Ana Montiel
Mesa,AZ
Summary
Results-oriented professional with expertise in finance, specializing in Solar Sales and Solar Installation. Skilled in Business Development, Project Management, CRM Integration, Collections, Escalations, and Customer Service. Track record of driving success and exceeding targets, fueled by passion and dedication. Creative Operations Specialist experienced in executing effective operating rhythms and management systems structures. Analytical and organized professional comfortable working independently or as part of a team.
Overview
13
13
years of professional experience
Work History
Project Manager
Our World Energy
02.2023 - Current
- Oversee all phases of solar installation projects, ensuring timely completion from sale to PTO
- Monitor project progress, identify potential delays, and implement corrective actions as needed
- Maintain close communication with homeowners, providing updates and managing expectations
- Coordinate with Account Managers, Sales Support, and Department Heads to align project timelines and deliverables
- Facilitate regular pipeline and status calls to keep stakeholders informed and engaged
- Lead the integration of partner feedback into process improvements
- Conduct training sessions on best practices in project management and solar technology
- Mentor and coach junior project managers and support staff, fostering a culture of continuous improvement
- Lead discussions on redlines, pricing adjustments, and technical challenges to ensure project goals are met
- Utilize solar/technical expertise to interpret CADs and understand the implications of redlines on project timelines and costs
- Analyze project performance data to identify areas for process and timeline improvements
- Prepare and present regular reports on project status, KPIs, and lessons learned to senior management
- Measures of Success: Sale to Install Timelines, Sale to PTO Timelines, Escalation Resolution Time, Customer Satisfaction Score
Freelance Contractor
Contractor Freelance
04.2023 - Current
- Developed comprehensive Standard Operating Procedures (SOP) and Statements of Work (SOW) training materials tailored for the lender’s solar credit application process
- Created detailed, step-by-step documentation outlining the entire lifecycle of a solar credit application, from initial submission to final funding
- Designed engaging training modules to educate internal teams on best practices, compliance, and procedural requirements
- Collaborated with stakeholders to ensure accuracy and clarity in training content, aligning materials with company policies and regulatory standards
- Conducted virtual training sessions.
- Streamlined the training process.
- Improved team comprehension of solar credit procedures, contributing to faster application processing times and increased funding accuracy
National Finance Manager
Direct Solar America
Phoenix, USA
02.2021 - 01.2023
- Spearhead the finance department's operations as the primary liaison, managing all customer, documentation, closing, and funding tasks with precision
- Direct and oversee a proficient team responsible for due diligence, modeling, documentation, and transaction closure, ensuring seamless operations
- Deliver comprehensive project status reports and presentations to the executive team, highlighting risks and benefits to inform strategic decisions
- Source and vet installation partners, negotiating optimal pricing to enhance customer satisfaction and service quality
Finance Manager
Empire Solar Group
Salt Lake City, USA
10.2020 - 02.2021
- Collaborated closely with the CFO on financial retention strategies and the resolution of delinquent accounts, successfully recovering over $800k in lost revenue within four months
- Led customer investigation processes, identifying pain points and root causes to implement effective solutions, serving as the primary escalation point for high-touch critical issues
- Played a pivotal role in enhancing customer experience and satisfaction, addressing concerns and ensuring positive outcomes for accounts facing potential cancellation
National Finance Manager
Titan Solar Power
Mesa, USA
08.2017 - 10.2020
- Orchestrated beginning to end management of the solar Financed pipeline, surpassing 85% of company capital targets and streamlining project submittal processes to achieve an efficiency rating of 98.9%
- Facilitated departmental growth and development through strategic recruitment, hiring, training, and coaching initiatives
- Successfully managed a workload exceeding $190 million in revenue while optimizing installation timelines, fostering positive customer outcomes and satisfaction
Loan Advisor
Drivetime
Mesa, USA
08.2016 - 08.2017
- Generated comprehensive weekly reports for senior leadership, providing insights into operational performance and financial metrics
- Offered expert guidance on billing resolutions, contractual obligations, and delinquency management, ensuring client satisfaction and compliance
- Identified and addressed root causes of client account delinquency, implementing tailored solutions to restore financial stability
Quality Specialist
Venicom
Scottsdale, USA
09.2015 - 08.2016
- Leveraged quality assurance expertise to provide departments with actionable recommendations for training, product enhancements, and policy improvements
- Conducted meticulous reviews of customer calls, ensuring adherence to quality standards and providing feedback for continuous improvement
- Provided customers with comprehensive contract knowledge and understanding, fostering transparency and trust
Team Leader
Logisticare Solutions
Phoenix, USA
03.2012 - 09.2014
- Played a pivotal role in talent acquisition and development, facilitating training and onboarding processes, and providing ongoing support to call center agents
- Maintained agent schedules aligned with business needs, ensuring optimal coverage and operational efficiency
- Conducted accuracy reviews of non-emergency medical transportation calls, identifying opportunities for improvement and implementing best practices for enhanced service delivery
Education
High School Diploma -
Metro Tech
Phoenix, AZ05.2006
National Finance Manager -
Direct Solar America
Phoenix, AZ01.2023
Finance Manager -
Empire Solar Group
Salt Lake City, UT02.2021
National Finance Manager -
Titan Solar Power
Mesa, AZ10.2020
Loan Advisor -
Drivetime
Mesa, AZ08.2017
Quality Specialist -
Venicom
Scottsdale, AZ08.2016
Team Leader -
Logisticare Solutions
Phoenix, AZ09.2014
Skills
- Exceptional written and verbal communication abilities
- Meticulous attention to detail
- Proficient in relationship management
- Experienced in project management
- Efficient time manager
- Strong multitasker
- Strategic thinker
- Project Planning and Execution
- Team Leadership and Collaboration
- Problem Solving and Decision Making
- Communication and Interpersonal Skill
Languages
Spanish
Native or Bilingual
Timeline
Freelance Contractor
Contractor Freelance
04.2023 - Current
Project Manager
Our World Energy
02.2023 - Current
National Finance Manager
Direct Solar America
02.2021 - 01.2023
Finance Manager
Empire Solar Group
10.2020 - 02.2021
National Finance Manager
Titan Solar Power
08.2017 - 10.2020
Loan Advisor
Drivetime
08.2016 - 08.2017
Quality Specialist
Venicom
09.2015 - 08.2016
Team Leader
Logisticare Solutions
03.2012 - 09.2014
High School Diploma -
Metro Tech
National Finance Manager -
Direct Solar America
Finance Manager -
Empire Solar Group
National Finance Manager -
Titan Solar Power
Loan Advisor -
Drivetime
Quality Specialist -
Venicom
Team Leader -
Logisticare Solutions