Career Experience

Helios Sustainability Corp - Finance & Analytics (Intern → Associate) || 2023 - 2025

I joined Helios, a renewable-energy fintech that refinanced home mortgages to bundle solar installations, reducing household electricity costs while aiming to create positive monthly cash flow for customers. I started by building and iterating an Excel mortgage + solar savings calculator, comparing a customer’s current mortgage and electricity payments against a refinanced structure through partner banks combined with lower power bills from their solar installation - this became the baseline framework for Helios’ structured mortgage product.

To scale the sales process, I built a Python automation pipeline that pulled the key calculator outputs and automatically generated client-ready presentations. This increased throughput from roughly 4 to ~12 presentations per hour and reduced customer wait time by ~66%, allowing the team to handle more leads with the same resources. I also supported client-facing work through sales calls, presentations, and proposal materials, ensuring financial assumptions were clear and defensible.

After our CFO departed early in my tenure, I stepped up to manage core finance operations: daily transaction reconciliation in Xero, supplier payments, payroll and expense disbursements, and daily tracking of loan and fund releases. I led the creation of a loan disbursement plan forecasting incoming funds, installer/supplier payables, and expected project profitability - giving leadership clear visibility on liquidity and execution.

A major project was reconciling and restructuring accounting records across multiple months of activity, including a transition from a basic COGS/revenue approach to an assets/liabilities framework that improved reporting accuracy, reduced revenue recognition timing, cut tax processing time, and materially lowered administrative load. I also reconciled a long-running petty cash ledger spanning hundreds of entries, which accelerated my accounting competency and strengthened internal controls through tighter documentation and review processes.

On the strategy and reporting side, I built monthly models for the balance sheet and P&L, projected forward-looking three-statement forecasts, and translated pipeline assumptions into runway and performance metrics for leadership. I prepared financial materials for audits and investor discussions during the 2024 fundraising cycle, supporting leadership as the company secured additional runway and external validation of its model. I also tracked unit economics - such as runway, customer acquisition cost, and funnel close rates - to guide revenue targets and operational planning.

Finally, I automated a high-volume client service bottleneck: generating and sending customer receipts through templated documents populated from CRM data (later migrated to HubSpot), reducing turnaround time from manual delays to near-instant delivery.

I eventually transitioned out, after onboarding and training replacement finance resources, to pursue a deeper focus on digital assets and alternative finance (passing CAIA Level 1) - including exploring how solar-backed cashflows could eventually be structured into investable products for global capital markets.

Stratcon - Business Intelligence and Alternative Finance Specialist || 2026 - onwards

I’m currently working with Stratcon as a specialist consultant, focused on strengthening their analytics offering by translating real-time energy and operational data into AI-powered financial insights that decision-makers can actually act on. My work centers on building measurement and reporting systems that quantify consumption patterns, efficiency gains, cost drivers, and verified savings, then turning those outputs into clear financial narratives - ROI, payback, cashflow impact, and risk - suitable for both clients and capital providers.

In parallel, I’m exploring how blockchain-based verification can increase trust and auditability around savings and performance data, enabling these verified cashflows to be packaged into investable, fixed-income-like products (e.g., savings-backed notes or structured contracts). To make the economics more resilient, I’m also assessing the use of forward/futures-style hedging (where available) to manage exposure to volatile spot electricity prices, so savings projections and client outcomes remain stable even when market prices move.