Gathered and documented functional requirements for several scheduling interfaces between Amphora's Symphony ETRM solution and third party vendors related to product movements via vessels Qino or trucks Atlas, Petroman
Worked with client's business and technical resources to obtain formal sign-off on the formal specifications
Worked with offshore, internal technical team to clarify specifications
Authored test scenarios and test tools Excel to speed testing
Scripted and demonstrated functionality to client in support of milestone payment eConfirm, Transport4, Petroman
Designed and presented a working prototype for a proposed interface for truck movements from disparate trucking company sources
Reviewed several of Symphony's risk analytics features VAR, Option Valuation and suggested enhancements/corrections as well as several techniques to improve accuracy and/or reduce computational complexity
Reviewed current literature on valuation techniques for natural gas storage
Preliminary assessment of consultant organizations to advise on storage management from a risk perspective
Senior Business Analyst
Performed data modeling and logical data mappings between source NGL trading system and market risk data warehouse
Developed and executed Test scripts based on Business Requirements. Summarized and presented test results to key functional users and received sign-off
Developed formal Business Requirements for a number of projects including NGL Credit, NGL Market Risk, Power Market Risk
Worked with data architect to develop a common data format for receiving trading exposures from off-system sources for inclusion in end of day credit exposure calculations
Part of team performing gap analysis between current and proposed credit solutions
Authored business specifications for Limit Delegation of Authority functionality
Developed test algorithms to verify credit calculations for new exposure engine
Identified, quantified, and documented several areas where proposed solution's credit risk calculations were incorrect
Developed a toolbox of worksheets illustrating how various components of the proposed solution functioned. This included various deal type valuations, forward profiles, limit allocations and breaches, limit delegation of authority, and exposure aggregation calculations.
Assisted with the design of a web-based market risk management application based on standard Oracle tools
Coded and tested basic energy option valuation models
Reviewed current thinking in Value at Risk calculation techniques
Review and test of automated tool to build data access/update packages and procedures
Testing of energy event calendar coding
Built and tested energy price curve upload tool
Individual project management duties as well as management oversight on other ROME projects. Other duties included standardizing project initiation, planning, and reporting methodologies to help ensure repeatable processes. Worked with client management and project teams to resolve issues around milestone attainment, resource allocations, and invoicing.
Recruited and helped train a small U.K. consulting firm to be an implementation partner in Europe.
Lead/Assisted with functional/technical discovery sessions prior to contract finalization for two key European clients. The goal would be to team with client domain experts to step through their processes and illustrate fit of software solution. Identify and document any gaps and propose solutions where appropriate.
Evaluated, helped design and develop, and manage new functional modules for inclusion in the firm's product offerings. This included delivery of a market risk valuation engine as well as several credit analytic tools Potential Future Exposure, Stress Scenarios .
Developed presentation materials and conducted internal and external training sessions on credit risk application functionality as well as the company's software implementation methodology.
Project Manager/Business Analyst
Led the firm's initial foray into the international market Canada, England with successful software implementations for a Canadian energy producer and a pan-European Power Generator.
Assisted the sales and marketing teams by performing product demos creating test stories responding to Requests for Proposals Contract terms review.
Published internal white papers/examples detailing specific application functionality which served to supplement/amplify the company's user documentation.
Interacted with all project stakeholders sponsors, project management officers, business domain experts, technical architects, support team members .
Tracked and reported project progress against plan milestones, hours to stakeholders.
Authored and executed test plans against system functionality.
Acted as software functional domain expert and provided ad hoc analytic support.
Designed and coded 35 credit risk related reports using Crystal Reports and Business Objects
Led a project to validate accuracy of trade capture for a subset of the long-term portfolio for a major energy trader.
Gaps in current processes were uncovered and made recommendations for improvement.
Work product included an application to organize the confirmation review process and make it repeatable.
Developed a spreadsheet to validate the results of the risk management system for a variety of instruments based on internal valuation models.
Sr. Client Manager
Project Manager/Lead Consultantfor the implementation of high-end energy risk management software solutions. Responsible for project plan development, execution, and managing client expectations.
Responsible for all on-site activities including client relationship, planning, budgeting, integration design and development, business analysis, testing, training, implementation, and consulting.
Commodity coverage included petroleum crude cargoes , natural gas, and power.
Led the worldwide enterprise risk management application implementation for one of the world's largest diversified resources company.
Developed, documented, and conducted custom training for both front and back-office personnel in the use of the system.
Managed the formal change management process from initial proposal through specification, stakeholder approval, scheduling, use case development, testing, and final acceptance.
Developed, published, and managed the project implementation plan as well as provided status and milestone updates.
Participated in the pre-sales effort and helped align customer expectations with current system functionality.
Commodities covered included natural gas and power in Great Britain and Germany
Lead for the successful implementation of an energy trading and risk management application for a major French bank.
Managed change management process from initial proposal through specification, testing, training, and release.
Coordinated the on-site project one-off development activities with the central office's core
development team to ensure design consistency as well as deliverable schedule.
Led the design for the effort to automate the flow of trade capture from a client customized SAP front end to the risk management system. Discovered and documented data mappings between the two systems.
Grew SunGard's initial engagement from three consultants to five as client expanded initial scope and tripled expected revenues.
Mentored and promoted one Senior Consultant to Manager.
Developed an analytical VaR spreadsheet to aid users in understanding key concepts and to help troubleshooting by support analysts.
Led the on-site consulting team for a risk management development project between SunGard and a major North American energy trading organization.
Commodity coverage included natural gas liquids, power, and natural gas. Responsible for client relationship, interface with internal as well as third party initiatives, and coordinating product releases and testing.
Gathered requirements, designed and developed the interface between risk management system and SAS Risk Dimensions product using SQL Servers native ETL tool DTS .
Authored application release notes and developed support tools where required, e.g., a spreadsheet that illustrated the volatility skew calculation.
Grew SunGard's initial engagement from three consultants to ten.
Promoted one Senior Consultant to Manager.
Led a multi-phase custom development and integration project for a large North American electric utility.
Designed and developed a flexible interface into a third party power scheduling system that allowed the client to support claims before its Utility Commission regarding revenues stemming from power marketing
First year return was in excess of 2Million.
Designed and developed checkout system to aid end-of-month reconciliation with third parties.
Designed and developed several flexible reporting systems to support the power marketing/accounting function giving the client the ability to submit user-driven queries.
Staff Systems Specialis
Production Support Team Leader for the existing Coastal Risk Management System.
Developed interface between physical and financial trading systems using Microsoft Access against a Sybase database. Supervised two programmer/analysts.
Project Manager for operational risk taskforce. The goal was to identify areas where the trading group was exposed to operational risk and recommend policies and procedures to mitigate that risk. Conducted interviews across the company and modeled business processes.
Project Manager for Power Trading application. Reduced duplication of effort and introduced new functionality for options and forward position reporting.
Provided client with ad hoc query ability and an extensive, flexible reporting module.
Help Desk Supervisor of a staff of six analysts for the marketing company as it transitioned to a Microsoft desktop platform and application suite.