• Training and Mentoring
• Renewable Energy Systems
• Client Relations
• Conflict Resolution
• Budget Management
• Business Development
• Quality Control
• Strategic Planning
• Revenue Generation
• Project Management
Key Accomplishments
• Recognized as Employee of the Year at American Residential Services in San Diego during the first year.
• Built teams and achieved over 90% retention of all hires within the teams.
• Established and successfully launched three service departments.
• Retained multiple employees through various job transitions.
• Secured profitable multimillion-dollar government service contracts across different branches and companies throughout California.
Career Experience
Cal Solar Integrators, Inc. San Diego CA 2021 – Present Director of Operations & Maintenance
Lead the transformation of the Operations and Maintenance Department for commercial PV and Solar Thermal systems into a highly profitable $7M/year division. Develop and execute a comprehensive 5-year business strategy, covering staffing, fleet optimization, cash flow, and growth forecasting. Manage a team of 13+ professionals, both field and office, optimizing efficiency and performance. Spearhead onboarding, training, and SOP development to streamline operations, project closeouts, and client reporting, resulting in improved profitability and sustainable growth. Deliver high-quality service while exceeding financial targets.
• Secured two key clients, including a $2M government service contract, driving significant growth and establishing credibility.
• Expanded the department from a single technician to a team of 12 technicians and 2 office staff over three years, demonstrating successful leadership and strategic planning.
• Surpassed the 2nd-year goal by the end of year 1, generating $400K in preventative maintenance sales and building a solid book of business to successfully launch the division.
• Consistently maintained profit margins above 40% by managing service costs effectively.
• Streamlined financial management by creating and implementing budgeting and estimating tools in Excel, fully integrated with Sage SFO and Sage Intact Accounting software.
• Developed and implemented wage banding and transparent career paths for the division. P a g e 2 2
American Residential Services San Diego CA 2018 – 2021 HVAC Operations Manager
Orchestrated large-scale operations, balancing team dynamics, project timelines, and resource allocation to achieve organizational objectives. Pioneered the development of the Service and Installation department, strategically building a comprehensive team structure to enhance client interaction, project estimating, dispatching, servicing, material acquisition, and billing operations across multiple projects. Established aggressive sales goals and developed advanced training programs for technicians and installers, raising industry standards by integrating advanced HVAC certifications and best practices. Managed the truck fleet while conducting safety inspections, repairs, and maintenance efficiently.
• Improved profit margins compared to previous years and implemented strategies to meet and exceed corporate standards.
• Chaired a growing team of 40 to 60 members while simultaneously building a smaller team from the ground up, demonstrating leadership and team development skills across different team sizes.
• Successfully cultivated a new company culture that enhanced team participation, individual financial stability, company profitability, and overall employee satisfaction.
• Expanded the division's reach in the competitive San Diego HVAC market by developing and executing strategies that optimized available talent.
• Led the hiring process for new dispatch staff, technicians, and installation team members, driving significant growth in the division.
• Achieved a net revenue increase from $2.5M to $5.5M annually by the third year of leadership. Service Manager for Adroit Energy, San Diego, CA 2016 – 2018 Solar Thermal Service Manager for Sun Light and Power, Berkeley, CA 2014 – 2016 Solar Thermal, Hydronics, and HVAC lead tech for Advanced Home Energy, Richmond, CA 2013 – 2014 Solar Thermal, Hydronics, HVAC Specialist at Solar City, Foster City, CA 2011 – 2013 HVAC Tech. & Hydronic Specialist, Recurve Inc. (Sustainable Spaces), San Francisco, CA 2008 – 2011
• Created and launched the Service division at Adroit Energy, which did not exist prior to arrival.
• Elevated the O&M department at Sun Light and Power to the first profitable year in the 20-year history before relocating to San Diego.
Additional Experience
HVAC Lead Install Technician – Modern Aire Mechanical San Mateo, CA Education
Pyramind Music Engineering San Francisco, CA
San Francisco State University San Francisco, CA
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