Bo Peng, CFA

Bo Peng, CFA, has a diverse range of work experience in financial planning and analysis, investment, and banking. Bo started their career in 2006 at Citibank (China) Co., Ltd, where they progressed from a Personal Banker to a Relationship Manager and eventually to a Branch Manager & Associate as part of the Leadership Program. During this time, Bo demonstrated strong leadership skills, strategic planning abilities, and problem-solving capabilities. They effectively managed a team and exceeded sales goals, resulting in increased revenue and customer growth.

In 2014, Bo joined ICMA-RC as an intern in the Investment Division, where they focused on financial modeling, market analysis, and product recommendations. They successfully built asset allocation models and analyzed retirement funds, providing valuable insights for the equity team and executives.

Following their time at ICMA-RC, Bo joined TerraForm Global in 2014 as an Associate in the FP&A department. They were responsible for budgeting, forecasting, analyzing financials of assets, and building models to satisfy lender requirements. Bo played a key role in coordinating with asset managers in multiple countries and conducting variance analysis to identify business risks and opportunities.

In 2017, Bo was promoted to FP&A Manager at TerraForm Global, where they led a team of finance professionals and coordinated with asset managers in seven countries. They were responsible for budgeting, reporting, cost management, profitability analysis, and system management. Bo successfully implemented the Hyperion Planning/Essbase system, designed automated reports, and managed the transition between systems.

In 2018, Bo joined TerraForm Power as the Director of Corporate FP&A. They continue to utilize their expertise in financial planning and analysis to support the company's strategic initiatives.

Throughout Bo's career, they have consistently demonstrated strong analytical skills, financial expertise, and the ability to collaborate cross-functionally.

Bo Peng, CFA has a Master of Business Administration (MBA) degree in Business Administration and Management, General from Georgetown University McDonough School of Business, which they obtained from 2013 to 2015. Bo also holds a Bachelor's degree in Law - Evening Program from China University of Political Science and Law, which they completed from 2005 to 2008. Additionally, Bo Peng has the CFA certification, but specific details regarding the institution, month, and year of obtaining the certification are not provided.