OMAR MELO - BYU Management Society

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OMAR MELO
California (415) 902-5715, email: [email protected]
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CARREER HIGHLIGHTS
 Solar industry expert, finance, commercial development, capital markets, compliance, sales.
 Twenty years real estate development, acquisition, management and disposition
 Seven years “Wall Street” originating, promoting and executing on investment ideas
 Finance the complete capital stack, debt and equity of large resort and condo developments
 Thirteen years management/operational experience of P&L, balance sheet and cash flow
 Attorney, corporate structure, securities, real estate, compliance, and contracts
 Extensive modeling DCF valuation, M&A modeling, and forecasting
Experience
2014-present
TITAN SOLAR
LOS ANGELES, CA
Director, Finance, Financial Planning and Analysis, Corporate Development, Capital Markets,
Strategy, Commercial Sales,
Started as Director of Inside Sales, and worked my way up to ultimately wearing multiple hats contributing to every
aspect of the business working closely with the CEO.
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Direct company’s transition to accrual and GAAP compliant accounting to become audit ready.
Direct corporate strategy, and financial planning and analysis (budgeting and forecasting) that has led to new
higher margin products such as captive PPAs and leases, and plans for expansion through acquisitions and growth
into new niche markets.
Arrange in-house lease for LED lighting with prospect of improving project earnings by 300%.
Model in house PPA for target DCF, IRR, tax equity cash flow assuming O&M, MACRS, and ITC variables.
Responsible for arranging all capital markets initiatives including growth equity capital, tax equity flip partnerships
and term/conduit credit raise to meet the company's growth and project finance objectives.
Review, draft and negotiate PPA, leases, loan terms, joint venture partner agreements, marketing agreements with
capital providers, capital intermediaries, banks, end user customers, sub-contractors, channel partners and lead
affiliates.
Offer direction on compliance and management of legal liability issues arising from company operations.
Build commercial sales department, generate leads, hire and train using HelioScope and Energy Toolbase to
calculate production and avoided costs.
Model in excel commercial project customer ROI for purchase, loan (including PACE), and PPA options
considering 30% tax credit, MACRS and USDA Grant when applicable.
Develop strategic channel partnerships with real estate agents, finance institutions, energy auditors, city
organizations, and hospitality industry, and national sales channel partners.
Develop strategic channel partnerships with real estate agents, finance institutions, energy auditors, city
organizations, and hospitality industry.
Closed a JV (CPL) with one of the largest lead gen providers nationwide.
Initiate and develop JV potential with a nationwide home services company making 1 million unit sales per year
2014 -4 months
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TITAN SOLAR
LOS ANGELES, CA
Director, Inside Sales
Initiated and developed a scalable inside sales department by developing sales process, systems, scripts and
compensation plan, and performance metrics.
2013-2014
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VIVINT SOLAR
TEMECULA, CA
Independent Solar Consultant
Advise the largest independent sales distributor of Direct TV on how to access the solar market through its sales
team of over 3,500 door-to-door sales agents.
Initiate and introduce PACE structured finance to Vivint Solar the 2 nd largest residential solar company nationwide.
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Sell to commercial market by developing strategic channel partnerships with real estate agents, finance institutions,
energy auditors, city organizations, and hospitality vendors.
Initiate and developed an in house scalable telemarketing commercial lead generation campaign.
Sales manager of direct door-to-door sales and inside sales.
BANC OF AMERICA SECURITIES
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SAN FRANCISCO,CA
Vice President and Senior Equity Analyst, Latin American Telecommunication Services
Responsible for initiating and developing the Latin American telecom franchise by initiating coverage of publically
listed companies in Mexico, Brazil, Argentina, and Chile which supported investment banking and project finance.
Originated investment theses and valuation opinions, to Wall Street institutional investor fund managers that were
ranked most accurate earnings estimates by Wall Street Journal.
Advised Fortune 500 clients at the C-level, such as Telmex, Embratel, AT&T, Cingular, Verizon and Sprint,
on market positioning, strategy, mergers and acquisitions.
Appointed lead equity analyst on Verizon’s Latin American wireless tracker, expected to raise $1-7 billion.
Valued properties using DCF, relative value, CAP rate, replacement value, debt coverage ratios, IRR, and NPV.
Authored in-depth research reports distributed through the press, daily, weekly, and quarterly write-ups.
Noted industry expert, quoted by Barrings, Dow Jones, Reuters, and Bloomberg.
MERRILL LYNCH:
LATIN AMERICAN FUTURES GROUP
NEW YORK, NY
Institutional Sales Assistant
 Support the advising of the start-up of the Mexican futures exchange for the Mexican government.
 Promoted hedging using derivatives, futures, options, swaps, and CIPOs to institutional clients in Latin America.
SOROS FUNDS
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HONG KONG
Jr. Equity Buy Side Analyst, Fund Management
Researched companies in emerging markets including China, Hong Kong, Philippines, and Thailand.
COMPASS LAW
SALT LAKE CITY, UT
Sole Proprietor-Attorney-at-Law
 Prepare private placement memorandums and advise clients on securities regulation and compliance.
 Negotiate over 2,000 real estate workouts, with major banking institutions, averaging 50% interest rate
reductions and total annual savings of $108 million.
 Develop systems and procedures for scale and growth exceeding 1000% in 12 months.
 Manage a staff of 30, with a high degree of accuracy, keeping strict deadlines.
 Conceptualized, and produced English and Spanish legal subject radio shows.
EQUITY LOCK
SALT LAKE CITY, UT
Interim CFO/Co-Founder
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Engineered a real estate hedge across all US markets based on regressions and Monte Carlo forecasts at 95%
confidence interval
Conceptualized and developed an innovative real estate hedge for home owners featured on CNBC and in the New
York Times, and awarded a $25 million round of financing.
As startup co-founder, authored business plans, modeled pro-formas, and pursued capital raises through angel,
venture capital and private equity sources.
Assessed business risk, regulation, competition, barriers to entry, and emerging trends.
Recruited management, sales team, and board members.
AXIOM REALTY CAPITAL
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SALT LAKE CITY, UT
VP-Capital Finance
Creatively applied off balance sheet financing using convertible equity/debt, pre-sales and FF&E
leasing/financing to meet debt coverage ratio financing requirements.
Secured financing of over $25 million in the form of bulk pre-construction resort condo sales.
Secured first project for $100M+ financing in pre-sales.
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Prepared investor packages, sourced debt and equity capital for large resort and condo real estate projects
Education
BRIGHAM YOUNG UNIVERSITY
Juris Doctor
B.S. in Accounting: Minor in Business
Other
PROVO, UT
Utah State Bar, Former Licensed Commercial/Industrial and Residential Contractor, Passed CFA Level
1 Designation, Native Spanish, Salsa Dance Instructor, Marathons PR 2:37, Snow Board Instructor,
Former NASD Series 7 & 63 Licensee, , Former Licensed Mortgage Branch Manager/Loan Officer,
Novice Programmer Java, Basic and Fortran
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