Anna Marie Olan
Georgetown,US
Summary
Dynamic and results-driven leader with extensive experience in incentive program management and financial services. Expertise in rolling out new incentive programs, ensuring compliance with solar incentive requirements, overseeing submission of incentive application and collecting payment and managing end-to-end processes for leases and PPAs.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Senior Operations Manager
SunPower Corporation
04.2022 - Current
Operations Manager, Financial Product Operations
SunPower Corporation
11.2019 - 04.2022
- Incentive Program Management : Managed the rollout of new incentive programs and financial product services, ensuring adherence to financial operational constraints and implementation of efficient processes.
- Incentive Application and Collection Oversight : Oversaw the submission of applications to various solar incentive programs (e.g., NJ Susi, IL ABP, MD SREC) and tracked and report on application statuses. Collect and record incentive payments and perform variance analysis.
- Incentive Program compliance : Ensured compliance with solar incentive program requirements and deadlines by staying informed about program changes, conducting regular process reviews and submitting required report (i.e. Approved vendor renewal for IL Shines)
- SREC Trading : Reviewed REC agreements for accuracy and compliance, monitored market trends and regulatory changes to inform trading strategies, facilitated SREC trading with aggregators, and managed overall SREC portfolios.
- Lease and PPA Management : Managed end-to-end processes throughout the lifecycle of leases and PPAs, including contract onboarding, billing, UCC filings, customer payments, account maintenance, buyouts, and dispositions.
- Service Agreement Fulfillment : Oversaw the fulfillment of lease service agreements, monitored compliance, managed customer relations, and handled any arising issues or disputes.
- Portfolio Management : Maintained portfolio integrity by implementing controls and checks based on financier, customer agreements, incentive program guidelines, and company standards
Dept. Manager, Financing, Reporting and Systems
SUNPOWER PHILIPPINES LTD
10.2018 - 11.2019
- People and Process Management: Provided direction to Funding Management, Reporting and Reconciliation, and System and Innovation teams on day to day operations, escalation, critical items, and future projects.
- Funding Management: Oversaw fund onboarding, allocation, investor cash distribution, debt service payments, and financial tracking models for assigned portfolios.
- Audit and Due Diligence: Coordinated audit and due diligence requirements (SOX, EY Financial Statement Audit, KPMG Due Diligence) and ensured accurate and timely submissions.
- Investor Reporting: Managed periodic reporting to debt and equity investors, addressed investor inquiries, and handled innovation and new product rollouts.
- Continuous Improvement: Monitored continuous improvement projects, quantified efficiency gains, and documented policies and procedures.
- Financial Reconciliation: Researched and reconciled fund performance, cash flow proforma, bank and cash reconciliations, and portfolio management reporting.
- Cash Flow Forecasting: Managed cash flow forecasting and budget-to-actual analysis for the residential portfolio.
Entity Reporting and Control Manager
SUNPOWER PHILIPPINES LTD.
06.2016 - 10.2018
Finance and Accounting Manager
HITACHI ASIA LTD
05.2014 - 06.2016
Senior Accountant
Granite Services International Inc.
01.2012 - 05.2014
Audit Associate
Punongbayan and Araullo
10.2010 - 12.2011
Education
BS Accountancy -
Holy Angel University
01.2010
BS Business Administration - Financial Accounting
Holy Angel University
01.2009
Skills
- Incentive Program Management
- SREC Trading and Management
- Lease and PPA Lifecycle Management
- Portfolio Servicing and Integrity
- Customer Relations and Dispute Resolution
- People and Process Management
Certification
Certified Public Accountant
Timeline
Senior Operations Manager
SunPower Corporation
04.2022 - Current
Operations Manager, Financial Product Operations
SunPower Corporation
11.2019 - 04.2022
Dept. Manager, Financing, Reporting and Systems
SUNPOWER PHILIPPINES LTD
10.2018 - 11.2019
Entity Reporting and Control Manager
SUNPOWER PHILIPPINES LTD.
06.2016 - 10.2018
Finance and Accounting Manager
HITACHI ASIA LTD
05.2014 - 06.2016
Senior Accountant
Granite Services International Inc.
01.2012 - 05.2014
Audit Associate
Punongbayan and Araullo
10.2010 - 12.2011
BS Accountancy -
Holy Angel University
BS Business Administration - Financial Accounting
Holy Angel University
Certified Public Accountant
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