Complex Problems.
Multiple Disciplines.
Our experience combines financial markets, operating finance, transactions, risk and technology. The common thread is solving financial problems that require more than one discipline.
Global Markets & Risk
Global FX & Treasury
Managed approximately $14 billion of global FX exposure across 10+ currencies, including derivative policy, hedging strategy, controls and supporting systems.
Energy & Commodity Risk
Worked across crude oil, natural gas and power markets, including derivatives, market and liquidity risk, counterparty exposure and front-, middle- and back-office processes.
Risk Systems & Analytics
Experience includes VaR, Greeks, P&L attribution, stress and scenario analysis, quantitative risk workflows and trading/risk platforms including OpenLink.
Renewable Energy & Infrastructure
7+ GW Investment Portfolio
Investment and risk leadership covering more than 7 GW of North American solar and battery-storage assets, including ERCOT, CAISO and PJM markets.
Transactions & Project Finance
Experience spanning acquisitions, joint ventures, PPAs, financing, valuation, diligence, portfolio management and exits.
International Infrastructure
Project experience across international markets and technologies, including utility-scale wind, solar and battery storage.
Operational Finance
$1.2 Billion Operating Environment
Finance leadership supporting approximately $1.2 billion of U.S. operations and more than 100 operating rigs.
Process Redesign
Increased month-end productivity approximately 40%, increased accounts-payable productivity approximately 50%, and reduced reporting time approximately 50%.
International Finance Transformation
Supported 11 entities across five countries, reducing financial close from approximately 22 days to two days, strengthening SOX controls and supporting repayment of approximately $10 million of debt.
Systems & Process
Our work has repeatedly connected financial expertise with implementation: derivative systems, financial reporting, reconciliations, controls, workflow redesign, data analysis and automation.
Today, that operating experience extends to Python, SQL, APIs, automation and AI-enabled financial workflows.
Publications & Speaking
Li contributed to Michele Wucker’s book You Are What You Risk: The New Art and Science of Navigating an Uncertain World, providing perspective on risk perceptions in international M&A.
Selected speaking and industry participation includes PEI Infrastructure Investor, ABS East, Energy Insurance Americas, Digitalization in Oil & Gas, Horasis, and Solar & Storage Finance.
Topics have included investment, infrastructure, renewable energy, financial markets, international transactions, risk and technology.