KELLY BURKE
Denver
Summary
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
17
17
years of professional experience
Work History
Director, Partner Strategy & Business Development
Sunrun
03.2023 - Current
- Partner with leadership team to shape corporate strategy including long term growth planning, new business models and strategic priorities.
- Develop data-driven business cases and strategic recommendations using market research, internal analytics, and financial modeling.
- Drive cross functional collaboration with Finance, Product, Legal, Sales and Operations to execute strategic initiatives.
- Manage pricing for Sunrun's Affiliate Partner business, which is a third of total volume with $1.4 billion in Proceeds annually.
Senior Manager, Strategy
Sunrun
08.2022 - 03.2023
Manager, Strategy
Sunrun
04.2021 - 08.2022
Senior Investor Relations Analyst
Sunrun
01.2018 - 04.2021
- Conducted introductory calls to communicate the company’s story and field inquiries from institutional investors and sell side analysts
- Managed quarterly earnings materials and drafted talking points to craft the company narrative
- Reported quarterly earnings and competitor/supplier news to executive management
- Launched a new investor relations website
Associate Analyst
RK Capital Management
01.2013 - 05.2017
- Assisted five portfolio managers in monitoring new and legacy holdings for a $650m long/short equity hedge fund focused on small-cap U.S. publicly traded equities
- Analyzed financial statements, evaluated regulatory filings, listened to earnings calls, tracked macro-economic data and performed one-off, bottom up research projects
- Built and maintained multi-variable valuation and pro forma forecast models
Research Analyst
Charles Schwab Investment Advisory
02.2012 - 12.2012
- Conducted qualitative investment manager research for specialty asset classes
- Recommended mutual funds and separate accounts for inclusion on various lists, including the Mutual Fund OneSource Select List, Schwab’s premier mutual fund research product
- One of eight research analysts who provided portfolio management services for Schwab Managed Portfolios, a wrap fee program with more than $14B AUM
- Wrote and edited general market, mutual fund and separate account commentary
Associate Analyst
Charles Schwab Investment Advisory
09.2010 - 02.2012
- Oversaw ongoing due diligence and communications for Managed Account Select, a $12 billion managed account platform, which features 90 strategies representing ~20 asset classes
Account Coordinator
Linhart Public Relations
01.2008 - 01.2009
- Coordinated strategic media relations, communications and social media campaigns
- Managed media relations for new restaurant openings for Chipotle, Red Robin and Panera Bread
- Secured client coverage in local, regional and national publications
Education
MBA -
University of Denver
Denver, CO01.2009
Bachelor of Arts - Journalism
University of Nevada
Reno, NV01.2007
Skills
- Strategic planning
- Financial modeling
- Verbal and written communication
- Decision-making
- People management
Awards
2020 Institutional Investor Magazine – #1 IR Team in the Alternative Energy sector
2012 Charles Schwab Key Contributor Award
2011 Charles Schwab Shared Strategic Services Business Excellence Award
2003-2007 University of Nevada Women’s Golf, Team Captain
Western Athletic Conference, All-Academic Conference, All-Scholar
National Golf Coach’s Association, All-Scholar Team
Timeline
Director, Partner Strategy & Business Development
Sunrun
03.2023 - Current
Senior Manager, Strategy
Sunrun
08.2022 - 03.2023
Manager, Strategy
Sunrun
04.2021 - 08.2022
Senior Investor Relations Analyst
Sunrun
01.2018 - 04.2021
Associate Analyst
RK Capital Management
01.2013 - 05.2017
Research Analyst
Charles Schwab Investment Advisory
02.2012 - 12.2012
Associate Analyst
Charles Schwab Investment Advisory
09.2010 - 02.2012
Account Coordinator
Linhart Public Relations
01.2008 - 01.2009
MBA -
University of Denver
Bachelor of Arts - Journalism
University of Nevada
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