Certified Public Accountant (add as first bullet)

Serves utilities, independent power producers, utility scale and commercial and industrial developers, corporate and foreign investors, and other clean tech businesses such as large-scale energy storage

Specialized industry expertise and routinely performs accounting consulting services advising clients on significant transactions and accounting issues impacting renewable energy investors and sponsors. This incudes accounting for power purchase agreements and other off-take arrangements (leases, derivatives, revenue recognition), partnership investments (consolidation and equity method investments), asset acquisitions and business combinations, debt and equity transactions, derivative financial instruments and embedded features, investment tax credits and incentives, and Hypothetical Liquidation at Book Value (HLBV) accounting that is commonly used in tax equity deal structures

Extensive experience auditing private and public clients in the industry spans from start-up enterprises to well-established Fortune 500 companies

Deep industry knowledge and understanding of AICPA and PCAOB auditing standards, SOX compliance, and SEC financial reporting requirements

Has led the integrated audits of several diversified Fortune 500 power & utility companies

Spent two years in a Big Four national office advising clients of the accounting models and financial reporting considerations associated with complex financial instrument transactions, including the accounting associated with debt and equity instruments, derivative and hedging transactions, and commodity contracts

Has authored guidance on the interpretation and implementation of accounting standards and financial reporting trends impacting power & utilities companies, which have been widely utilized in the industry

Has assisted organizations with financial due diligence efforts associated with potential targets and has led the purchase accounting efforts of several multi-billion-dollar acquisitions, including transactions in the renewable energy industry

Led the historical carve out financial statement audits of multiple renewable energy project financing transactions, assisting companies with the complexities of SEC reporting and technical accounting positions