Kenneth McCreary
Norfolk,VA
Summary
Experienced Portfolio Manager with excellent client and project management skills. Action-oriented to communicate effectively with technology, executive and business audiences.
Overview
7
7
years of professional experience
Work History
Portfolio Manager
QE Solar
01.2023 - 02.2024
- Proficiently managed Solar and BESS sites up to 2 Megawatts
- Managed the Operation and Maintenance on more than 71 solar sites in Minnesota and the New England region
- Scheduled required client calls and conduct meetings
- Escalated concerns to ensure that projects stay on track
- Tracked and advised on progress against established project milestones.
- Track and advise on progress against established project budgets such as time, resources, materials, overall costs, etc.
- Enhanced portfolio performance by implementing effective investment strategies and risk management techniques.
- Facilitated portfolio performance review and implemented new strategies.
- Collaborated with analysts to identify promising investment opportunities, maximizing portfolio growth.
- Streamlined reporting procedures for greater efficiency in communicating portfolio updates to clients.
Project Manager
Expert Solar
05.2021 - 12.2022
- Managed both Residential and Commercial Solar Projects
- Early Stage Construction Manager on Commercial and BESS systems
- Conduct training of all Project Coordinators develop SOPs
- Manage multiple accounts and Install Partners Simultaneously
- Maintain project schedules and budgets
- Manage all project subcontractors, documentation, field staff and identify potential risk
- Review and approve vendor project execution plans and project schedule
- Identify and quantify project risks and develop risk mitigation plans
- Responsible for project budgets and project performance metrics
- Monitor and review EPC contractor costs, schedule, and progress
- Review Design documents for constructability and verify complete and accurate scopes
- Identify and resolve design conflicts and missing information by preparing, tracking, submitting, and distributing pre-construction RFIs
- Oversee and facilitate purchasing and issuance of subcontracts and purchase orders
- Coordinate with O&M to ensure all EPC obligations have been met for a successful O&M turnover.
- Sourced, vetted and managed vendors needed to accomplish project goals.
Project Coordinator
Ion Solar
12.2020 - 04.2021
- As Project Coordinator, I Schedule services and serve as the Direct point of contact with the customer
- Oversee nearly 200 active projects at a time from Installation to completion
- Communicate daily with the crews and technicians to ensure quality work completion, as well as Partner with the Operations Manager to resolve escalations
- Audit accounts to identify opportunities and maintain account visibility
- Improve the efficiency of processes and timelines
- Address customer concerns and set clear expectations
- Bridge communication gaps between field crews and the Corporate office in Utah.
Office Manager
Holistic Home Health Care
06.2017 - 01.2020
- Compiles payroll data to maintain payroll records by personally following the specified duties
- Prepares payroll reports for preparation of payroll and after payroll is completed, forwards reports to compliance officer
- Prepares, Maintains, Develops and updates essential payroll record; and other historical and forecasting financial reports as directed by the administrator
- Assumes receptionist's duties whenever receptionist is unavailable
- This includes picking up office phone, making photocopies, mailing, e.t.c
- Drafting letters on behalf of the administrator
- Completing weekly and monthly billing (Medicaid, private, e.t.c)
- Responsible for filling and placing all documents in personnel files and containing employees to maintain timelines of submitting documents
- Reports staff with consistently delinquent documents and expired license to Administrator/Supervisor
- Follows and assists in establishing organization-wide programs, policies to ensure compliance with all Federal, State and local laws, regulations and standards that affect Human Resources and Payroll
- Educates employee right and all new and update Human Resources/payroll policies and procedures
- Perform all other duties as required and assigned
- Maintains all employment documentation records, logs, etc
- In a neat, orderly and updated manner while observing Confidentiality.
Education
Bachelor of Science - Biology
Purdue University
05.2010
Skills
- Credit Approval and Denial
- Attention to Detail
- Chartered Business Valuator (CBV)
- Technical Analysis
- Workflow Coordination
- Proficient in Google Suite, Microsoft Office, Salesforce
- Strategy Development
- In-Depth Research
- Data Analysis
Timeline
Portfolio Manager
QE Solar
01.2023 - 02.2024
Project Manager
Expert Solar
05.2021 - 12.2022
Project Coordinator
Ion Solar
12.2020 - 04.2021
Office Manager
Holistic Home Health Care
06.2017 - 01.2020
Bachelor of Science - Biology
Purdue University
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