SUMMARY:

• Experienced in commodity trading through the full deal life cycle from Front Office deal capture, deal pricing, confirmations / invoicing and Accounting.
• ETRM system expert - specifically Openlink / Endur with hands on experience of version 8 through to 11. Working knowledge of all Endur based applications from Front Office (deal capture), Pricing, Market Risk, Back Office (confirmations and invoicing), Accounting Manager (Sub-Ledger) and integration layer through to GL (typically SAP)
• Back Office and Accounting SME
• Accountant with specialist knowledge and hands on experience of derivative and hedge accounting,
• Highly knowledgeable in commodities including Gas, Power, Oil, FX, Metal, Plastic and Emission trading - both paper and physical
• Experienced in both Waterfall and Agile project methods
• Highly experienced business analyst covering full project life cycle from GAP Analysis, Specification writing, Implementation and Functional / User Acceptance Testing.

EMPLOYMENT:

Confidential

Back Office Business Analyst

Responsibilities:

• BO SME working within the BAU team handling production defects, small to medium size changes relating to existing Gas Endur release.
• The operates in 2 weekly sprint cycles
• Work with application support on addressing issues / priority 1 and 2 business defects and handling releases.
• Managing Production fixes and Emergency CR s
• Conduct training and knowledge share sessions with the business, app support and other IT team members
• Specific project of evolving the change request process into a self - service solution for small changes
• Production of Resolution, Test and Analysis documents

Confidential

Business Analyst - AVP

Responsibilities:

• Worked within an operations team that is installing a new Sub Ledger system to cover multiple streams across Finance and Ops
• Role consisted of defining an approach and performing business analysis for releases within the project and presenting findings / strategic proposal
• Formed test approaches, plans and cases for areas within the project releases.
• Specific example being the enhancement of account to product mapping codes to the SL system.
• Supported the product reconciliation between the new and the legacy Sub Ledger system as the roll out is staggered
• During releases I identified and tracked issues pre & post cut over.
• Examples including cash flow exceptions reconciliation
• Releases would take place between 12am and 3am at times, Illustrating team commitment

Confidential

Senior Consultant

Responsibilities:

• Writing of GAP, Technical and Functional Specification documents.
• The design of solutions including testing and implementation.
• The implementation of the Back Office Desktop, Tax Module, Trader Desktops, and various other Endur specific elements.
• Extensive experience with all Openlink managers from Front to Back including admin, operations, market and trading manager.
• Working knowledge of Accounting Manager (gained on - site @ Statoil + office based development). Specific exposure to Accounting Manager upgrade in V10.
• End to end testing including integration, UAT and solution testing.
• Script debugging specifically AVS.
• Liaising and working extensively with the business (for example Traders, Back Office, Accounts, Tax), application support teams and other IT team members.
• Knowledge of the working of Crystal templates and the new DMS solution for document generation.
• Floor walking and training sessions
• As a senior consultant I would assist Application Support on day to day issue specifically during the Centrica project.
• Presentations undertaken specifically DMS and TPM at Statoil
• Worked closely with other Endur teams (FO, MO, Operations, BO & Accounting).
• Gaining knowledge of the full life cycle within Endur and gaining experience with areas such as C-Motion, Deal Capture / Pricing, EOD, Sim Results and the Accounting Desktop / Integration Layer to General Ledger systems, e.g. SAP.

Confidential

Derivatives Account / Futures and Options Team Leader

Responsibilities:

• Joined the team as the derivatives accountant in July 05. Significant achievement would have been the stabilisation of the balance sheet reconciliations for the exchanges
• My duties included preparation of monthly P&L account entries for the exchange activity.
• With reconciliation of the balance sheet accounts to the broker statements within the 6 day world class close / group submission
• Ensure SOX requirements were met and handled the quarterly review with the auditors.
• Dealing with new business prime example was the introduction of emissions trading, which went smoothly from an accounting and daily reconciliation point of view
• Eventually the team was split between F&O (futures and options) and swaps, where I headed up the F&O creating a reliable / solid working environment for the team where all objectives where met.
• Responsibilities of the TL role included supporting, covering and monitoring the daily reconciliations with the exchanges.
• Covering exchanges such as ICE, Nymex, CBOT, CME, DME, EEX, APX, Powernext, LME etc. Reconciling trade breaks and confirming positions held within the trading system to the market on a daily basis
• In the final year of this role the team dealt with the installation of Endur and SAP. I was allocated the role of super - user for SAP.
• Ensuring it covered the F&O needs this was met
• Became the business point of accountability for the Endur release.