Rudy Murgo, Finance Expert in Beaverton, OR, United States
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Rudy Murgo

Verified Expert  in Finance

Finance Expert

Location
Beaverton, OR, United States
Toptal Member Since
March 8, 2018

Rudy is a CFO with experience advising finance, operations, and capital investment in high-growth businesses across industries. He has helped raise over $260 million of capital for small and medium-sized companies and closed on $300+ million in debt, equity, and tax equity financing for larger firms. He has served a lead role in taking an energy technology public on the NYSE at a $2 billion valuation. He uses his experience to help growth-minded risk-takers accelerate growth in their businesses.

Career Highlights

CFO
UKA North America
Chief Financial Officer
Ecotrust Forest Management, Inc

Education Highlights

Bachelor's Degree
Carroll College

Certification Highlights

CTP
Association for Financial Professionals
CFA
CFA institute

Case Studies

Work Experience

CFO

2023 - 2024
UKA North America
  • Led accounting function for operating development company and 10+ project-level asset entities, including cash management, invoice approval process, financial transaction recording, and financial statement preparation and consolidation.
  • Spearheaded capital-raising activities and project financing, including growing and maintaining relationships with project-level lenders, tax equity providers, and general corporate banking relationships for treasury-related services.
  • Oversaw and performed financial analysis of proposed wind, solar, and battery storage investment opportunities with Development and Power Marketing.
  • Led US merger and acquisition activities, including due diligence management and offer negotiation.
  • Produced and oversaw monthly and quarterly reporting in collaboration with Operations and Development with presentation to the US senior leadership team.
Focus areas: Investment Analysis, Treasury, Accounting, Tax Credits, Tax Equity, Budgeting, Budget Modeling, Financial Modeling, Revenue & Expense Projections, Profitability Analysis, Fundraising, Alternative Investments, Renewables, Microsoft Excel, Microsoft Word, United States, Discounted Cash Flow (DCF), Cash Flow Forecasting, Due Diligence, Forward Contracts, P&L Forecasting, Renewable Energy, Corporate Finance, Alternative Energy, Project Finance, Strategic Planning & Execution, Long-term Contracts, Contract Negotiation, Pitch Decks, Solar, Return Analysis, Microsoft PowerPoint, Financial Risk Assessment, Finance Strategy, Financial Reporting, Energy, Investment Return Scenario Analysis, Internal Financial Reporting, Revenue Modeling, Investment Thesis, Structured Finance Documentation, Finance Operation Improvements, Operational Finance, Credit Risk, Credit Analysis, Letters of Credit, Debt Raises, Capital Raising, Financial System Implementation, Investments, Cash Flow Analysis, NPV, IRR, Cash Flow Modeling, Treasury & Liquidity Management, Corporate Treasury, Global Banking, Clean Energy, Pitch Deck Consultant, Equity Capital, Capital Budgeting, Growth Strategy, Bank Debt Raises, Strategy, Execution, Market Execution, Valuation, US GAAP, Forecasting, Profit & Loss (P&L), Business Consulting, Business Models, Business Planning, Business Plan Consulting, Fundraising Strategy, Key Performance Indicators (KPIs), Cash Management, Compensation Plans, Term Sheet Advisory

Senior Director, Finance and Treasurer

2018 - 2023
NuScale Power Corporation
  • Built out and led treasury functions,s including establishing multiple banking relationships for short-term cash investments and currency derivatives in a SOX-compliance environment as a corporate officer of a public company.
  • Acted as finance lead for private equity investments over three rounds, raising $250+ million, including corporate valuation model, investor slide decks, diligence data room management, and financing documentation review.
  • Served as finance lead for a $2 billion valuation and $341 million public equity raise on the NYSE, including confidential information memorandum, corporate valuation model, investor slide decks, and financing documentation review.
  • Led financial planning & analysis (FP&A) team on annual budget preparation, monthly variance reporting at the corporate and cost center levels, monthly cash flow forecasting, and periodic board reporting.
Focus areas: Corporate Finance, Corporate Treasury, Financial Planning & Analysis (FP&A), Clean Energy, Investor Relations, Fundraising, Financial Modeling, Revenue & Expense Projections, Profitability Analysis, Private Equity, Alternative Investments, Investment Analysis, Renewables, Tax Equity, Budget Modeling, Microsoft Excel, Microsoft Word, United States, Budgeting, Discounted Cash Flow (DCF), Cash Flow Forecasting, Due Diligence, Forward Contracts, P&L Forecasting, Renewable Energy, Alternative Energy, Project Finance, Strategic Planning & Execution, Long-term Contracts, Contract Negotiation, Pitch Decks, Microsoft Dynamics GP, Microsoft Dynamics Great Plains (GP) ERP, Return Analysis, Microsoft PowerPoint, Financial Risk Assessment, Finance Strategy, Financial Reporting, Energy, Investment Return Scenario Analysis, Investment Memoranda, Internal Financial Reporting, Revenue Modeling, Investment Thesis, Tax Credits, Structured Finance Documentation, Finance Operation Improvements, Operational Finance, Credit Risk, Credit Analysis, Letters of Credit, Debt Raises, Capital Raising, External Financial Reporting, Pricing Strategy, Financial System Implementation, Monthly Recurring Revenue (MRR), Investor Presentations, Investments, Cash Flow Analysis, NPV, IRR, Cash Flow Modeling, Treasury, Treasury & Liquidity Management, Global Banking, Accounting, Pitch Deck Consultant, Equity Capital, Capital Budgeting, Growth Strategy, Bank Debt Raises, Strategy, Execution, Market Execution, Valuation, US GAAP, Forecasting, Profit & Loss (P&L), Business Consulting, Business Models, Business Planning, Business Plan Consulting, Fundraising Strategy, Startups, Key Performance Indicators (KPIs), Cash Management, Compensation Plans, Term Sheet Advisory, Seed Fundraising, Venture Capital

Chief Financial Officer | Chief Operating Officer

2017 - 2018
Rising Springs
  • Provided a strategic analysis to the CEO quantifying the value of products sold through multiple sales channels, including direct-to-consumer and retail, and identified cost drivers for production and distribution to focus efforts on value growth.
  • Implemented financial planning & analysis (FP&A) to evaluate business opportunities, including creating the 5-year plan, short-term budget, capital raise forecast, and framework for the analysis of operational productivity.
  • Guided the CEO on a sub $5 million capital raise, including terms for equity grants and convertible debt. Created the capitalization table, pitch deck, and pro forma financial model. Reviewed the deal docs and the conversion of debt to equity.
  • Implemented controller activities, including monthly accounts receivable, accounts payable, payroll, cash, inventory, and general ledger management.
  • Managed multiple consultant engagements to achieve organizational goals with limited staff resources.
  • Created a financial model to identify the drivers of value for proposed products in potential sales channels.
Focus areas: Growth Strategy, CFO, Investor Presentations, Pitch Decks, Operational Finance, Finance Operation Improvements, Cash Flow Forecasting, Monthly Recurring Revenue (MRR), Revenue & Expense Projections, Fundraising, Capital Structuring, Financial Reporting, Corporate Finance, Pricing Strategy, Finance Strategy, Financial System Implementation, Budgeting, Financial Planning & Analysis (FP&A), Financial Modeling, Profitability Analysis, Alternative Investments, Investment Analysis, Budget Modeling, Microsoft Excel, Microsoft Word, United States, Discounted Cash Flow (DCF), Due Diligence, P&L Forecasting, Interim Controller, Shopify, Microsoft PowerPoint, QuickBooks Online, DEAR Inventory, Food & Beverage, Cash Flow Modeling, Pitch Deck Consultant, Equity Capital, Capital Budgeting, Strategy, Valuation, US GAAP, Forecasting, Profit & Loss (P&L), Business Consulting, Business Models, Business Planning, Business Plan Consulting, Fundraising Strategy, Startup Consulting, Startups, Key Performance Indicators (KPIs), Fractional CFO, Cash Management, Compensation Plans, Term Sheet Advisory, Seed Fundraising, Venture Capital

Chief Financial Officer

2013 - 2017
Ecotrust Forest Management, Inc
  • Managed finance, accounting, human resources, and administration functions, including the direction and development of the controller and office manager staff.
  • Led the investment manager's development, reporting, and financial management and two private equity forestland investment funds with $100 million AUM.
  • Built a financial model and investor presentation, supported diligence, managed external legal and tax counsel, and negotiated terms with tax credit investors for three New Markets Tax Credits transactions totaling $20 million for three investments.
  • Prepared and presented timely, accurate, and GAAP-compliant financial statements for investment fund management operations and manager-managed investment funds to the board of directors and investment committees.
  • Managed the relationship with external auditors for investment funds, including annual engagement, financial statements preparation and testing, impairment testing, and management representation letters.
  • Spearheaded fund valuation and impairment testing, coordinating annual 3rd-party investment fund valuation and asset valuation for two investment funds comprised of nine investment assets.
Focus areas: Corporate Finance, Growth Strategy, Investment Return Scenario Analysis, Return Analysis, Discounted Cash Flow (DCF), Project Finance, Investments, Pitch Decks, CFO, Private Equity, Investment Thesis, Due Diligence, Investor Presentations, Structured Finance Documentation, Finance Operation Improvements, Operational Finance, Cash Flow Forecasting, Revenue Modeling, Revenue & Expense Projections, Fund Management, Internal Financial Reporting, External Financial Reporting, Investment Memoranda, Budgeting, Financial Planning & Analysis (FP&A), Financial Modeling, Profitability Analysis, Fundraising, Alternative Investments, Investment Analysis, Tax Equity, Budget Modeling, Microsoft Excel, Microsoft Word, United States, P&L Forecasting, Strategic Planning & Execution, Contract Negotiation, Microsoft Dynamics GP, Microsoft Dynamics Great Plains (GP) ERP, Hedge Funds, Investment Funds, Microsoft PowerPoint, Financial Risk Assessment, Finance Strategy, Financial Reporting, Credit Risk, Credit Analysis, Bioenergy, Microsoft Access, Letters of Credit, New Markets Tax Credit Program, Debt Raises, Capital Raising, Monthly Recurring Revenue (MRR), Cash Flow Analysis, NPV, IRR, Cash Flow Modeling, Treasury, Treasury & Liquidity Management, Corporate Treasury, Global Banking, Investor Relations, Accounting, Hydro Power, Pitch Deck Consultant, Equity Capital, Capital Budgeting, Bank Debt Raises, Strategy, Execution, Market Execution, Valuation, US GAAP, Forecasting, Profit & Loss (P&L), Business Consulting, Business Models, Business Planning, Business Plan Consulting, Fundraising Strategy, Startup Consulting, Key Performance Indicators (KPIs), Fractional CFO, Cash Management, Compensation Plans, Term Sheet Advisory, Seed Fundraising, Venture Capital

Director, Investment Analysis

2012 - 2012
Threshold Power
  • Created and managed the internal valuation model for a portfolio of nine operating wind farms in the United States.
  • Built and managed a portfolio model for a cross-border equity raise on the Toronto Stock Exchange for equity investment in US assets supported by institutional debt.
  • Conducted and coordinated due diligence on project and financial contracts with internal and external counterparts for asset acquisitions and portfolio financings.
  • Presented a cross-border portfolio model to three potential retail investment banking teams in Canada to support an equity raise.
  • Responded to investor diligence questions, prepared marketing materials, helped create the prospectus, and supported management for a retail equity investor roadshow.
Focus areas: Corporate Finance, Growth Strategy, Investment Return Scenario Analysis, Return Analysis, Discounted Cash Flow (DCF), Project Finance, Investor Presentations, Due Diligence, Structured Finance Documentation, Cash Flow Forecasting, Revenue & Expense Projections, Pitch Decks, Capital Structuring, Capital Raising, Investments, Financial Modeling, Fundraising, Alternative Investments, Investment Analysis, Renewables, Tax Equity, Microsoft Excel, Microsoft Word, United States, Renewable Energy, Alternative Energy, Contract Negotiation, Microsoft PowerPoint, Financial Risk Assessment, Finance Strategy, Energy, Revenue Modeling, Investment Thesis, Tax Credits, Microsoft Access, Cash Flow Analysis, NPV, IRR, Cash Flow Modeling, Global Banking, Clean Energy, Accounting, Pitch Deck Consultant, Equity Capital, Capital Budgeting, Bank Debt Raises, Strategy, Execution, Market Execution, Valuation, US GAAP, Forecasting, Business Consulting, Business Models, Business Planning, Business Plan Consulting, Fundraising Strategy, Startup Consulting, Startups, Key Performance Indicators (KPIs), Cash Management

Manager, Structured Finance

2010 - 2012
Acciona Energy North America
  • Completed the 1st project finance transaction for an Acciona wind project in Canada—raising CAD 70 million in long-term debt from an institutional lender, Managed lender diligence, and negotiated key debt terms and conditions.
  • Prepared and presented a cash flow projection model and investor presentation to multiple parties for the proposed financing of securitized receivables on a portfolio of existing operating assets.
  • Reviewed and optimized alternative structures for monetizing tax credits generated from company operations, including tax equity partnerships, single investor leases, and leveraged leasing structures.
  • Prepared cash flow projection models for prospective wind and solar projects.
  • Researched, valued, and presented alternative investment opportunities, including a portfolio of hydroelectric assets in South America and the monetization of existing operating assets in Canada.
Focus areas: Investment Return Scenario Analysis, Return Analysis, Discounted Cash Flow (DCF), Project Finance, Pitch Decks, Investment Memoranda, Bank Debt Raises, Investor Presentations, Due Diligence, Structured Finance Documentation, Financial Risk Assessment, Cash Flow Forecasting, Revenue & Expense Projections, Tax Credits, Debt Raises, Capital Raising, Capital Budgeting, Investments, Financial Modeling, Alternative Investments, Investment Analysis, Renewables, Tax Equity, Microsoft Excel, Microsoft Word, United States, Forward Contracts, Renewable Energy, Alternative Energy, Long-term Contracts, Solar, Microsoft PowerPoint, Energy, Revenue Modeling, Bioenergy, Microsoft Access, Letters of Credit, Cash Flow Analysis, NPV, IRR, Cash Flow Modeling, Clean Energy, Hydro Power, Pitch Deck Consultant, Equity Capital, Strategy, Valuation, Business Consulting, Business Models, Business Planning, Fundraising Strategy, Key Performance Indicators (KPIs)

Senior Structuring and Structured Finance Analyst

2003 - 2010
Avangrid Renewables
  • Prepared cash flow forecast models for the monetization of tax credits from wind project portfolios, analyzed proposed model structures from tax credit investors, and recommended changes to maximize value to the company.
  • Reviewed and optimized alternative structures for monetizing tax credits generated from company operations, including tax equity partnerships, non-levered leasing, and leveraged leasing.
  • Prepared cash flow forecast models for wind and solar projects as well as energy contracts to determine project valuation.
  • Prepared, analyzed, and reported on the economic impact of existing tax monetization structures to internal stakeholders as well as to external tax equity investors.
  • Contributed to developing new credit scoring models to analyze the financial and business risks of public, private, and government entities and successfully led the implementation of these models in the US business units.
  • Produced credit memoranda to set corporate credit limits, including details about the business and financial risk of potential and existing trading counterparts.
  • Served as a lead analyst in the financial and strategic analysis of structured transactions with capital commitments from $10 million to $500 million.
  • Produced a quarterly business unit liquidity analysis for a major credit rating agency.
Focus areas: Investment Return Scenario Analysis, Return Analysis, Investment Memoranda, Investment Thesis, Due Diligence, Financial Risk Assessment, Quantitative Risk Analysis, Letters of Credit, Credit Analysis, Cash Flow Forecasting, Credit Risk, Discounted Cash Flow (DCF), Project Finance, Tax Credits, Capital Structuring, Alternative Investments, Investment Analysis, Renewables, Tax Equity, Microsoft Excel, Microsoft Word, United States, Forward Contracts, Renewable Energy, Alternative Energy, Long-term Contracts, Pitch Decks, Solar, SAP Business Planning and Consolidation (BPC), Microsoft PowerPoint, Energy, Bioenergy, Microsoft Access, Cash Flow Analysis, NPV, IRR, Cash Flow Modeling, Clean Energy, Hydro Power, Valuation, Key Performance Indicators (KPIs)
2001 - 2003

Master of Business Administration (MBA) Degree in Finance

University of Portland - Portland, OR, USA

1996 - 2000

Bachelor's Degree in Biology

Carroll College - Helena, MT, USA

MARCH 2023 - PRESENT

CTP

Association for Financial Professionals

SEPTEMBER 2009 - PRESENT

CFA

CFA institute

Finance

Cash Flow Modeling, Return Analysis, Financial Modeling, Revenue & Expense Projections, Investment Memoranda, Internal Financial Reporting, Revenue Modeling, Investment Thesis, Tax Credits, Financial Risk Assessment, Letters of Credit, Budgeting, Finance Strategy, Capital Structuring, Fundraising, Discounted Cash Flow (DCF), Cash Flow Forecasting, Due Diligence, Forward Contracts, CFO, Fund Management, Project Finance, Financial Planning & Analysis (FP&A), P&L Forecasting, Corporate Finance, Capital Budgeting, Forecasting, Profit & Loss (P&L), Cash Management, Seed Fundraising, Investment Return Scenario Analysis, Capital Raising, Financial System Implementation, Finance Operation Improvements, Operational Finance, Structured Finance Documentation, Debt Raises, Quantitative Risk Analysis, External Financial Reporting, Bank Debt Raises, Credit Risk, Credit Analysis, Financial Reporting, Private Equity, Profitability Analysis, New Markets Tax Credit Program, Corporate Treasury, Equity Capital, Valuation, Monthly Recurring Revenue (MRR), Pricing Strategy, Accounting

Output Software

Microsoft PowerPoint, Microsoft Excel, Microsoft Word

Industry Expertise

Energy, Alternative Energy, Renewable Energy, Venture Capital, Bioenergy, Hydro Power, Food & Beverage

Geographic Expertise

United States

Data & Analysis Software

Microsoft Access, QuickBooks Online

Other

Investor Presentations, Investments, Cash Flow Analysis, NPV, IRR, Pitch Decks, Strategic Planning & Execution, Growth Strategy, Alternative Investments, Tax Equity, Renewables, Investment Analysis, Budget Modeling, Clean Energy, Pitch Deck Consultant, Business Consulting, Business Models, Business Planning, Business Plan Consulting, Fundraising Strategy, Startups, Key Performance Indicators (KPIs), Fractional CFO, Term Sheet Advisory, Microsoft Dynamics Great Plains (GP) ERP, SAP Business Planning and Consolidation (BPC), Long-term Contracts, Solar, Contract Negotiation, Hedge Funds, Interim Controller, Investment Funds, Shopify, Microsoft Dynamics GP, Treasury, Treasury & Liquidity Management, Strategy, Execution, Market Execution, US GAAP, Startup Consulting, Compensation Plans, DEAR Inventory, Global Banking, Investor Relations

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