Patti Helfer

Patti Helfer

Audit Manager

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  • Timeline

  • About me

    Partner and Chief Operating Officer at Huck Capital

  • Education

    • Rutgers University

      1983 - 1987
      BS Accounting
    • Rutgers Business School

      1983 - 1987
      Bachelor’s Degree Accounting
  • Experience

    • Arthur Andersen & Co.

      Jan 1987 - Jan 1994
      Audit Manager

      Performed financial statement audits of NYSE clients primarily in the energy industry

    • NUI Corporation

      Jan 1994 - Jan 2003
      Corporate Controller

      Managed all aspects of accounting, reporting and FP&A

    • PSEG

      Jan 2003 - Jan 2004
      Director- Accounting

      Directed all aspects of corporate accounting and management reporting

    • NRG Energy

      Jan 2004 - Jan 2016

      Left the Corporate C-Suite to take on an entrepreneurial challenge to lead business operations within the newly formed NRG Home- a start-up combining NRG's consumer facing businesses comprising $6B in revenue, 3M+ customers and $650M+ in EBITDA. Reported directly to the NRG Home CEO. -Led the transformation to create NRG Home including recruiting and hiring its CEO and key members of the leadership team, developing goals & objectives, budgets, organizational models, incentive plans and employee engagement programs. -Developed comprehensive strategy approved by the Board to move to a demand-driven business model deploying technology and services to more than 3M customers. -Directed the effort to build the Home operating platform including systems and processes to enable cross selling, as well as various initiatives to optimize customer experience. -Took on a senior leadership role at the residential solar division directing efforts to integrate and build an operating platform for reliability and growth. Led improvements in operational disciplines and processes resulting in an improvement in Days to Install by 56%. Built the organizational model, developed key performance metrics and daily dashboard to effectively mange the business. Directed the financial activities which drove down Costs per Watt by over 30%. Show less Rapidly promoted from VP to EVP and C-Suite executive reporting directly to the CEO. Led NRG's human resources, information technology, supply chain, facilities and charitable giving departments comprising 500+ employees and an annual operating budget of ~$200M. Led efforts to accelerate NRG's strategic plan through prioritization and collaboration among all NRG businesses and functions. -Led various acquisition integration efforts for NRG's largest combinations which included building an operating platform that would scale for continued growth as well as ensuring cultural integration that enabled alignment with the company's vision and "rising tide" strategies. -Drove the efforts to identify and achieve cost synergies realizing $319M of annualized G&A synergies from two large scale acquisitions- which equated to over $2B in shareholder value. Results were sustained in subsequent years. Show less

      • Chief Operating Officer- NRG Home, a $6B division of NRG Energy

        Jan 2015 - Jan 2016
      • Executive Vice President and Chief Administrative Officer

        Jan 2011 - Jan 2015
      • VP-Internal Audit

        Jan 2007 - Jan 2011
      • Assistant Controller

        Jan 2004 - Jan 2007
    • Huck Ventures

      Jan 2016 - Jan 2019
      Operating Partner

      Partnered with a syndicate of large financial institutions to acquire and aggregate large assets in consumer and commercial energy markets.

    • Huck Capital

      Jan 2019 - now
      Partner and Chief Operating Officer

      Huck is an investment firm on a mission to inspire, finance and build the next generation of energy providers. We look to support companies and leaders who are pushing toward Net Zero and delivering solutions to consumers looking to electrify their lives. We are committed to building a more sustainable future.- Evaluated deals ranging in size from $50m to $3bn within the energy transition sector that included technology (SaaS), retail energy, residential solar, energy storage, and energy microgrids-Leads Huck diligence efforts working closely with target company and advisors-Works closely with portfolio company management and boards to drive strategies and efficient operations-Manages the operations of the firm including financial, HR, compliance, and legal Show less

  • Licenses & Certifications

    • Certified Public Accountant