Hatem Kateb
Brea, California • 484-300-7026 • Kateb.Hatem@Gmail.Com
Over 14 years of experience in corporate finance with focus on financial planning & analysis, business strategy, and capital investments. An exceptional business partner with proven record of building relationships and influencing stakeholders across all levels of the organization.
Professional Experience
Southern California Edison, Los Angeles, CA 2017-Present
Senior Advisor, Financial Analysis
Provide financial leadership to $2B portfolio of capital investments and operational activities in one of the world’s largest investor owned electric utilities.
• Lead financial management, reporting, and strategic planning for the Operational Services, Customer Services, and Generation operating units.
• Participate in operating unit’s leadership teams, serve as a strategic thought partner to divisional leaders, and provide ongoing insightful data driven financial consulting and decision support.
• Oversee the development of operating plans and ensure timely well documented driver-based forecasts that aligns with strategic objectives.
• Lead cross functional teams on various critical projects including cost improvement initiatives, COVID financial implications, and operational excellence implementation.
• Provided financial leadership to 2021 General Rate Case (Major Regulatory Filling) process which included implementing new strategic operating model, building 10 Yr. financial database, developing business cases for new investments, and leading executive reviews.
• Lead a team of professionals including recruiting, developing, and retaining a diverse team of top talent.
Solaraty Inc, Los Angeles, CA 2016-2017
Founder & CEO
Started a solar energy company that specialized in selling, designing, and installing of rooftop solar systems to enable customers to power their lives using renewable clean energy resources.
• Developed the business plan, marketing strategy, legal structure, and startup capital.
• Established the company legal entity, policies, operations, and contractor license.
• Led a team of 12 highly performing sales and installation professionals to install over 200 solar systems.
• Partnered with large solar companies to offer outsourced solar design and installation services.
• Managed the company financials, human resources, contract management, and many other functions.
Port Logistics Group, Los Angeles, CA 2016-2017
Senior Finance Manager
Led the financial planning and analysis function in a dynamic, fast paced logistics, warehousing, distribution, and transportation environment.
• Led companywide annual budgeting process, 12 months rolling forecast and reviewed operational and financial information to predict current and future financial performance.
• Partnered with key stakeholders to bridge finance with business operations and improve the quality of information and decisions, strengthening the role of finance in the decision-making process.
• Provided timely, and accurate reporting & analysis of the company’s performance against historical and planned performance to facilitate and support decision-making.
• Influenced corporate strategy through providing actionable insights and analytics to drive business growth, cost improvements, and efficiency enhancements.
• Led a team of professionals including recruiting, developing, and retaining a diverse team of top talent.
Verengo Solar, Los Angeles, CA 2014-2016
Finance Manager
Improved the company’s operations through analytical studies that highlighted the root causes of major problems impacting projects’ completion and cash flows.
• Conducted a process analysis to evaluate operations effectiveness, identified areas with limited capacity, velocity slow down, and major issues impacting completion of projects.
• Developed a company-wide driver based forecast model for business planning and strengthened the role of business unit managers in the planning process and budget accountability.
• Conducted ongoing competitive analysis that evaluated financials, cost per watt, quarterly growth rates, and capital raising metrics of publicly traded market comparable solar companies.
• Reduced the marketing origination cost per contract by 25% by partnering with the marketing team to track metrics, optimize marketing channels geographic reach.
• Led a team of professionals including recruiting, developing, and retaining a diverse team of top talent.
Johnson and Johnson, Los Angeles, CA 2011-2014
Senior Financial Analyst
Partnered with functional leaders to build and execute financial and operational strategy, analyzed financial performance, and developed solutions to a variety of strategic challenges.
• Served as a finance and business consultant to all production business units.
• Led efficiency enhancement initiatives that increased productivity by 10%.
• Led budget process and tracked successful execution of operational and financial metrics.
• Evaluated capital investment proposals and oversaw the capital appropriation process.
• Led a team of professionals including recruiting, developing, and retaining a diverse team of top talent.
Oversee.net, Los Angeles, CA 2009-2011
Senior Financial Analyst
Supported sales and marketing analytics, led corporate planning processes, and evaluated financial and operational performance.
• Partnered with general managers of multiple business units to provide analytics and decision support to improve the quality of information and business decisions.
• Led weekly discussions to evaluate key operational and financial metrics and prioritize action plan for multiple business units (Consumer Finance – Travel - Airport Parking).
• Developed integrated financial models to forecast financial growth, analyzed pro forma effects of M&A activities, defined capital raising scenarios, and valued targeted acquisitions.
Vodafone, Cairo, Egypt 2007 –2009
Financial Analyst
Generated financial analysis for multiple strategic merger and acquisition decisions and served on due diligence team to audit and value target acquisitions.
• Provided in-depth analysis of the strategic fit of potential acquisitions with company's business model.
• Assisted with valuation analysis including comparative valuation and discounted cash flows.
• Evaluated synergies and transaction consequences under multiple financing scenarios.
• Presented actionable insights to the merger and acquisition leadership team.
Education
Pepperdine University - The Graziadio School of Business 2011-2013
Malibu, CA MBA Corporate Finance
University of Pennsylvania - The Wharton School 2013-2014
Philadelphia, PA Certificate in Operations Management
Zagazig University 2003-2007
Cairo, Egypt BS in Finance & Accounting
Additional Information
• Solid working experience with various financial analytics, planning, modeling, reporting, accounting, and scenario planning applications including SAP, IBM, Oracle, Essbase, Axiom, NetSuite, Adaptive Insights, QuickBooks, Black line, and Ariba.
• Proficient in computer applications including MS Excel, PowerPoint, Access, SQL, Power BI.
• Strong knowledge of GAAP, and IFRS Accounting Standards and cost accounting.
• Dedicated to lifelong learning and currently enrolled in MIT Executive Leadership Development Program.
• Lifelong athlete soccer player who values teamwork & GRIT and embrace the journey as much as the win.