Responsible for all tax related matters including strategy, domestic and international tax planning, mergers & acquisitions, compliance, provision & forecasting and controversy management.
Performs and provides leadership for tax credit transfer functions including customer outreach, contract drafting and negotiation, and project allocation. Supports diligence and audit issues throughout the transfer process.
Leads operational execution of tax credit transfers, overseeing data management, regulatory compliance, and reporting for credit buyers for strategic initiatives and tax technology. Manages end-to-end processes to ensure seamless transaction workflows across NextEra Energy’s program.
Plays a vital role on the tax credit transfer origination team and provides critical analysis, transactional and due diligence support for S&P 500 and multinational buyers. Brings deep legal expertise to every transaction while building strong relationships with buyers.
Originates, structures and negotiates NextEra's tax credit transfer deals. Provides post-closing support to tax credit buyers, including due diligence and tax compliance.
Assists with accounting, compliance, and due diligence for tax credit transactions, ensuring accuracy and efficiency. Collaborates across business units to validate data quality and support strategic tax processes.
Leads a specialized team responsible for comprehensive accounting, compliance oversight and due diligence processes associated with tax credit transactions. Oversees credit documentation review and manages secure buyer data rooms to facilitate seamless transaction workflows.
Drives market intelligence and deal sourcing efforts by uncovering actionable insights from industry trends and transaction data. Builds forecast models that support decision making in Tax Credit Transfer transactions.
Contributes to tax credit sales efforts by identifying potential S&P 500 buyers in the marketplace. Supports deal execution by conducting thorough due diligence and analysis to validate transaction viability.
Optimizes central hubs and documentation management while ensuring data integrity across business processes. Manages critical financial documents and datasets to support accurate reporting, compliance, and decision-making whilst driving efficiencies throughout the organization.
Analyzes tax regulations and credits to optimize business tax strategies, particularly for complex areas like renewable energy incentives and depreciation studies. Manages compliance documentation, coordinate with cross-functional teams, and ensure projects meet critical tax requirements and deadlines. Evaluates tax implications of business decisions and supporting strategic tax planning to maximize financial benefits.
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