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Audrey Lai

Experienced Project Finance Professional Last Updated: February 20, 2016 (3 months ago)
Address
Category
E-mail
audrey.lai@aya.yale.edu
Phone Number
9178227010

Education

Yale University MBA
Aug 2012 — May 2014
The University of British Columbia BA, Economics
Sep 2004 — May 2006

Experience

Clean Focus Renewables Underwriting Manager, Project Financing and Underwriting
Aug 2014 — Current
• Screened 60+ renewable power projects totaling 1+ GW primarily in US market by conducting due diligence and building project finance models to assess investment risks and IRR / NPV
• Created investment presentations; obtained approvals from investment committee for projects totaling 50+ MW
• Negotiated terms for debt and tax equity financing; lowered loan interest by 20% for 7MW commercial portfolio
• Cultivated new relationships for debt and SREC trading; increased SREC revenue by 17%
• Executed transactions ~$30M by leading communication with co-/ investors, bankers, counsels, accountants, government agencies and utility companies
• Conducted due diligence on 10+ transactions by reviewing PPAs, leases & interconnection agreements with EPC and Asset Management teams to evaluate project status and reasonableness of cost assumptions
• Developed database to track incentive markets (RECs, rebates, subsidized loans, PACE, community solar gardens, ITC, 1603 grant) to support Project Development team in strategizing RFP bidding proposals
Circle Peak Capital Associate Intern, Private Equity
Aug 2013 — Mar 2014
[Summer and during-the-term internship]
• Structured growth equity investment of $20M in consumer retail company by analyzing discounted cash flow
• Created and presented investment pitches for fundraising, targeting family offices and high-net-worth individuals
Standard Chartered Bank Associate, Origination and Client Coverage
Jul 2011 — Jul 2012
• Managed $168M credit facility portfolio with 25+ corporate clients in consumer retail and real estate sectors by maintaining client relationships and directing transaction execution; achieved 50% year-on-year revenue growth
• Spearheaded new business with 5+ target clients by providing recommendations on capital structure from financial models created; resulted in highest growth in trade finance transactions amongst all teams
• Structured $10M bilateral term loan for client’s business expansion by creating cash flow projections, scrutinizing collateral quality and negotiating loan covenants
Bank of Tokyo-Mitsubishi UFJ Deputy Manager, Corporate Banking
Jun 2007 — Jul 2011
• Promoted three times during four-year tenure with salary increment of 190%
• Assisted relationship manager to manage $75 million credit facility portfolio with 15 corporate clients in consumer retail and real estate sectors; achieved top profit amongst all teams
• Built financial models to assess loan structure for $300M syndicated loan for property financing, projected free cash flow, leverage, revenue and EBITDA; presented to and obtained approval from credit committee
• Assessed credit risk of 30+ corporate borrowers semi-annually by conducting due diligence reviews, financial statement analyses and market researches
KPMG Accountant, Audit
Jul 2006 — May 2007
• Developed and performed analytical & substantive audit procedures and due diligence reviews

Skills

  • CPA; Passed CFA Level I; ERP Level I Candidate
  • Languages: English, Chinese Cantonese, Chinese Mandarin, Japanese
  • Industry covered: renewable energy, consumer goods, retail, real estate
  • Skills: financial modeling, corporate finance, financial analysis, investments, due diligence, project finance, cost accounting, credit analysis, derivatives, IRR, NPV, asset management, syndications, loan origination

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