James Balch

Connecting the Human Experience

Established Technology as a Service Energy Finance Program used by Magnum sales personnel and third-party contractors; prepared financial models for projects using Tech as a Service; identified and engaged third party investors for corporate capital raise.

Led financial investment team to evaluate potential investment opportunities; conducted NPV, IRR, Cash analysis for proposed Capital/Operating Leases and Shared Savings Services; Developed credit underwriting template and process for lighting/HVAC shared savings and leasing programs; developed comprehensive benchmark report of high potential facilities for lighting/HVAC retrofit Proficient: Microsoft Excel, Word, Power Point; Financial Modeling; Finance; Energy; Problem solver working with multi-disciplinary teams

Coordinated NextEra’s efforts to complete three significant renewable energy RFPs; developed competitive analysis for strategy sessions; led efforts to evaluate merchant pricing strategy to develop new energy storage opportunities

Conducted risk assessment of impact of risk elements on financial performance of over 30 completed wind projects; cCo-led a cross functional team to prepare a successful RFP for 200 MW wind project in Kansas; conducted bench-marking analysis used for Energy Storage strategy presentation to senior executives

Assisted Greif’s EarthMinded rain barrel subsidiary in competitive analysis for new product development. Prepared sales and analyzed sales data from key vendors such as Walmart and Home Depot.

Prepared Cardinal Health’s 2011 and 2012 response to Dow Jones Sustainability Index and Carbon Disclosure Project. Co-led Cardinal Health’s transportation and packaging working groups; led the development of a packaging reduction goal. Benchmarked potential sustainability goals. Provided baseline of Cardinal Health’s environmental metrics. Helped oversee global environmental metrics and emissions calculations.

Established undergrad chapter with MBAs that brings together students and professional leaders in sustainability. Club has grown to over 80 members. In its first year of existence, we received Gold status given to top 7% of international chapters. We also created and hosted First Annual OSU Sustainability Week bringing together over 500 participants including senior leaders from a wide variety of industries. We headed club projects including developing a sustainable transportation model for a major beverage organization and developing a green marketing plan for insurance companies.

Developed Overview and Implementation Guide for Supply Chain Resilience Assessment and Management model that allows Dow to identify its vulnerabilities and capabilities needed to determine the most efficient use of resources to prepare for any scenario. Developed technical template used to assess the results of the resilience model and assisted in identifying the total logistics costs for Dow's international trade division's largest marine routes, resulting in potential savings of over $3 million.